LIVE OAK CLASSICAL FOUNDATION (EIN 832220421) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

BRICE HELTON

Phone

2547141007

Tax Period

2024-07-01 to 2025-06-30

LIVE OAK CLASSICAL FOUNDATION, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 607% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 66% operating margin.

Mission

TO GENERATE FUNDS TO SUBSIDIZE AND SUPPORT CAPITAL AND ACADEMIC-ORIENTED PROJECTS OF LIVE OAK CLASSICAL SCHOOL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,595,773

Program Service Revenue $0

Investment Income $14,489

Other Revenue $273

TOTAL REVENUE $1,610,535

Expense Breakdown

Grants Paid $547,801

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $547,801

Other Expenses $1,722

TOTAL EXPENSES $549,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,610,535	$227,777	+6.1%
Expenses	$549,523	$989,920	-0.4%
Net Income	$1,061,012	$-762,143	-2.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KIMBERLY LUCAS	SECRETARY	1.00	Director	$0	$0	$0
SCOTT OMO	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG CRENSHAW	MEMBER	1.00	Director	$0	$0	$0
BRANDON HAIRE	MEMBER	1.00	Director	$0	$0	$0
KRISTI HAYES	MEMBER	1.00	Director	$0	$0	$0
ZACK MALDONADO	MEMBER	1.00	Director	$0	$0	$0
SMITH GETTERMAN	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	$1,610,535	$549,523	$1,519,095	$1,061,012
2024	No data	No data	No data	No data
2023	$92,900	$343,107	$1,143,227	$-250,207
2022	$388,649	$78,635	$1,495,726	$310,014
2021	$984,195	$169,205	$880,538	$814,990

LIVE OAK CLASSICAL FOUNDATION