REGENTS SCHOOL OF OXFORD INC (EIN 640924803) - 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

2000

Legal Domicile

Principal Officer

MATTHEW SCHROEDER

Tax Period

2024-06-01 to 2025-05-31

REGENTS SCHOOL OF OXFORD INC, founded in 2000, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2024. The organization ran a surplus of $2.2M, a strong 35% operating margin.

Mission

PRIVATE SCHOOL EDUCATION, GRADES K-12, SERVICING 410-430 STUDENTS ANNUALLY.

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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 $1,191,341

Program Service Revenue $4,812,783

Investment Income $154,909

Other Revenue $38,419

TOTAL REVENUE $6,197,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,908,010

Fundraising Expenses $40,047

Program Expenses $3,305,293

Other Expenses $1,131,548

TOTAL EXPENSES $4,039,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,197,452	$5,853,139	+0.1%
Expenses	$4,039,558	$3,609,238	+0.1%
Net Income	$2,157,894	$2,243,901	0.0%

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

100

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

$113,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WEBB LEWIS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
ALICE KELLY MORGAN	BOARD VICE C	2.00	Officer Director	$0	$0	$0
JENE SMITH	BOARD SECRET	2.00	Officer Director	$0	$0	$0
ALEX SANDERS	BOARD TREASU	2.00	Officer Director	$0	$0	$0
N/A	BOARD MEMBER	2.00	Director	$0	$0	$0
TYLER LOVELACE	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN NIEMEYER	BOARD MEMBER	2.00	Director	$0	$0	$0
LEN REEVES	BOARD MEMBER	2.00	Director	$0	$0	$0
FOWLER STAINES	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW SCHROEDER	HEAD OF SCHO	40.00	Officer	$113,656	$0	$113,656

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	$6,197,452	$4,039,558	$20,336,573	$2,157,894
2024	$5,853,139	$3,609,238	$6,640,952	$2,243,901
2023	$5,530,208	$3,348,927	$4,433,516	$2,181,281
2022	$3,863,636	$2,661,733	$2,209,378	$1,201,903
2021	$2,684,391	$2,088,311	$1,021,240	$596,080
2020	$1,822,894	$1,906,817	$676,478	$-83,923
2019	$1,768,763	$1,736,406	$498,067	$32,357
2018	$1,622,232	$1,606,119	$462,663	$16,113

REGENTS SCHOOL OF OXFORD INC