MULBERRY SCHOOL INC (EIN 941566020) - 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

1963

Legal Domicile

Principal Officer

NICOLE LOVENTHAL

Phone

4086797356

Tax Period

2024-07-01 to 2025-06-30

MULBERRY SCHOOL INC, founded in 1963, is a small nonprofit in the Education sector that reported $206K in total revenue in fiscal year 2024. Revenue surged 13409% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 71% operating margin.

Mission

MULBERRY SCHOOL INSPIRES CHILDREN TO A LIFE OF LEARNING AND POSITIVE CONTRIBUTIONS TO COMMUNITY BY WEAVING CREATIVITY AND SOCIAL LEARNING INTO EVERY DAY. WE FOSTER INTELLECTUAL AND SOCIAL SUCCESS FOR A LIFETIME.

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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 $206,417

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $206,417

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $39,199

TOTAL EXPENSES $59,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,417	$1,528	+134.1%
Expenses	$59,199	$406,403	-0.9%
Net Income	$147,218	$-404,875	-1.4%

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
NICOLE LOVENTHAL	CHAIR	2.00	Officer Director	$0	$0	$0
CHERI GOODMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TIMOTHY WOOD	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL PFANHL	FINANCE TRUSTEE	2.00	Officer Director	$0	$0	$0
TIFFANY COLETTI KAISER	AT LARGE	2.00	Director	$0	$0	$0
FATOSH HACIGUMUS	AT LARGE	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	$206,417	$59,199	$371,931	$147,218
2020	$3,024,800	$3,303,107	$2,413,736	$-278,307
2019	$2,987,867	$2,744,380	$804,800	$243,487
2018	$2,980,277	$3,077,392	$707,269	$-97,115

MULBERRY SCHOOL INC