The Learning Collaborative (EIN 561668333) - 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

1987

Legal Domicile

Phone

7043778076

Tax Period

2023-07-01 to 2024-06-30

The Learning Collaborative, founded in 1987, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 12% surplus.

Mission

The Learning Collaborative creates a partnership among parents, children, staff and volunteers addressing the education and social needs of preschool children and their parents in Charlotte, NC.

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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 $1,370,111

Program Service Revenue $0

Investment Income $27,442

Other Revenue $-5,228

TOTAL REVENUE $1,392,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $825,774

Fundraising Expenses $113,645

Program Expenses $1,064,270

Other Expenses $400,997

TOTAL EXPENSES $1,226,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,392,325	$1,218,429	+0.1%
Expenses	$1,226,771	$1,216,364	+0.0%
Net Income	$165,554	$2,065	+79.2%

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

150

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

$79,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Carson	Executive Dir.	40.00	Officer	$79,510	$0	$79,510
Jim Kenney	Treasurer	2.00	Officer Director	$0	$0	$0
Betsy Weathersbee	Chairman	2.00	Officer Director	$0	$0	$0
Rebecca McPhail	Secretary	2.00	Officer Director	$0	$0	$0
David Arcia	Director	1.00	Director	$0	$0	$0
Jennifer Clifford	Director	1.00	Director	$0	$0	$0
Paula Culp	Director	1.00	Director	$0	$0	$0
Allen Davis	Director	1.00	Director	$0	$0	$0
William Hodges	Director	1.00	Director	$0	$0	$0
Danny Kujawa	Director	1.00	Director	$0	$0	$0
Jon Michael Morgan	Director	1.00	Director	$0	$0	$0
Day Palmer	Director	1.00	Director	$0	$0	$0
Leslie Teddy	Director	1.00	Director	$0	$0	$0
LT Thompson	Director	1.00	Director	$0	$0	$0
Julie Tucker	Director	1.00	Director	$0	$0	$0
Carter Whitley	Director	1.00	Director	$0	$0	$0
Clayton Williams	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	No data	No data	No data	No data
2024	$1,392,325	$1,226,771	$2,337,559	$165,554
2023	$1,218,429	$1,216,364	$2,166,889	$2,065
2022	$1,133,522	$1,145,001	$2,166,148	$-11,479
2021	$890,964	$1,012,738	$2,307,885	$-121,774
2020	$956,677	$918,940	$2,220,951	$37,737
2019	$893,491	$897,793	$2,184,284	$-4,302
2018	$957,441	$878,218	$2,192,565	$79,223

The Learning Collaborative