Academy for Learning (EIN 860850124) - 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

Legal Domicile

Phone

7027378668

Tax Period

2022-01-01 to 2022-12-31

Academy for Learning is a small nonprofit in the Education sector that reported $277K in total revenue in fiscal year 2022. Expenses of $261K left a modest 6% surplus.

Mission

Academy for Learning is a private non-profit School Delivering grades K-12. The school uses the effective study technology developed by educator and philosopher L Ron Hubbard. All of the students are at their grade level or above.

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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 (2022)

Revenue Breakdown

Contributions & Grants $12,604

Program Service Revenue $261,004

Investment Income $3,172

Other Revenue $0

TOTAL REVENUE $276,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,525

Fundraising Expenses $0

Program Expenses $261,431

Other Expenses $155,906

TOTAL EXPENSES $261,431

Year-over-Year Comparison

	2022	2021	Change
Revenue	$276,780	$258,563	+0.1%
Expenses	$261,431	$252,668	+0.0%
Net Income	$15,349	$5,895	+1.6%

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

N/A

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
Larry Perna	Sec/Treas	3.00	Director	$0	$0	$0
Jimmy Epley	Director	1.00	Director	$0	$0	$0
Michele Fiore	Director	1.00	Director	$0	$0	$0
Suesan Walker	Director	20.00	Director	$0	$0	$0
Jinny Schmitz	Trustee	1.00	Director	$0	$0	$0
Tom Fallon	Trustee	1.00	Director	$0	$0	$0
Brian Pool	Trustee	1.00	Director	$0	$0	$0
April Pool	Trustee	1.00	Director	$0	$0	$0
Jerry Schmitz	President	6.00	Officer	$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
2022	$276,780	$261,431	$98,072	$15,349
2021	$258,563	$252,668	$67,016	$5,895

Academy for Learning