OLIVE TREE EARLY LEARNING ACADEMY (EIN 920565554) - 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

2022

Legal Domicile

Principal Officer

DANIEL WATSON

Phone

8655074152

Tax Period

2023-01-01 to 2023-12-31

OLIVE TREE EARLY LEARNING ACADEMY, founded in 2022, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. The organization ran a surplus of $1.1M, a strong 57% operating margin.

Mission

OLIVE TREE EARLY LEARNING ACADEMY WAS ESTABLISHED IN 2022 TO PARTNER FAMILIES TOGETHER WITH EXCEPTIONAL EDUCATORS IN A WHOLE CHILD APPROACH TO A HIGH-QUALITY EARLY EDUCATION THAT PROVIDES A CREATIVE, SAFE AND INCLUSIVE ENVIRONMENT WHERE CHILDREN GROW TO LOVE LEARNING.

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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 $1,871,854

Program Service Revenue $92,344

Investment Income $0

Other Revenue $18,000

TOTAL REVENUE $1,982,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $401,420

Fundraising Expenses $19,059

Program Expenses $752,662

Other Expenses $451,617

TOTAL EXPENSES $853,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,982,198	N/A	N/A
Expenses	$853,037	N/A	N/A
Net Income	$1,129,161	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTY BOWLIN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BETH BREAZEALE	TREASURER	1.00	Officer Director	$0	$0	$0
LEEANN FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
JOSHALYN HUNDLEY	DIRECTOR	1.00	Director	$0	$0	$0
AMY MODEN	SECRETARY	1.00	Officer Director	$0	$0	$0
LEE ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL WATSON	PRESIDENT	1.00	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	No data	No data	No data	No data
2023	$1,982,198	$853,037	$2,971,830	$1,129,161

OLIVE TREE EARLY LEARNING ACADEMY