OUR LADY ACADEMY FOUNDATION INC

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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

KIMBERLY LAROSA

Phone

2284677048

Tax Period

2021-01-01 to 2021-12-31

OUR LADY ACADEMY FOUNDATION INC, founded in 2019, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2021. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 95% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO PROMOTE THE INTEREST, WELFARE, AND SUCCESS OF OUR LADY ACADEMY CATHOLIC SCHOOL.

Program Service Accomplishments

Program 1

THE FOUNDATION IS ORGANIZED TO PROMOTE THE INTEREST, WELFARE, AND SUCCESS OF OUR LADY ACADEMY CATHOLIC 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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,805,969

Other Revenue $0

TOTAL REVENUE $1,805,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $84,392

TOTAL EXPENSES $84,392

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,805,969	$840,082	+1.1%
Expenses	$84,392	$67,378	+0.3%
Net Income	$1,721,577	$772,704	+1.2%

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

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
MARILYN PIGOTT	PRINCIPAL	8.00	Director	$0	$0	$0
KK WALK	SCHOOL ADVISORY PRESIDENT	10.00	Officer Director	$0	$0	$0
MATT SCARDINO	INDEPENDENT MEMBER	4.00	Director	$0	$0	$0
FATHER MICHAEL O'CONNER	MEMBER	4.00	Director	$0	$0	$0
KIMBERLY LAROSA	SCHOOL ADVISORY TREASURER	12.00	Officer Director	$0	$0	$0
DAVE WYRICH	EX OFFICIO	4.00	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
2021	$1,805,969	$84,392	$16,439,146	$1,721,577
2020	$840,082	$67,378	$14,853,006	$772,704