IDEAL4GIFTED INC (EIN 871538812) - 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

2021

Legal Domicile

Principal Officer

Dr MaryGrace Stewart

Phone

4132381738

Tax Period

2023-07-01 to 2024-06-30

IDEAL4GIFTED INC, founded in 2021, is a small nonprofit in the Education sector that reported $299K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $259K left a modest 13% surplus.

Mission

IDEAL4Gifted is dedicated to providing a dynamic and meaningful student-centered education for children and youth of all backgrounds cultures and ethnicities who are academically advanced have high potential are gifted or twice-exceptional.

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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 $23,939

Program Service Revenue $271,455

Investment Income $3,847

Other Revenue $0

TOTAL REVENUE $299,241

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $207,967

Fundraising Expenses $16,516

Program Expenses $148,238

Other Expenses $34,015

TOTAL EXPENSES $259,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,241	$203,933	+0.5%
Expenses	$259,498	$132,974	+1.0%
Net Income	$39,743	$70,959	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Yvonne de St Croix	President	0.00	Officer	$0	$0	$0
Dr MaryGrace Stewart	Founder and CAO	60.00	Officer Key Emp	$0	$0	$0
John Anderson	Treasurer and Clerk	0.00	Officer	$0	$0	$0
Christine Ricci	Director	0.00	Director	$0	$0	$0
Shauna Leung	Director	0.00	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
2024	$299,241	$259,498	$149,985	$39,743
2023	$203,933	$132,974	$110,242	$70,959

IDEAL4GIFTED INC