GREAT OAKS CHARTER SCHOOL - BRIDGEPORT (EIN 471159132) - 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

2014

Legal Domicile

Principal Officer

JOHN SCALICE

Phone

2038708188

Tax Period

2024-07-01 to 2025-06-30

GREAT OAKS CHARTER SCHOOL - BRIDGEPORT, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $12.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

GREAT OAKS CHARTER SCHOOL USES HIGH-DOSAGE TUTORING & A WHOLE-STUDENT APPROACH TO ACADEMIC SUCCESS.

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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 $3,296,104

Program Service Revenue $9,050,837

Investment Income $29

Other Revenue $626

TOTAL REVENUE $12,347,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,573,894

Fundraising Expenses $0

Program Expenses $11,858,793

Other Expenses $4,816,970

TOTAL EXPENSES $12,390,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,347,596	$11,009,334	+0.1%
Expenses	$12,390,864	$11,772,187	+0.1%
Net Income	$-43,268	$-762,853	-0.9%

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

130

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

$509,164

Total Directors

$79,985

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB CARLSON	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
COREY SNEED	TREASURER	2.00	Officer Director	$0	$0	$0
EVA VEGA	SECRETARY	1.00	Officer Director	$0	$0	$0
BEA BAGLEY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL LUCIANO	DIRECTOR/TEACHER	40.00	Director	$71,922	$8,063	$79,985
DR SELENA MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
DR MATTHEW NWOSU	DIRECTOR	1.00	Director	$0	$0	$0
TENSSIE RAMSAY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT TRABER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ZIEFF	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SCALICE	CHIEF EXECUTIVE DIRECTOR	40.00	Officer	$188,136	$3,997	$192,133
LATOYA HUBBARD	CHIEF OPERATING OFFICER	40.00	Officer	$133,444	$38,784	$172,228
BENJAMIN CHAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$124,297	$20,506	$144,803
CHRISTOPHER PELLEGRINO	HIGH SCHOOL PRINCIPAL	40.00	Highest	$130,583	$13,836	$144,419
DENISE LINARES	MIDDLE SCHOOL PRINCIPAL	40.00	Highest	$125,250	$22,106	$147,356
KAREN FRANCIS - BARNES	DIRECTOR OF CURRICULUM	40.00	Highest	$120,256	$8,063	$128,319
KAY-ANN HEWELL-WALKER	DIRECTOR OF CURRICULUM	40.00	Highest	$117,497	$18,376	$135,873
BRIAN FRAZIER	DIRECTOR OF PROGRAMS	40.00	Highest	$115,682	$6,975	$122,657

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	$12,347,596	$12,390,864	$19,841,683	$-43,268
2024	$11,009,334	$11,772,187	$20,794,732	$-762,853
2023	$12,262,204	$12,265,833	$22,450,621	$-3,629
2022	$10,524,975	$10,150,191	$4,651,040	$374,784
2021	$9,171,396	$8,929,865	$4,760,394	$241,531
2020	$9,043,293	$8,685,990	$5,375,602	$357,303
2019	$7,078,257	$6,333,156	$5,675,001	$745,101
2018	$5,771,960	$5,198,140	$1,843,404	$573,820

GREAT OAKS CHARTER SCHOOL - BRIDGEPORT