GREATER FOUNDATION (EIN 472871139) - 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

2015

Legal Domicile

Principal Officer

RUSSELL OKUNG

Phone

4256467600

Tax Period

2018-01-01 to 2018-12-31

GREATER FOUNDATION, founded in 2015, is a small nonprofit that reported $708K in total revenue in fiscal year 2018. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $318K, a strong 45% operating margin.

Mission

REDEFINING EDUCATION THROUGH SPORT AND TECHNOLOGY SO THAT ALL STUDENTS ARE EQUIPPED FOR 21ST CENTURY OPPORTUNITIES. GREATER AIMS TO INCREASE UNDERSERVED POPULATIONS' ACCESS TO EDUCATION, EMPLOYMENT, AND ENTREPRENEURSHIP IN TECHNOLOGY-RELATED FIELDS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $708,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $708,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,600

Fundraising Expenses $0

Program Expenses $327,921

Other Expenses $260,055

TOTAL EXPENSES $389,655

Year-over-Year Comparison

	2018	2017	Change
Revenue	$708,000	$412,584	+0.7%
Expenses	$389,655	$313,876	+0.2%
Net Income	$318,345	$98,708	+2.2%

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

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

$120,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE NGO	COO	40.00	Officer Director	$100,000	$20,000	$120,000
ANDREW MCGEE	PRESIDENT	40.00	Officer	$0	$0	$0
RUSSELL OKUNG	BOARD CHARIMAN	10.00	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
2018	$708,000	$389,655	$429,716	$318,345

GREATER FOUNDATION