Generation Success (EIN 821071284) - 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

2012

Legal Domicile

Principal Officer

BARBARA A EVEQUE HORNSBY

Phone

5044461398

Tax Period

2023-01-01 to 2023-12-31

Generation Success, founded in 2012, is a small nonprofit in the Education sector that reported $175K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $33K, a strong 19% operating margin.

Mission

Educational services - Read and writing improvement, improvement in math skills.

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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 $0

Program Service Revenue $84,200

Investment Income $0

Other Revenue $90,750

TOTAL REVENUE $174,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,813

Fundraising Expenses $0

Program Expenses $142,038

Other Expenses $4,225

TOTAL EXPENSES $142,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,950	$233,475	-0.3%
Expenses	$142,038	$212,038	-0.3%
Net Income	$32,912	$21,437	+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

N/A

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
ARI GOLDFARB	BOARD CHAIR	030.00	Officer	$0	$0	$0
BARBARA HORNSBY	TREASURER	005.00	Officer	$0	$0	$0
ALLISON HOTARD	BOARD MEMBER	001.00	Officer	$0	$0	$0
DIPO MASSIDOMEI	BOARD MEMBER	001.00	Officer	$0	$0	$0
PAUL DAULPHIN	BOARD MEMBER	001.00	Officer	$0	$0	$0
CHAD ROBERTS	BOARD MEMBER	001.00	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
2024	No data	No data	No data	No data
2023	$174,950	$142,038	$79,374	$32,912
2022	$233,475	$212,038	$46,462	$21,437

Generation Success