WE LEAD (EIN 205079781) - 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

2006

Legal Domicile

Principal Officer

KENNETH BROOKS

Phone

3196274045

Tax Period

2024-01-01 to 2024-12-31

WE LEAD, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $182K in total revenue in fiscal year 2019. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 46% operating margin.

Mission

THE ORGANIZATION IS INVOLVED IN MARKETING, BUSINESS EXPANSION AND RETENTION, COMMUNITY LEADERSHIP AND SETTING GOALS FOR ECONOMIC DEVELOPMENT IN THE COMMUNITY.

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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 $0

Program Service Revenue $190,687

Investment Income $239

Other Revenue $29,405

TOTAL REVENUE $220,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,923

Fundraising Expenses $0

Program Expenses $196,984

Other Expenses $84,915

TOTAL EXPENSES $228,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,331	$151,681	+0.5%
Expenses	$228,838	$138,569	+0.7%
Net Income	$-8,507	$13,112	-1.6%

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

$78,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH BROOKS	EXECUTIVE DIRECTOR	040.00	Director	$78,125	$0	$78,125
DANA NELSON	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
SANTOS SAUCEDO	PAST PRESIDENT	005.00	Officer Director	$0	$0	$0
JASON CASSADY	TREASURER	005.00	Director	$0	$0	$0
MELODY RUSSELL	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
JERRY MELICK	PRESIDENT	005.00	Officer Director	$0	$0	$0
SHAUN KRUGER	DIRECTOR	005.00	Director	$0	$0	$0
LEE GEERTZ	DIRECTOR	005.00	Director	$0	$0	$0
KURT KIRCHNER	DIRECTOR	005.00	Director	$0	$0	$0
MARK SMITH	DIRECTOR	005.00	Director	$0	$0	$0
BRANDON ACHEN	DIRECTOR	005.00	Director	$0	$0	$0
HEATHER WISMAN	DIRECTOR	005.00	Director	$0	$0	$0
MARY LARSON	DIRECTOR	005.00	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	$220,331	$228,838	$771,781	$-8,507
2023	$151,681	$138,569	$796,356	$13,112
2022	$144,695	$136,992	$801,858	$7,703
2021	$164,059	$117,627	$806,977	$46,432
2020	$108,515	$67,929	$773,025	$40,586
2019	$181,873	$98,182	$747,416	$83,691

WE LEAD