Oakdale School Foundation (EIN 731275159) - 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

1996

Legal Domicile

Principal Officer

Amber Crosby

Phone

4054122576

Tax Period

2024-07-01 to 2025-06-30

Oakdale School Foundation, founded in 1996, is a small nonprofit in the Education sector that reported $286K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $50K, a strong 17% operating margin.

Mission

To better provide the charitable and educational needs of the Oakdale School, and its student body by providing a continuing and permanent entity through which monies and other property by gift, devise, or bequest can be dedicated to charitable or educational purposes.

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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 $93,690

Program Service Revenue $249,368

Investment Income $6,111

Other Revenue $-63,010

TOTAL REVENUE $286,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $225,270

Other Expenses $236,632

TOTAL EXPENSES $236,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,159	$324,057	-0.1%
Expenses	$236,632	$253,952	-0.1%
Net Income	$49,527	$70,105	-0.3%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amber Crosby	President	N/A	Officer	$0	$0	$0
Mychelle Silva	Vice President Elect	N/A	Officer	$0	$0	$0
Jaclyn Christensen	Finance and Donor Managemtn	N/A	Officer	$0	$0	$0
Carey Flatt	Events	N/A	Officer	$0	$0	$0
Lindsey Ponder	Events	N/A	Officer	$0	$0	$0
Lindsey Sherwood	Corporate Sponsorships	N/A	Officer	$0	$0	$0
Shea Adamson	Corporate Donations	N/A	Officer	$0	$0	$0
Deborah Gary	Corporate Donations	N/A	Officer	$0	$0	$0
Joanna McCool	Development and Faculty	N/A	Officer	$0	$0	$0
Christi McGahan	Communications and Marketing	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	$286,159	$236,632	$366,585	$49,527
2024	$324,057	$253,952	$317,058	$70,105
2023	$269,641	$278,989	$246,953	$-9,348
2022	$245,670	$174,655	$256,301	$71,015
2021	$125,600	$197,915	$185,286	$-72,315
2019	$187,672	$170,771	$256,497	$16,901

Oakdale School Foundation