3 Oaks Academy INC

EIN: 831547506 501(c)(3) Education

Fort Myers, FL

Total Revenue
$559,391
Total Expenses
$600,069
Total Assets
$64,986
Net Assets
$64,986
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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
2018
Legal Domicile
FL
Tax Period
2023-01-01 to 2023-12-31

3 Oaks Academy INC, founded in 2018, is a small nonprofit in the Education sector that reported $559K in total revenue in fiscal year 2023.

Mission

Provide high quality direct instruction to k-12 students utilizing teacher created curriculum and personalizing each students education to meet their individual needs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $559,391
Investment Income $0
Other Revenue $0
TOTAL REVENUE $559,391

Expense Breakdown

Grants Paid $0
Salaries & Benefits $334,232
Fundraising Expenses $0
Program Expenses $414,462
Other Expenses $265,837
TOTAL EXPENSES $600,069

Year-over-Year Comparison

2023 2022 Change
Revenue $559,391 $564,816 0.0%
Expenses $600,069 $492,860 +0.2%
Net Income $-40,678 $71,956 -1.6%
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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
120

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
$112,317
Total Directors
0
$0
Key Employees
3
$168,942
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pamalea Baker Director 65.00
Officer Key Emp
$59,802 $0 $59,802
Shyanne Nebbergall Admissions Director 40.00
Officer Key Emp
$52,515 $0 $52,515
Elizabeth Dorsey Teacher 30.00
Key Emp
$56,625 $0 $56,625
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 No data No data No data No data
2023 $559,391 $600,069 $64,986 $-40,678
2022 $565,100 $492,860 $90,719 $72,240
2021 $363,271 $359,747 $42,714 $3,524
2020 $246,868 $245,458 $39,190 $1,410
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