Oak Service Corporation (EIN 472411265) - 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

2015

Legal Domicile

Phone

9017481868

Tax Period

2024-07-01 to 2025-06-30

Oak Service Corporation, founded in 2015, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

OAK SERVICE CORPORATION PERFORMS ADMINISTRATIVE DUTIES FOR NONPROFIT ORGANIZATIONS BY AGREEMENT.

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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 $3,713,349

Program Service Revenue $1,552,023

Investment Income $45,290

Other Revenue $208,867

TOTAL REVENUE $5,519,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,319,368

Fundraising Expenses $0

Program Expenses $4,611,639

Other Expenses $2,405,664

TOTAL EXPENSES $5,725,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,519,529	$5,029,287	+0.1%
Expenses	$5,725,032	$5,615,915	+0.0%
Net Income	$-205,503	$-586,628	-0.6%

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

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

$311,917

Total Directors

Key Employees

$466,576

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER E PETERSON	PRESIDENT	1.0	Officer Director	$0	$0	$0
LARRY W EBY	DIRECTOR	1.0	Director	$0	$0	$0
MARK A ROBERTSON	DIRECTOR	1.0	Director	$0	$0	$0
JUSTIN A BUCK	CEO/SECRETARY/TREASURER	40.0	Officer	$296,791	$15,126	$311,917
LANCE A HORNER	CHIEF OPERATING OFFICER	40.0	Key Emp	$174,557	$5,074	$179,631
ROBERT R PARSONS JR	CHIEF FINANCIAL OFFICER	40.0	Key Emp	$271,819	$15,126	$286,945
JARED CAMPBELL	REAL ESTATE OFFICER	40.0	Highest	$122,101	$11,105	$133,206
KIMBERLY NOVAK	HEALTH & SAFETY OFFICER	40.0	Highest	$122,865	$5,074	$127,939

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	$5,519,529	$5,725,032	$1,765,333	$-205,503
2024	No data	No data	No data	No data
2023	$5,305,322	$5,573,532	$2,514,244	$-268,210
2022	$4,272,484	$3,932,099	$2,447,800	$340,385
2021	$4,325,999	$3,595,817	$2,069,394	$730,182
2020	$4,549,708	$4,413,803	$1,322,157	$135,905
2019	$5,214,947	$5,194,833	$1,249,687	$20,114
2018	$5,126,349	$5,188,605	$1,311,628	$-62,256

Oak Service Corporation