LEARNING EXCELLENCE FOUNDATION OF SOUTH PALM BEACH INC (EIN 651125973) - 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

2000

Legal Domicile

Principal Officer

CHRIS JOHNSON

Phone

5615851189

Tax Period

2024-07-01 to 2025-06-30

LEARNING EXCELLENCE FOUNDATION OF SOUTH PALM BEACH INC, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $14.6M in total revenue in fiscal year 2024. Expenses of $13.8M left a modest 6% surplus.

Mission

TO OPERATE A NOT-FOR-PROFIT CHARTER SCHOOL AND TO CONDUCT EDUCATIONAL DEVELOPMENT ACTIVITIES.

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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 $13,549,420

Program Service Revenue $681,314

Investment Income $0

Other Revenue $400,480

TOTAL REVENUE $14,631,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,974,524

Fundraising Expenses $0

Program Expenses $12,766,097

Other Expenses $5,808,370

TOTAL EXPENSES $13,782,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,631,214	$15,071,953	0.0%
Expenses	$13,782,894	$12,924,108	+0.1%
Net Income	$848,320	$2,147,845	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS JOHNSON	BOARD CHAIR	2.00	Director	$0	$0	$0
TOM SUTTERFIELD	VICE CHAIR	2.00	Director	$0	$0	$0
ELIZABETH STEPHAN	SECRETARY	2.00	Director	$0	$0	$0
MARIE CHAPMAN	TREASURER	2.00	Director	$0	$0	$0
MARIA COSMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MARVA WILKS	BOARD MEMBER	2.00	Director	$0	$0	$0
DICKINSON MERRIN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE STANDLEY	PRINCIPAL	40.00	Key Emp	$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	$14,631,214	$13,782,894	$22,589,747	$848,320
2024	No data	No data	No data	No data
2023	$12,932,971	$12,549,392	$21,627,755	$383,579
2022	$11,061,403	$11,040,411	$22,098,422	$20,992
2021	$9,081,154	$8,768,155	$3,312,878	$312,999
2020	$9,029,752	$8,941,736	$2,917,234	$88,016
2019	$8,991,656	$8,825,411	$2,926,051	$166,245
2018	$8,669,467	$8,482,992	$2,912,647	$186,475

LEARNING EXCELLENCE FOUNDATION OF SOUTH PALM BEACH INC