Wild Oak Independent School (EIN 861576509) - 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

Lindsay Jalonen

Phone

8286201091

Tax Period

2024-07-01 to 2025-06-30

Wild Oak Independent School, founded in 2020, is a small nonprofit in the Education sector that reported $470K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $518K exceeded revenue, resulting in a 10% operating deficit.

Mission

Building a community of trust and belonging by prioritizing joy, curiosity and self discovery to allow children to be children by using integrated curriculum inspired by the real world which allows students bridges to connect to themselves, to each other, and the real 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 (2024)

Revenue Breakdown

Contributions & Grants $21,170

Program Service Revenue $449,099

Investment Income $0

Other Revenue $0

TOTAL REVENUE $470,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $410,385

Fundraising Expenses $0

Program Expenses $517,699

Other Expenses $107,314

TOTAL EXPENSES $517,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$470,269	$617,521	-0.2%
Expenses	$517,699	$566,898	-0.1%
Net Income	$-47,430	$50,623	-1.9%

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

Volunteers

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

$45,000

Total Directors

$45,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Toni Warren	President	1.00	Officer Director	$0	$0	$0
Lindsay Jalonen	VP	40.00	Officer Director	$45,000	$0	$45,000
Debra Carabantes	Director	1.00	Director	$0	$0	$0
Tony Tang	Director	1.00	Director	$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	$470,269	$517,699	$47,310	$-47,430

Wild Oak Independent School