OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL (EIN 416469031) - 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

2000

Legal Domicile

Principal Officer

DR ANNE STAVNEY

Phone

6123397151

Tax Period

2023-01-01 to 2023-12-31

OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $210K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 20% operating margin.

Mission

SEE PART III, LINE 1

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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 (2023)

Revenue Breakdown

Contributions & Grants $164

Program Service Revenue $0

Investment Income $210,023

Other Revenue $0

TOTAL REVENUE $210,187

Expense Breakdown

Grants Paid $126,040

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,040

Other Expenses $43,160

TOTAL EXPENSES $169,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,187	$506,324	-0.6%
Expenses	$169,200	$167,183	+0.0%
Net Income	$40,987	$339,141	-0.9%

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

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

$1,219,112

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE E STAVNEY	CHAIR	1.00	Director	$0	$115,008	$872,891
DANIEL KELLEY	TRUSTEE	1.00	Director	$0	$63,032	$346,221
HEMA NEALON	TRUSTEE (RESIGNED 1/31/2023)	1.00	Director	$0	$0	$0
AMY SALDANHA	TRUSTEE (RESIGNED 12/31/2023)	1.00	Director	$0	$0	$0
MOLLY S SIMMONS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID OXFORD	TRUSTEE (APPOINTED 1/31/2023)	1.00	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
2024	No data	No data	No data	No data
2023	$210,187	$169,200	$3,144,887	$40,987
2022	$506,324	$167,183	$3,104,090	$339,141
2021	$508,646	$154,440	$2,765,067	$354,206
2020	$222,368	$150,620	$2,410,861	$71,748
2019	$221,753	$148,498	$2,339,113	$73,255
2018	$200,672	$160,607	$2,265,898	$40,065

OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL