OAKCREST 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

1978

Legal Domicile

Principal Officer

MATTHEW BUONOCORE

Phone

7037905450

Tax Period

2024-07-01 to 2025-06-30

OAKCREST SCHOOL, founded in 1978, is a mid-sized nonprofit in the Education sector that reported $12.0M in total revenue in fiscal year 2024. Net assets of $47.5M represent 48 months of operating reserves.

Mission

OAKCREST SCHOOL, IN PARTNERSHIP WITH PARENTS, CHALLENGES GIRLS IN GRADES 6-12 TO DEVELOP THEIR INTELLECT, CHARACTER, FAITH AND LEADERSHIP POTENTIAL TO SUCCEED IN COLLEGE AND THROUGHOUT THEIR LIVES.

Program Service Accomplishments

Program 1

Expenses: $10,924,533 Revenue: $10,532,240

OAKCREST, AN INDEPENDENT SCHOOL, EDUCATES THE WHOLE PERSON. INSPIRED BY THE TEACHINGS OF THE CATHOLIC CHURCH AND THE SPIRITUALITY OF OPUS DEI, WE WEAVE TOGETHER A RICH LIBERAL ARTS CURRICULUM...

OAKCREST, AN INDEPENDENT SCHOOL, EDUCATES THE WHOLE PERSON. INSPIRED BY THE TEACHINGS OF THE CATHOLIC CHURCH AND THE SPIRITUALITY OF OPUS DEI, WE WEAVE TOGETHER A RICH LIBERAL ARTS CURRICULUM, CHARACTER DEVELOPMENT, ONE-ON-ONE ADVISING AND SERVICE TO CREATE A VIBRANT ENVIRONMENT THAT GRADUATES CONFIDENT YOUNG WOMEN-YOUNG WOMEN WHO MAKE A DIFFERENCE IN ALL THEY CHOOSE TO DO. AUXILIARY AND STUDENT SUPPORT - CONDUCT ALL SUPPORT ACTIVITIES ANCILLARY TO THE SCHOOL INCLUDING MENTORING, RELIGIOUS FORMATION, COLLEGE PREPARATION, FIELD TRIPS, AND EXTRACURRICULAR ACTIVITIES. ADMISSIONS/PROMOTION - CONDUCT ALL ACTIVITIES TO ENCOURAGE GIRLS TO ENROLL IN OAKCREST SCHOOL TO DEVELOP THEIR INTELLECT, CHARACTER, FAITH AND LEADERSHIP POTENTIAL TO SUCCEED IN COLLEGE AND THROUGHOUT THEIR LIVES. APPROXIMATELY THREE HUNDRED STUDENTS ATTENDED THE SCHOOL.

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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 $1,468,125

Program Service Revenue $10,532,240

Investment Income $7,369

Other Revenue $-19,223

TOTAL REVENUE $11,988,511

Expense Breakdown

Grants Paid $2,278,140

Salaries & Benefits $6,539,938

Fundraising Expenses $424,434

Program Expenses $10,924,533

Other Expenses $3,884,741

TOTAL EXPENSES $12,702,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,988,511	$12,384,403	0.0%
Expenses	$12,702,819	$12,200,003	+0.0%
Net Income	$-714,308	$184,400	-4.9%

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

127

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

$431,475

Total Directors

$227,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIE KEUCHEL	HEAD OF SCHOOL	40.00	Officer Director	$227,100	$0	$227,100
GARY HALE	DIRECTOR	2.00	Director	$0	$0	$0
JAN-HEIN CREMERS	TREASURER	2.00	Officer Director	$0	$0	$0
LUCIA PERCOVICH	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET WHITE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARTHA DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
MATIAS TAVELLA	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE CASEY BUENO	SECRETARY	2.00	Officer Director	$0	$0	$0
PHIL O'BEIRNE	DIRECTOR	2.00	Director	$0	$0	$0
SHELLY PELLETIER	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW BUONOCORE	CFO	40.00	Officer	$192,278	$12,097	$204,375
CYNTHIA BERTOLINI	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$145,000	$0	$145,000
MICHAEL BARVICK	DIR. OF INSTITUTIONAL ADVANCEMENT	40.00	Highest	$188,987	$12,097	$201,084

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	$11,988,511	$12,702,819	$59,062,114	$-714,308
2024	No data	No data	No data	No data
2023	$11,545,841	$11,009,606	$59,908,977	$536,235
2022	$12,329,763	$9,908,316	$57,804,103	$2,421,447
2021	$12,569,255	$8,870,516	$55,866,732	$3,698,739
2020	$9,835,137	$8,746,360	$52,937,239	$1,088,777
2019	$9,410,048	$8,446,325	$51,967,027	$963,723