ONPATH FOUNDATION (EIN 202258602) - 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

2005

Legal Domicile

Principal Officer

JARED FREEMAN

Phone

5047331733

Tax Period

2023-01-01 to 2023-12-31

ONPATH FOUNDATION, founded in 2005, is a small nonprofit in the Human Services sector that reported $160K in total revenue in fiscal year 2023. Revenue surged 535% from the prior year, signaling strong growth momentum. Expenses of $154K left a modest 4% surplus.

Mission

THE ORGANIZATION EXPANDS ACCESS TO FINANCIAL EDUCATION AND VITAL COMMUNITY SERVICES.

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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 $88,000

Program Service Revenue $7,825

Investment Income $64,131

Other Revenue $176

TOTAL REVENUE $160,132

Expense Breakdown

Grants Paid $35,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,066

Other Expenses $118,466

TOTAL EXPENSES $154,066

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,132	$25,224	+5.3%
Expenses	$154,066	$113,306	+0.4%
Net Income	$6,066	$-88,082	-1.1%

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

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

$224,345

Total Directors

$224,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANDACE WASHINGTON	CHAIR	2.00	Officer Director	$0	$22,462	$146,746
MARTHA CASTILLO	VICE CHAIR	0.10	Officer Director	$0	$0	$0
KAREN BOUDREAUX	TREASURER	0.10	Officer Director	$0	$0	$0
DORA SHORT	SECRETARY	1.50	Officer Director	$0	$19,841	$77,599
ALICE FRANZ GLENN	DIRECTOR	0.10	Director	$0	$0	$0
CARMEN SUNDA	DIRECTOR	0.10	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	$160,132	$154,066	$2,917,589	$6,066
2022	$25,224	$113,306	$2,911,523	$-88,082
2021	$8,540	$108,019	$2,999,605	$-99,479
2020	$73,488	$227,881	$3,137,330	$-154,393
2019	$65,736	$144,260	$3,292,723	$-78,524
2018	$133,021	$163,397	$3,416,563	$-30,376

ONPATH FOUNDATION