STRIVE HOW YOU LEAD MATTERS INC

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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

2006

Legal Domicile

Principal Officer

Caroline Letner

Phone

6175645577

Tax Period

2024-01-01 to 2024-12-31

STRIVE HOW YOU LEAD MATTERS INC, founded in 2006, is a small nonprofit in the Recreation & Sports sector that reported $836K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $440K, a strong 53% operating margin.

Mission

STRIVE: HOW YOU LEAD MATTERS, INC. EMPOWERS STUDENT ATHLETES TO LEAD. WORKING WITH STUDENTS, COACHES, ORGANIZATIONS AND COMMUNITIES - BUILDING INTENTIONAL CULTURES AND DEVELOPING LEADERS AT EVERY LEVEL OF A PROGRAM

Program Service Accomplishments

Program 1

Expenses: $225,323 Revenue: $595,300

STRIVE IS AN EDUCATIONAL NONPROFIT THAT DEVELOPS AND EMPOWERS THE NEXT GENERATION OF LEADERS THROUGH RESIDENTIAL SUMMER PROGRAMS AND SCHOOL-YEAR WORKSHOPS. WE TRAIN A HIGHLY DIVERSE GROUP OF...

STRIVE IS AN EDUCATIONAL NONPROFIT THAT DEVELOPS AND EMPOWERS THE NEXT GENERATION OF LEADERS THROUGH RESIDENTIAL SUMMER PROGRAMS AND SCHOOL-YEAR WORKSHOPS. WE TRAIN A HIGHLY DIVERSE GROUP OF STUDENT-ATHLETES, COACHES AND ADULT LEADERS FROM ALL OVER THE COUNTRY WHO IN TURN POSITIVELY IMPACT THEIR PROGRAMS, SCHOOLS AND COMMUNITIES. ALL TOLD, STRIVE HAS DIRECTLY IMPACTED OVER 10,000 STUDENTS AND EDUCATORS FROM OVER 40 STATES AND SEVEN COUNTRIES.

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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 $836,480

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $836,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $276,684

Fundraising Expenses $47,609

Program Expenses $225,323

Other Expenses $120,021

TOTAL EXPENSES $396,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$836,480	$452,102	+0.9%
Expenses	$396,705	$381,083	+0.0%
Net Income	$439,775	$71,019	+5.2%

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

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

$88,760

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN MORGAN	FOUNDER & CHAIR	3.00	Officer Director	$0	$0	$0
ISABEL MEDIA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOSEPH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA VALENTINE	DIRECTOR	1.00	Director	$0	$0	$0
JONATHON DEBRICH	DIRECTOR	1.00	Director	$0	$0	$0
JON FETTEROLF	DIRECTOR	1.00	Director	$0	$0	$0
ANTHUAN MAYBANK	DIRECTOR	1.00	Director	$0	$0	$0
WILL LENZNER	DIRECTOR	1.00	Director	$0	$0	$0
TOM ARENBERG	CHAIR	1.00	Director	$0	$0	$0
ELENA VEALE	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE CHIARIERI	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK PULSFORT	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY MENSCH	DIRECTOR	1.00	Director	$0	$0	$0
Hallie Snyder Sacchetta	DIRECTOR	1.00	Director	$0	$0	$0
PETER TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
Caroline Letner	Executive Director	40.00	Key Emp	$0	$0	$88,760

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	No data	No data	No data	No data
2024	$836,480	$396,705	$728,434	$439,775
2023	$452,102	$381,083	$288,659	$71,019
2022	$496,798	$528,618	$217,640	$-31,820
2021	$777,395	$579,994	$258,375	$197,401
2020	$426,641	$443,702	$117,295	$-17,061
2019	$563,435	$592,692	$69,120	$-29,257
2018	$698,463	$614,959	$99,456	$83,504