TAKE THE LEAD INC (EIN 133729133) - 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

1993

Legal Domicile

Principal Officer

PAUL CAMPANELLA

Phone

3157820547

Tax Period

2024-01-01 to 2024-12-31

TAKE THE LEAD INC, founded in 1993, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $963K, a strong 64% operating margin.

Mission

TO PROVIDE DIRECT SERVICES, SUPPORT, AND CARE FOR ALL QUALIFIED PARTICIPANTS IN THE SPORT OF DOGS WHO ARE SUFFERING FROM A LIFE THREATENING ILLNESS AND ARE IN NEED OF FINANCIAL ASSISTANCE FOR MEDICAL TREATMENTS, PRESCRIPTIONS, FUNERAL EXPENSES, AND DAILY LIVING EXPENSES.

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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 $659,873

Program Service Revenue $92,900

Investment Income $642,143

Other Revenue $115,382

TOTAL REVENUE $1,510,298

Expense Breakdown

Grants Paid $327,801

Salaries & Benefits $78,022

Fundraising Expenses $65,940

Program Expenses $405,823

Other Expenses $141,811

TOTAL EXPENSES $547,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,510,298	$1,109,682	+0.4%
Expenses	$547,634	$527,300	+0.0%
Net Income	$962,664	$582,382	+0.7%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BRADLEY	TRUSTEE	20.00	Director	$0	$0	$0
PAMELA BEALE	EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$0	$0
DOROTHY COLLIER	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN SPRUNG	SECRETARY	2.00	Officer Director	$0	$0	$0
HARRY BOOKER	TRUSTEE	1.00	Director	$0	$0	$0
PAUL CAMPANELLA	TREASURER	1.00	Officer Director	$0	$0	$0
THERESA HUNDT	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE MILUTINOVICH	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA PROCTOR	2ND VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY MILLER	1ST VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARI-BETH O'NEILL	TRUSTEE	1.00	Director	$0	$0	$0
DONALD STURZ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CINDY VOGELS	TRUSTEE	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	$1,510,298	$547,634	$10,092,725	$962,664
2023	$1,109,682	$527,300	$8,636,001	$582,382
2022	$1,069,006	$636,250	$7,409,591	$432,756
2021	$1,180,454	$461,892	$8,449,304	$718,562
2020	$957,145	$886,745	$6,982,854	$70,400
2019	$920,309	$527,099	$6,454,864	$393,210
2018	$993,511	$635,617	$5,156,028	$357,894

TAKE THE LEAD INC