APPROACH LEARNING & ASSESSMENT INC

EIN: 953717718 501(c)(3)

Santa Ana, CA

Total Revenue
N/A
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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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
1982
Legal Domicile
CA
Principal Officer
DONALD VERLEUR II
Tax Period
2018-07-01 to 2019-06-30

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL SERVICES, VOCATIONAL TRAINING, AND THERAPY FOR AT-RISK CHILDREN.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2018 2017 Change
Revenue N/A $7,344,139 -1.0%
Expenses N/A $7,097,391 -1.0%
Net Income N/A $246,748 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
9
Independent Members
9
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
3
$567,784
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE HADDAD DIRECTOR 1.00
Director
$0 $0 $0
PIKE LAMBETH BOARD CHAIR 1.00
Director
$0 $0 $0
JEFF MATTHEWS DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM POTTER DIRECTOR 1.00
Director
$0 $0 $0
LUCAS BAERG DIRECTOR 1.00
Director
$0 $0 $0
STEPHANIE BYERLY DIRECTOR 1.00
Director
$0 $0 $0
JOE CESTA DIRECTOR 1.00
Director
$0 $0 $0
DAYNA DEVITO-FLECK DIRECTOR 1.00
Director
$0 $0 $0
TOM ZEIGLER DIRECTOR 1.00
Director
$0 $0 $0
JUSTIN LAIRD CFO TREASURER 40.00
Officer
$0 $6,618 $142,438
DONALD VERLEUR II CEOPRESIDENT 40.00
Officer
$0 $19,822 $312,739
KATHRYN JONES SECRETARY 40.00
Officer
$0 $8,024 $112,607
EDWARD J BECKER FORMER CFOTREASURER 40.00
$0 $0 $207,583
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
2019 No data No data No data No data
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