LEARNING2 (EIN 472997315) - 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

2015

Legal Domicile

Principal Officer

ANNETTE ARBENZ

Phone

2066599410

Tax Period

2019-01-01 to 2019-12-31

LEARNING2, founded in 2015, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2019. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $147K exceeded revenue, resulting in a 38% operating deficit.

Mission

LEARNING2'S MISSION IS TO INNOVATE SOCIAL LEARNING GLOBALLY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $4,500

Program Service Revenue $102,548

Investment Income $0

Other Revenue $0

TOTAL REVENUE $107,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,689

Fundraising Expenses $0

Program Expenses $125,553

Other Expenses $94,782

TOTAL EXPENSES $147,471

Year-over-Year Comparison

	2019	2018	Change
Revenue	$107,048	$220,864	-0.5%
Expenses	$147,471	$213,733	-0.3%
Net Income	$-40,423	$7,131	-6.7%

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

$41,000

Total Directors

$10,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ZURFLUH	CHAIR	1.00	Officer Director	$0	$0	$0
SIMON MAY	VICE CHAIR/DIRECTOR OF OPERATIONS	8.00	Officer Director	$0	$10,000	$10,000
JAMES LANEY JR	TREASURER	1.00	Officer Director	$0	$0	$0
KIM COFINO	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFERY UTECHT	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
DR RICHARD KRAJCZAR	PAST CHAIR (UNTIL 2/2019)	1.00	Director	$0	$0	$0
DANIEL JAMES	DIRECTOR	1.00	Director	$0	$0	$0
MADELEINE BROOKES	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE ARBENZ	EXECUTIVE DIRECTOR	40.00	Officer	$0	$27,000	$27,000
STEPHEN REIACH	DIRECTOR OF TECHNOLOGY	10.00	Officer	$0	$4,000	$4,000

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
2019	$107,048	$147,471	$99,807	$-40,423
2018	$220,864	$213,733	$151,037	$7,131

LEARNING2