LEE PESKY LEARNING CENTER ENDOWMENT (EIN 820518293) - 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

1999

Legal Domicile

Principal Officer

ANGELI WELLER

Phone

2083330008

Tax Period

2024-10-01 to 2025-09-30

LEE PESKY LEARNING CENTER ENDOWMENT, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $487K in total revenue in fiscal year 2024. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $208K, a strong 43% operating margin.

Mission

AS A SUPPORTING ORGANIZATION FOR THE LEE PESKY LEARNING CENTER.

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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 $290,900

Program Service Revenue $0

Investment Income $194,867

Other Revenue $1,712

TOTAL REVENUE $487,479

Expense Breakdown

Grants Paid $235,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,000

Other Expenses $44,079

TOTAL EXPENSES $279,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$487,479	$1,780,765	-0.7%
Expenses	$279,079	$72,282	+2.9%
Net Income	$208,400	$1,708,483	-0.9%

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

N/A

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
MARY GOFF	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ANGELI WELLER	CHAIR	1.00	Officer Director	$0	$0	$0
JERRY STURGILL	DIRECTOR	0.50	Director	$0	$0	$0
ALAN PESKY	DIRECTOR	0.50	Director	$0	$0	$0
KC MOSLEY	DIRECTOR	0.50	Director	$0	$0	$0
MAGGIE WILLIAMS	EX-OFFICIO/DIRECTOR OF FINANCE	0.50	Director	$0	$0	$0
CHERYL LARABEE	DIRECTOR	0.50	Director	$0	$0	$0
MAUREEN O'TOOLE	EXECUTIVE DIRECTOR	0.50	Director	$0	$0	$0
SAM WORCESTER	DIRECTOR	0.50	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	$487,479	$279,079	$6,572,263	$208,400
2024	$1,780,765	$72,282	$6,363,863	$1,708,483
2023	$744,804	$28,784	$4,655,380	$716,020
2022	$673,195	$16,724	$3,940,438	$656,471
2021	$462,768	$13,909	$3,283,967	$448,859
2020	$493,074	$12,500	$2,835,108	$480,574
2019	$255,511	$10,399	$2,354,534	$245,112
2018	$261,553	$14,353	$2,109,421	$247,200

LEE PESKY LEARNING CENTER ENDOWMENT