LIVE OAK CLASSICAL PROPERTIES

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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

2015

Legal Domicile

Principal Officer

BRICE HELTON

Phone

2547141007

Tax Period

2023-07-01 to 2024-06-30

LIVE OAK CLASSICAL PROPERTIES, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $557K in total revenue in fiscal year 2023. The organization ran a surplus of $238K, a strong 43% operating margin.

Mission

TO HOLD TITLE TO REAL PROPERTY FOR THE USE OF LIVE OAK CLASSICAL SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $318,836

TO SERVE AS A TITLE HOLDING ORGANIZATION FOR LIVE OAK CLASSICAL SCHOOL. THE ORGANIZATION WILL COLLECT RENTAL INCOME FROM LIVE OAK CLASSICAL SCHOOL, REMIT PAYMENTS TO LENDERS ON REAL PROPERTY NOTES...

TO SERVE AS A TITLE HOLDING ORGANIZATION FOR LIVE OAK CLASSICAL SCHOOL. THE ORGANIZATION WILL COLLECT RENTAL INCOME FROM LIVE OAK CLASSICAL SCHOOL, REMIT PAYMENTS TO LENDERS ON REAL PROPERTY NOTES, AND TURN OVER THE INCOME LESS EXPENSES TO LIVE OAK CLASSICAL 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 $0

Program Service Revenue $556,760

Investment Income $0

Other Revenue $0

TOTAL REVENUE $556,760

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $318,836

Other Expenses $318,836

TOTAL EXPENSES $318,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$556,760	$556,760	N/A
Expenses	$318,836	$307,692	+0.0%
Net Income	$237,924	$249,068	0.0%

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

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
SCOTT OMO	BOARD CHAIR	1.00	Director	$0	$0	$0
CALLIE SHRANK	SECRETARY	1.00	Director	$0	$0	$0
COLT KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON MOFFATT	PRESIDENT	1.00	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	No data	No data	No data	No data
2024	$556,760	$318,836	$12,557,382	$237,924
2023	$556,760	$307,692	$12,723,771	$249,068
2022	$443,394	$484,213	$12,327,411	$-40,819
2021	$361,293	$320,727	$10,006,701	$40,566
2020	$624,090	$302,227	$8,706,834	$321,863
2019	$585,316	$337,805	$8,691,536	$247,511
2018	$703,061	$297,902	$8,743,367	$405,159