BLUE LEARNING

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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

2014

Legal Domicile

Principal Officer

JAMES TAYLOR

Phone

9723163663

Tax Period

2024-07-07 to 2025-06-30

BLUE LEARNING, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $25.2M in total revenue in fiscal year 2024. The organization ran a surplus of $9.0M, a strong 36% operating margin.

Mission

THE ORGANIZATION HAS BEEN ENGAGED BY RESPONSIVEED TEXAS AND RESPONSIVEED ARKANSAS TO PROVIDE SERVICES RELATED TO THE OPERATION OF SCHOOLS UNDER CHARTERS GRANTED TO RESPONSIVE EDUCATION SOLUTIONS. SERVICES PROVIDED BY THE ORGANIZATION INCLUDE HUMAN RESOURCES, PROFESSIONAL DEVELOPMENT, HEALTH AND SAFETY, ACCOUNTING, MARKETING, PUBLIC RELATIONS, STUDENT RECRUITMENT, RECORD KEEPING AND REPORTING, OPERATIONAL SUPPORT, AND MAINTENANCE OF THE STUDENT INFORMATION MANAGEMENT SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $13,861,391 Revenue: $24,395,762

TO PROVIDE SERVICES RELATED TO THE OPERATION OF SCHOOLS UNDER CHARTERS GRANTED TO RESPONSIVEED TEXAS AND RESPONSIVEED ARKANSAS. SERVICES PROVIDED BY THE ORGANIZATION INCLUDE HUMAN RESOURCES...

TO PROVIDE SERVICES RELATED TO THE OPERATION OF SCHOOLS UNDER CHARTERS GRANTED TO RESPONSIVEED TEXAS AND RESPONSIVEED ARKANSAS. SERVICES PROVIDED BY THE ORGANIZATION INCLUDE HUMAN RESOURCES, PROFESSIONAL DEVELOPMENT, HEALTH AND SAFETY, ACCOUNTING, MARKETING, PUBLIC RELATIONS, STUDENT RECRUITMENT, RECORD KEEPING AND REPORTING, OPERATIONAL SUPPORT, AND MAINTENANCE OF THE STUDENT INFORMATION MANAGEMENT SYSTEM.

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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 $0

Program Service Revenue $23,246,017

Investment Income $830,284

Other Revenue $1,149,745

TOTAL REVENUE $25,226,046

Expense Breakdown

Grants Paid $2,000,000

Salaries & Benefits $7,440,256

Fundraising Expenses $0

Program Expenses $13,861,391

Other Expenses $6,829,856

TOTAL EXPENSES $16,270,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,226,046	$24,146,860	+0.0%
Expenses	$16,270,112	$18,065,573	-0.1%
Net Income	$8,955,934	$6,081,287	+0.5%

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

$299,027

Total Directors

$526,129

Key Employees

$178,955

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES TAYLOR	CEO	50.0	Officer Director	$299,027	$0	$299,027
CHRIS BAUMANN	DIRECTOR	2.0	Director	$0	$0	$227,102
ANTHONY EDWARDS	EXECUTIVE VP-OFFICE OF INNOVAT	45.0	Key Emp	$178,955	$0	$178,955
LISA TAYLOR	VP HR	45.0	Highest	$139,187	$0	$139,187
MARK CHANEY	EXE. DIR. SAFETY & SECURITY	45.0	Highest	$134,813	$0	$134,813
COREY FISCHER	VP-FINANCE	45.0	Highest	$127,138	$0	$127,138
LAUREN FELLERS	EXE. DIR. ASSESSMENT&ACCOUNTAB	45.0	Highest	$122,872	$0	$122,872
ALAN WIMBERLEY	CHIEF EDUCATION ARCHITECT	45.0	Highest	$122,786	$0	$122,786
BRENT MONEY	DIRECTOR	2.0	Director	$0	$0	$0
MINI DESAI	DIRECTOR	2.0	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	$25,226,046	$16,270,112	$36,756,836	$8,955,934
2024	$24,146,860	$18,065,573	$27,820,844	$6,081,287
2023	$21,034,670	$18,222,526	$20,424,960	$2,812,144
2022	$18,685,153	$12,865,379	$21,560,970	$5,819,774
2021	$10,785,636	$3,033,545	$10,655,988	$7,752,091
2021	$10,805,862	$3,033,545	$10,655,988	$7,772,317