GREAT EXPECTATIONS FOUNDATION (EIN 205931949) - 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

2007

Legal Domicile

Principal Officer

HOWARD HEDSTROM

Phone

2183700777

Tax Period

2024-07-01 to 2025-06-30

GREAT EXPECTATIONS FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $459K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $163K, a strong 36% operating margin.

Mission

THE MISSION OF THE GREAT EXPECTATIONS FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT, LEADERSHIP SUPPORT AND COMMUNITY SUPPORT FOR THE GREAT EXPECTATIONS SCHOOL AND ITS PUBLIC SUPPORTED AFFILIATES.

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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 $336,116

Program Service Revenue $184,884

Investment Income $-61,744

Other Revenue $0

TOTAL REVENUE $459,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,664

Program Expenses $283,732

Other Expenses $295,762

TOTAL EXPENSES $295,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$459,256	$261,305	+0.8%
Expenses	$295,762	$116,330	+1.5%
Net Income	$163,494	$144,975	+0.1%

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

N/A

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
KAY COSTELLO	SECRETARY	1.00	Officer Director	$0	$0	$0
HOWARD HEDSTROM	CHAIR	1.00	Officer Director	$0	$0	$0
DAN JOHNSON	MEMBER AT LA	1.00	Director	$0	$0	$0
BETH KENNEDY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CONNIE-KIRVIDA LEHR	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY NESGODA	MEMBER AT LA	1.00	Director	$0	$0	$0
ANDREA OREST	MEMBER AT LA	1.00	Director	$0	$0	$0
BOB PADZIESKI	TREASURER	1.00	Officer Director	$0	$0	$0
KATIE USEM	MEMBER AT L	1.00	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	$459,256	$295,762	$4,865,282	$163,494
2024	$261,305	$116,330	$3,824,998	$144,975
2023	$279,470	$68,742	$1,214,141	$210,728
2022	$201,218	$84,473	$1,037,068	$116,745
2021	$155,505	$103,848	$991,627	$51,657
2020	$176,917	$102,354	$962,271	$74,563
2019	$178,234	$93,167	$933,925	$85,067
2018	$163,362	$106,292	$909,070	$57,070

GREAT EXPECTATIONS FOUNDATION