GREAT OAK SCHOOL (EIN 270220873) - 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

2009

Legal Domicile

Principal Officer

Steven Pratt

Phone

2815167296

Tax Period

2024-07-01 to 2025-06-30

GREAT OAK SCHOOL, founded in 2009, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. The organization ran a surplus of $416K, a strong 18% operating margin.

Mission

PROVIDE EARLY CHILDHOOD EDUCATION FOR 2 TO 6 YEAR OLDS. PROVIDE EDUCATION FOR GRADES 1 TO 8.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $269,472

Program Service Revenue $1,919,384

Investment Income $20,000

Other Revenue $125,595

TOTAL REVENUE $2,334,451

Expense Breakdown

Grants Paid $290,109

Salaries & Benefits $1,093,792

Fundraising Expenses $0

Program Expenses $1,663,746

Other Expenses $534,412

TOTAL EXPENSES $1,918,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,334,451	$2,215,875	+0.1%
Expenses	$1,918,313	$1,853,144	+0.0%
Net Income	$416,138	$362,731	+0.1%

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

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

$97,778

Key Employees

$54,875

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Harris	Administrative Representative	40	Key Emp	$54,875	$0	$54,875
Karina Cole	Grades Representative	40	Director	$49,238	$0	$49,238
Rachel Muehlmann	Early Childhood Representative	40	Director	$48,540	$0	$48,540
Brenda Tapia	Trustee	1	Director	$0	$0	$0
Luke Schnell	Trustee	1	Director	$0	$0	$0
Tiffany Campbell	Trustee	1	Director	$0	$0	$0
Steven Pratt	President	3	Officer	$0	$0	$0
Tomislav Graconin	Vice President	1	Officer	$0	$0	$0
Elena Magallanes	Secretary	1	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
2025	$2,334,451	$1,918,313	$5,348,875	$416,138
2024	No data	No data	No data	No data
2023	$1,690,213	$1,568,505	$1,674,636	$121,708
2022	$1,528,086	$1,218,473	$1,540,311	$309,613
2021	$1,243,656	$1,161,472	$1,332,391	$82,184
2020	$1,431,744	$1,340,279	$1,291,126	$91,465
2019	$1,451,688	$1,222,661	$1,089,592	$229,027

GREAT OAK SCHOOL