LAUREN'S INSTITUTE FOR EDUCATION (EIN 205959213) - 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

2007

Legal Domicile

Principal Officer

CARRIE REED

Phone

4806218361

Tax Period

2023-01-01 to 2023-12-31

LAUREN'S INSTITUTE FOR EDUCATION, founded in 2007, is a mid-sized nonprofit in the Health Care sector that reported $14.7M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

WORKING TOGETHER TO EMPOWER PEOPLE THROUGH EXTRAORDINARY SERVICES FOR DEVELOPMENTAL DISABILITIES.

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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 $427,520

Program Service Revenue $14,190,978

Investment Income $49,755

Other Revenue $1,667

TOTAL REVENUE $14,669,920

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,128,802

Fundraising Expenses $130,195

Program Expenses $10,875,417

Other Expenses $3,147,326

TOTAL EXPENSES $14,276,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,669,920	$12,293,073	+0.2%
Expenses	$14,276,128	$11,840,204	+0.2%
Net Income	$393,792	$452,869	-0.1%

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

338

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

$673,413

Total Directors

$473,891

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE REED	PRESIDENT	40.00	Officer Director	$199,739	$33,927	$233,666
MARGARET TRAVILLION	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$204,895	$35,330	$240,225
RICH MASTON	DIRECTOR	0.50	Director	$0	$0	$0
TONY MILLER	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA BURGESS	DIRECTOR	0.50	Director	$0	$0	$0
JUSTIN TRAVILLION	CHIEF FINANCIAL OFFICER	40.00	Officer	$169,647	$29,875	$199,522

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	$14,669,920	$14,276,128	$9,436,636	$393,792
2022	$12,293,073	$11,840,204	$10,100,946	$452,869
2021	$13,020,622	$10,922,990	$6,727,561	$2,097,632
2020	$10,378,990	$10,094,641	$6,313,724	$284,349
2019	$10,975,899	$10,096,792	$4,514,112	$879,107
2018	$11,927,797	$11,593,964	$3,814,645	$333,833

LAUREN'S INSTITUTE FOR EDUCATION