Oak School of Delray Beach Inc (EIN 650144766) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

Jules Romfh

Phone

5612521971

Tax Period

2024-01-01 to 2024-12-31

Oak School of Delray Beach Inc, founded in 1989, is a micro nonprofit that reported $6K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Net assets of $315K represent 617 months of operating reserves.

Mission

Montessori School Dedicated to Teaching Montessori Principles & Concepts

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,130

Other Revenue $0

TOTAL REVENUE $6,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,023

TOTAL EXPENSES $6,023

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,130	$5,015	+0.2%
Expenses	$6,023	$5,380	+0.1%
Net Income	$107	$-365	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Jules Romfh	President	Officer Director	$0	$0	$0
Nancy Schilichting	Secretary	Officer Director	$0	$0	$0
Monica Lalane	Treasurer	Officer Director	$0	$0	$0
Elizabeth Romfh	Director	Director	$0	$0	$0
Robert Lalane	Director	Director	$0	$0	$0
Armand Mouw	Director	Director	$0	$0	$0
Catherine Mouw	Director	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	$6,130	$6,023	$315,118	$107
2023	$5,015	$5,380	$315,011	$-365
2022	$49	$4,723	$315,376	$-4,674
2021	$49	$4,269	$320,050	$-4,220
2020	$507	$7,220	$324,270	$-6,713

Oak School of Delray Beach Inc