GREAT OAKS EDUCATION FOUNDATION (EIN 311691750) - 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

1999

Legal Domicile

Principal Officer

TED KIRKPATRICK

Phone

5136123645

Tax Period

2023-07-01 to 2024-06-30

GREAT OAKS EDUCATION FOUNDATION, founded in 1999, is a micro nonprofit in the Education sector that reported $95K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $28K, a strong 29% operating margin.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS/GRANTS AND FINANCIAL ASSISTANCE TO STUDENTS AT GREAT OAKS CAMPUSES.

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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 $107,806

Program Service Revenue $0

Investment Income $2,804

Other Revenue $-15,651

TOTAL REVENUE $94,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,868

Other Expenses $67,129

TOTAL EXPENSES $67,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,959	$107,268	-0.1%
Expenses	$67,129	$48,273	+0.4%
Net Income	$27,830	$58,995	-0.5%

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
ANDY MCCOOL	Trustee	0.50	Director	$0	$0	$0
JENNIFER ADKINS	Trustee	0.50	Director	$0	$0	$0
KATI CLEARY	Trustee	0.50	Director	$0	$0	$0
JIM PERDUE	Trustee	0.50	Director	$0	$0	$0
DESAREE RUNK	Trustee	0.50	Director	$0	$0	$0
JULIE WOODWARD	Trustee	0.50	Director	$0	$0	$0
REBECCA BECKSTEDT	Trustee	0.50	Director	$0	$0	$0
SARAH TAYLOR	Trustee	0.50	Director	$0	$0	$0
AMY UECKER	Secretary	0.50	Officer	$0	$0	$0
CHRIS PINELO	Executive Dir.	0.50	Officer	$0	$0	$0
JOHN HALPIN	Chairman	0.50	Officer	$0	$0	$0
KERRIE BENNING	Treasurer	0.50	Officer	$0	$0	$0
TED KIRKPATRICK	President	0.50	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	No data	No data	No data	No data
2024	$94,959	$67,129	$513,264	$27,830

GREAT OAKS EDUCATION FOUNDATION