OLYMPIC NEIGHBORS CO CLAUDIA COPPOLA (EIN 274404107) - 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

2010

Legal Domicile

Principal Officer

AMY O'SHEA

Phone

7062964091

Tax Period

2023-01-01 to 2023-12-31

OLYMPIC NEIGHBORS CO CLAUDIA COPPOLA, founded in 2010, is a small nonprofit in the Mental Health sector that reported $668K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $212K, a strong 32% operating margin.

Mission

CREATING HOME AND COMMUNITY FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $193,674

Program Service Revenue $427,298

Investment Income $24,155

Other Revenue $23,006

TOTAL REVENUE $668,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $387,512

Fundraising Expenses $4,284

Program Expenses $342,699

Other Expenses $68,278

TOTAL EXPENSES $455,790

Year-over-Year Comparison

	2023	2022	Change
Revenue	$668,133	$507,418	+0.3%
Expenses	$455,790	$467,067	0.0%
Net Income	$212,343	$40,351	+4.3%

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

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

$69,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AL LATHAM	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY WALTER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRITTANY CHARRIER	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY O'SHEA	TREASURER	1.00	Officer Director	$0	$0	$0
JIM OTT	DIRECTOR	1.00	Director	$0	$0	$0
RANDY ROSENS	DIRECTOR	1.00	Director	$0	$0	$0
MATT MAHAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA COPPOLA	EXECUTIVE DIRECTOR	40.00	Officer	$68,039	$1,361	$69,400

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	$668,133	$455,790	$769,235	$212,343
2022	$507,418	$467,067	$519,490	$40,351
2021	$541,131	$390,716	$506,616	$150,415
2020	$500,509	$359,497	$352,232	$141,012
2019	$381,106	$307,841	$186,275	$73,265
2018	$247,872	$239,792	$99,783	$8,080

OLYMPIC NEIGHBORS CO CLAUDIA COPPOLA