THE LEARNING WELL

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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

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

NONE

Program Service Accomplishments

Program 1

Expenses: $247,515 Revenue: $276,759

ELEMENTARY EDUCATION - 54 STUDENTS GRADES K-6.

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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 $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

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

$57,807

Total Directors

$250

Key Employees

Highest Compensated

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