LEARN TO EARN DAYTON

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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

2015

Legal Domicile

Principal Officer

STACY WALL SCHWEIKHART

Phone

9372369965

Tax Period

2024-07-01 to 2025-06-30

LEARN TO EARN DAYTON, founded in 2015, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 23% operating margin.

Mission

LEARN TO EARN DAYTON TRANSFORMS SYSTEMS THROUGH DATA, PARTNERSHIPS, AND POLICY TO ENSURE ALL LEARNERS IN THE DAYTON REGION HAVE THE RESOURCES AND OPPORTUNITIES THAT FOSTER LIFELONG SUCCESS AND ECONOMIC MOBILITY.

Program Service Accomplishments

Program 1

Expenses: $1,927,645

STUDENT SUCCESS REQUIRES FULL-FAMILY SUPPORT, AND LEARN TO EARN DAYTON LEADS INITIATIVES THAT LEVERAGE A PLACE-BASED, MULTI-GENERATIONAL APPROACH. A SIGNIFICANT PART OF WORK IS OCCURRING IN...

STUDENT SUCCESS REQUIRES FULL-FAMILY SUPPORT, AND LEARN TO EARN DAYTON LEADS INITIATIVES THAT LEVERAGE A PLACE-BASED, MULTI-GENERATIONAL APPROACH. A SIGNIFICANT PART OF WORK IS OCCURRING IN COUNTY-LEVEL AND NEIGHBORHOOD-LEVEL COLLABORATIONS WITH A WIDE VARIETY OF COMMUNITY STAKEHOLDERS AND PARTNERS, IS ENDEAVORING TO IMPLEMENT A SET OF STRATEGIES AND COMMUNITY ENGAGEMENT PRACTICES THAT WILL IMPROVE STUDENT SUCCESS AND LEAD TO ECONOMIC MOBILITY.

Program 2

Expenses: $1,767,155

COLLEGE AND CAREER READINESS. LEARN TO EARN DAYTON'S GOAL IS THAT 60% OF WORKING-AGE ADULTS WILL HAVE A RECOGNIZED POST-SECONDARY CREDENTIAL IN ORDER TO ENSURE THE WORKFORCE NEEDED FOR THE REGION TO HAVE A THRIVING ECONOMY. IN PARTNERSHIP WITH MONTGOMERY COUNTY'S PUBLIC SCHOOLS AND THE REGION'S 2- AND 4-YEAR COLLEGES, LEARN TO EARN DAYTON IMPLEMENTS EVIDENCE BASED AND DATA DRIVEN APPROACHES TO IMPROVE ACADEMIC ACHIEVEMENT ALONG A CONNECTED CONTINUUM OF LEARNING MILESTONES.

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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 $5,495,072

Program Service Revenue $0

Investment Income $184,681

Other Revenue $18,625

TOTAL REVENUE $5,698,378

Expense Breakdown

Grants Paid $2,074,523

Salaries & Benefits $1,557,976

Fundraising Expenses $78,345

Program Expenses $3,694,800

Other Expenses $751,420

TOTAL EXPENSES $4,383,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,698,378	$4,264,018	+0.3%
Expenses	$4,383,919	$3,213,575	+0.4%
Net Income	$1,314,459	$1,050,443	+0.3%

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

$325,315

Total Directors

$245,695

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINA KEAN	CHAIR	1.25	Officer Director	$0	$0	$0
KIPPY UNGERLEIDER	PAST CHAIR	1.25	Officer Director	$0	$0	$0
MYLA CARDONA-JONES	SECRETARY	1.25	Officer Director	$0	$0	$0
JOHN HALEY	TREASURER	1.25	Officer Director	$0	$0	$0
MELISSA TOLLE	VICE-CHAIR	1.25	Officer Director	$0	$0	$0
MICHELLE LOVELY	TRUSTEE	1.00	Director	$0	$18,592	$245,695
MORAKINYO KUTI	TRUSTEE	1.00	Director	$0	$0	$0
NATE BRANDSTATER	TRUSTEE	1.00	Director	$0	$0	$0
DALE BRUNNER	TRUSTEE	1.25	Director	$0	$0	$0
JULIE LISS-KATZ	TRUSTEE	1.00	Director	$0	$0	$0
JENNY MICHAEL	TRUSTEE	1.00	Director	$0	$0	$0
ART HARLAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE KAYE	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON COX	EX-OFFICIO	1.25	Officer Director	$0	$0	$0
ALISHA MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
LAURETTA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
STACY W SCHWEIKHART	CHIEF EXECUTIVE OFFICER	40.00	Officer	$173,604	$30,248	$203,852
ANDREW DIBERT	DIRECTOR OF FINANCE & OPER	40.00	Officer	$82,653	$38,810	$121,463

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	$5,698,378	$4,383,919	$4,768,763	$1,314,459
2024	$4,264,018	$3,213,575	$5,034,618	$1,050,443
2023	$5,837,590	$5,307,907	$3,062,963	$529,683
2022	$5,020,276	$5,464,943	$6,654,622	$-444,667
2021	$2,568,640	$2,554,840	$1,744,860	$13,800
2020	$1,966,190	$1,799,765	$1,602,817	$166,425
2019	$1,585,396	$1,538,545	$1,718,919	$46,851
2018	$1,472,421	$1,253,847	$965,264	$218,574