Cooperative Nursery School at The Unitarian Society of (EIN 231686434) - 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

2008

Legal Domicile

Principal Officer

MARK HARAD-OAKS

Tax Period

2023-07-01 to 2024-06-30

Cooperative Nursery School at The Unitarian Society of, founded in 2008, is a small nonprofit in the Human Services sector that reported $318K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $56K, a strong 18% operating margin.

Mission

To provide young children educational facilities and programs

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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 $29,048

Program Service Revenue $263,082

Investment Income $26,316

Other Revenue $0

TOTAL REVENUE $318,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,309

Fundraising Expenses $0

Program Expenses $238,917

Other Expenses $58,951

TOTAL EXPENSES $262,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,446	$294,020	+0.1%
Expenses	$262,260	$252,887	+0.0%
Net Income	$56,186	$41,133	+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

N/A

Independent Members

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA LIAM	Board Chairperson	N/A	Officer	$0	$0	$0
JESSICA NARTEY	Parent Chairperson	N/A	Officer	$0	$0	$0
SHOSHANNAH SEEFIELDT	Banking Treasurer	N/A	Officer	$0	$0	$0
LAUREN DALE	Parent Representative	N/A	Officer	$0	$0	$0
LINDSAY BODIN	Parent Representative	N/A	Officer	$0	$0	$0
RENEE SAGNA	Secretary	N/A	Officer	$0	$0	$0
NIA SAMUELS	DEI Chairperson	N/A	Officer	$0	$0	$0
PAO SOUTO-GLYN	Past Parent Advisor	N/A	Officer	$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	$318,446	$262,260	$412,355	$56,186
2023	$294,020	$252,887	$341,480	$41,133
2022	$229,088	$225,638	$300,347	$3,450
2021	$238,655	$214,198	$267,121	$24,457
2020	$208,331	$241,363	$192,093	$-33,032

Cooperative Nursery School at The Unitarian Society of