LEARNING AND FAMILIES INC

EIN: 200136629 501(c)(3) Education

SARASOTA, FL

Total Revenue
$303,212
Total Expenses
$267,585
Total Assets
$315,925
Net Assets
$197,501
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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
2003
Legal Domicile
FL
Principal Officer
ANDREA HEALEY
Tax Period
2023-07-01 to 2024-06-30

LEARNING AND FAMILIES INC, founded in 2003, is a small nonprofit in the Education sector that reported $303K in total revenue in fiscal year 2023. Expenses of $268K left a modest 12% surplus.

Mission

OFFER LEARNING FOR HOMESCHOOLING

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,000
Program Service Revenue $298,173
Investment Income $39
Other Revenue $0
TOTAL REVENUE $303,212

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $229,147
Other Expenses $267,585
TOTAL EXPENSES $267,585

Year-over-Year Comparison

2023 2022 Change
Revenue $303,212 $303,291 0.0%
Expenses $267,585 $233,798 +0.1%
Net Income $35,627 $69,493 -0.5%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JODY HAGAMAN PRESIDENT 0.00
Officer
$0 $0 $0
ANDREA HEALEY TREASURER 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 No data No data No data No data
2024 $303,212 $267,585 $315,925 $35,627
2023 $303,291 $233,798 $291,843 $69,493
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