OAK HALL EPISCOPAL SCHOOL (EIN 731023224) - 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

Principal Officer

MR KENNETH WILLY

Phone

5802262341

Tax Period

2024-07-01 to 2025-06-30

OAK HALL EPISCOPAL SCHOOL is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $2.4M left a modest 12% surplus.

Mission

OAK HALL IS DEDICATED TO ENSURING THE INTELLECTUAL, CREATIVE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL GROWTH OF EACH STUDENT TO HIS/HER FULLEST POTENTIAL WITHIN A CHRISTIAN ATMOSPHERE. A POSITIVE SELF-IMAGE, A SENSE OF TRUE WORTH, AND THE FEELING OF BEING VALUED AS A SCHOOL PARTNER AND A CHILD OF GOD ARE GOALS INHERENT TO THE SCHOOL'S MISSION. EACH STUDENT WILL LEAVE OAK HALL WITH THE TOOLS TO FUNCTION IN A GLOBAL SOCIETY AS A MAJOR CONTRIBUTOR.

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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 $823,225

Program Service Revenue $1,728,918

Investment Income $157,694

Other Revenue $0

TOTAL REVENUE $2,709,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,557,651

Fundraising Expenses $41,876

Program Expenses $2,011,877

Other Expenses $819,640

TOTAL EXPENSES $2,377,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,709,837	$1,880,875	+0.4%
Expenses	$2,377,291	$944,534	+1.5%
Net Income	$332,546	$936,341	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV BRYAN CALLEN	SPIRITUAL	N/A	Director	$0	$0	$0
AMY COFFEY	DIRECTOR	N/A	Director	$0	$0	$0
GINA HERNANDEZ-ROBERTS	DIRETOR	N/A	Director	$0	$0	$0
DR WILLIAM LYTKOWSKI	DIRECTOR	N/A	Director	$0	$0	$0
DR PAUL PLOWMAN	DIRECTOR	N/A	Director	$0	$0	$0
MARK RIESEN	DIRECTOR	N/A	Director	$0	$0	$0
DR LAUREN STORTS	PTA PRESIDEN	N/A	Director	$0	$0	$0
DANIEL VERNON	DIRECTOR	N/A	Director	$0	$0	$0
TODD YEAGER	DIRECTOR	N/A	Director	$0	$0	$0
REV POULSON REED	BISHOP COADJ	N/A		$0	$0	$0
JILL DAUGHERTY	TREASURER	N/A	Officer	$0	$0	$0
DR JAHANNAH JAMELARIN	PRESIDENT	N/A	Officer	$0	$0	$0
MITESH PATEL	VICE-PRESIDE	N/A	Officer	$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	$2,709,837	$2,377,291	$4,536,912	$332,546
2024	$2,278,961	$2,134,338	$4,276,926	$144,623
2023	$1,889,578	$1,951,367	$3,912,441	$-61,789
2022	$1,496,338	$1,834,116	$3,875,453	$-337,778
2021	$1,971,855	$1,679,817	$4,229,487	$292,038
2020	$1,494,951	$1,671,717	$3,829,776	$-176,766
2019	$1,872,131	$1,699,621	$3,923,100	$172,510
2018	$1,505,035	$1,707,174	$3,701,927	$-202,139

OAK HALL EPISCOPAL SCHOOL