Carson Leslie Foundation (EIN 010945033) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Annette Leslie

Phone

2144172155

Tax Period

2024-01-01 to 2024-12-31

Carson Leslie Foundation, founded in 2010, is a small nonprofit in the Medical Research sector that reported $604K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $150K, a strong 25% operating margin.

Mission

To raise funds for research leading to a cure for pediatric cancer and enrich the lives of teens in the battle.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $568,682

Program Service Revenue $5,366

Investment Income $23,831

Other Revenue $6,013

TOTAL REVENUE $603,892

Expense Breakdown

Grants Paid $252,288

Salaries & Benefits $69,410

Fundraising Expenses $43,718

Program Expenses $350,320

Other Expenses $132,391

TOTAL EXPENSES $454,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$603,892	$512,453	+0.2%
Expenses	$454,089	$397,662	+0.1%
Net Income	$149,803	$114,791	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$63,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annette Leslie	Ch Mission Off	40.00	Officer	$63,333	$0	$63,333
Gerald McDougall	President	1.00	Officer Director	$0	$0	$0
Walter Capone	Director	1.00	Director	$0	$0	$0
Neil Smiley	Vice President	1.00	Officer Director	$0	$0	$0
Steve Coffey	Treasurer	1.00	Officer Director	$0	$0	$0
Craig Leslie	Secretary	1.00	Officer Director	$0	$0	$0
Ripley Martin	Director	1.00	Director	$0	$0	$0
Alex Yocum	Director	1.00	Director	$0	$0	$0
Brian Chester	Director	1.00	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
2024	$603,892	$454,089	$1,339,291	$149,803
2023	$512,453	$397,662	$1,208,869	$114,791
2022	$458,478	$373,757	$1,076,508	$84,721
2021	$356,640	$373,701	$787,532	$-17,061
2020	$223,204	$185,930	$840,864	$37,274
2019	$334,075	$195,240	$768,510	$138,835
2018	$287,025	$135,192	$628,323	$151,833

Carson Leslie Foundation