Oak Hill Academy (EIN 752911494) - 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

Brit Smart

Phone

2143538804

Tax Period

2023-08-01 to 2024-07-31

Oak Hill Academy, founded in 2000, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. Expenses of $4.2M left a modest 4% surplus.

Mission

Education- Private School

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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 $220,620

Program Service Revenue $3,985,865

Investment Income $130,660

Other Revenue $81,183

TOTAL REVENUE $4,418,328

Expense Breakdown

Grants Paid $238,563

Salaries & Benefits $3,213,255

Fundraising Expenses $259,573

Program Expenses $3,577,894

Other Expenses $780,529

TOTAL EXPENSES $4,232,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,418,328	$4,627,493	0.0%
Expenses	$4,232,347	$4,199,409	+0.0%
Net Income	$185,981	$428,084	-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

136

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

$285,761

Total Directors

$141,458

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brit Smart	Executive Director	40.00	Officer Director	$141,458	$0	$141,458
Carole Hill	Founder & Lifetime Trustee	1.00	Director	$0	$0	$0
David Miller	Lifetime Trustee	1.00	Director	$0	$0	$0
Patty Miller	Lifetime Trustee	1.00	Director	$0	$0	$0
Pam Quarterman	Director	1.00	Director	$0	$0	$0
Mike Arbour	Chair	1.00	Director	$0	$0	$0
Jeff Drummond	Board Member	1.00	Director	$0	$0	$0
Megan Horter	Board Member	1.00	Director	$0	$0	$0
Lucy Huang	Director	1.00	Director	$0	$0	$0
Gretchen Williams	Board Member	1.00	Director	$0	$0	$0
Jennifer Bridie	Board Member	1.00	Director	$0	$0	$0
Seth Plunk	Secretary	1.00	Director	$0	$0	$0
Nicole DeVoss	Asst Director	40.00	Officer	$144,303	$0	$144,303

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	$4,418,328	$4,232,347	$6,977,463	$185,981
2023	$4,627,493	$4,199,409	$7,100,361	$428,084
2022	$4,236,526	$4,094,068	$6,785,608	$142,458
2021	$4,145,269	$3,681,890	$6,707,200	$463,379
2020	$3,944,725	$4,054,342	$6,763,070	$-109,617
2019	$4,179,287	$4,033,280	$6,946,696	$146,007
2018	$3,753,898	$3,634,080	$6,855,886	$119,818

Oak Hill Academy