LIVE OAK A LEARNING CENTER FOR CHILDREN (EIN 942153158) - 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

1971

Legal Domicile

Principal Officer

VIRGINIA PAIK

Phone

4158618840

Tax Period

2024-07-01 to 2025-06-30

LIVE OAK A LEARNING CENTER FOR CHILDREN, founded in 1971, is a mid-sized nonprofit in the Education sector that reported $23.4M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $21.6M left a modest 8% surplus.

Mission

LIVE OAK SCHOOL OPERATES A CAMPUS OF 418 K-8 STUDENTS, PROVIDING THEM WITH HIGH QUALITY CLASSROOM INSTRUCTION, EXTENDED DAY PROGRAM SERVICES, ATHLETICS, AND EXPERIENTIAL PROGRAMS (FIELD TRIPS, OUTDOOR EDUCATION, OVERNIGHT TRIPS).

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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 $3,353,265

Program Service Revenue $19,961,428

Investment Income $49,948

Other Revenue $0

TOTAL REVENUE $23,364,641

Expense Breakdown

Grants Paid $3,234,699

Salaries & Benefits $11,172,655

Fundraising Expenses $1,026,334

Program Expenses $18,994,953

Other Expenses $7,199,687

TOTAL EXPENSES $21,607,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,364,641	$20,648,833	+0.1%
Expenses	$21,607,041	$20,419,107	+0.1%
Net Income	$1,757,600	$229,726	+6.7%

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

159

Volunteers

200

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

$836,620

Total Directors

$224,454

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA LIE	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
EVAN WOLF	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
AJAY GOPAL	TREASURER	2.00	Officer Director	$0	$0	$0
JULES DAY	SECRETARY	2.00	Officer Director	$0	$0	$0
ROSEANNE BARRY	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL BERNSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
JOANNE CRONIN	TRUSTEE	2.00	Director	$0	$0	$0
AMBROSIA FISHER	TRUSTEE	2.00	Director	$0	$0	$0
PHIL GUTIERREZ	TRUSTEE	2.00	Director	$0	$0	$0
SAM HONG	TRUSTEE	2.00	Director	$0	$0	$0
NATE LUNDY	TRUSTEE	2.00	Director	$0	$0	$0
BRENDA MCCONATHY	TRUSTEE	2.00	Director	$0	$0	$0
CORY MICKELS	TRUSTEE	2.00	Director	$0	$0	$0
TOM MURPHY	TRUSTEE	2.00	Director	$0	$0	$0
GINA PATTERSON	TRUSTEE	2.00	Director	$0	$0	$0
JACK POINDEXTER	TRUSTEE	2.00	Director	$0	$0	$0
ANDREA SAINT-PRIX	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK SCOTT	TRUSTEE	2.00	Director	$0	$0	$0
GAURAV SHARMA	TRUSTEE	2.00	Director	$0	$0	$0
AUDREY SORIANO	TRUSTEE/FACULTY	40.00	Director	$91,233	$15,904	$107,137
VOLTAIRE VILLANUEVA	TRUSTEE	2.00	Director	$0	$0	$0
NICOLE ZAHEED	TRUSTEE/FACULTY	40.00	Director	$100,696	$16,621	$117,317
VIRGINIA PAIK	HEAD OF SCHOOL	60.00	Officer	$669,940	$44,192	$714,132
AJ VIOLA	CHIEF FINANCIAL OFFICER	50.00	Officer	$111,997	$10,491	$122,488
TANYA SUSOEV	ASSOCIATE HEAD OF SCHOOL	50.00	Highest	$204,278	$13,001	$217,279
FRANCISCA GUZMAN	DIRECTOR OF ADVANCEMENT	50.00	Highest	$183,436	$19,804	$203,240
MAURICE HILL	DIRECTOR OF ADMISSIONS & ENROLLMENT	50.00	Highest	$171,013	$18,302	$189,315
LIANNA KALI	DIR. OF INSTRUCTIONAL INNOVATION	50.00	Highest	$152,937	$17,607	$170,544
VIVIAN TSE	CONTROLLER	50.00	Highest	$139,133	$26,109	$165,242
ERIK PAXMAN - THRU 062024	FORMER DIR. OF FINANCE & OPS.	50.00		$167,779	$15,521	$183,300

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	$23,364,641	$21,607,041	$61,737,032	$1,757,600
2024	$20,648,833	$20,419,107	$60,253,601	$229,726
2023	$18,971,174	$19,681,459	$59,839,840	$-710,285
2022	$19,594,406	$18,328,094	$40,489,721	$1,266,312
2021	$17,862,086	$15,907,245	$39,976,523	$1,954,841
2020	$15,817,093	$15,818,666	$38,111,280	$-1,573
2019	$13,812,273	$13,899,217	$37,552,720	$-86,944
2018	$13,953,992	$12,510,974	$37,766,726	$1,443,018

LIVE OAK A LEARNING CENTER FOR CHILDREN