LEARN ACADEMY DBA LIBERTY OAKS ACADEMY (EIN 992025057) - 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

2024

Legal Domicile

Principal Officer

BRANDI HALLMARK

Phone

8648449596

Tax Period

2024-06-01 to 2025-05-31

LEARN ACADEMY DBA LIBERTY OAKS ACADEMY, founded in 2024, is a small nonprofit in the Education sector that reported $821K in total revenue in fiscal year 2024.

Mission

LIBERTY OAKS ACADEMY EMPOWERS HIGH-ACHIEVING STUDENTS THROUGH A RIGOROUS, PERSONALIZED CURRICULUM THAT FOSTERS CRITICAL THINKING, CAREER READINESS, AND A LIFELONG LOVE OF LEARNING. WITH SMALL CLASS SIZES, INDIVIDUALIZED INSTRUCTION, AND FLEXIBLE LEARNING PATHWAYS, WE TAILOR EDUCATION TO EACH STUDENT'S STRENGTHS AND GOALS. OUR APPROACH CONNECTS ACADEMIC EXCELLENCE TO REAL-WORLD OPPORTUNITIES THROUGH INDUSTRY ENGAGEMENT AND HANDS-ON EXPERIENCES, WHILE A SUPPORTIVE COMMUNITY OF EDUCATORS AND FAMILIES ENSURES EVERY LEARNER THRIVES BOTH ACADEMICALLY AND PERSONALLY.

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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 $100,576

Program Service Revenue $714,882

Investment Income $1

Other Revenue $5,551

TOTAL REVENUE $821,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,046

Fundraising Expenses $0

Program Expenses $722,101

Other Expenses $608,149

TOTAL EXPENSES $803,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$821,010	N/A	N/A
Expenses	$803,195	N/A	N/A
Net Income	$17,815	N/A	N/A

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

N/A

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

$21,254

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAUISS HOLMES	PRESIDENT	1.00	Director	$0	$0	$0
ELLISA ALLEN	TREASURER	1.00	Director	$0	$0	$0
ROBERT HALFACRE	SECRETARY	1.00	Director	$0	$0	$0
BRANDI HALLMARK	EXECUTIVE DIRECTOR	40.00	Officer	$21,254	$0	$21,254

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	$821,010	$803,195	$38,821	$17,815

LEARN ACADEMY DBA LIBERTY OAKS ACADEMY