OFL-DUARTE INC (EIN 833664599) - 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

2019

Legal Domicile

Principal Officer

HERROLD EGGER

Phone

6269218285

Tax Period

2024-07-01 to 2025-06-30

OFL-DUARTE INC, founded in 2019, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

OFFER STUDENTS A FLEXIBLE, PERSONALIZED APPROACH TO EDUCATION

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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 $5,767,262

Program Service Revenue $0

Investment Income $19,458

Other Revenue $0

TOTAL REVENUE $5,786,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,749,845

Fundraising Expenses $0

Program Expenses $5,004,102

Other Expenses $2,902,239

TOTAL EXPENSES $5,652,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,786,720	$5,341,947	+0.1%
Expenses	$5,652,084	$5,074,692	+0.1%
Net Income	$134,636	$267,255	-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

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

$1,269

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN MCFARLAND	INTERVENTION TEACHER	40.00	Highest	$114,458	$41,134	$155,592
RODERICK CONWI	TEACHER	40.00	Highest	$115,874	$36,535	$152,409
EVANGELINE LEE	ASSISTANT PRINCIPAL	40.00	Highest	$120,112	$24,276	$144,388
GEORGE TRAPANI	TEACHER	40.00	Highest	$106,049	$29,900	$135,949
ILEANA KIRIAKOS	SUPERINTENDENT	4.00	Officer	$1,269	$0	$1,269
HERROLD EGGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR DANA KHUDAVERDYAN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
PRINCE WILLIAMS	DIRECTOR	2.00	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	$5,786,720	$5,652,084	$5,771,294	$134,636
2024	No data	No data	No data	No data
2023	$5,163,597	$5,099,025	$5,688,878	$64,572
2022	$3,960,804	$3,918,385	$3,596,041	$42,419
2021	$5,158,483	$4,600,911	$3,494,177	$557,572
2020	$6,118,251	$5,894,155	$3,200,165	$224,096

OFL-DUARTE INC