THE OAKRIDGE SCHOOL (EIN 751656802) - 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

1979

Legal Domicile

Principal Officer

KATHY GAMILL CPA CFO

Phone

8174514994

Tax Period

2023-09-01 to 2024-08-31

THE OAKRIDGE SCHOOL, founded in 1979, is a mid-sized nonprofit in the Education sector that reported $19.9M in total revenue in fiscal year 2023.

Mission

TO INSPIRE STUDENTS TO SEEK THEIR FULL POTENTIAL IN ACADEMICS, THE ARTS, AND ATHLETICS IN A CHALLENGING AND NURTURING ENVIRONMENT THAT CULTIVATES SOCIAL RESPONSIBILITY, MUTUAL RESPECT, AND PERSONAL INTEGRITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,166,801

Program Service Revenue $18,056,435

Investment Income $75,088

Other Revenue $563,704

TOTAL REVENUE $19,862,028

Expense Breakdown

Grants Paid $3,290,325

Salaries & Benefits $11,629,171

Fundraising Expenses $704,700

Program Expenses $17,129,107

Other Expenses $6,088,290

TOTAL EXPENSES $21,007,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,862,028	$19,233,332	+0.0%
Expenses	$21,007,786	$19,593,421	+0.1%
Net Income	$-1,145,758	$-360,089	+2.2%

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

222

Volunteers

150

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

$983,471

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIANA ORTIZ	ASSOCIATE REGENT	2.00	Director	$0	$0	$0
DR KIM EDEN	ASSOCIATE REGENT	2.00	Director	$0	$0	$0
MANESH SHAH	ASSOCIATE REGENT	2.00	Director	$0	$0	$0
KEITH BIRD	BUILDINGS AND GROUNDS CHAI	2.00	Director	$0	$0	$0
CHARLES PIERSON	CHAIRMAN	4.00	Director	$0	$0	$0
DANA QUEENAN	COMMITTEE ON REGENTS CHAIR	2.00	Director	$0	$0	$0
LARRAINE LAROVERE	DEVELOPMENT CHAIR	2.00	Director	$0	$0	$0
DR JENNIFER HERNANDEZ	DIRECTOR	2.00	Director	$0	$0	$0
MATT WORTHINGTON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PETERSEN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HEISKELL	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT HOWELL	DIRECTOR	2.00	Director	$0	$0	$0
DR VICTORIA FARRAR-MYERS	DIRECTOR	2.00	Director	$0	$0	$0
CATHY HANDY	DIRECTOR	2.00	Director	$0	$0	$0
KELLY BROADUS	EDUCATION AND TECHNOLOGY C	2.00	Director	$0	$0	$0
MARK JONES	ENDOWMENT CHAIR	2.00	Director	$0	$0	$0
JIM HADDOCK	EXECUTIVE COMMITTEE CHAIR	2.00	Director	$0	$0	$0
RON WIDUP	FINANCE CHAIR	2.00	Director	$0	$0	$0
NANCY O'SHEA	LIFETIME REGENT	2.00	Director	$0	$0	$0
DON DUKE	PERSONNEL CHAIR	2.00	Director	$0	$0	$0
KATHY GAMILL	CHIEF FINANCIAL OFFICER	50.00	Officer	$215,580	$23,806	$239,386
JAMES CUMMINGS	CONTROLLER - PARTIAL YEAR	45.00	Officer	$120,000	$19,687	$139,687
AMANDA WILSON	DIRECTOR OF ADMISSIONS - PARTIAL YEAR	45.00	Officer	$103,740	$5,205	$108,945
MICHELLE VAUGHN	DIRECTOR OF TECHNOLOGY AND	45.00	Officer	$117,240	$13,065	$130,305
MATTHEW BURGY	HEAD OF SCHOOL	55.00	Officer	$308,575	$56,573	$365,148
BRITT ROBINSON	ASSISTANT OF SCHOOL	45.00	Highest	$136,020	$47,219	$183,239
SHAWN MEADOWS	ATHLETIC DIRECTOR	45.00	Highest	$124,980	$13,545	$138,525
SARAH SCHECTER	DIVISION HEAD OF THE LOWER	45.00	Highest	$111,480	$12,860	$124,340
JAMES ANDERSEN	DIVISION HEAD OF THE UPPER	45.00	Highest	$118,200	$13,201	$131,401

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	$19,862,028	$21,007,786	$17,254,381	$-1,145,758
2023	$19,233,332	$19,593,421	$17,568,038	$-360,089
2022	$16,706,706	$18,445,686	$17,930,441	$-1,738,980
2021	$20,174,539	$18,390,061	$19,389,993	$1,784,478
2020	$16,918,174	$17,998,126	$20,172,743	$-1,079,952
2019	$18,100,061	$18,443,198	$19,630,345	$-343,137
2018	$18,897,673	$18,269,651	$20,194,735	$628,022

THE OAKRIDGE SCHOOL