The Loft School of Marion Inc (EIN 042383191) - 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

1965

Legal Domicile

Phone

5087481243

Tax Period

2024-07-01 to 2025-06-30

The Loft School of Marion Inc, founded in 1965, is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Expenses of $181K left a modest 15% surplus.

Mission

Preschool for Children

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,432

Program Service Revenue $180,893

Investment Income $12,882

Other Revenue $764

TOTAL REVENUE $212,971

Expense Breakdown

Grants Paid $100

Salaries & Benefits $135,770

Fundraising Expenses $0

Program Expenses $174,178

Other Expenses $45,488

TOTAL EXPENSES $181,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,971	$223,155	0.0%
Expenses	$181,358	$181,194	+0.0%
Net Income	$31,613	$41,961	-0.2%

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

$42,617

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca Johnson	Executive Dir.	30.00	Officer	$42,617	$0	$42,617
Jeff Pratt	Director	0.00	Director	$0	$0	$0
Rebecca Elger	Director	0.00	Director	$0	$0	$0
Michaela Smith Labrie	Director	0.00	Director	$0	$0	$0
Ashley Bristol	Director	0.00	Director	$0	$0	$0
Sarah Bernier	President	0.00	Officer	$0	$0	$0
Nick Daddona	Vice President	0.00	Officer	$0	$0	$0
Teah Keogh	Treasurer	0.00	Officer	$0	$0	$0
Erik Hedblom	Secretary	0.00	Officer	$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	$212,971	$181,358	$405,837	$31,613
2024	$223,155	$181,194	$377,949	$41,961
2023	$228,866	$151,133	$313,297	$77,733
2022	$236,736	$148,142	$232,707	$88,594

The Loft School of Marion Inc