OAK GROVE SCHOOL LLC (EIN 844449744) - Form 990 Financial Analysis & Trantor Score

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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

2020

Legal Domicile

Principal Officer

JODI GRASS

Phone

8056468236

Tax Period

2023-07-01 to 2024-06-30

OAK GROVE SCHOOL LLC, founded in 2020, is a community nonprofit in the Education sector that reported $6.6M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $7.7M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF OAK GROVE SCHOOL IS TO ASSIST STUDENTS IN DEVELOPING THOSE QUALITIES OF MIND, HEART, AND BODY THAT WILL ENABLE THEM TO FUNCTION WITH EXCELLENCE, CARE, AND RESPONSIBILITY IN THE MODERN WORLD.

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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 $869,285

Program Service Revenue $5,693,477

Investment Income $85,388

Other Revenue $0

TOTAL REVENUE $6,648,150

Expense Breakdown

Grants Paid $964,931

Salaries & Benefits $4,641,523

Fundraising Expenses $232,733

Program Expenses $6,362,124

Other Expenses $2,065,416

TOTAL EXPENSES $7,671,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,648,150	$7,614,052	-0.1%
Expenses	$7,671,870	$7,059,060	+0.1%
Net Income	$-1,023,720	$554,992	-2.8%

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

107

Volunteers

320

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

$274,270

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI GRASS	HEAD OF SCHOOL	40.00	Officer	$173,844	$0	$173,844
Sandra Torres	Bus. Manager	40.00	Officer	$100,426	$0	$100,426
ERIN GERKEN	Trustee	3.00		$0	$0	$0
DENNIS RICE	Trustee	3.00		$0	$0	$0
WILLIAM PRATHER	Trustee	3.00		$0	$0	$0
MARK LEE	Trustee	3.00		$0	$0	$0
KAREN HESLI	Trustee	3.00		$0	$0	$0
NANDINI LEE	Trustee	3.00		$0	$0	$0
THOMAS DAVIS	VICE CHAIR	10.00		$0	$0	$0
DUKE STUMP	Trustee	3.00		$0	$0	$0
MYR SLOSBERG	Trustee	3.00		$0	$0	$0
CATHLEEN LYNCH	CHAIR	10.00		$0	$0	$0
JONATHAN SOLORZANO	Trustee	3.00		$0	$0	$0
Nikolette Huberman	Trustee	3.00		$0	$0	$0
Deepa Pulipati	Trustee	3.00		$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	$6,648,150	$7,671,870	$9,340,526	$-1,023,720
2023	$7,614,052	$7,059,060	$8,956,947	$554,992
2022	$6,104,544	$6,530,473	$8,419,945	$-425,929

OAK GROVE SCHOOL LLC