INDIVIDUAL LEARNING SOLUTIONS INC (EIN 208664504) - 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

NATALIE TATE

Phone

3145402727

Tax Period

2023-01-01 to 2023-12-31

INDIVIDUAL LEARNING SOLUTIONS INC, founded in 2007, is a micro nonprofit in the Human Services sector that reported $7K in total revenue in fiscal year 2023. Revenue surged 5425% from the prior year, signaling strong growth momentum. Expenses of $7K left a modest 3% surplus.

Mission

EMPOWERING STUDENTS WITH LEARNING DIFFERENCES, PHYSICAL, MEDICAL OR DEVELOPMENTAL CHALLENGES TO REACH THEIR FULL ACADEMIC, SOCIAL AND EMOTIONAL POTENTIAL THROUGH A VARIETY OF DIAGNOSTIC, LEARNING, COUNSELING, ADVISORY, RESEARCH AND RECREATIONAL STRATEGIES INCLUDING INDIVIDUAL AND FAMILY THERAPIES.

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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 $7,293

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,067

TOTAL EXPENSES $7,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,293	$132	+54.3%
Expenses	$7,067	$5,411	+0.3%
Net Income	$226	$-5,279	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE TATE	PRESIDENT	20.00	Officer Director	$0	$0	$0
TRENT PHELPS	VICE PRESIDENT & SECRETARY	5.00	Officer Director	$0	$0	$0
TAYLOR STEWART	TREASURER	5.00	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
2023	$7,293	$7,067	$7,991	$226
2022	$132	$5,411	$7,765	$-5,279
2021	$587	$10,097	$9,044	$-9,510
2020	$10,113	$10,720	$17,054	$-607
2019	$18,006	$22,343	$17,713	$-4,337
2018	$15,422	$13,196	$22,050	$2,226

INDIVIDUAL LEARNING SOLUTIONS INC