Orinda Academy (EIN 942692929) - 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

1980

Legal Domicile

Principal Officer

Nancy Rowland

Phone

9252547553

Tax Period

2024-07-01 to 2025-06-30

Orinda Academy, founded in 1980, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Expenses of $2.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

To provide a safe, inclusive community that encourages bright young people to be themselves while building character, intellect, and creativity.

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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 $105,356

Program Service Revenue $1,755,099

Investment Income $1,699

Other Revenue $0

TOTAL REVENUE $1,862,154

Expense Breakdown

Grants Paid $192,486

Salaries & Benefits $1,180,342

Fundraising Expenses $0

Program Expenses $1,904,575

Other Expenses $700,001

TOTAL EXPENSES $2,072,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,862,154	$1,747,968	+0.1%
Expenses	$2,072,829	$1,996,799	+0.0%
Net Income	$-210,675	$-248,831	-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

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

$171,927

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Rowland	Head of School	45.00	Officer	$160,000	$11,927	$171,927
Laura Cottril	Board Chair	4.00	Officer Director	$0	$0	$0
Trudy Hsu	Board Member	2.00	Director	$0	$0	$0
Steve Podell	Finance Chair	2.00	Officer Director	$0	$0	$0
Collin Pugh	Board Member	2.00	Director	$0	$0	$0
Paul Epstein	Board Member	2.00	Director	$0	$0	$0
Helena Maus	Board Member	2.00	Director	$0	$0	$0
Jon Feldhammer	Board Member	2.00	Director	$0	$0	$0
Amy Oswalt	Board Member	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	$1,862,154	$2,072,829	$713,977	$-210,675
2024	No data	No data	No data	No data
2023	$2,727,053	$2,991,502	$925,176	$-264,449
2022	$2,761,100	$2,868,792	$1,773,737	$-107,692
2021	$3,556,218	$3,153,053	$1,948,486	$403,165
2020	$3,124,613	$3,154,020	$1,974,082	$-29,407
2019	$3,456,398	$3,226,877	$1,442,222	$229,521
2018	$3,226,903	$3,213,898	$573,167	$13,005

Orinda Academy