LILLIAN JAMES LEARNING CENTER INC (EIN 510135958) - 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

1976

Legal Domicile

Principal Officer

JOHN KERZIC

Phone

3042538913

Tax Period

2024-07-01 to 2025-06-30

LILLIAN JAMES LEARNING CENTER INC, founded in 1976, is a small nonprofit that reported $507K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $478K left a modest 6% surplus.

Mission

TO TRAIN PHYSICALLY AND MENTALLY HANDICAPPED INDIVIDUALS IN JOB SKILLS, PROVIDING OPPORTUNITIES TO DEVELOP SKILLS AND BROADEN THEIR ABILITIES, SAO THAT THEY MAY BECOME A PRODUCTIVE PART OF THE WORKING COMMUNITY.

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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 $84,884

Program Service Revenue $422,300

Investment Income $269

Other Revenue $0

TOTAL REVENUE $507,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,711

Fundraising Expenses $0

Program Expenses $402,329

Other Expenses $213,526

TOTAL EXPENSES $478,237

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,453	$416,146	+0.2%
Expenses	$478,237	$476,594	+0.0%
Net Income	$29,216	$-60,448	-1.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN KERZIC	PRESIDENT	N/A	Officer Director	$0	$0	$0
THOMAS BROWN	BOARD MEMBER	N/A	Director	$0	$0	$0
STEVE KELLY	BOARD MEMBER	N/A	Director	$0	$0	$0
BETTY RIFFE	BOARD MEMBER	N/A	Director	$0	$0	$0
LARRY HODGES	BOARD MEMBER	N/A	Director	$0	$0	$0
JACK ROOP	BOARD MEMBER	N/A	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	$507,453	$478,237	$507,796	$29,216
2024	$416,146	$476,594	$483,270	$-60,448
2023	$461,686	$518,188	$548,182	$-56,502
2022	$513,119	$532,073	$601,807	$-18,954
2021	$653,113	$482,500	$610,298	$170,613
2020	$451,675	$464,595	$514,557	$-12,920
2019	$457,283	$456,017	$427,173	$1,266
2018	$486,044	$491,435	$428,114	$-5,391

LILLIAN JAMES LEARNING CENTER INC