Old Harbor Alliance (EIN 471510062) - 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

2018

Legal Domicile

Principal Officer

Cynthia Berns

Tax Period

2023-01-01 to 2023-12-31

Old Harbor Alliance, founded in 2018, is a small nonprofit in the Education sector that reported $300K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $98K, a strong 33% operating margin.

Mission

To foster a healthy community with strong leaders

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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 $140,571

Program Service Revenue $159,066

Investment Income $0

Other Revenue $0

TOTAL REVENUE $299,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,900

Other Expenses $201,901

TOTAL EXPENSES $201,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,637	$602,448	-0.5%
Expenses	$201,901	$514,664	-0.6%
Net Income	$97,736	$87,784	+0.1%

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

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
Cynthia Berns	President	3	Officer Director	$0	$0	$0
Tara Stiller	Vice President	1	Officer Director	$0	$0	$0
Melissa Berns	Secretary	1	Officer Director	$0	$0	$0
Allison Botz	Treasurer	1	Officer Director	$0	$0	$0
Allen Christia	Board Member	1	Director	$0	$0	$0
Linda Suydam	Board Member	1	Director	$0	$0	$0
Rick Berns	Board Member	1	Director	$0	$0	$0
Gwendalyn Chri	Board Member	1	Director	$0	$0	$0
Luke Lester	Board Member	1	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	No data	No data	No data	No data
2023	$299,637	$201,901	$217,683	$97,736
2022	$602,448	$514,664	$115,927	$87,784
2021	$115,208	$112,433	$79,989	$2,775
2020	$502,327	$411,233	$121,417	$91,094

Old Harbor Alliance