GREAT EXPECTATIONS FOUNDATION INC

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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

Legal Domicile

Principal Officer

JOE WILLIAMS

Phone

9184582338

Tax Period

2024-05-01 to 2025-04-30

GREAT EXPECTATIONS FOUNDATION INC is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

TO PROVIDE TEACHERS AND ADMINISTRATORS WITH THE SKILLS NEEDED TO CREATE HARMONY AND EXCITEMENT WITHIN THE SCHOOL ATMOSPHERE, ELEMENTS THAT ARE BASIC FOR INSPIRING STUDENTS TO PURSUE ACADEMIC EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $1,241,156

CORE TRAINING PROGRAMS SESSIONS ARE TAUGHT BY TEACHERS WHO SUCCESSFULLY IMPLEMENT THE FOUNDATION'S PRATICES IN THEIR OWN CLASSROOMS AND FEATURE PRACTICAL STRATEGIES EDUCATORS CAN TAKE BACK TO THEIR CLQASSROOM EACH YEAR. SCHOOL YEAR SEMINARS CONSIST OF REGIONAL MEETINGS, ONSITE TRAINING, PRESENTATIONS AND FOLLOW UP SERVICES THAT ARE CUSTOMIZED TO MEET THE SPECIFIC TRAINING NEEDS AND SCHEDULES OF EDUCATORS. COACHING WORK IS DONE INDIVIDUALLY WITH SCHOOLS TO HELP THEM IMPLEMENT GREAT EXPECTATIONS METHODOLOGY INTO THEIR CLASSROOMS. MENTORS ARE THE AMBASSADORS TO SPREADING GREAT EXPECTATIONS METHODOLOGY THROUGHOUT OKLAHOMA AND THE NATION.

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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 $226,540

Program Service Revenue $398,324

Investment Income $20,513

Other Revenue $802,370

TOTAL REVENUE $1,447,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,116,642

Fundraising Expenses $45,413

Program Expenses $1,265,443

Other Expenses $432,111

TOTAL EXPENSES $1,548,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,447,747	$1,654,477	-0.1%
Expenses	$1,548,753	$1,611,081	0.0%
Net Income	$-101,006	$43,396	-3.3%

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
CAROL BERRY	MEMBER	N/A	Director	$0	$0	$0
BARBARA COLEMAN	MEMBER	N/A	Director	$0	$0	$0
DEANN DAVIS	MEMBER	N/A	Director	$0	$0	$0
DR MARILYN DENISON	MEMBER	N/A	Director	$0	$0	$0
DR LINDA DZIALO	PRESIDENT &	N/A	Officer Director	$0	$0	$0
JP FITZGERALD	MEMBER	N/A	Director	$0	$0	$0
JOHN HARRINGTON	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JULIE J KNUTSON	MEMBER	N/A	Director	$0	$0	$0
KEVIN LAWRENCE	VICE CHAIRMA	N/A	Director	$0	$0	$0
RENEE LONG	MEMBER	N/A	Director	$0	$0	$0
DR JOLLY MEADOWS	MEMBER	N/A	Director	$0	$0	$0
NEFERTARI MUNDY	MEMBER	N/A	Director	$0	$0	$0
TOM SHIVELY	MEMBER	N/A	Director	$0	$0	$0
MONTIE KOEHN SILL	SECRETARY	N/A	Officer Director	$0	$0	$0
GARY TREDWAY	MEMBER	N/A	Director	$0	$0	$0
PAT WATSON-HUNT	MEMBER	N/A	Director	$0	$0	$0
JAY WEATHERFORD	MEMBER	N/A	Director	$0	$0	$0
BRENT WHEELBARGER	MEMBER	N/A	Director	$0	$0	$0
JOE WILLIAMS	TREASURER	N/A	Officer Director	$0	$0	$0
DR LEE WRIGHT	MEMBER	N/A	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
2025	$1,447,747	$1,548,753	$1,254,450	$-101,006
2024	$1,654,477	$1,611,081	$1,312,273	$43,396
2023	$1,533,680	$1,449,725	$1,225,600	$83,955
2022	$1,437,073	$1,460,538	$1,139,247	$-23,465
2021	$1,060,280	$1,328,763	$1,157,612	$-268,483
2020	$1,667,252	$1,602,925	$1,431,095	$64,327
2019	$1,628,165	$1,719,494	$1,370,416	$-91,329
2018	$1,773,123	$1,617,715	$1,466,685	$155,408