THE LEARNING TREE OF WELLSBORO (EIN 251366628) - 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

1979

Legal Domicile

Principal Officer

RYAN JONES

Phone

5707241060

Tax Period

2024-09-01 to 2025-08-31

THE LEARNING TREE OF WELLSBORO, founded in 1979, is a small nonprofit in the Human Services sector that reported $406K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

PROVIDE A STIMULATING AND SAFE LEARNING ENVIRONMENT WHERE YOUNG CHILDREN CAN EXPLORE AND DEVELOP

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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 (2024)

Revenue Breakdown

Contributions & Grants $13,635

Program Service Revenue $390,264

Investment Income $23

Other Revenue $1,883

TOTAL REVENUE $405,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $299,283

Fundraising Expenses $2,900

Program Expenses $392,967

Other Expenses $106,533

TOTAL EXPENSES $405,816

Year-over-Year Comparison

	2024	2023	Change
Revenue	$405,805	$294,935	+0.4%
Expenses	$405,816	$388,457	+0.0%
Net Income	$-11	$-93,522	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN JONES	PRESIDENT	0.50	Officer Director	$0	$0	$0
MEGAN GEISER	TREASURER	0.50	Officer Director	$0	$0	$0
EMILY KREISLER	BOARD MEMBER	0.50	Director	$0	$0	$0
BRANDY HIRSH	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
RACHEL HOLZ	SECRETARY	0.50	Officer Director	$0	$0	$0
AMANDA MIZELL	BOARD MEMBER	0.50	Director	$0	$0	$0
AMY FORD	EXECTIVE DIRECTOR	40.00	Highest	$44,320	$0	$44,320
ERIKA O'NEIL	BOARD MEMBER	0.50	Officer Director	$0	$0	$0
RACHEL MERTZ	BOARD MEMBER	0.50	Director	$0	$0	$0
DEANA FILLMORE	BOARD MEMBER	0.50	Director	$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	$405,805	$405,816	$221,903	$-11
2024	$294,935	$388,457	$227,210	$-93,522
2023	$356,432	$408,874	$363,311	$-52,442
2022	$392,393	$438,600	$441,268	$-46,207
2021	$447,485	$367,035	$494,488	$80,450
2020	$347,774	$301,373	$441,696	$46,401
2019	$330,540	$334,685	$405,911	$-4,145
2018	$330,185	$284,001	$418,537	$46,184

THE LEARNING TREE OF WELLSBORO