GREAT OAKS ACADEMY (EIN 832334904) - 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

2018

Legal Domicile

Principal Officer

PAUL MCGLYNN

Phone

6516150499

Tax Period

2022-07-01 to 2023-06-30

GREAT OAKS ACADEMY, founded in 2018, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2022. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 3% surplus.

Mission

OPERATION OF CHARTER SCHOOL IN FARMINGTON, MINNESOTA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,675,698

Program Service Revenue $10,914

Investment Income $0

Other Revenue $6,378

TOTAL REVENUE $3,692,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,818,021

Fundraising Expenses $0

Program Expenses $2,975,165

Other Expenses $1,747,331

TOTAL EXPENSES $3,565,352

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,692,990	$2,413,143	+0.5%
Expenses	$3,565,352	$1,906,423	+0.9%
Net Income	$127,638	$506,720	-0.7%

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

$103,091

Total Directors

$33,091

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIK QUEEN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BREANNA O'NEIL	MEMBER/TEACHER	41.00	Director	$29,919	$2,437	$32,356
DR ERIC RICE	MEMBER	1.00	Director	$0	$0	$0
DALLAS MOELLER	MEMBER/PARA TEACHER	1.00	Director	$735	$0	$735
ZAC HOLM	MEMBER	1.00	Director	$0	$0	$0
NATALIE KASPER	MEMBER	1.00	Director	$0	$0	$0
CINTA SCHMITZ	MEMBER	1.00	Director	$0	$0	$0
PAUL MCGLYNN	EXECUTIVE DIRECTOR	41.00	Officer	$83,550	$19,541	$103,091

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	No data	No data	No data	No data
2023	$3,692,990	$3,565,352	$6,247,336	$127,638
2022	$2,413,143	$1,906,423	$1,220,107	$506,720
2021	$1,184,985	$1,087,082	$353,120	$97,903
2020	$115,167	$118,215	$25,171	$-3,048

GREAT OAKS ACADEMY