O CONNELL HIGH SCHOOL FOUNDATION (EIN 364556466) - 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

2004

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

O CONNELL HIGH SCHOOL FOUNDATION, founded in 2004, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $5.4M represent 45 months of operating reserves.

Mission

OPERATION OF A PRIVATE HIGH SCHOOL.

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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 $385,569

Program Service Revenue $639,853

Investment Income $232,210

Other Revenue $180,335

TOTAL REVENUE $1,437,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $795,368

Fundraising Expenses $0

Program Expenses $1,132,564

Other Expenses $637,150

TOTAL EXPENSES $1,432,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,437,967	$1,330,818	+0.1%
Expenses	$1,432,518	$1,441,383	0.0%
Net Income	$5,449	$-110,565	-1.0%

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

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
SKIP MEDINA	TRUSTEE	1.00	Director	$0	$0	$0
CINDY CAGLE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SCMIMMING	TRUSTEE	1.00	Director	$0	$0	$0
FATHER JUDE EZUMA	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE MALLIA	PRESIDENTSECRETARY	5.00	Officer Director	$0	$0	$0
JOHN CARTWRIGHT	TREASURER	2.00	Officer 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	$1,437,967	$1,432,518	$5,485,016	$5,449
2023	$1,330,818	$1,441,383	$5,183,403	$-110,565
2022	$1,547,422	$1,338,559	$5,454,556	$208,863
2021	$1,410,310	$1,116,141	$5,796,515	$294,169
2020	$1,290,207	$1,258,988	$5,252,072	$31,219
2019	$1,394,754	$1,333,398	$5,060,943	$61,356
2018	$1,404,007	$1,317,598	$4,859,224	$86,409

O CONNELL HIGH SCHOOL FOUNDATION