Golda Och Academy Foundation (EIN 311480523) - 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

JULIA RASMUSSEN

Phone

9736023600

Tax Period

2024-07-01 to 2025-06-30

Golda Och Academy Foundation, founded in 1996, is a community nonprofit in the Education sector that reported $6.7M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. Expenses of $5.9M left a modest 11% surplus.

Mission

TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF GOLDA OCH ACADEMY, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,455,101

Program Service Revenue $0

Investment Income $5,217,260

Other Revenue $0

TOTAL REVENUE $6,672,361

Expense Breakdown

Grants Paid $5,730,270

Salaries & Benefits $0

Fundraising Expenses $78,374

Program Expenses $5,730,270

Other Expenses $151,204

TOTAL EXPENSES $5,926,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,672,361	$3,554,552	+0.9%
Expenses	$5,926,849	$7,896,449	-0.2%
Net Income	$745,512	$-4,341,897	-1.2%

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

$570,847

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RABBI DANIEL NEVINS	HEAD OF SCHOOL	1.0	Officer	$0	$134,471	$367,366
JENNIFER CARLIN	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$13,885	$203,481
LARRY ROTHENBERG	CHAIR	1.0	Officer Director	$0	$0	$0
JEFF LANDAU	TRUSTEE	1.0	Officer Director	$0	$0	$0
DAVID SHARRET	TRUSTEE	1.0	Director	$0	$0	$0
SAM PEARLSTEIN	TRUSTEE	1.0	Director	$0	$0	$0
POUYA LAVIAN	TRUSTEE	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	$6,672,361	$5,926,849	$44,390,583	$745,512
2024	No data	No data	No data	No data
2023	$2,111,802	$6,068,142	$49,475,484	$-3,956,340
2022	$5,313,497	$6,076,666	$52,993,293	$-763,169
2021	$11,576,864	$2,640,962	$62,398,922	$8,935,902
2020	$2,918,933	$3,084,238	$44,094,738	$-165,305
2019	$2,246,452	$2,987,308	$46,283,637	$-740,856

Golda Och Academy Foundation