OFL-WILLIAM S HART INC (EIN 833736184) - 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-WILLIAM S HART INC, founded in 2019, is a mid-sized nonprofit in the Education sector that reported $23.6M in total revenue in fiscal year 2024. Expenses of $22.6M left a modest 4% surplus.

Mission

OFL WILLIAM S. HART CREATES AN EDUCATIONAL CHOICE FOR ALL STUDENTS. OUR STAFF CONNECTS WITH STUDENTS TO EMPOWER AND INSPIRE THEM TO ACHIEVE THEIR GOALS AND MAKE THEIR DREAMS A REALITY.

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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 $23,610,178

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $23,610,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,093,643

Fundraising Expenses $0

Program Expenses $20,448,845

Other Expenses $11,462,199

TOTAL EXPENSES $22,555,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,610,178	$21,957,768	+0.1%
Expenses	$22,555,842	$20,624,444	+0.1%
Net Income	$1,054,336	$1,333,324	-0.2%

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

290

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

$9,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YELENA SHAPIRO	PRINCIPAL	40.00	Highest	$181,064	$55,215	$236,279
CATLIN RHYMER	MANAGER OF SPECIAL PROJECT	40.00	Highest	$156,558	$38,563	$195,121
CINDY HALL	LEAD TEACHER	40.00	Highest	$151,518	$37,261	$188,779
RAMON BURLEY-JOHNSON	ASSISTANT PRINCIPAL	40.00	Highest	$155,592	$28,071	$183,663
ZACHARY HILLEWAERT	PRINCIPAL	40.00	Highest	$146,568	$15,080	$161,648
ILEANA KIRIAKOS	SUPERINTENDENT	4.00	Officer	$9,646	$0	$9,646
HERROLD EGGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
PETER RUSSELL	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER KOSKI	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	$23,610,178	$22,555,842	$22,362,183	$1,054,336
2024	$21,957,768	$20,624,444	$24,566,419	$1,333,324
2023	$19,932,839	$19,599,354	$22,581,975	$333,485
2022	$18,167,889	$16,531,310	$15,147,635	$1,636,579
2021	$20,153,084	$18,137,030	$11,952,405	$2,016,054
2020	$21,340,510	$18,981,280	$9,745,126	$2,359,230

OFL-WILLIAM S HART INC