AMERICAN OPPORTUNITY FOUNDATION (EIN 200059842) - 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

1996

Legal Domicile

Principal Officer

RICHARD M TAGGART

Phone

8014668701

Tax Period

2023-01-01 to 2023-12-31

AMERICAN OPPORTUNITY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $515K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $379K, a strong 74% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO PROMOTE EDUCATIONAL AND SCIENTIFIC OBJECTIVES BY PROVIDING SCHOLARSHIPS AND/OR ENDOWMENTS

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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 $429,936

Program Service Revenue $0

Investment Income $85,165

Other Revenue $0

TOTAL REVENUE $515,101

Expense Breakdown

Grants Paid $82,379

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,379

Other Expenses $53,644

TOTAL EXPENSES $136,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$515,101	$804,605	-0.4%
Expenses	$136,023	$132,038	+0.0%
Net Income	$379,078	$672,567	-0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
RICHARD M TAGGART	PRESIDENT/TRUSTEE	Officer Director	$0	$0	$0
RICHARD P TAGGART	V PRESIDENT/TRUSTEE	Officer Director	$0	$0	$0
LINCOLN W TAGGART	TRUSTEE	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	No data	No data	No data	No data
2023	No data	No data	No data	No data
2023	$515,101	$136,023	$2,881,757	$379,078
2022	$804,605	$132,038	$2,640,231	$672,567
2021	$92,488	$69,912	$2,102,464	$22,576
2020	$426,088	$95,012	$2,076,437	$331,076
2019	$640,350	$16,340	$1,618,983	$624,010
2018	$5,867	$12,929	$822,602	$-7,062
2017	$827,297	$52,340	$838,721	$774,957

AMERICAN OPPORTUNITY FOUNDATION