OAKTREE ACADEMY INC (EIN 465611781) - 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

2014

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

OAKTREE ACADEMY INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $417K, a strong 27% operating margin.

Mission

OAKTREE ACADEMYS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND TO ORGANIZE AND OPERATE A DAY CARE CENTER IN LUDINGTON, MICHIGAN.

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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 $360,825

Program Service Revenue $1,157,947

Investment Income $6,946

Other Revenue $575

TOTAL REVENUE $1,526,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $819,188

Fundraising Expenses $0

Program Expenses $1,020,501

Other Expenses $290,192

TOTAL EXPENSES $1,109,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,526,293	$975,556	+0.6%
Expenses	$1,109,380	$1,006,033	+0.1%
Net Income	$416,913	$-30,477	-14.7%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
JOHN WILSON	PRESIDENT	Officer	$0	$0	$0
ANITA WILSON	VICE PRESIDENT	Officer	$0	$0	$0
LYNNE RUSSELL	TREASURERSECRETARY	Officer	$0	$0	$0
LISA COOPER	EXEC DIRECTORSEC	Officer	$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	$1,526,293	$1,109,380	$1,657,915	$416,913
2024	$975,556	$1,006,033	$1,240,363	$-30,477
2023	$1,012,989	$960,699	$1,272,890	$52,290
2022	$1,551,843	$879,659	$1,291,111	$672,184
2021	$977,964	$799,584	$631,471	$178,380
2020	$753,282	$670,273	$366,152	$83,009
2019	$724,197	$615,068	$303,454	$109,129
2018	$663,318	$638,180	$179,389	$25,138

OAKTREE ACADEMY INC