SHEPHERD ACADEMICS INC DBA OAK RIDGE PRIVATE SCHOOL (EIN 330706480) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

FREDERICK W BURRY JR

Phone

7142881432

Tax Period

2024-07-01 to 2025-06-30

SHEPHERD ACADEMICS INC DBA OAK RIDGE PRIVATE SCHOOL, founded in 1996, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

CHRISTIAN-BASED ACADEMIC AND RELIGIOUS TRAINING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $99,543

Program Service Revenue $2,569,139

Investment Income $0

Other Revenue $11,720

TOTAL REVENUE $2,680,402

Expense Breakdown

Grants Paid $1,600

Salaries & Benefits $1,976,561

Fundraising Expenses $0

Program Expenses $2,710,451

Other Expenses $954,221

TOTAL EXPENSES $2,932,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,680,402	$2,992,060	-0.1%
Expenses	$2,932,382	$2,935,960	0.0%
Net Income	$-251,980	$56,100	-5.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$24,000

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK W BURRY JR	President	18.00	Officer Director	$12,000	$0	$12,000
PATRICIA BURRY	Vice President	18.00	Officer Director	$12,000	$0	$12,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,680,402	$2,932,382	$199,962	$-251,980
2024	$2,992,060	$2,935,960	$370,766	$56,100
2023	$3,004,724	$3,136,888	$574,982	$-132,164
2022	$3,541,694	$2,749,709	$973,695	$791,985
2021	$2,036,072	$2,092,809	$736,458	$-56,737
2020	$1,924,953	$2,202,506	$301,760	$-277,553
2019	$2,802,044	$2,542,203	$215,326	$259,841
2018	$3,078,715	$2,698,839	$165,584	$379,876

SHEPHERD ACADEMICS INC DBA OAK RIDGE PRIVATE SCHOOL