TALL OAKS ACADEMY INC (EIN 873098794) - 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

2021

Legal Domicile

Principal Officer

BRADLEY POTTS

Phone

2624557688

Tax Period

2023-07-01 to 2024-06-30

TALL OAKS ACADEMY INC, founded in 2021, is a small nonprofit in the Education sector that reported $507K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO IMPLEMENT A CLASSICAL CHRISTIAN EDUCATION PROGRAM IN KENOSHA, WISCONSIN.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $180,984

Program Service Revenue $326,329

Investment Income $2,346

Other Revenue $-2,681

TOTAL REVENUE $506,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $352,113

Fundraising Expenses $5,546

Program Expenses $377,455

Other Expenses $154,337

TOTAL EXPENSES $506,450

Year-over-Year Comparison

	2023	2022	Change
Revenue	$506,978	$457,946	+0.1%
Expenses	$506,450	$315,501	+0.6%
Net Income	$528	$142,445	-1.0%

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

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

$62,447

Total Directors

$114

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAXTON DEGARMO	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOEL DAVIS	VICE PRESIDENT (THRU APRIL)	1.00	Officer Director	$0	$0	$0
KIRSTEN REUWER	SECRETARY	1.00	Officer Director	$114	$0	$114
TINA SCHMITZ	TREASURER	5.00	Officer Director	$0	$0	$0
RAUL MENDOZA	BOARD MEMBER (THRU APRIL)	1.00	Director	$0	$0	$0
DAN BECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY POTTS	HEAD OF SCHOOL	40.00	Officer	$62,333	$0	$62,333

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	$506,978	$506,450	$233,687	$528
2023	$457,946	$315,501	$237,049	$142,445

TALL OAKS ACADEMY INC