SoCal Learn & Serve (EIN 333756931) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2025

Legal Domicile

Principal Officer

Roy Ho

Phone

9492976866

Tax Period

2025-01-01 to 2025-12-31

SoCal Learn & Serve, founded in 2025, is a micro nonprofit that reported $20 in total revenue in fiscal year 2025. Expenses of $807 exceeded revenue, resulting in a 3935% operating deficit.

Mission

SoCal Learn & Serve is a charitable and educational organization dedicated to supporting nonprofit organizations while providing valuable learning experiences for students and early-career professionals. By connecting these individuals with nonprofits in need of technical, design, and operational support, the organization fosters hands-on skill development, mentorship, and professional growth. Additionally, SoCal Learn & Serve ensures that nonprofits receive cost-effective or free services to enhance their operations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $20

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $807

TOTAL EXPENSES $807

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20	N/A	N/A
Expenses	$807	N/A	N/A
Net Income	$-787	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Roy Ho	Board Member & Managing Director	1	Officer Director	$0	$0	$0
Cassandra Cheung	Board Member	0.1	Director	$0	$0	$0
Jolene Tsai	Board Member	0.1	Director	$0	$0	$0
Nathan Ma	Board Member	0.1	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	$20	$807	$213	$-787

SoCal Learn & Serve