Shady Oak Academy

EIN: 813737040 501(c)(3)

Fort Worth, TX

Total Revenue
$62,021
Total Expenses
$86,755
Total Assets
$19,070
Net Assets
$-8,960
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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
2016
Legal Domicile
TX
Principal Officer
Pamela Jarvis
Phone
8177097227
Tax Period
2020-01-01 to 2020-12-31

Shady Oak Academy, founded in 2016, is a micro nonprofit that reported $62K in total revenue in fiscal year 2020. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $87K exceeded revenue, resulting in a 40% operating deficit.

Mission

Mission: To educate and support students in Kindergarten through 8th grade in an inclusive environment. Activities: Testing, School, Brain Workout and Summer Camps

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $3,005
Program Service Revenue $59,016
Investment Income $0
Other Revenue $0
TOTAL REVENUE $62,021

Expense Breakdown

Grants Paid $0
Salaries & Benefits $56,075
Fundraising Expenses $0
Program Expenses $65,324
Other Expenses $30,680
TOTAL EXPENSES $86,755

Year-over-Year Comparison

2020 2019 Change
Revenue $62,021 $203,354 -0.7%
Expenses $86,755 $84,059 +0.0%
Net Income $-24,734 $119,295 -1.2%
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

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Governance

Voting Members
4
Independent Members
3
Employees
2
Volunteers
10

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
2
$24,451
Total Directors
1
$21,259
Key Employees
1
$21,259
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pamela Jarvis Executive Director 50.00
Officer Director Key Emp
$21,259 $0 $21,259
Kenneth M Scagel Officer 5.00
Officer
$3,192 $0 $3,192
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
2020 $62,021 $86,755 $19,070 $-24,734
2019 $203,354 $215,497 $17,052 $-12,143
2018 $274,460 $271,647 $23,327 $2,813
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