OAKWELL ACADEMY (EIN 611705925) - 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

2014

Legal Domicile

Principal Officer

Danielle Adair

Phone

9793268819

Tax Period

2022-07-01 to 2023-06-30

OAKWELL ACADEMY, founded in 2014, is a small nonprofit in the Education sector that reported $720K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $675K left a modest 6% surplus.

Mission

Oakwell Academy is a private Pre-K - 11th grade school offering a Classical, Christian education within a University Model structure, which utilizes the best of private schooling and homeschooling.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,803

Program Service Revenue $707,564

Investment Income $0

Other Revenue $3,086

TOTAL REVENUE $720,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $564,984

Fundraising Expenses $0

Program Expenses $675,095

Other Expenses $108,803

TOTAL EXPENSES $675,095

Year-over-Year Comparison

	2022	2021	Change
Revenue	$720,453	$630,791	+0.1%
Expenses	$675,095	$552,269	+0.2%
Net Income	$45,358	$78,522	-0.4%

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

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

$71,385

Total Directors

$103,385

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lauri Evans	Board Treasurer/Administrator	35	Officer Director	$45,350	$0	$45,350
Alex Donaldson	Board Member	32	Director	$32,000	$0	$32,000
Ashlee Hardy	Board Chairman/Administrator	25	Officer Director	$26,035	$0	$26,035
Richard Ray Evans	Board Secretary	5	Officer Director	$0	$0	$0
Richard Tyler Hardy	Board Vice-Chairman	5	Officer Director	$0	$0	$0
Jay Griffin	Board Member	5	Director	$0	$0	$0
Sarah Griffin	Board Member	5	Director	$0	$0	$0
Greg Burtin	Board Member	5	Director	$0	$0	$0
Jenny Burtin	Board Member	5	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$720,453	$675,095	$696,379	$45,358
2022	$630,791	$552,269	$967,979	$78,522
2021	$483,008	$401,879	$729,352	$81,129
2020	$309,893	$271,117	$550,345	$38,776

OAKWELL ACADEMY