THE OAKS SCHOOL

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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

1986

Legal Domicile

Principal Officer

KATHRYN KAISER

Phone

3238503755

Tax Period

2024-07-01 to 2025-06-30

THE OAKS SCHOOL, founded in 1986, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

IN AN ATMOSPHERE OF MUTUAL RESPECT AND RESPONSIBILITY, THE OAKS SCHOOL PREPARES STUDENTS TO MEET THE WORLD WITH THE COMBINED WISDOM OF AN INTELLIGENT MIND, A SKILLED HAND, AND A COMPASSIONATE HEART.

Program Service Accomplishments

Program 1

Expenses: $4,895,320 Revenue: $4,369,923

THE OAKS SCHOOL PROVIDES QUALITY PRIVATE EDUCATION, KINDERGARTEN THROUGH SIXTH GRADE, FOR APPROXIMATELY 95 STUDENTS.THE SCHOOL'S PHILOSOPHY IS FOUNDED ON THE BELIEF THAT BEST LEARNING OPPORTUNITIES ARE CREATED WHEN CHILDREN ARE ABLE TO SHARE IN THE RESPONSIBILITY FOR THEIR OWN EDUCATION, AND WHERE THEY FEEL SAFE TO TAKE RISKS, MAKE MISTAKES, AND MASTER SKILLS. CURRICULUM AT THE SCHOOL EDUCATES THE WHOLE CHILD. THROUGH PROJECT-BASED LEARNING, STUDENTS ARE ENCOURAGED TO EXPLORE, CHALLENGE, AND INTERPRET THE WORLD AROUND THEM. THE SCHOOL IS FULLY ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS.

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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 $1,126,051

Program Service Revenue $4,369,923

Investment Income $76,077

Other Revenue $202,553

TOTAL REVENUE $5,774,604

Expense Breakdown

Grants Paid $1,066,675

Salaries & Benefits $2,805,656

Fundraising Expenses $172,112

Program Expenses $4,895,320

Other Expenses $2,258,929

TOTAL EXPENSES $6,211,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,774,604	$5,242,677	+0.1%
Expenses	$6,211,260	$5,873,931	+0.1%
Net Income	$-436,656	$-631,254	-0.3%

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

$407,718

Total Directors

$519,021

Key Employees

$184,291

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THEODORE W HAMORY	HEAD OF SCHOOL	40.00	Officer Director	$370,671	$37,047	$407,718
PATRICIA GARCIA WORD	ASSISTANT HEAD OF SCHOOL	40.00	Key Emp	$169,295	$14,996	$184,291
ELIZABETH CUNNINGHAM	DIRECTOR OF TEACHING & LEARNING	40.00	Highest	$133,001	$10,991	$143,992
LANELLE SAUCEDA	TRUSTEE/FACULTY REPRESENTATIVE	40.00	Director	$98,099	$13,204	$111,303
CHRIS HOBBS	CO-CHAIR OF BOARD	2.00	Officer Director	$0	$0	$0
KRISTEN VAURIO	CO-CHAIR OF BOARD (THRU 12/24)	2.00	Officer Director	$0	$0	$0
NEIL LEWIS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ALEXANDRA SUPPES	TREASURER	2.00	Officer Director	$0	$0	$0
KARI LAURITZEN	SECRETARY	2.00	Officer Director	$0	$0	$0
ANGELA BRANTLEY	TRUSTEE	2.00	Director	$0	$0	$0
ALECIA BURKETT	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN CEPELAK	TRUSTEE	2.00	Director	$0	$0	$0
BAUDELIA CHAVEZ-TAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
SHELLEY COLON	TRUSTEE	2.00	Director	$0	$0	$0
SHANNON BAKER DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
MEGAN DOBKIN	TRUSTEE	2.00	Director	$0	$0	$0
PAUL FRUCHBOM	TRUSTEE	2.00	Director	$0	$0	$0
SHERLEY PAUL	TRUSTEE	2.00	Director	$0	$0	$0
CHED TOLLIVER	TRUSTEE	2.00	Director	$0	$0	$0
ASHLEY USICH-IHA	TRUSTEE	2.00	Director	$0	$0	$0
DAWN WHITE	TRUSTEE	2.00	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	$5,774,604	$6,211,260	$7,833,584	$-436,656
2024	No data	No data	No data	No data
2023	$4,213,977	$5,231,082	$9,328,262	$-1,017,105
2022	$4,905,007	$5,091,683	$4,914,717	$-186,676
2021	$4,589,789	$5,122,974	$4,261,029	$-533,185
2020	$5,245,695	$5,191,914	$4,342,982	$53,781
2019	$5,146,508	$5,553,821	$4,370,428	$-407,313
2018	$4,926,371	$5,326,784	$4,591,595	$-400,413