Summit Leadership Foundation (EIN 201336099) - 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

2004

Legal Domicile

Principal Officer

Matt Overby

Phone

4232837557

Tax Period

2024-01-01 to 2024-12-31

Summit Leadership Foundation, founded in 2004, is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

A relational hub that serves the local and broader businees, faith, and non-profit community through Connecting, Consulting, Coaching, and Caring

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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 $615,090

Program Service Revenue $382,789

Investment Income $26,387

Other Revenue $228,223

TOTAL REVENUE $1,252,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $650,772

Fundraising Expenses $86,056

Program Expenses $675,216

Other Expenses $704,107

TOTAL EXPENSES $1,354,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,252,489	$1,054,970	+0.2%
Expenses	$1,354,879	$1,362,646	0.0%
Net Income	$-102,390	$-307,676	-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

$95,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matt Overby	Executive Director	040.00	Key Emp	$95,000	$0	$95,000
Bill Jones	Chairman	N/A	Officer Director	$0	$0	$0
Stephen Dixon	Treasurer	N/A	Officer Director	$0	$0	$0
Dumisa Nyarambi	Secretary	N/A	Officer Director	$0	$0	$0
Raymond McBride	Director	N/A	Director	$0	$0	$0
Josh Smith	Director	N/A	Director	$0	$0	$0
Mike Jackson	Director	N/A	Director	$0	$0	$0
Scott Jeffress	Director	N/A	Director	$0	$0	$0
Dan Bragg	Director	N/A	Director	$0	$0	$0
Steve Reed	Director	N/A	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	$1,252,489	$1,354,879	$4,405,215	$-102,390
2023	$1,054,970	$1,362,646	$4,647,562	$-307,676
2022	$2,251,331	$1,269,042	$4,614,803	$982,289
2021	$1,275,879	$834,559	$2,255,638	$441,320
2020	$1,355,150	$982,234	$1,903,278	$372,916
2019	$1,038,899	$774,281	$1,513,522	$264,618
2018	$830,222	$797,185	$1,267,997	$33,037

Summit Leadership Foundation