LEARNING FIRST ALLIANCE (EIN 522085368) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DANNY CARLSON

Phone

7037389081

Tax Period

2024-07-01 to 2025-06-30

Learning First Alliance, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $305K in total revenue in fiscal year 2018. The organization ran a surplus of $46K, a strong 15% operating margin.

Mission

TO SUPPORT IMPROVED STUDENT LEARNING IN AMERICA'S PUBLIC SCHOOLS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $259,758

Program Service Revenue $0

Investment Income $975

Other Revenue $0

TOTAL REVENUE $260,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,958

Fundraising Expenses $0

Program Expenses $269,817

Other Expenses $94,551

TOTAL EXPENSES $382,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,733	$422,999	-0.4%
Expenses	$382,509	$429,988	-0.1%
Net Income	$-121,776	$-6,989	+16.4%

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

$113,636

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL COOK	CHAIR	2.00	Officer Director	$0	$0	$0
BARBARA HUNTER	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
L EARL FRANKS	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
MARLA UCELLI-KASHYAP	DIRECTOR	2.00	Director	$0	$0	$0
DAAIYAH BILAL-THREATS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID R SCHULER	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD BERMAN	DIRECTOR	2.00	Director	$0	$0	$0
VERJEANA MCCOTTER-JACOBS	DIRECTOR	2.00	Director	$0	$0	$0
ALBERT CHEN	DIRECTOR	2.00	Director	$0	$0	$0
KEITH R KRUEGER	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD LONG	EXECUTIVE DIRECTOR	40.00	Officer	$108,218	$5,418	$113,636

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	$260,733	$382,509	$567,742	$-121,776
2024	$422,999	$429,988	$708,700	$-6,989
2023	$486,461	$461,368	$703,664	$25,093
2022	$393,349	$385,862	$702,629	$7,487
2021	$338,923	$333,577	$559,624	$5,346
2020	$282,276	$303,804	$522,587	$-21,528
2020	$282,276	$303,804	$522,587	$-21,528
2019	$304,774	$258,984	$533,745	$45,790

LEARNING FIRST ALLIANCE