LEONARD WOOD INSTITUTE (EIN 200694498) - 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

2003

Legal Domicile

Principal Officer

DORSEY NEWCOMB

Phone

5733298502

Tax Period

2024-07-01 to 2025-06-30

LEONARD WOOD INSTITUTE, founded in 2003, is a small nonprofit in the Science & Technology sector that reported $979K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THE PRIMARY OBJECTIVE OF LEONARD WOOD INSTITUTE (LWI) IS TO CREATE OR RETAIN TECHNOLOGY-RELATED BUSINESSES, SAVE OR CREATE NEW JOBS, GENERATE NEW PRODUCTS OR PROCESSES, INCREASE REASEARCH FUNDING, AND TO FACILIATE THE TRANSFER OF TECHNOLOGY FORM RESEARCH AND DEVELOPMENT TO THE MARKETPLACE.

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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 $955,303

Program Service Revenue $18,060

Investment Income $5,375

Other Revenue $449

TOTAL REVENUE $979,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $308,024

Fundraising Expenses $0

Program Expenses $863,926

Other Expenses $651,387

TOTAL EXPENSES $959,411

Year-over-Year Comparison

	2024	2023	Change
Revenue	$979,187	$904,276	+0.1%
Expenses	$959,411	$973,339	0.0%
Net Income	$19,776	$-69,063	-1.3%

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

$152,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DORSEY NEWCOMB	EXECUTIVE DI	40.00	Officer	$152,500	$0	$152,500
TONY ADRIAN	MEMBER	1.00	Director	$0	$0	$0
HILARY BALES	MEMBER	1.00	Director	$0	$0	$0
MIKE DUNBAR	CHIEF EXECUT	1.00	Officer Director	$0	$0	$0
DOYLE EDWARDS	MEMBER	1.00	Director	$0	$0	$0
STEVE EHRHARDT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES PENN	MEMBER	1.00	Director	$0	$0	$0
MARC ROECKER	MEMBER	1.00	Director	$0	$0	$0
TERRY ROSENTHAL	MEMBER	1.00	Director	$0	$0	$0
KENT SAVRE	MEMBER	1.00	Director	$0	$0	$0
BEN TIPTON	MEMBER	1.00	Director	$0	$0	$0
BRENNON WILLARD	MEMBER	1.00	Director	$0	$0	$0
DALTON WRIGHT	MEMBER	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
2025	$979,187	$959,411	$248,318	$19,776
2024	$904,276	$973,339	$236,371	$-69,063
2023	$1,184,811	$1,266,189	$438,284	$-81,378
2022	$2,513,056	$2,467,410	$438,388	$45,646
2021	$2,983,939	$3,362,209	$592,989	$-378,270
2020	$5,680,555	$5,290,148	$799,982	$390,407
2019	$2,011,373	$1,762,536	$657,925	$248,837
2018	$611,480	$740,971	$123,093	$-129,491

LEONARD WOOD INSTITUTE