Oak Crest Private School (EIN 522287069) - 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

2001

Legal Domicile

Phone

2144835400

Tax Period

2024-01-01 to 2024-12-31

Oak Crest Private School, founded in 2001, is a small nonprofit in the Education sector that reported $836K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $808K left a modest 3% surplus.

Mission

To provide the community with an educational institution where children can be taught school subjects using an established curriculum from the pre-school level through eighth grade.

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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 $28,318

Program Service Revenue $834,719

Investment Income $37,862

Other Revenue $-64,963

TOTAL REVENUE $835,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $561,225

Fundraising Expenses $3,169

Program Expenses $710,442

Other Expenses $244,973

TOTAL EXPENSES $808,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$835,936	$889,893	-0.1%
Expenses	$808,428	$704,124	+0.1%
Net Income	$27,508	$185,769	-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

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

$65,572

Total Directors

$65,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hildegard J Jessup	Chairman	60.00	Officer Director	$65,572	$0	$65,572
Angie Guignon	Treasurer	2.00	Director	$0	$0	$0
Brenda Feilmeier	Secretary	60.00	Officer 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	$835,936	$808,428	$3,230,441	$27,508
2023	$889,893	$704,124	$3,208,571	$185,769
2022	$824,802	$570,370	$3,030,137	$254,432
2021	$695,333	$483,162	$2,773,756	$212,171
2020	$557,558	$424,918	$2,919,480	$132,640
2019	$491,435	$416,487	$2,743,463	$74,948
2018	$548,010	$393,025	$2,663,368	$154,985

Oak Crest Private School