Learning Ally Inc (EIN 131659345) - 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

1948

Legal Domicile

Principal Officer

Timothy Wilson

Phone

6095208023

Tax Period

2023-07-01 to 2024-06-30

Learning Ally Inc, founded in 1948, is a mid-sized nonprofit in the Human Services sector that reported $31.0M in total revenue in fiscal year 2023. Expenses of $29.2M left a modest 6% surplus.

Mission

LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1.

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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 $16,865,403

Program Service Revenue $12,975,678

Investment Income $611,148

Other Revenue $529,519

TOTAL REVENUE $30,981,748

Expense Breakdown

Grants Paid $84,000

Salaries & Benefits $19,132,962

Fundraising Expenses $1,442,606

Program Expenses $22,145,101

Other Expenses $9,536,125

TOTAL EXPENSES $29,244,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,981,748	$30,557,726	+0.0%
Expenses	$29,244,437	$33,008,522	-0.1%
Net Income	$1,737,311	$-2,450,796	-1.7%

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

246

Volunteers

970

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

$873,092

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Friedman	President & CEO	60.00	Officer	$442,443	$144,376	$586,819
PETERS LEE G	COO	50.00		$328,914	$13,619	$342,533
KEINGSBERG JAMES	INTERIM CDO	50.00		$292,500	$0	$292,500
Tim Wilson	CFO	50.00	Officer	$255,016	$31,257	$286,273
HO JEFFREY	CMLIO	50.00		$266,194	$16,368	$282,562
DAVENPORT RENEE	VP, GEN MGR EDU SALES	50.00		$275,257	$2,246	$277,503
LOHSE CHRISTOPHER	CHIEF OF STAFF	50.00		$240,934	$14,009	$254,943
SHERBURNE MICHELE	CHF OF GROWTH & STRG PART	50.00		$239,294	$12,418	$251,712
BRENNAN PATRICK	VP, GOVERNMENT RELATIONS	50.00		$241,580	$3,094	$244,674
SINK AMANDA	MANAGING PARTNER, GREAT LAKES	50.00		$213,372	$23,397	$236,769
FAIRWEATHER ANNMARIE	CPO	50.00		$230,293	$2,765	$233,058
VALVANO STEVEN M	VP OF GREAT PEOPLE	50.00		$200,266	$28,849	$229,115
WALKER ERIN	VP, INNOVATION & IMPACT PROGRAMS	50.00		$188,094	$39,050	$227,144
TOMASETTI ELISSA	VP, MARKETING	50.00		$200,070	$23,169	$223,239
YEOW WAIMUN	DIR, TEACHING & LEARNING PLATFORM	50.00		$179,872	$38,444	$218,316
TRUSTY NICK	SR.DIR. STRATEGIC ACCTS & SCH REV	50.00		$179,428	$38,331	$217,759
HARTSELL BRENT	SR. DIR PROF LEARNING & UX	50.00		$180,751	$33,859	$214,610
NESS MOLLY	VP, EDUCATOR INITIATIVES	50.00		$173,773	$26,190	$199,963
GILDEA JAMES	SENIOR DATA ARCHITECT	50.00		$181,814	$16,395	$198,209
BUECKSLER CHRISTOPHER	DIR. OF MARKRTING OPERATIONS	50.00		$162,638	$33,342	$195,980
SINGLETON ANDREW	NAT. DIR . ENGAGE	50.00		$162,270	$33,697	$195,967
MCCARTNEY TOM	DIR,IMPLE & ROSTERING PLT	50.00		$147,900	$36,314	$184,214
STUTSMAN MELISSA	SALES DIR	50.00		$149,353	$34,048	$183,401
CONLIN CHRIS	INTERIM VP OF TECH & CISCO	50.00		$178,732	$2,039	$180,771
KOPEC CHERYL	DIR CUST. SUPPORT	50.00		$166,694	$13,925	$180,619
LOVINGS DANICA	SALES DIR	50.00		$152,063	$26,666	$178,729
NOLAND TERRIE L	VP, EDUCATOR INITIATIVES	50.00		$172,691	$5,449	$178,140
FLORESS HEATHER A	DIST PARTNER MG	50.00		$161,411	$4,328	$165,739
PRITCHETT JAMES	DIR, ENTERPRISE SYSTEMS	50.00		$146,219	$11,612	$157,831
EMDIN REGINA	MANG PARTNER, NORTHEAST	50.00		$153,795	$2,046	$155,841
PENROSE SHANNON	MANGING PART , WEST	50.00		$152,323	$2,293	$154,616
WEISBRICH SHELLEY	VP, IMPELMENTATION SERV	50.00		$129,602	$13,312	$142,914
KOZEMCHAK DAVID	AVP, PRODUCTION	50.00		$130,480	$4,597	$135,077
ULLEY DAWN	DIST, PARTNERSHIP MGR	50.00		$105,315	$913	$106,228
ELLIS LAURA	SR. DIR. OF READING SOLU.	50.00		$69,601	$4,807	$74,408
Therese Llorente	Chairman	3.00	Officer Director	$0	$0	$0
Kettisha Jones	Trustee	3.00	Officer Director	$0	$0	$0
Rosemarie Loffredo	Treasurer	3.00	Officer Director	$0	$0	$0
Mary Beth O'Hagan	Secretary	3.00	Officer Director	$0	$0	$0
Elise Darwish	Trustee	3.00	Officer Director	$0	$0	$0
Shawn Bird	Trustee	3.00	Officer Director	$0	$0	$0
Peter Falzon	Trustee	3.00	Officer Director	$0	$0	$0
Alexandra Hill	Trustee	3.00	Officer Director	$0	$0	$0
Dan Koken	Trustee	3.00	Officer 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	$30,981,748	$29,244,437	$40,746,463	$1,737,311
2023	$30,557,726	$33,008,522	$37,887,626	$-2,450,796
2022	$31,390,401	$27,792,551	$38,562,596	$3,597,850
2021	$24,051,684	$23,644,447	$38,869,438	$407,237
2020	$17,239,577	$20,676,241	$31,974,307	$-3,436,664
2019	$18,424,043	$19,518,346	$30,979,406	$-1,094,303

Learning Ally Inc