Strategem Learning

EIN: 874045954 501(c)(3) Education

Alameda, CA

Total Revenue
$131,865
Total Expenses
$114,038
Total Assets
$18,962
Net Assets
$17,823
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
CA
Principal Officer
Benjamin Fagan
Phone
5102397861
Tax Period
2022-08-01 to 2023-07-31

Strategem Learning, founded in 2021, is a small nonprofit in the Education sector that reported $132K in total revenue in fiscal year 2022. Expenses of $114K left a modest 14% surplus.

Mission

Strategem Learning provides award-winning educational after school programs to SF Bay Area schools focusing on speech and debate.

Program Service Accomplishments

Program 1
Expenses: $71,398 Revenue: $131,864

after school education programming in speech and debate in SF Bay Area schools at the elementary and middle school grades.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1
Program Service Revenue $131,864
Investment Income $0
Other Revenue $0
TOTAL REVENUE $131,865

Expense Breakdown

Grants Paid $0
Salaries & Benefits $75,250
Fundraising Expenses $0
Program Expenses $71,398
Other Expenses $38,788
TOTAL EXPENSES $114,038

Year-over-Year Comparison

2022 2021 Change
Revenue $131,865 N/A N/A
Expenses $114,038 N/A N/A
Net Income $17,827 N/A N/A
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

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Governance

Voting Members
7
Independent Members
6
Employees
4
Volunteers
5

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
3
$20,769
Total Directors
4
$0
Key Employees
1
$20,769
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Benjamin Fagan President/Exec. Dir. 40.00
Officer Key Emp
$11,538 $9,231 $20,769
Ian Watson Treasurer 1.00
Officer
$0 $0 $0
Aaron Laycook Secretary 1.00
Officer
$0 $0 $0
Audrey Miranda Director 1.00
Director
$0 $0 $0
Claudia Lo Director 1.00
Director
$0 $0 $0
Kaitlyn Cowen Director 1.00
Director
$0 $0 $0
Marcia Fagan Director 1.00
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
2023 $131,865 $114,038 $18,962 $17,827
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