Civic Intelligence

Learning Tree and Educational Center

990 • Fiscal year 2024 • EIN 13-3313723

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 15, 2025

Organization ProfileWWW.LEARNINGTREEPREP.ORG
3920 Paulding AveBronx, NY 10466

(718) 944-0958

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$36,800

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Asset Growth

100th percentile

26007%

Faster asset growth than 100% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.2%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$646,681

Up $644,204 (+26007%) from 2023

Net Assets

Up

$640,681

Up $689,204 (+1420%) from 2023

Liabilities

Down

$6,000

Down $45,000 (-88%) from 2023

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin92nd percentile

Revenue

Up

$1,132,659

Up $24,109 (+2.2%) from 2023

Expenses

Down

$440,444

Down $730,101 (-62%) from 2023

Net Income

Up

$692,215

Up $754,210 (+1217%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $65,487Liabilities 2011: $0Net Assets 2011: $65,4872011Assets 2012: $61,035Liabilities 2012: $0Net Assets 2012: $61,0352012Assets 2013: $9,128Liabilities 2013: $0Net Assets 2013: $9,1282013Assets 2014: $33,347Liabilities 2014: $0Net Assets 2014: $33,3472014Assets 2015: $44,526Liabilities 2015: $0Net Assets 2015: $44,5262015Assets 2016: $14,838Liabilities 2016: $0Net Assets 2016: $14,8382016Assets 2017: $17,804Liabilities 2017: $0Net Assets 2017: $17,8042017Assets 2018: $10,647Liabilities 2018: $0Net Assets 2018: $10,6472018Assets 2019: $10,063Liabilities 2019: $0Net Assets 2019: $10,0632019Assets 2020: $246,064Liabilities 2020: $333,100Net Assets 2020: -$87,0362020Assets 2021: $105,449Liabilities 2021: $333,100Net Assets 2021: -$227,6512021Assets 2022: $524,643Liabilities 2022: $550,000Net Assets 2022: -$25,3572022Assets 2023: $2,477Liabilities 2023: $51,000Net Assets 2023: -$48,5232023Assets 2024: $646,681Liabilities 2024: $6,000Net Assets 2024: $640,6812024

Highlighted filing

2024

Assets$646,681
Liabilities$6,000
Net Assets$640,681
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,507,1602011Expenses 2012: $1,603,7222012Revenue 2013: $1,434,587Expenses 2013: $1,491,098Net Income 2013: -$56,5112013Revenue 2014: $1,357,953Expenses 2014: $1,330,940Net Income 2014: $27,0132014Revenue 2015: $1,831,576Expenses 2015: $1,811,486Net Income 2015: $20,0902015Revenue 2016: $1,691,880Expenses 2016: $1,716,599Net Income 2016: -$24,7192016Revenue 2017: $1,738,727Expenses 2017: $1,735,761Net Income 2017: $2,9662017Revenue 2018: $1,840,081Expenses 2018: $1,832,694Net Income 2018: $7,3872018Revenue 2019: $1,926,450Expenses 2019: $1,924,199Net Income 2019: $2,2512019Revenue 2020: $1,572,232Expenses 2020: $1,734,190Net Income 2020: -$161,9582020Revenue 2021: $1,656,885Expenses 2021: $1,842,789Net Income 2021: -$185,9042021Revenue 2022: $2,213,836Expenses 2022: $1,975,044Net Income 2022: $238,7922022Revenue 2023: $1,108,550Expenses 2023: $1,170,545Net Income 2023: -$61,9952023Revenue 2024: $1,132,659Expenses 2024: $440,444Net Income 2024: $692,2152024

Highlighted filing

2024

Revenue$1,132,659
Expenses$440,444
Net Income$692,215
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,132,659
Mission and Program Overview

Mission

The Learning Tree provides a safe, healthy, cultural and educational environment for young children while their parents are unable to care for them due to work, disability or other reason. We provide dignity and self-esteem through quality education to children of very low income families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,477$646,681▲ $644,204
Rtn Earn Endowment Incm Other Fnds$-48,523$640,681▲ $689,204
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,477$646,681▲ $644,204
Liabilities
Unsecured Notes Loans Payable$51,000$6,000▼ $45,000
Total Liabilities$51,000$6,000▼ $45,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$-48,523$640,681▲ $689,204
Total Liabilities and Net Assets / Fund Balance$2,477$646,681▲ $644,204
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mervyn LarrierConsultant-$36,800$36,800
Zenina RiceConsultantFT$32,233$32,233
Lois GregoryCoordinating DirectorFT$17,350$17,350
Joyce AnsariTreasurerFT$11,700$11,700

Board Members and Trustees

NameTitle
Tawkijah JordanChairman
Nuaam JordanCo-chairperson
Camille Les PierreConsultant
Ruth MarquezConsultant
Dr Olivia Ifill-lynchEducational Consultant
Louis MarquezPublic Relations
Darlene ShamsideenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$723,836
Program Service Revenue
$408,823
Investment Income
$0
Other Revenue
$0
All Other Contributions
$79,369
Change in Net Assets
$692,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$296,350
Other Expenses$144,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$296,350--$296,350
Occupancy$55,136--$55,136
Insurance$15,593--$15,593
Office Expenses$9,209--$9,209
Advertising$3,499--$3,499
Other Expenses$700--$700
Information Technology$677--$677
Fees for Services Management$451--$451
Total Functional Expenses$440,444$0$0$440,444
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is available to board members to review.”

Form 990, Part VI, Section B, Line 12C

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Form 990, Part VI, Section C, Line 18

“Individuals and organization can call or write the organization to request of copy of the 990”

Form 990, Part VI, Section C, Line 19

“Individuals and organization can call or write the organization to request of copy these documents”

Filing and Contact Details

Filer

Filer Name
Learning Tree and Educational
EIN
13-3313723
Phone
7189440958
Address
3920 PAULDING AVE, BRONX, NY 10466

Signing Officer

Name
Lois Gregory
Title
Coordinating Director
Phone
9143349803
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lois Gregory
Formed
1990
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
The Innovative CPA Group LLC
Address
1 ENTERPRISE DRIVE SUITE 210, SHELTON, CT 06484
Preparer
Lauren Shugrue CPA
Phone
2034890612
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Timing differences -3,011.”

Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS NONDISCRIMINARORY POLICIES
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVED THE EMPLOYER RETENTION CREDIT FROM THE IRS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS AVAILABLE TO BOARD MEMBERS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INDIVIDUALS AND ORGANIZATION CAN CALL OR WRITE THE ORGANIZATION TO REQUEST OF COPY OF THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDIVIDUALS AND ORGANIZATION CAN CALL OR WRITE THE ORGANIZATION TO REQUEST OF COPY THESE DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIMING DIFFERENCES -3,011.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02477
IRS990/TotalAssetsEOYAmt0646681
IRS990/TotalAssetsGrp/BOYAmt02477
IRS990/TotalAssetsGrp/EOYAmt0646681
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0723836
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0440444
IRS990/TotalFunctionalExpensesGrp/TotalAmt0440444
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051000
IRS990/TotalLiabilitiesEOYAmt06000
IRS990/TotalLiabilitiesGrp/BOYAmt051000
IRS990/TotalLiabilitiesGrp/EOYAmt06000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-48523
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0640681
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0440444
IRS990/TotalProgramServiceRevenueAmt0408823
IRS990/TotalReportableCompFromOrgAmt098083
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0408823
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01132659
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0646681
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt051000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt06000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 BARTHOLDI STREET
IRS990/USAddress/CityNm0BRONX
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010467
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.LEARNINGTREEPREP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COORDINATING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09143349803
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARNING TREE AND EDUCATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0133313723
ReturnHeader/Filer/PhoneNum07189440958
ReturnHeader/Filer/USAddress/AddressLine1Txt03920 PAULDING AVE
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010466
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814236823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE INNOVATIVE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 ENTERPRISE DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02034890612
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN SHUGRUE CPA
ReturnHeader/ReturnTs02025-07-16T07:51:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$646,681
Liabilities
$6,000
Net assets
$640,681
Revenue
$1,132,659
Expenses
$440,444
Net income
$692,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$1.13$0.44$0.69
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.05$0.05$1.11$1.17$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.55$0.03$2.21$1.98$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.33$0.23$1.66$1.84$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.33$0.09$1.57$1.73$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.93$1.92$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$1.84$1.83$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$1.74$1.74$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$1.69$1.72$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.83$1.81$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.36$1.33$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.01$0.00$0.01$1.43$1.49$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$1.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$1.51