Great Oak Leadership Academic Society (EIN 201127880) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Jessica Aviles

Tax Period

2018-07-01 to 2019-06-30

Great Oak Leadership Academic Society, founded in 2004, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year.

Mission

The mission of Great Oak Academic Leadership Society is to expand and enrich the educational experience of the students at Great Oak High School.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $1,415,131

Program Service Revenue $0

Investment Income $116

Other Revenue $61,684

TOTAL REVENUE $1,476,931

Expense Breakdown

Grants Paid $314,054

Salaries & Benefits $0

Fundraising Expenses $69,384

Program Expenses $1,421,347

Other Expenses $1,263,858

TOTAL EXPENSES $1,592,562

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,476,931	$1,608,759	-0.1%
Expenses	$1,592,562	$1,627,974	0.0%
Net Income	$-115,631	$-19,215	+5.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

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
Dan Segura	Director	2.00	Director	$0	$0	$0
Gwen Conroy	Director	2.00	Director	$0	$0	$0
Adam Bente	Director	2.00	Director	$0	$0	$0
Julie Taylor	Director	2.00	Director	$0	$0	$0
Jessica Aviles	President	15.00	Officer	$0	$0	$0
Lizza Flynn	Secretary	5.00	Officer	$0	$0	$0
Susan Johnson	Vice President	4.00	Officer	$0	$0	$0
Bredlyn Tovar	Treasurer	10.00	Officer	$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
2019	$1,476,931	$1,592,562	$527,242	$-115,631
2018	$1,608,759	$1,627,974	$642,873	$-19,215

Great Oak Leadership Academic Society