LIVE OAK CLASSICAL SCHOOL (EIN 770616274) - 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

2003

Legal Domicile

Principal Officer

ALISON MOFFATT

Phone

2547141007

Tax Period

2022-07-01 to 2023-06-30

LIVE OAK CLASSICAL SCHOOL, founded in 2003, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2022. Expenses of $5.9M exceeded revenue, resulting in a 11% operating deficit.

Mission

LIVE OAK CLASSICAL SCHOOL STRIVES TO EQUIP STUDENTS TO LOVE GOD WITH ALL THEIR HEARTS, SOULS AND MINDS. WE DRAW ON THE CLASSICAL TOOLS OF LEARNING TO PREPARE STUDENTS TO REASON CLEARLY, COMMUNICATE EFFECTIVELY,& ACT RESPONSIBILY IN THE WORLD,ALL FOR THE GLORY OF GOD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $83,180

Program Service Revenue $5,006,132

Investment Income $1,740

Other Revenue $219,043

TOTAL REVENUE $5,310,095

Expense Breakdown

Grants Paid $555,880

Salaries & Benefits $3,388,094

Fundraising Expenses $0

Program Expenses $4,863,139

Other Expenses $1,950,039

TOTAL EXPENSES $5,894,013

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,310,095	$4,931,132	+0.1%
Expenses	$5,894,013	$5,078,069	+0.2%
Net Income	$-583,918	$-146,937	+3.0%

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

134

Volunteers

300

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

$169,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEIL LUFT	PRESIDENT	15.00	Officer Director	$0	$0	$0
ALTA VANN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
HOLLY BURCHETT	SECRETARY	5.00	Officer Director	$0	$0	$0
HEATH IVY	TREASURER	5.00	Officer Director	$0	$0	$0
PAUL BARBIERI	BOARD MEMBER	1.00	Director	$0	$0	$0
GRANT COBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY COUNSELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA ISHIO	BOARD MEMBER	1.00	Director	$0	$0	$0
CALLIE SCHRANK	BOARD MEMBER	1.00	Director	$0	$0	$0
LANISSA WILLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON MOFFATT	HEAD OF SCHOOL	40.00	Officer	$99,942	$2,897	$102,839
DONNA ZEMANEK	FINANCE DIRECTOR	40.00	Officer	$65,101	$1,466	$66,567

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,310,095	$5,894,013	$1,107,848	$-583,918
2022	$4,931,132	$5,078,069	$1,708,715	$-146,937
2021	$4,570,478	$4,454,016	$1,265,858	$116,462
2020	$4,534,185	$4,488,411	$2,335,178	$45,774
2019	$4,367,522	$4,345,237	$1,485,466	$22,285
2018	$4,643,516	$4,311,085	$1,455,008	$332,431

LIVE OAK CLASSICAL SCHOOL