HOME SCHOLARS' ACADEMY OF OAKRIDGE & WES (EIN 931319372) - 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

2001

Legal Domicile

Principal Officer

STARR SAHNOW

Phone

5419429707

Tax Period

2024-07-01 to 2025-06-30

HOME SCHOLARS' ACADEMY OF OAKRIDGE & WES, founded in 2001, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $687K, a strong 17% operating margin.

Mission

TO PROVIDE EDUCATION THROUGH A CHARTER 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 $369,563

Program Service Revenue $3,569,593

Investment Income $28,918

Other Revenue $4,769

TOTAL REVENUE $3,972,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,136

Fundraising Expenses $0

Program Expenses $3,001,205

Other Expenses $3,101,796

TOTAL EXPENSES $3,285,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,972,843	$3,443,157	+0.2%
Expenses	$3,285,932	$2,802,243	+0.2%
Net Income	$686,911	$640,914	+0.1%

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

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

$9,465

Total Directors

$1,465

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH LEWIS	VICE CHAIR/TREASURER	0.50	Officer Director	$0	$0	$0
JEANET CAMPBELL	CHAIR	1.00	Officer Director	$1,465	$0	$1,465
DANIELLE BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
BRANDON HOCKEMA	MEMBER AT LARGE	0.50	Director	$0	$0	$0
MATTHEW VAN DYK	MEMBER AT LARGE	0.50	Director	$0	$0	$0
CHANTAL HALL	MEMBER AT LARGE (FROM 9/24)	0.50	Director	$0	$0	$0
STARR SAHNOW	DIRECTOR OF CHARTER SCHOOL	40.00	Officer	$4,000	$0	$4,000
AMANDA HINKLE	RHETORIC ACADEMIC DEAN	40.00	Officer	$4,000	$0	$4,000

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	$3,972,843	$3,285,932	$7,290,301	$686,911
2024	$3,443,157	$2,802,243	$6,758,731	$640,914
2023	$3,338,253	$3,072,367	$6,537,061	$265,886
2022	$3,109,656	$2,386,927	$1,633,736	$722,729
2021	$2,477,170	$1,814,408	$859,045	$662,762
2020	$1,094,093	$1,037,763	$170,576	$56,330
2019	$1,034,204	$1,078,713	$169,069	$-44,509
2018	$911,708	$935,807	$143,583	$-24,099

HOME SCHOLARS' ACADEMY OF OAKRIDGE & WES