Learning Undefeated Inc (EIN 521806820) - 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

1992

Legal Domicile

Phone

2402434026

Tax Period

2024-07-01 to 2025-06-30

Learning Undefeated Inc, founded in 1992, is a community nonprofit in the Community Improvement sector that reported $7.6M in total revenue in fiscal year 2024. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 23% operating margin.

Mission

Learning Undefeated builds STEM experiences that are shaping the next generation of innovators. Continued in Schedule O . . .

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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 $2,308,162

Program Service Revenue $4,941,935

Investment Income $338,628

Other Revenue $5,000

TOTAL REVENUE $7,593,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,390,968

Fundraising Expenses $1,131,293

Program Expenses $4,147,180

Other Expenses $3,330,597

TOTAL EXPENSES $5,832,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,593,725	$3,372,004	+1.3%
Expenses	$5,832,645	$3,485,537	+0.7%
Net Income	$1,761,080	$-113,533	-16.5%

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

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

$256,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Gaines	CEO	40.00	Officer	$240,186	$16,649	$256,835
Jennifer Colvin	Chief Innovation Officr	40.00		$168,272	$15,192	$183,464
Alejandro Cardemil	Chief Development Offcr	40.00		$161,085	$22,075	$183,160
Janee Pelletier	Chief Marketing Offcr	40.00		$154,758	$14,088	$168,846
Ed Eisenstein Ph D	Chairman	1.00	Officer Director	$0	$0	$0
Samuel Sterrett Jr	Secretary	1.00	Officer Director	$0	$0	$0
William Snider	Treasurer	1.00	Officer Director	$0	$0	$0
Elizabeth Huntley	Director	1.00	Director	$0	$0	$0
Henry Bernstein	Director	1.00	Director	$0	$0	$0
Lisa Carlton	Director	1.00	Director	$0	$0	$0
Steven Coats	Director	1.00	Director	$0	$0	$0
Kerron Duncan	Director	1.00	Director	$0	$0	$0
Jennifer Bahrami	Director	1.00	Director	$0	$0	$0
JJ Finkelstein	Director	1.00	Director	$0	$0	$0
Jeff Ford	Director	1.00	Director	$0	$0	$0
Alan Klein	Director	1.00	Director	$0	$0	$0
Lucy Rutishauser	Director	1.00	Director	$0	$0	$0
Brian Rosen	Director	1.00	Director	$0	$0	$0
Kelly Lyn Warfield	Director	1.00	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	$7,593,725	$5,832,645	$12,141,388	$1,761,080
2024	No data	No data	No data	No data
2023	$2,656,719	$3,309,243	$5,074,772	$-652,524
2022	$2,317,221	$3,058,920	$5,737,228	$-741,699
2021	$2,709,054	$2,877,577	$6,516,289	$-168,523
2020	$1,732,472	$2,891,399	$6,574,210	$-1,158,927
2018	$1,666,152	$2,091,577	$6,397,240	$-425,425

Learning Undefeated Inc