TRUSTEES OF LEAVITT INSTITUTE C/O GEORGE RICHARDSON (EIN 010263519) - Form 990 Financial Analysis & Trantor Score

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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

1948

Legal Domicile

Principal Officer

GEORGE RICHARDSON

Phone

2072247842

Tax Period

2024-05-01 to 2025-04-30

TRUSTEES OF LEAVITT INSTITUTE C/O GEORGE RICHARDSON, founded in 1948, is a small nonprofit in the Education sector that reported $663K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $381K, a strong 57% operating margin.

Mission

SUPPORT OF HIGH SCHOOL STUDENTS AND SCHOLARSHIPS TO COLLEGE STUDENTS.

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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 $39,756

Program Service Revenue $0

Investment Income $623,016

Other Revenue $0

TOTAL REVENUE $662,772

Expense Breakdown

Grants Paid $221,599

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,035

Other Expenses $60,436

TOTAL EXPENSES $282,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$662,772	$398,044	+0.7%
Expenses	$282,035	$260,858	+0.1%
Net Income	$380,737	$137,186	+1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY DOYLE	PRESIDENT/TRUSTEE	4.00	Officer Director	$0	$0	$0
MARY BRIGGS	TRUSTEE	4.00	Officer Director	$0	$0	$0
GEORGE RICHARDSON	TREASURER/TRUSTEE	6.00	Officer Director	$0	$0	$0
DAVID SHAW	CLERK	2.00	Officer Director	$0	$0	$0
HARRY RICKER	TRUSTEE	2.00	Director	$0	$0	$0
DARERN HARTLEY	TRUSTEE	2.00	Director	$0	$0	$0
PAULINE BEALE	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS DEMERCHANT	TRUSTEE	2.00	Director	$0	$0	$0
DAWN YOULAND	TRUSTEE	4.00	Director	$0	$0	$0
AIMEE GOODWIN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN KIMBALL	TRUSTEE	4.00	Officer Director	$0	$0	$0

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
2025	$662,772	$282,035	$8,990,027	$380,737
2024	$398,044	$260,858	$8,609,290	$137,186
2022	$767,509	$250,951	$7,665,444	$516,558
2021	$869,904	$140,900	$7,145,036	$729,004
2020	$141,853	$173,914	$5,459,071	$-32,061
2019	$276,771	$150,971	$5,491,128	$125,800
2018	$649,403	$203,134	$5,363,520	$446,269

TRUSTEES OF LEAVITT INSTITUTE C/O GEORGE RICHARDSON