GREAT EXPECTATIONS ACADEMY (EIN 860956007) - 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

1999

Legal Domicile

Principal Officer

MARK PHILLIPS

Phone

5203992121

Tax Period

2023-07-01 to 2024-06-30

GREAT EXPECTATIONS ACADEMY, founded in 1999, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

TO PREPARE STUDENTS TO BECOME COMPETENT, LITERATE, PRODUCTIVE CITIZENS.

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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 $2,471,820

Program Service Revenue $10,929

Investment Income $0

Other Revenue $11,375

TOTAL REVENUE $2,494,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,798,928

Fundraising Expenses $0

Program Expenses $2,017,141

Other Expenses $668,220

TOTAL EXPENSES $2,467,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,494,124	$2,645,685	-0.1%
Expenses	$2,467,148	$2,662,391	-0.1%
Net Income	$26,976	$-16,706	-2.6%

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

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

$159,139

Total Directors

$331,011

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNETTE BIG	VICE PRESIDE	40.00	Director	$118,999	$52,873	$171,872
MARK PHILLIPS	PRESIDENT	40.00	Officer Director	$118,585	$40,554	$159,139
LEE FAIRMAN	MEMBER	2.00	Director	$0	$0	$0
CHRISTIAN GIBSON	MEMBER	2.00	Director	$0	$0	$0
JEREMY LAI	MEMBER	2.00	Director	$0	$0	$0
LARA SMITH	MEMBER	2.00	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	No data	No data	No data	No data
2024	$2,494,124	$2,467,148	$1,844,923	$26,976
2023	$2,645,685	$2,662,391	$1,754,379	$-16,706
2022	$2,954,940	$2,772,412	$1,903,875	$182,528
2021	$2,598,762	$2,555,447	$1,688,370	$43,315
2020	$2,580,389	$2,515,624	$2,101,677	$64,765

GREAT EXPECTATIONS ACADEMY