LEARNING OPPORTUNITIES QUALITY WORKS INC (EIN 431294235) - 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

1983

Legal Domicile

Principal Officer

WENDY HAYS

Phone

5737354282

Tax Period

2024-07-01 to 2025-06-30

LEARNING OPPORTUNITIES QUALITY WORKS INC, founded in 1983, is a community nonprofit in the Employment sector that reported $5.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $4.8M left a modest 13% surplus.

Mission

IT IS THE MISSION OF LEARNING OPPORTUNITIES/QUALITY WORKS, INC. TO POSITIVELY IMPACT THE LIVES OF INDIVIDUALS THROUGH SUPPORT, ADVOCACY AND CONNECTION TO RESOURCES.

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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 $617,048

Program Service Revenue $4,817,629

Investment Income $52,857

Other Revenue $12,916

TOTAL REVENUE $5,500,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,081,033

Fundraising Expenses $0

Program Expenses $4,050,444

Other Expenses $711,802

TOTAL EXPENSES $4,792,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,500,450	$4,979,079	+0.1%
Expenses	$4,792,835	$4,307,034	+0.1%
Net Income	$707,615	$672,045	+0.1%

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

257

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAYLA MURPHY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARSHA KELLY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SHELLEY BUHLIG	DIRECTOR	1.00	Director	$0	$0	$0
JASON MEININGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD PFANNER	DIRECTOR	1.00	Director	$0	$0	$0
BROCK SOUSA	DIRECTOR	1.00	Director	$0	$0	$0
HALLI RITTER	DIRECTOR	1.00	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	$5,500,450	$4,792,835	$4,515,850	$707,615
2024	$4,979,079	$4,307,034	$3,762,609	$672,045
2023	$4,208,319	$3,463,953	$3,048,938	$744,366
2022	$2,858,081	$2,711,416	$2,306,114	$146,665
2021	$3,145,253	$2,393,523	$2,210,837	$751,730
2021	$3,145,253	$2,175,854	$2,492,009	$969,399
2020	$2,334,609	$2,504,915	$1,796,149	$-170,306
2019	$2,536,483	$2,596,675	$1,726,303	$-60,192

LEARNING OPPORTUNITIES QUALITY WORKS INC