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Great Expectations Foundation INC FY2023 filing

Tax-deductible

Tahlequah, OK501(c)(3)EducationEIN 73-1399319Revenue $1.5M in FY2023

On file with the IRSPo Box 1710, 74465-1710 · Tahlequah, OKTax-exempt since Sep 1993Publicly supported charity — 170(b)(1)(A)(vi)

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To provide teachers and administrators with the skills needed to create harmony and excitement within the school atmosphere, elements that are basic for inspiring students to pursue academic excellence.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $53K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $65K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$39K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+7% vs prior year
Spent
$1.4M
To programs
79%
Net assets
$1.2M
By yearFY2021–FY2025
Revenue
$1.5M
FY2023▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$1.4M
FY2023$1.5M
FY2024$1.7M
FY2025$1.4M
Expenses
$1.4M
FY2023▼ -0.7%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.3M
FY2022$1.5M
FY2023$1.4M
FY2024$1.6M
FY2025$1.5M
Net assets
$1.2M
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.1M
FY2022$1.1M
FY2023$1.2M
FY2024$1.3M
FY2025$1.2M

From the FY2023 Form 990 (year ending April 2023) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.1M Management & general 21% · $303K Fundraising 0% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Dr Linda Dzialo
President &
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Great Expectations Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowers educators with skills to foster positive school environments that inspire academic achievement.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2022
01

Core training programs sessions are taught by teachers who successfully implement the foundation's pratices in their own classrooms and feature practical strategies educators can take back to their clqassroom each year.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Oklahoma City Community Foundation INCFY2024$65K
Total grants receivedfrom 1 funder$65K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.3M
Gifts and grantsLn 1h$208K
Investment incomeLn 3$24K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.1M
Managementcol C$303K
Fundraisingcol D$4K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$1.2M
LiabilitiesLn 26$39K
PeoplePt VI, VII
21
listed · VII A
PaidVII A0
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$208K
Government grantsLn 1e$48K
Noncash giftsLn 1g$16K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$24K
Other incomeLn 4–11$2K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$1.0M
Cash and savings togetherLn 1–2$1.0M
Land, buildings, equipmentLn 10c$9K
Total assetsLn 16$1.2M
LiabilitiesLn 26$39K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$974K$1.0M
Land, buildings, equipmentLn 10c$4K$9K
Total assetsLn 16$1.1M$1.2M
LiabilitiesLn 26$36K$39K
Net assetsLn 32$1.1M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$912K$726K$186K
Pension plan contributionsLn 8$75K$31K$44K
Other employee benefitsLn 9$50K$23K$28K
Payroll taxesLn 10$29K$15K$13K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$15K$9K$6K
Information technologyLn 14$31K$28K$1K$2K
OccupancyLn 16$41K$33K$6K$2K
TravelLn 17$147K$145K$1K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$128K$121K$6K
Total functional expensesLn 25$1.4M$1.1M$303K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$1.5M−$101K$1.2M 990 PDF
FY2024 $1.7M$1.6M$43K$1.3M 990 PDF
FY2023 Viewing $1.5M$1.4M$84K$1.2M 990 PDF
FY2022 $1.4M$1.5M−$23K$1.1M 990 PDF
FY2021 $1.1M$1.3M−$268K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,533,680 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $453,411$208,469
I-9 Program service revenuePrior year $982,999$1,299,051
I-10 Investment incomePrior year $953$23,822
I-11 Other revenuePrior year −$290$2,338
I-12 Total revenuePrior year $1,437,073$1,533,680
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,119,646$1,066,069
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $340,892$383,656
I-18 Total expensesPrior year $1,460,538$1,449,725
I-19 Revenue less expensesPrior year −$23,465$83,955
Part VI · Governance 20 of 20 board members independent, 2 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $1,533,680 across 7 lines filed
Lines not itemized here account for $2,338 of total revenue; see the IRS return.
VIII-1e Government grants$48,500
VIII-1f All other contributions, gifts and grants$159,969
VIII-1g Noncash contributions (included above)$16,500
VIII-1h Total contributions, gifts and grants$208,469
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,299,051$1,299,051
VIII-3 Investment incomeRelated to mission $23,822$23,822
VIII-12 Total revenueRelated to mission $1,325,211$1,533,680
Part IX · Statement of functional expenses $1,449,725 across 13 lines filed
IX-7 Other salaries and wagesPrograms $725,997 · Management $185,532$911,529
IX-8 Pension plan contributionsPrograms $31,370 · Management $44,063$75,433
IX-9 Other employee benefitsPrograms $22,708 · Management $27,731$50,439
IX-10 Payroll taxesPrograms $15,293 · Management $13,375$28,668
IX-11c Accounting feesManagement $10,215$10,215
IX-11g Other fees for servicesManagement $1,500$1,500
IX-13 Office expensesPrograms $9,360 · Management $5,737$15,097
IX-14 Information technologyPrograms $28,129 · Management $1,250 · Fundraising $1,875$31,254
IX-16 OccupancyPrograms $33,449 · Management $6,194 · Fundraising $1,652$41,295
IX-17 TravelPrograms $145,076 · Management $1,465$146,541
IX-22 Depreciation, depletion and amortizationPrograms $1,030$1,030
IX-23 InsurancePrograms $8,953$8,953
IX-24 Other expenses (24a–d)Programs $121,382 · Management $6,389$127,771
IX-25 Total functional expensesPrograms $1,142,747 · Management $303,451 · Fundraising $3,527$1,449,725
Part X · Balance sheet $1,225,600 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $973,761$1,021,855
X-4 Accounts receivableStart of year $119,515$154,622
X-8 Inventories for sale or useStart of year $42,270$40,374
X-10c Land, buildings and equipment, netStart of year $3,701$8,749
X-16 Total assetsStart of year $1,139,247$1,225,600
X-19 Deferred revenueStart of year $32,197$34,595
X-25 Other liabilitiesStart of year $4,150$4,150
X-26 Total liabilitiesStart of year $36,347$38,745
X-27 Net assets without donor restrictionsStart of year $1,035,383$1,119,338
X-28 Net assets with donor restrictionsStart of year $67,517$67,517
X-32 Total net assets or fund balancesStart of year $1,102,900$1,186,855
X-33 Total liabilities and net assetsStart of year $1,139,247$1,225,600
Part XI · Reconciliation of net assets $1,186,855 net assets at year end
XI-1 Total revenue$1,533,680
XI-2 Total expenses$1,449,725
XI-3 Revenue less expenses$83,955
XI-4 Net assets at start of year$1,102,900
XI-10 Net assets at end of year$1,186,855

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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