CENTER FOR LEARNING UNLIMITED (EIN 330960142) - 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

2001

Legal Domicile

Principal Officer

JENNIFER MIZE

Phone

3109971900

Tax Period

2023-09-01 to 2024-08-31

CENTER FOR LEARNING UNLIMITED, founded in 2001, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2023. The organization ran a surplus of $398K, a strong 17% operating margin.

Mission

EDUCATIONAL SERVICES

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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 $21,050

Program Service Revenue $2,325,100

Investment Income $10,560

Other Revenue $1,773

TOTAL REVENUE $2,358,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,149,783

Fundraising Expenses $0

Program Expenses $1,628,165

Other Expenses $810,969

TOTAL EXPENSES $1,960,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,358,483	$2,480,108	0.0%
Expenses	$1,960,752	$1,928,777	+0.0%
Net Income	$397,731	$551,331	-0.3%

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

$109,247

Total Directors

$135,467

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN BIEHLER	PRESIDENT & TREASURER	2.00	Officer Director	$0	$0	$0
DEBORAH HOFREITER	SECRETARY	2.00	Officer Director	$0	$0	$0
VIRGINIA ERXLEBEN	DIRECTOR	2.00	Director	$99,159	$1,579	$135,467
ANA STRASER	DIRECTOR	2.00	Director	$0	$0	$0
JOANNA CAIN	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MIZE	EXECUTIVE DIRECTOR	40.00	Officer	$106,817	$2,430	$109,247

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
2024	$2,358,483	$1,960,752	$2,573,710	$397,731
2023	$2,480,108	$1,928,777	$1,792,112	$551,331
2022	$2,292,465	$2,140,893	$1,213,901	$151,572
2021	$2,049,273	$1,871,707	$1,096,053	$177,566
2020	$2,023,531	$1,706,618	$904,379	$316,913
2019	$1,766,764	$1,570,168	$356,569	$196,596
2018	$1,543,201	$1,457,150	$301,686	$86,051

CENTER FOR LEARNING UNLIMITED