OLD TOWN ACADEMY PARENT FOUNDATION (EIN 475222952) - 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

2015

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

OLD TOWN ACADEMY PARENT FOUNDATION, founded in 2015, is a micro nonprofit in the Education sector that reported $96K in total revenue in fiscal year 2023. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $90K left a modest 6% surplus.

Mission

THE OLD TOWN ACADEMY (OTA) PARENT FOUNDATION IS A FUNDAISING AND COMMUNITY BUILDING VEHICLE FOR THE OLD TOWN ACADEMY PUBLIC CHARTER 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 $95,823

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $95,823

Expense Breakdown

Grants Paid $83,622

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,561

Other Expenses $6,234

TOTAL EXPENSES $89,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,823	$543,839	-0.8%
Expenses	$89,856	$486,614	-0.8%
Net Income	$5,967	$57,225	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH PARKER	WEBMASTER	0.00	Director	$0	$0	$0
CAROLA PEROLTA	COMMUNICATIONS COORDINATOR	3.00	Director	$0	$0	$0
NATALIA VICENTY	TEACHER LIAISON	0.00	Director	$0	$0	$0
TONI LACKOWSKI	PARLIAMENTARIAN	0.00	Director	$0	$0	$0
CLAIRE TAULBEE	OUTGOING PRESIDENT	3.00	Director	$0	$0	$0
CECILIA MARCONDES	VOLUNTEER COORDINATOR	3.00	Director	$0	$0	$0
DELTRINA RAYMOND	PRESIDENT	3.00	Officer Director	$0	$0	$0
SHEILA HOOPES	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
MARIE DAVIS	TREASURER	3.00	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	$95,823	$89,856	$295,206	$5,967
2023	$543,839	$486,614	$239,019	$57,225
2022	$179,885	$107,635	$181,794	$72,250
2021	$98,888	$122,497	$109,544	$-23,609
2020	$72,690	$139,162	$133,153	$-66,472
2019	$165,305	$122,892	$199,807	$42,413
2018	$153,945	$241,068	$155,376	$-87,123

OLD TOWN ACADEMY PARENT FOUNDATION