Oak Mountain Academy Inc (EIN 580976833) - 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

1966

Legal Domicile

Phone

7708346651

Tax Period

2024-07-01 to 2025-06-30

Oak Mountain Academy Inc, founded in 1966, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024.

Mission

OAK MOUNTAIN ACADEMY PROVIDES A CHALLENGING COLLEGE-PREPARATORY EDUCATION IN A SAFE FAMILY ENVIRONMENT. THE SCHOOL NURTURES THE ETHICAL, SPIRITUAL AND PHYSICAL DEVELOPMENT OF STUDENTS AS THEY BECOME CONFIDENT LEADERS INSPIRED TO SERVE. THE ABOVE STATED MISSION IS ACHIEVED THROUGH AN ACTIVE ATHLETIC PROGRAM PROVIDING OVER 15 DIFFERENT SPORTING OPPORTUNITIES, A THRIVING ARTS PROGRAM INCLUDING CURRICULA AND CO-CURRICULA OPPORTUNITIES FOR EVERY CHILD, AND A HIGH ACHIEVING ACADEMIC PROGRAM THAT INCLUDES A VARIETY OF HONOR SOCIETIES AND ACADEMIC CLUB OPPORTUNITIES. THESE MISSION DRIVEN ACTIVITIES ARE FUNDED PRIMARILY THROUGH THE BOOSTER CLUB GOLF TOURNAMENT, THE PVA FALL FESTIVAL AND THE DEVELOPMENT OFFICE SPRING GALA AND AUCTION.

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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 $398,064

Program Service Revenue $3,048,146

Investment Income $39,866

Other Revenue $4,368

TOTAL REVENUE $3,490,444

Expense Breakdown

Grants Paid $295,780

Salaries & Benefits $2,157,374

Fundraising Expenses $226,981

Program Expenses $2,609,123

Other Expenses $1,103,939

TOTAL EXPENSES $3,557,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,490,444	$3,444,597	+0.0%
Expenses	$3,557,093	$3,460,370	+0.0%
Net Income	$-66,649	$-15,773	+3.2%

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

$174,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BAIN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
BUNNY GODARD	SECRETARY	1.0	Officer Director	$0	$0	$0
KEVIN BUSH	Treasurer	1.0	Officer Director	$0	$0	$0
MARIA BARTLETT	CHAIRMAN	1.0	Officer Director	$0	$0	$0
Alice ROBISON	TRUSTEE	1.0	Director	$0	$0	$0
ANN MARGARET PERKINS	TRUSTEE	1.0	Director	$0	$0	$0
DEBBIE MALLoy	TRUSTEE	1.0	Director	$0	$0	$0
Kirby Butler	TRUSTEE	1.0	Director	$0	$0	$0
MARGARET PERKINS	TRUSTEE	1.0	Director	$0	$0	$0
MATT PIKE	TRUSTEE	1.0	Director	$0	$0	$0
MEREDITH SAMMON	TRUSTEE	1.0	Director	$0	$0	$0
NICK MARTIN	TRUSTEE	1.0	Director	$0	$0	$0
SCOTT ROBISON	TRUSTEE	1.0	Director	$0	$0	$0
SONYA DEFREESE	TRUSTEE	1.0	Director	$0	$0	$0
PATRICK YURAN	HEADMASTER	100.0	Officer	$164,500	$9,600	$174,100

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	$3,490,444	$3,557,093	$4,572,751	$-66,649
2024	$3,444,597	$3,460,370	$4,598,186	$-15,773
2023	$2,902,761	$3,207,785	$4,907,025	$-305,024
2022	$4,304,707	$3,264,611	$5,261,945	$1,040,096
2021	$3,238,040	$3,006,886	$4,620,475	$231,154
2020	$2,841,358	$2,882,982	$4,630,874	$-41,624
2019	$2,909,027	$2,909,589	$4,736,893	$-562
2018	$2,868,404	$3,005,414	$4,819,420	$-137,010

Oak Mountain Academy Inc