LL GLOBAL EDUCATION FOUNDATIONINC (EIN 202458799) - 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

2005

Legal Domicile

Principal Officer

DAVID LEVENSON

Phone

8606883358

Tax Period

2018-01-01 to 2018-12-31

LL GLOBAL EDUCATION FOUNDATIONINC, founded in 2005, is a micro nonprofit in the Education sector that reported $66K in total revenue in fiscal year 2018. Revenue surged 813% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 62% operating margin.

Mission

PROMOTE AND FUND RESEARCH, STUDIES, AND PROJECTS ON NEW AND DEVELOPING ELEMENTS, TRENDS, AND PRACTICES OF THE INSURANCE AND FINANCIAL SERVICES INDUSTRY. PROVIDE SCHOLARSHIP AND OTHER TUITION FUNDING FOR EDUCATORS, AUTHORS, RESEARCHERS, AND OTHER MEMBERS OF THE PUBLIC IN FIELDS OF EDUCATION WHOSE STUDIES RELATE TO THE INSURANCE AND FINANCIAL SERVICES INDUSTRY; AND ENCOURAGE PROFESSIONAL DEVELOPMENT AMONG INSURANCE AND FINANCIAL SERVICES STUDENTS, EMPLOYEES AND PROFESSIONALS FOR THE BENEFIT OF A BETTER INFORMED PUBLIC.

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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 (2018)

Revenue Breakdown

Contributions & Grants $31,000

Program Service Revenue $0

Investment Income $35,196

Other Revenue $0

TOTAL REVENUE $66,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $25,161

TOTAL EXPENSES $25,161

Year-over-Year Comparison

	2018	2017	Change
Revenue	$66,196	$7,250	+8.1%
Expenses	$25,161	$2,947	+7.5%
Net Income	$41,035	$4,303	+8.5%

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

N/A

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

$3,523,834

Total Directors

$3,523,834

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT KERZNER	FORMER CEO, PRESIDENT	1.00	Officer Director	$0	$13,750	$2,553,929
JEFFREY HASTY	SECRETARY	1.00	Officer Director	$0	$43,788	$327,026
DAVID MARCONE	CHIEF ACCOUNTING OFFICER	1.00	Officer Director	$0	$29,100	$196,491
GINA BIRCHALL	CHIEF OPERATING OFFICER, T	1.00	Officer Director	$0	$28,550	$446,388

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
2018	$66,196	$25,161	No data	$41,035

LL GLOBAL EDUCATION FOUNDATIONINC