Learn Tampa Bay Inc (EIN 465045258) - 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

2014

Legal Domicile

Principal Officer

Angelica Ibarra

Tax Period

2023-07-01 to 2024-06-30

Learn Tampa Bay Inc, founded in 2014, is a small nonprofit in the Unknown sector that reported $410K in total revenue in fiscal year 2023. Expenses of $379K left a modest 7% surplus.

Mission

PUBLIC CHARITY LITERACY PROGRAM

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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 $409,514

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $409,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $255,965

Fundraising Expenses $17,099

Program Expenses $277,682

Other Expenses $106,413

TOTAL EXPENSES $379,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$409,514	N/A	N/A
Expenses	$379,477	N/A	N/A
Net Income	$30,037	N/A	N/A

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

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
Angel Miller	Director	Director	$0	$0	$0
David Moore	Director	Director	$0	$0	$0
Shane Karlson	Treasurer	Officer Director	$0	$0	$0
Angelica Ibarra	Executive Director	Officer Director	$0	$0	$0
Gregory Buckner	VP	Officer Director	$0	$0	$0
Erika Carvalho	Secretary	Officer Director	$0	$0	$0
Alexander Lerner	President	Officer	$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	No data	No data	No data	No data
2024	$409,514	$379,477	$187,506	$30,037
2023	$380,719	$351,868	$142,771	$28,851
2022	$305,654	$267,258	$105,725	$38,396
2021	$315,394	$263,554	$61,664	$51,840
2020	$259,086	$254,162	$49,897	$4,924
2019	$298,152	$275,071	$18,018	$23,081

Learn Tampa Bay Inc