University Plaza Nursery School (EIN 132591538) - 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

Meredith Bagerski

Phone

2126773916

Tax Period

2023-09-01 to 2024-08-31

University Plaza Nursery School, founded in 1971, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $250K, a strong 22% operating margin.

Mission

University Plaza Nursery School is a parent run cooperative nursery school that seeks to provide a high quality preschool experience for children in the surrounding community.

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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 $216,440

Program Service Revenue $896,489

Investment Income $36,490

Other Revenue $3,220

TOTAL REVENUE $1,152,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $716,236

Fundraising Expenses $1,292

Program Expenses $696,723

Other Expenses $185,987

TOTAL EXPENSES $902,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,152,639	$909,561	+0.3%
Expenses	$902,223	$783,257	+0.2%
Net Income	$250,416	$126,304	+1.0%

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

$133,196

Total Directors

$315,256

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Loyan Beausoleil	Executive Dir.	40.00	Officer Director	$112,577	$20,619	$133,196
Alexandra Chenitz	Director	30.00	Director	$79,969	$18,753	$98,722
Natalie Siregar	Director	30.00	Director	$65,143	$18,195	$83,338
Elena Manresa	Director	0.50	Director	$0	$0	$0
Dana Burde	Director	0.50	Director	$0	$0	$0
Agnes Chen	Vice President	0.50	Officer Director	$0	$0	$0
Melissa McQueen	Secretary	0.50	Officer Director	$0	$0	$0
Joe Silber	Director	0.50	Director	$0	$0	$0
Brett Erkman	Director	0.50	Director	$0	$0	$0
Meredith Bagerski	President	0.50	Officer Director	$0	$0	$0
Oliver Wang	Treasurer	0.50	Officer Director	$0	$0	$0
Samreen Qureshi	Director	0.50	Director	$0	$0	$0
Adam Reiner	Director	0.50	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
2024	$1,152,639	$902,223	$1,444,084	$250,416
2023	$909,561	$783,257	$1,114,318	$126,304
2022	$868,071	$743,762	$1,055,931	$124,309
2021	$925,962	$768,406	$1,038,048	$157,556
2020	$815,640	$808,284	$899,280	$7,356
2019	$780,138	$755,008	$670,260	$25,130
2018	$789,186	$747,003	$653,306	$42,183

University Plaza Nursery School