OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL

EIN: 416469031 501(c)(3) Philanthropy & Grantmaking

MINNEAPOLIS, MN

Total Revenue
$210,187
Total Expenses
$169,200
Total Assets
$3,144,887
Net Assets
$3,144,887
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
MN
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

TO ESTABLISH AN ENDOWMENT TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL, OR ITS SUCCESSORS BY MERGER OR CONSOLIDATION.

Program Service Accomplishments

Program 1
Expenses: $126,040 Revenue: $0

TO MAINTAIN AND ENHANCE THE QUALITY OF THE BLAKE SCHOOL. THEGRANTS ASSIST THE BLAKE SCHOOL WITH ITS DAILY OPERATION COSTS.ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONS AND INVESTMENTINCOME.

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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%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
4
Independent Members
2
Employees
N/A
Volunteers
6

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
0
$0
Total Directors
6
$1,219,112
Key Employees
0
$0
Highest Compensated
0
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
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