Oak School Parent Organization (EIN 363798041) - 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

1995

Legal Domicile

Principal Officer

Amy Laczynski

Phone

6308614300

Tax Period

2024-08-01 to 2025-07-31

Oak School Parent Organization, founded in 1995, is a small nonprofit in the Education sector that reported $196K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $152K, a strong 78% operating margin.

Mission

Build a stronger school community between student, families, parents and staff. Ensure for every child the highest advantages of education through the united efforts of Oak School staff and student's parents.

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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 $66,910

Program Service Revenue $0

Investment Income $16,653

Other Revenue $112,490

TOTAL REVENUE $196,053

Expense Breakdown

Grants Paid $37,966

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,966

Other Expenses $5,819

TOTAL EXPENSES $43,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,053	$390,160	-0.5%
Expenses	$43,785	$134,300	-0.7%
Net Income	$152,268	$255,860	-0.4%

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

N/A

Volunteers

168

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Gott	Co-President	2.00	Officer Director	$0	$0	$0
Mark Montgomery	Co-President	2.00	Officer Director	$0	$0	$0
Heather Beck	Co-Vice President	2.00	Officer Director	$0	$0	$0
Kacy Baker	Co-Vice President	2.00	Officer Director	$0	$0	$0
Amy McCauley	Treasurer	2.00	Officer Director	$0	$0	$0
Amy Laczynki	Assistant Treasurer	2.00	Director	$0	$0	$0
Ashley Ilekis	VP of Communications	2.00	Director	$0	$0	$0
Ken Moy	Secretary	2.00	Officer Director	$0	$0	$0

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	$196,053	$43,785	$615,779	$152,268
2024	$390,160	$134,300	$463,511	$255,860
2023	$177,009	$191,259	$207,651	$-14,250
2022	$199,850	$131,264	$222,086	$68,586

Oak School Parent Organization