Loveland Classical Schools (EIN 275263381) - 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

2011

Legal Domicile

Principal Officer

Ian Stout

Phone

9705411507

Tax Period

2023-07-01 to 2024-06-30

Loveland Classical Schools, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $13.2M in total revenue in fiscal year 2023. Expenses of $12.4M left a modest 6% surplus.

Mission

Loveland Classical Schools assists parents in developing young minds with virtuous character, critical thinking skills, and a passion for learning to become exceptional community stewards.

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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 $752,152

Program Service Revenue $12,011,722

Investment Income $368,703

Other Revenue $50,691

TOTAL REVENUE $13,183,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,424,375

Fundraising Expenses $0

Program Expenses $10,836,656

Other Expenses $5,962,175

TOTAL EXPENSES $12,386,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,183,268	$12,227,448	+0.1%
Expenses	$12,386,550	$10,590,159	+0.2%
Net Income	$796,718	$1,637,289	-0.5%

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

154

Volunteers

314

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

$186,315

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Robinson	President	2.00	Officer Director	$0	$0	$0
Eric Weideman	Vice President	2.00	Officer Director	$0	$0	$0
Jim Adrian	Treasurer	2.00	Officer Director	$0	$0	$0
Marissa Marklewitz	Secretary	2.00	Officer Director	$0	$0	$0
Curt Ketner	Director	1.00	Director	$0	$0	$0
Mike Bryant	Director	1.00	Director	$0	$0	$0
Ian Stout	Executive Director	40.00	Officer	$148,182	$38,133	$186,315

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	No data	No data	No data	No data
2024	$13,183,268	$12,386,550	$13,383,371	$796,718
2023	$12,227,448	$10,590,159	$10,842,363	$1,637,289
2022	$10,286,150	$6,970,710	$8,662,189	$3,315,440
2021	$9,762,112	$7,183,213	$9,001,943	$2,578,899
2020	$9,878,379	$8,398,379	$27,213,028	$1,480,000
2019	$8,275,480	$7,603,392	$6,679,938	$672,088
2018	$6,922,923	$10,163,715	$9,116,085	$-3,240,792

Loveland Classical Schools