PERSONALIZED LEARNING INC (EIN 263393678) - 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

2008

Legal Domicile

Principal Officer

JON BULLOCK

Phone

5415260882

Tax Period

2024-07-01 to 2025-06-30

PERSONALIZED LEARNING INC, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $11.0M in total revenue in fiscal year 2024.

Mission

TO BENEFIT AND SUPPORT THE REDMOND PROFICIENCY ACADEMY, AN OREGON PUBLIC CHARTER SCHOOL.

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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 $10,808,751

Program Service Revenue $0

Investment Income $146,836

Other Revenue $0

TOTAL REVENUE $10,955,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,380,652

Fundraising Expenses $0

Program Expenses $6,616,806

Other Expenses $2,501,750

TOTAL EXPENSES $10,882,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,955,587	$10,552,364	+0.0%
Expenses	$10,882,402	$10,641,194	+0.0%
Net Income	$73,185	$-88,830	-1.8%

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

$785,693

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON BULLOCK	EXECUTIVE DIRECTOR	50.00	Officer	$163,870	$115,885	$279,755
AMY KAPPEL	DIRECTOR OF CURRI & INSTRUCTION	50.00	Officer	$153,662	$101,171	$254,833
JENNIFER BERRY-OSHEA	MIDDLE SCHOOL DIRECTOR	50.00	Officer	$139,550	$111,555	$251,105
PATRICK MACKELVIE	DIRECTOR	1.00	Director	$0	$0	$0
SALLY DUNCAN	DIRECTOR	1.00	Director	$0	$0	$0
PETER NELSON	MEMBER	1.00	Director	$0	$0	$0
SALLY CLARIDGE	MEMBER	1.00	Director	$0	$0	$0
JOHN ESA	PRESIDENT	1.00	Officer Director	$0	$0	$0
BERT ELIASON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN HANNAN	SECRETARYTREASURER	1.00	Officer 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	$10,955,587	$10,882,402	$33,142,795	$73,185
2024	$10,552,364	$10,641,194	$22,163,882	$-88,830
2023	$10,808,060	$10,618,090	$22,294,347	$189,970
2022	$10,437,643	$9,568,077	$22,114,810	$869,566
2021	$9,477,533	$9,427,136	$21,667,331	$50,397

PERSONALIZED LEARNING INC