Golda Och Academy (EIN 221779887) - 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

1973

Legal Domicile

Principal Officer

Rabbi Daniel Nevins

Phone

9736023600

Tax Period

2023-07-01 to 2024-06-30

Golda Och Academy, founded in 1973, is a mid-sized nonprofit in the Education sector that reported $24.8M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

We nurture the unique potential of each student in grades Pre-K to 12 through an exceptional Jewish and general studies education.

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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 $10,129,748

Program Service Revenue $14,632,988

Investment Income $31,703

Other Revenue $53,600

TOTAL REVENUE $24,848,039

Expense Breakdown

Grants Paid $5,160,553

Salaries & Benefits $15,181,354

Fundraising Expenses $754,798

Program Expenses $22,033,061

Other Expenses $5,118,762

TOTAL EXPENSES $25,460,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,848,039	$22,124,936	+0.1%
Expenses	$25,460,669	$24,636,877	+0.0%
Net Income	$-612,630	$-2,511,941	-0.8%

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

202

Volunteers

150

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

$561,853

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rabbi DANIEL NEVINS	HEAD OF SCHOOL	40.0	Officer	$219,073	$23,033	$242,106
CARRIE SIEGEL	Vice Principal	40.0	Highest	$179,287	$13,587	$192,874
STEPHANIE BASH-SOUDRY	DIR. INSTITUTIONAL ADVANCEment	40.0	Officer	$180,087	$10,805	$190,892
GAIL SHAPIRO	Dean of Faculty	40.0	Highest	$136,055	$8,163	$144,218
GLENN SLAVIN	Dir of Communication/Marketing	40.0	Highest	$126,425	$7,586	$134,011
LORI JAFFE	Director of Student Services	40.0	Highest	$123,472	$10,238	$133,710
JENNIFER CARLIN	CHIEF FINANCIAL OFFICER	40.0	Officer	$122,354	$6,501	$128,855
NINA BILMES	DEPARTMENT CHAIR	40.0	Highest	$111,795	$9,538	$121,333
STEVEN KLINGHOFFER	CHAIR	1.0	Officer Director	$0	$0	$0
David Moss	Chair-elect	1.0	Officer Director	$0	$0	$0
Jon Gantman	TREASURER	1.0	Officer Director	$0	$0	$0
Pamela Davis	SECRETARY	1.0	Officer Director	$0	$0	$0
DR AMY BORG-GLICKMAN	BOARD MEMBER	1.0	Director	$0	$0	$0
Keren Lebeau	BOARD MEMBER	1.0	Director	$0	$0	$0
Barry Levine	BOARD MEMBER	1.0	Director	$0	$0	$0
DR MIRIAM LINVER	BOARD MEMBER	1.0	Director	$0	$0	$0
Jean Mandell	BOARD MEMBER	1.0	Director	$0	$0	$0
Marc Pantirer	BOARD MEMBER	1.0	Director	$0	$0	$0
Sheryl Pearlstein	BOARD MEMBER	1.0	Director	$0	$0	$0
LARRY ROTHENBERG	BOARD MEMBER	1.0	Director	$0	$0	$0
JILL SACKS	BOARD MEMBER	1.0	Director	$0	$0	$0
JONATHAN SCHWARZ	BOARD MEMBER	1.0	Director	$0	$0	$0
DAVID SHARRET	BOARD MEMBER	1.0	Director	$0	$0	$0
Dina Wiesen	BOARD MEMBER	1.0	Director	$0	$0	$0
Keith Biebelberg	Officer at Large	1.0	Director	$0	$0	$0
LESLIE DANNIN ROSENTHAL	Officer at Large	1.0	Director	$0	$0	$0
Alan Schall	Officer at Large	1.0	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	$24,848,039	$25,460,669	$12,688,466	$-612,630
2023	$22,124,936	$24,636,877	$14,228,083	$-2,511,941
2022	$21,390,950	$21,639,329	$16,688,223	$-248,379
2021	$19,889,464	$19,414,441	$16,452,605	$475,023
2020	$17,555,364	$19,191,710	$16,763,466	$-1,636,346
2019	$17,539,933	$18,582,364	$16,923,026	$-1,042,431

Golda Och Academy