3 Oaks Academy INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $312,309 Revenue: $559,391

Utilized high quality teachers to provide face to face core content instruction to k-12 students to assist in meeting CCSS and College Readiness standards in an educational facility as approved by...

Utilized high quality teachers to provide face to face core content instruction to k-12 students to assist in meeting CCSS and College Readiness standards in an educational facility as approved by local officials

Program 2

Expenses: $70,551 Revenue: $0

Develop engaging curriculum and program for students ages 6-18 in the areas of reading writing mathematics and science.

Program 3

Expenses: $31,602 Revenue: $0

Develop and implement one to one instructional content to students to assist in meeting local and or state guidelines in reading and mathematics as well as college readiness and CCSS expectations.

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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 $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

Governance

Voting Members

Independent Members

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

$112,317

Total Directors

Key Employees

$168,942

Highest Compensated

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