LEARNING IN RETIREMENT INC C/O TEM… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

RAY KETCHUM

Phone

2035950398

Tax Period

2023-01-01 to 2023-12-31

LEARNING IN RETIREMENT INC C/O TEMPLE BETH EL, founded in 2009, is a micro nonprofit in the Human Services sector that reported $29K in total revenue in fiscal year 2023.

Mission

THE CORPORATION WAS ESTABLISHED FOR THE PURPOSE OF CONTINUED EDUCATION AND ENJOYMENT FOR RETIRED SENIORS

Program Service Accomplishments

Program 1

Expenses: $28,793 Revenue: $28,177

TO PROVIDE CONTINUED EDUCATION AND ENJOYMENT FOR RETIRED INDIVIDUALS

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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 $4,420

Program Service Revenue $23,902

Investment Income $392

Other Revenue $0

TOTAL REVENUE $28,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,793

Other Expenses $28,793

TOTAL EXPENSES $28,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,714	$26,744	+0.1%
Expenses	$28,793	$24,846	+0.2%
Net Income	$-79	$1,898	-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

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	Role	Reportable Comp	Other Comp	Total
SYLVIA ROMERO	PRESIDENT	Director	$0	$0	$0
JANESS COFFINA	SECRETARY	Director	$0	$0	$0
IRA KAPLAN	TREASURER	Director	$0	$0	$0
ROSLYN NESIN	VICE-PRESIDENT	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
2023	$28,714	$28,793	$35,645	$-79
2022	$26,744	$24,846	$35,724	$1,898
2021	$26,082	$22,352	$33,826	$3,730
2020	$28,815	$30,366	$30,096	$-1,551
2019	$37,649	$40,964	$31,647	$-3,315
2018	$35,639	$35,787	$34,962	$-148

LEARNING IN RETIREMENT INC C/O TEMPLE BETH EL