SAGE OAK CHARTER SCHOOL

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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

Principal Officer

TIM O'BRIEN

Phone

8884354445

Tax Period

2024-07-01 to 2025-06-30

SAGE OAK CHARTER SCHOOL, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $69.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

THE SCHOOL, IN COLLABORATION WITH PARENTS, TEACHERS, STUDENTS, AND THE SCHOOL'S LEADERSHIP TEAM, CULTIVATES LIFE LONG LEARNERS BY RECOGNIZING STUDENTS AND PARENTS' NEEDS FOR EDUCATIONAL OPTIONS. THE SCHOOL BALANCES FLEXIBILITY WITH ACCOUNTABILITY AND HIGH ACADEMIC EXCELLENCE FOR FAMILIES SEEKING A NON-TRADITIONAL, PERSONALIZED EDUCATIONAL EXPERIENCE. THE SCHOOL UNDERSTANDS THE NEED FOR PARTNERSHIP IN ORDER FOR STUDENTS TO ATTAIN THEIR PERSONAL ACADEMIC GOALS.

Program Service Accomplishments

Program 1

Expenses: $60,450,243 Revenue: $0

THE PROGRAM SUCCESSFULLY DELIVERS AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL, WITH ADA (AVERAGE DAILY ATTENDANCE) OF 4,856 ACROSS GRADES TK-12 ACROSS THREE CHARTER SCHOOLS. IT FOSTERS...

THE PROGRAM SUCCESSFULLY DELIVERS AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL, WITH ADA (AVERAGE DAILY ATTENDANCE) OF 4,856 ACROSS GRADES TK-12 ACROSS THREE CHARTER SCHOOLS. IT FOSTERS COLLABORATION BETWEEN PARENTS AND CERTIFICATED TEACHERS, ENABLING THE SELECTION OF A WIDE ARRAY OF EDUCATIONAL RESOURCES AND MATERIALS. THESE RESOURCES ARE CHOSEN FROM A LIST OF APPROVED CONTENT AND COMMUNITY PROVIDERS, TO PROVIDE A DIVERSE AND TAILORED EDUCATIONAL EXPERIENCE FOR EVERY STUDENT.

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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 $68,193,132

Program Service Revenue $0

Investment Income $848,110

Other Revenue $83,474

TOTAL REVENUE $69,124,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,490,822

Fundraising Expenses $0

Program Expenses $60,450,243

Other Expenses $21,183,765

TOTAL EXPENSES $67,674,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,124,716	$58,380,596	+0.2%
Expenses	$67,674,587	$52,760,421	+0.3%
Net Income	$1,450,129	$5,620,175	-0.7%

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

467

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

$583,250

Total Directors

$53,950

Key Employees

$1,255,128

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTA WOODGRIFT	SUPERINTD. OF SCHOOLS	40.00	Officer	$251,282	$54,955	$306,237
KELLY PRINS	SENIOR DIR. OF SP ED	40.00	Key Emp	$220,149	$41,010	$261,159
ERIN BUNCH	ASST SUPERINTD. OF ED SRVCS	40.00	Key Emp	$203,332	$54,186	$257,518
CANDICE COFFEY	ASST SUPERINTD. OF HR	40.00	Officer	$200,480	$53,783	$254,263
LAWRENCE KING	SENIOR DIR. OF OUTREACH AND DEV.	40.00	Key Emp	$205,532	$46,216	$251,748
TIM O'BRIEN	ASST SUPERINTD. OF BIZ SRVCS	40.00	Key Emp	$211,201	$32,434	$243,635
LISA THOMPSON	ASST SUPERINTD. OF OP. AND ACCT	40.00	Key Emp	$203,280	$37,788	$241,068
HABIB TAHMAS	SENIOR DIR. OF FISCAL SRVCS	40.00	Highest	$181,959	$37,297	$219,256
DANIELLE RUIZ	ASST DIR. OF SPECIAL ED	40.00	Highest	$166,459	$49,355	$215,814
TRACI KING	DIR. OF SECONDARY ED/PRINCIPAL	40.00	Highest	$164,500	$49,073	$213,573
THERESA TEDESCO	DIR. OF STUDENT SRVCS	40.00	Highest	$151,183	$48,041	$199,224
CHELSEY ANEMA	DIR. OF PRSNLZD LRNING/PRINCIPAL	40.00	Highest	$150,612	$47,121	$197,733
WILLIAM HALL	PRESIDENT	5.00	Officer Director	$14,300	$0	$14,300
MICHAEL HUMPHREY	VICE PRESIDENT	2.00	Officer Director	$8,450	$0	$8,450
STEVE FRAIRE	CLERK	5.00	Director	$14,300	$0	$14,300
SUSAN HOULE	DIRECTOR	2.00	Director	$8,450	$0	$8,450
PETE MATZ	DIRECTOR	2.00	Director	$8,450	$0	$8,450

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	$69,124,716	$67,674,587	$37,560,642	$1,450,129
2024	$58,380,596	$52,760,421	$34,497,956	$5,620,175
2023	$48,361,742	$46,124,124	$28,696,018	$2,237,618
2022	$45,185,778	$38,739,331	$21,279,749	$6,446,447
2019	$37,656,084	$34,749,966	$12,371,328	$2,906,118
2018	$19,616,773	$18,912,575	$5,410,784	$704,198