THE LEARNING WELL

EIN: 473286957 501(c)(3) Education

WENATCHEE, WA

Total Revenue
$300,447
Total Expenses
$276,894
Total Assets
$251,194
Net Assets
$242,759
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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
WA
Principal Officer
AMANDA MCGARRAH
Phone
5094264605
Tax Period
2023-01-01 to 2023-12-31

THE LEARNING WELL, founded in 2015, is a small nonprofit in the Education sector that reported $300K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $277K left a modest 8% surplus.

Mission

THE LEARNING WELL EXISTS TO SERVE CHILDREN AND FAMILIES BY OFFERING INNOVATIVE EDUCATION FOR STUDENTS IN GRADES KINDERGARTEN THROUGH 6TH GRADE. OUR APPROACH IS MULTI-AGE, INTERDISCIPLINARY, HANDS-ON AND INDIVIDUALIZED EDUCATION. WE ARE FAITH BASED AND INTEGRATE BIBLICAL TRUTH AND GOD'S LOVE INTO ALL SUBJECT AREAS. WE USE PROJECT BASED LEARNING TO TIE SUBJECTS TOGETHER AND INSPIRE STUDENTS TO DIG DEEP WITH THEIR LEARNING. OUR MISSION IS TO SEE CHILDREN DEVELOP A LOVE OF LEARNING THROUGH ENGAGING ACTIVITIES, INDIVIDUALIZED SUPPORT, AND TIME TO EXPLORE. WE SERVED 54 STUDENTS IN THE 23-24 SCHOOL YEAR.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $24,837
Program Service Revenue $276,759
Investment Income $0
Other Revenue $-1,149
TOTAL REVENUE $300,447

Expense Breakdown

Grants Paid $10,840
Salaries & Benefits $240,620
Fundraising Expenses $0
Program Expenses $247,515
Other Expenses $25,434
TOTAL EXPENSES $276,894

Year-over-Year Comparison

2023 2022 Change
Revenue $300,447 $270,128 +0.1%
Expenses $276,894 $198,705 +0.4%
Net Income $23,553 $71,423 -0.7%
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

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Governance

Voting Members
10
Independent Members
5
Employees
11
Volunteers
20

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
6
$57,807
Total Directors
10
$250
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY COLLINGS PRESIDENT 1.00
Officer Director
$0 $0 $0
KRISTA BECK VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
KEVIN BECK TREASURER 1.00
Officer Director
$0 $0 $0
CRYSTAL SANDBERG SECRETARY 1.00
Officer Director
$0 $250 $250
COLLETTE MASSERELLII DIRECTOR 1.00
Director
$0 $0 $0
CASSY BARTEL DIRECTOR 1.00
Director
$0 $0 $0
JAMIE JENNINGS DIRECTOR 1.00
Director
$0 $0 $0
DEREK JEREZANO DIRECTOR 1.00
Director
$0 $0 $0
JILL GENTRY DIRECTOR 1.00
Director
$0 $0 $0
BRAD GENTRY DIRECTOR 1.00
Director
$0 $0 $0
KAREN GALLIE DIRECTOR OF EDUCATION 30.00
Officer
$31,717 $0 $31,717
AMANDA MCGARRAH DIRECTOR OF OPERATIONS 30.00
Officer
$21,560 $4,280 $25,840
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 No data No data No data No data
2023 $300,447 $276,894 $251,194 $23,553
2022 $270,128 $198,705 $227,761 $71,423
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