INCLUSION LEARNING SERVICES

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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

2022

Legal Domicile

Principal Officer

MELISSA BERTAO

Phone

5595451170

Tax Period

2024-01-01 to 2024-12-31

INCLUSION LEARNING SERVICES, founded in 2022, is a small nonprofit in the Education sector that reported $784K in total revenue in fiscal year 2024. Revenue surged 200% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE EARLY INTERVENTION SERVICES TO YOUTHS WITHIN THE CENTRAL VALLEY OF CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $806,575 Revenue: $37,036

TO PROVIDE EARLY INTERVENTION SERVICES TO YOUTHS WITHIN THE CENTRAL VALLEY OF CALIFORNIA.

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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 $747,121

Program Service Revenue $2,400

Investment Income $0

Other Revenue $34,636

TOTAL REVENUE $784,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $563,424

Fundraising Expenses $0

Program Expenses $806,575

Other Expenses $243,151

TOTAL EXPENSES $806,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$784,157	$261,105	+2.0%
Expenses	$806,575	$230,916	+2.5%
Net Income	$-22,418	$30,189	-1.7%

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

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

$198,852

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA BERTAO	President & CEO	32.00	Director	$91,318	$0	$91,318
GAUKUE XIONG	CEO	32.00	Director	$57,625	$0	$57,625
MONICA PETERSON	Treasurer	32.00	Director	$49,909	$0	$49,909

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
2024	$784,157	$806,575	$10,461	$-22,418
2023	$261,105	$230,916	$31,182	$30,189