Agile Learner Fund

Nonprofit profile at a glance

EIN
834470603
IRS 990 coverage
2019–2025
Forms available
Form 990 2025
Location
Denver, CO, USA
Phone
3038930707
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Official website

Reported finances

Revenue
$880,000
Expenses
$130,000
Assets
$900,011
Liabilities
$50,000

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

People named in this filing

  • Linda Peotter (Chair)
  • Zachary Neumeyer (Secretary)
  • Brent Abraham (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Agile Learner Fund is a Type I supporting organization of Colorado Succeeds established to provide and steward mission-aligned capital in support of Colorado Succeeds' charitable purposes. ALF advances innovation in education and workforce development through research, development, thought leadership, piloting, incubation, scaling, and other system-change activities that promote economic mobility and career-connected learning. ALF houses the Innovation Fund, a source of mission-aligned capital established to provide Colorado Succeeds with financial flexibility to research, develop, pilot, incubate, and scale promising education and workforce-development strategies and to support other activities designed to generate learning and durable system change.

What it reported doing in 2025

During 2025, Agile Learner Fund designed and implemented outcomes-based scholarship strategies focused on connecting learners to high-quality education and training pathways leading to employment and economic mobility. ALF identified and evaluated education and training providers based on labor-market alignment and measurable standards for learner retention, completion, employment, and wages; developed grantee-selection, monitoring, and reporting systems; and built strategies to attract additional resources alongside scholarship investments. This work established the infrastructure to direct philanthropic capital toward education-to-employment pathways with measurable learner outcomes.

Operating model

Revenue model
Affiliate-supported. 97% of the money available for current operations came from contributions from related organizations.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 42
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 86
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 14.8%; rating input score 15
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 85.2%; rating input score 98; 98th percentile among comparable filings
  • Total-asset coverage ratio: 6.92; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: -44.4% per year; rating input score 0; 1st percentile among comparable filings
  • Revenue growth: -18.4% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 9.3% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 14.8% of revenue deployed · 100% of spending went to programs
  • Governance: 3 of 3 board members independent · 5 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $130K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 12 of 12 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 7 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 15/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.