NATIONAL CENTER FOR LEARNING DISABILITIES INC (EIN 132899381) - 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

1977

Legal Domicile

Principal Officer

JACKIE RODRIGUEZ

Phone

3019662234

Tax Period

2023-01-01 to 2023-12-31

NATIONAL CENTER FOR LEARNING DISABILITIES INC, founded in 1977, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $4.2M exceeded revenue, resulting in a 233% operating deficit.

Mission

IMPROVE THE LIVES OF THE 1 IN 5 CHILDREN AND ADULTS WHO STRUGGLE WITH LEARNING/ATTENTION ISSUES.

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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 $1,035,865

Program Service Revenue $0

Investment Income $302,288

Other Revenue $-82,803

TOTAL REVENUE $1,255,350

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $2,054,321

Fundraising Expenses $386,247

Program Expenses $2,332,585

Other Expenses $1,954,210

TOTAL EXPENSES $4,178,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,255,350	$3,388,247	-0.6%
Expenses	$4,178,531	$2,742,683	+0.5%
Net Income	$-2,923,181	$645,564	-5.5%

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

$480,693

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGI BOOTH	CO-CHAIR	1.50	Officer Director	$0	$0	$0
JOE ZIMMEL	CO-CHAIR & TREASURER & SECRETARY	1.50	Officer Director	$0	$0	$0
KENNETH PLEVAN	SECRETARY (THROUGH JANUARY)	1.50	Officer Director	$0	$0	$0
KRISTY BAXTER	DIRECTOR	1.00	Director	$0	$0	$0
JODY BELLOWS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CHARD PHD	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE DURAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNA ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
SHANTI FRY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN G GANTZ JR	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GAYNOR	DIRECTOR	1.00	Director	$0	$0	$0
ALONDRA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HINDO	DIRECTOR	1.00	Director	$0	$0	$0
RACHELLE JOHNSON	DIRECTOR (THROUGH JUNE)	1.00	Director	$0	$0	$0
THE HONORABLE THOMAS H KEAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK MICHAEL	DIRECTOR	1.00	Director	$0	$0	$0
GM O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
CASSIA SCHIFTER	DIRECTOR	1.00	Director	$0	$0	$0
JANET STEINMAYER	DIRECTOR (THROUGH AUGUST)	1.00	Director	$0	$0	$0
JACKIE RODRIGUEZ	CHIEF EXECUTIVE OFFICER	40.00	Officer	$230,000	$17,344	$247,344
KENA MAYBERRY	CHIEF OPERATING OFFICER	40.00	Officer	$211,124	$22,225	$233,349
JOEY HUNZIKER	DIRECTOR OF LEADERSHIP & ORGANIZING	40.00	Highest	$120,436	$10,013	$130,449
CIERRA MANGAL	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$116,165	$15,791	$131,956
JAMILLE WHITE	DIRECTOR OF HR AND OPERATIONS	40.00	Highest	$110,793	$10,702	$121,495
LINDSAY KUBATZKY	DIRECTOR OF POLICY AND ADVOCACY	40.00	Highest	$110,432	$9,173	$119,605
AMELIA MALONE	DIRECTOR OF RESEARCH AND INNOVATION	40.00	Highest	$105,425	$5,244	$110,669

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	$1,255,350	$4,178,531	$8,035,495	$-2,923,181
2022	$3,388,247	$2,742,683	$10,863,010	$645,564
2021	$2,685,624	$2,886,990	$10,349,148	$-201,366
2020	$5,789,598	$2,589,966	$10,501,530	$3,199,632
2019	$3,291,073	$2,892,420	$7,174,496	$398,653
2018	$15,793,798	$12,227,895	$7,495,477	$3,565,903

NATIONAL CENTER FOR LEARNING DISABILITIES INC