OAK HALL PRIVATE SCHOOL INC

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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

1970

Legal Domicile

Principal Officer

KIRK KLEIN

Phone

3523323609

Tax Period

2023-07-01 to 2024-06-30

OAK HALL PRIVATE SCHOOL INC, founded in 1970, is a mid-sized nonprofit that reported $19.7M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $18.2M left a modest 8% surplus.

Mission

A WELCOMING, DIVERSE, AND SUPPORTIVE LEARNING COMMUNITY EMPOWERING STUDENTS TO PURSUE THEIR ACADEMIC, ARTISTIC, AND ATHLETIC PASSIONS.

Program Service Accomplishments

Program 1

Expenses: $14,002,768 Revenue: $18,395,056

THE SCHOOL PROVIDES EDUCATION AND RELATED EXTRACURRICULAR ACTIVITIES FOR APPROXIMATELY 935 STUDENTS RANGING FROM PRESCHOOL THROUGH 12TH 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 (2023)

Revenue Breakdown

Contributions & Grants $499,463

Program Service Revenue $18,395,056

Investment Income $432,392

Other Revenue $389,467

TOTAL REVENUE $19,716,378

Expense Breakdown

Grants Paid $1,061,400

Salaries & Benefits $11,658,653

Fundraising Expenses $305,250

Program Expenses $14,002,768

Other Expenses $5,491,038

TOTAL EXPENSES $18,211,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,716,378	$17,239,332	+0.1%
Expenses	$18,211,091	$16,354,418	+0.1%
Net Income	$1,505,287	$884,914	+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

335

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

$450,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRK KLEIN	CHAIR	4.000	Officer Director	$0	$0	$0
JENNIFER HUNT	CHAIRELECT	4.000	Officer Director	$0	$0	$0
RACHEL CLEMENTS	DIRECTOR	4.000	Director	$0	$0	$0
JOHN ROSCOW	DIRECTOR	4.000	Director	$0	$0	$0
TAMMY MILLER	DIRECTOR	4.000	Director	$0	$0	$0
CARONNE RUSH	DIRECTOR	4.000	Director	$0	$0	$0
LARRY GLEIM	DIRECTOR THRU 52024	4.000	Director	$0	$0	$0
MICHAEL MOSER	DIRECTOR	4.000	Director	$0	$0	$0
CHARLES LANE	DIRECTOR THRU 82023	4.000	Director	$0	$0	$0
SVEIN DYRKOLBOTN	DIRECTOR	4.000	Director	$0	$0	$0
FREDDIE WEHBE	DIRECTOR	4.000	Director	$0	$0	$0
TIM ROARK	DIRECTOR	4.000	Director	$0	$0	$0
MATHEEN KHUDDUS	DIRECTOR	4.000	Director	$0	$0	$0
ZABEL THUR DE KOOS	DIRECTOR	4.000	Director	$0	$0	$0
BLAKE FLETCHER	DIRECTOR	4.000	Director	$0	$0	$0
JAIME MARTIN	DIRECTOR	4.000	Director	$0	$0	$0
MANA ROSE	DIRECTOR	4.000	Director	$0	$0	$0
JAMES HUTCHINS	HEAD OF SCHOOL	60.00	Officer	$314,237	$14,250	$328,487
ANDREA NEWMAN	CFO	50.00	Officer	$116,231	$6,123	$122,354
JEFF MALLOY	DIRECTOR OF OPERATIONS	50.00	Highest	$132,790	$9,317	$142,107
JOHN PERLETTE	UPPER SCHOOL DIRECTOR	50.00	Highest	$120,450	$8,314	$128,764
JAIME GRESLEY	DIR OF ADVANCEMENT	50.00	Highest	$118,574	$5,856	$124,430
EDWIN MCTUREOUS	DIRECTOR OF ATHLETICS	50.00	Highest	$112,332	$7,699	$120,031
KIM WILKINS	DIR OF COLLEGE COUNSEL	50.00	Highest	$113,512	$5,602	$119,114

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	No data	No data	No data	No data
2024	$19,716,378	$18,211,091	$37,558,916	$1,505,287
2023	$17,239,332	$16,354,418	$36,309,434	$884,914
2022	$19,136,033	$15,130,828	$33,491,766	$4,005,205
2021	$15,634,041	$14,051,714	$28,822,361	$1,582,327
2020	$14,809,441	$14,463,534	$28,992,176	$345,907
2019	$14,179,009	$13,576,331	$28,750,685	$602,678
2018	$14,151,664	$12,802,316	$28,361,104	$1,349,348