GREAT LAKES COMMUNITY ALLIANCE (EIN 262320264) - 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

Principal Officer

MARY WARDLAW

Phone

2695560354

Tax Period

2023-01-01 to 2023-12-31

GREAT LAKES COMMUNITY ALLIANCE is a small nonprofit in the Education sector that reported $975K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 46% operating deficit.

Mission

NON PROFIT MONTESSORI SCHOOL

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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 $4,000

Program Service Revenue $964,968

Investment Income $0

Other Revenue $6,108

TOTAL REVENUE $975,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $914,447

Fundraising Expenses $0

Program Expenses $1,427,112

Other Expenses $512,665

TOTAL EXPENSES $1,427,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$975,076	$1,831,907	-0.5%
Expenses	$1,427,112	$1,369,656	+0.0%
Net Income	$-452,036	$462,251	-2.0%

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

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
MARY WARDLAW	PRESIDENT	1.00	Officer	$0	$0	$0
KELSEY WARDLAW	SECRETARY	1.00	Officer	$0	$0	$0
PATRICK SWEM	DIRECTOR	1.00	Director	$0	$0	$0
HILDA BANYON	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN NEWKIRK	DIRECTOR	1.00	Director	$0	$0	$0
JARED WARDLAW	DIRECTOR	1.00	Director	$0	$0	$0
GREG WARREN	DIRECTOR	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
2023	$975,076	$1,427,112	$446,075	$-452,036
2021	$971,291	$617,516	$368,220	$353,775
2020	$911,480	$998,331	$162,002	$-86,851
2019	$1,027,270	$1,056,876	$98,661	$-29,606

GREAT LAKES COMMUNITY ALLIANCE