BLUE OAK SCHOOL (EIN 954803542) - 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

2001

Legal Domicile

Principal Officer

JONATHAN FULK

Phone

7072614500

Tax Period

2023-07-01 to 2024-06-30

BLUE OAK SCHOOL, founded in 2001, is a community nonprofit in the Education sector that reported $8.5M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 29% operating margin.

Mission

NON-DENOMINATIONAL INDEPENDENT SCHOOL PROVIDING EDUCATIONAL INSTRUCTION KINDERGARTEN TO EIGHTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,831,379

Program Service Revenue $4,606,515

Investment Income $35,191

Other Revenue $49,488

TOTAL REVENUE $8,522,573

Expense Breakdown

Grants Paid $972,897

Salaries & Benefits $3,625,015

Fundraising Expenses $286,447

Program Expenses $5,099,733

Other Expenses $1,479,850

TOTAL EXPENSES $6,077,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,522,573	$5,971,252	+0.4%
Expenses	$6,077,762	$6,364,673	0.0%
Net Income	$2,444,811	$-393,421	-7.2%

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

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

Total Directors

Key Employees

$329,406

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN FULK	HEAD OF SCHO	40.00	Key Emp	$308,200	$21,206	$329,406
MEREDITH WILSON	ASST. HEAD O	40.00	Highest	$162,240	$21,064	$183,304
DAWN CARLETON	ASST HEAD OF	40.00	Highest	$157,500	$9,414	$166,914
MARIETTA WILLIAMS	DIR OF DEVEL	40.00	Highest	$136,250	$20,732	$156,982
JAE CHUN	TRUSTEE	1.00	Director	$0	$0	$0
DAN HASPEL	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL JENNARO	TRUSTEE	1.00	Director	$0	$0	$0
JEAN LORD	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIO MARTE	TRUSTEE	1.00	Director	$0	$0	$0
HANK MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN MINARDOS	TRUSTEE	1.00	Director	$0	$0	$0
KITTY OESTLIEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAUL OSESO	TRUSTEE	1.00	Director	$0	$0	$0
CLEO PAHLMEYER	TRUSTEE	1.00	Director	$0	$0	$0
CAROL KINGERY RITTER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TIM SHAW	AUDIT CHAIR	1.00	Director	$0	$0	$0
YVETTE SHERER	TRUSTEE	1.00	Director	$0	$0	$0
MARK STRODE	TRUSTEE	1.00	Director	$0	$0	$0
STEVE TAYLOR	TRUSTEE	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	No data	No data	No data	No data
2024	$8,522,573	$6,077,762	$34,619,701	$2,444,811
2023	$5,971,252	$6,364,673	$24,122,565	$-393,421
2022	$11,567,188	$6,450,452	$23,944,668	$5,116,736
2021	$15,459,309	$6,291,330	$17,662,974	$9,167,979
2020	$3,881,096	$5,636,210	$8,093,532	$-1,755,114
2019	$6,986,904	$5,499,019	$9,952,834	$1,487,885
2018	$3,275,728	$4,886,154	$13,075,909	$-1,610,426

BLUE OAK SCHOOL