Transformative Learning Foundation EIN 84-1588984

Transformative Learning Foundation FY2021 filing

EIN  84-1588984 Public charity (501(c)(3)) Redding, CA
Form 990 (PDF)
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Size
<$100K
What they do
Builds transformative learning communities for parents, teachers, and learners.
Leadership
Hakim Dyer · CEO
Money in and out
$65K revenue, $54K expenses
Bottom line
97% program efficiency

Builds transformative learning communities for parents, teachers, and learners. For fiscal year 2021 it reported $65K in revenue, $54K in expenses, and $33K in net assets.Pt I

Where the money goes · FY2021
Total revenue
$65K
Pt VIII · Ln 12
Total expenses
$54K
Pt IX · Ln 25
Net assets
$33K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $12K
Where spending went · Part IX cols B–D
Program services $0.97 Management & general $0.03
Program efficiency
97%
of spending reaches programs
Operating runway
10.9mo
months of highly liquid reserves at operating expense rate
Surplus margin
+18%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$65K
FY2021▼ -69%
Expenses
$54K
FY2021▼ -70%
Total assets
$46K
FY2021▲ +53%
Total liabilities
$13K
FY2021
Total revenue
$65K
Pt VIII · Ln 12
Total expenses
$54K
Pt IX · Ln 25
Net assets
$33K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$12K
Total assetsPt X · Ln 16$46K
Program-expense ratioPt IX · col B97%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 43
Mission & Programs · Part III

Where the work happens

2 program services account for $35K of program spending, described in the organization's own filed words · FY2021.
01

Financial and Tuition scholarships for learners from our GIFT L (Grad- uate Institute for Transformative Learning), an non-accredited program to Antioch University, an accredited program with related values and' courses related to promoting human development and intentional trans- formation and consciousness as well as professional…

$20Kprogram expense
02

Designed for our Transformative Learning Community the foundations of a new service wherein a faculty member and expert in a facet of human development and consciousness (for this first iteration, Ba Luvmourand Natural Learning Relationships (see www.luvmourconsulting.com)) and a dedicated "weaver" of people and resources who will…

$15Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTransformative Learning Foundation
EINHdr · item D84-1588984
Principal addressHdr · item CRedding, CA
WebsiteHdr · item Jtlcommunity.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B99)
Ruling yearIRS BMFJan 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1b3
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Paul Freedman’s $19K as President is at the 58th percentile of top reported officer pay among 144 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Statement of Revenue

Part VIII
Program service revenue$39K · 60%
Contributions & grants$19K · 29%
Other revenue$7K · 11%
Program service revenue60%$39K
Contributions & grants29%$19K
Other revenue11%$7K
Total revenueLn 12$65K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.97 Management & general $0.03
Program services97%$52K
Management & general3%$2K
Total functional expensesLn 25$54K

Balance Sheet

Part X · end of year
CashLn 1$46K
Total assetsLn 16$46K
Total liabilitiesLn 26$13K
Total net assetsLn 32$33K
Months of cash on handcomputed10.3

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $46K · Operating expenses (Pt IX) $54K · Less non-cash grants $3K · Cash operating expenses/yr $51K
10.9 months
Where the money goes
Program services
Program services $52K · Total expenses $54K
97%
Management & General
Management & general $2K · Total expenses $54K
3%
Fundraising
Fundraising $0 · Total expenses $54K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $58K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $19K · Total revenue $65K
29%
Government reliance
Government grants — · Total revenue $65K
Earned-income share
Program service revenue $39K · Total revenue $65K
60%
Investment reliance
Investment income $0 · Total revenue $65K
0%
Program self-sufficiency
Program service revenue $39K · Total expenses $54K
73%
Growth & trend
Revenue growth (YoY)
This year $65K · Prior year $212K
-69%
Net-asset trend (YoY)
End of year $33K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $65K · Expenses $54K
+18%
Liabilities-to-Assets
Total liabilities — · Total assets $46K
Net-asset ratio
Net assets $33K · Total assets $46K
71%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $46K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Hakim Dyer · Reported title CEO · Highest reported compensation $0 · Total expenses $54K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $15K · Total expenses $54K
29%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 97%
Overhead ratio 3%
Fundraising cost ratio 0%
Revenue growth -69%
Accounting fee ratio 6%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$45K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$69K revenue · ⤓ 990 PDF
FY2023$77K revenue · ⤓ 990 PDF
FY2022$51K revenue · ⤓ 990 PDF
FY2021$65K revenue · viewing · ⤓ 990 PDF
FY2020$212K revenue · ⤓ 990 PDF
FY2019$119K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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