OAK FARM SCHOOL INC (EIN 352089006) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

2608974270

Tax Period

2024-09-01 to 2025-08-31

OAK FARM SCHOOL INC, founded in 1999, is a community nonprofit in the Education sector that reported $9.4M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Net assets of $41.3M represent 53 months of operating reserves.

Mission

OAK FARM SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL MONTESSORI DAY SCHOOL FOR STUDENTS IN EARLY CHILDHOOD THROUGH GRADE 12.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,861,661

Program Service Revenue $5,092,911

Investment Income $425,359

Other Revenue $12,829

TOTAL REVENUE $9,392,760

Expense Breakdown

Grants Paid $1,684,244

Salaries & Benefits $4,720,268

Fundraising Expenses $31,017

Program Expenses $7,659,868

Other Expenses $3,017,976

TOTAL EXPENSES $9,422,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,392,760	$14,980,220	-0.4%
Expenses	$9,422,488	$8,419,172	+0.1%
Net Income	$-29,728	$6,561,048	-1.0%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

144

Volunteers

306

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

$255,515

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Weimer	Board Secretary & Treasurer	1.0	Officer Director	$0	$0	$0
Erica Dekko	Board President	1.0	Officer Director	$0	$0	$0
Michael Axel	Board Vice President	1.0	Officer Director	$0	$0	$0
Olivia Salsbery	Board Member	1.0	Director	$0	$0	$0
Trisha Paul	Board Member	1.0	Director	$0	$0	$0
Candice Holbrook	Head of School	40.0	Officer	$152,536	$7,829	$160,365
Lauren Moyer	Chief Financial Officer	40.0	Officer	$78,094	$17,056	$95,150

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	$9,392,760	$9,422,488	$52,082,315	$-29,728
2024	$14,980,220	$8,419,172	$46,472,189	$6,561,048
2023	$13,815,838	$7,592,101	$37,574,890	$6,223,737
2022	$11,726,261	$6,912,978	$30,325,105	$4,813,283
2021	$6,046,309	$6,334,718	$26,356,415	$-288,409
2021	$6,046,309	$6,334,718	$26,356,415	$-288,409
2020	$5,950,479	$5,723,065	$25,502,910	$227,414
2019	$5,026,090	$5,525,956	$26,393,582	$-499,866
2018	$14,450,645	$5,116,842	$28,275,549	$9,333,803

OAK FARM SCHOOL INC