OPL Charities (EIN 550835190) - 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

2005

Legal Domicile

Principal Officer

Patrick Walsh

Phone

6035592100

Tax Period

2023-01-01 to 2023-12-31

OPL Charities, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $501K in total revenue in fiscal year 2023. Expenses of $459K left a modest 9% surplus.

Mission

To provide support to various local charitable organizations and communities throughout New England and Florida.

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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 $598,982

Program Service Revenue $0

Investment Income $53

Other Revenue $-97,764

TOTAL REVENUE $501,271

Expense Breakdown

Grants Paid $458,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $458,600

Other Expenses $0

TOTAL EXPENSES $458,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$501,271	$512,782	0.0%
Expenses	$458,600	$422,600	+0.1%
Net Income	$42,671	$90,182	-0.5%

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
Mark Walsh	Member	0.50	Director	$0	$0	$0
William Walsh	Member	0.50	Director	$0	$0	$0
Andy Berger	Member	0.50	Director	$0	$0	$0
Thomas McMurrain	Member	0.50	Director	$0	$0	$0
Patrick Walsh	President	0.50	Officer Director	$0	$0	$0
Cedric Rothkegel	Vice President	0.50	Officer Director	$0	$0	$0
Lisa Allis	Treasurer	0.50	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	No data	No data	No data	No data
2023	$501,271	$458,600	$163,317	$42,671
2022	$512,782	$422,600	$102,466	$90,182
2018	$502,614	$524,622	$358,725	$-22,008

OPL Charities