THE EXPECTATIONS PROJECT INC (EIN 900787411) - 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

ZAKIYA JACKSON

Phone

2025560535

Tax Period

2023-01-01 to 2023-12-31

THE EXPECTATIONS PROJECT INC, founded in 2012, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $440K, a strong 29% operating margin.

Mission

INFORM FAITH COMMUNITIES ON HOW TO PROVIDE QUALITY EDUCATION TO HISTORICALLY UNDERSERVED STUDENTS.

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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 $1,521,599

Program Service Revenue $0

Investment Income $36

Other Revenue $8,000

TOTAL REVENUE $1,529,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $644,676

Fundraising Expenses $97,538

Program Expenses $872,723

Other Expenses $417,551

TOTAL EXPENSES $1,089,727

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,529,635	$1,131,485	+0.4%
Expenses	$1,089,727	$683,272	+0.6%
Net Income	$439,908	$448,213	0.0%

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

$181,383

Total Directors

$181,383

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZAKIYA JACKSON	PRESIDENT AND DIRECTOR	40.00	Officer Director	$174,485	$6,898	$181,383
TRACY-ELIZABETH CLAY	CHAIR	0.25	Officer Director	$0	$0	$0
SEKOU BIDDLE	DIRECTOR	0.33	Director	$0	$0	$0
JONNY MOY	DIRECTOR	0.17	Director	$0	$0	$0
ANTHONY SAWYER	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN ACKER HOUSMAN	VP OF OPERATIONS	40.00	Highest	$128,008	$0	$128,008

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	$1,529,635	$1,089,727	$1,183,926	$439,908
2022	$1,131,485	$683,272	$749,267	$448,213
2021	$821,737	$637,521	$293,232	$184,216
2020	$137,346	$843,571	$117,892	$-706,225
2019	$1,352,303	$919,409	$813,692	$432,894
2018	$632,051	$966,550	$393,721	$-334,499

THE EXPECTATIONS PROJECT INC