LEADERSHIP FOR EDUCATIONAL EQUITY (EIN 208848357) - 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

MICHAEL BUMAN

Phone

2027343716

Tax Period

2023-01-01 to 2023-12-31

LEADERSHIP FOR EDUCATIONAL EQUITY, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $17.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION'S MISSION IS TO DEVELOP THE LEADERSHIP OF LEE MEMBERS TO REALIZE HIGH IMPACT CAREERS IN PUBLIC LEADERSHIP BY: (1) EDUCATING LEE MEMBERS ABOUT POLICY, ADVOCACY, AND POLITICAL LANDSCAPE IN THEIR COMMUNITIES AND IN THE NATION, SO THEY ARE INSPIRED AND READY TO PARTICIPATE CIVICALLY TO END EDUCATIONAL INEQUITY; (2) EQUIPPING LEE MEMBERS WITH THE SKILLS, RESOURCES, AND EXPERIENCES TO SUCCESSFULLY PURSUE PUBLIC LEADERSHIP POSITIONS TO BRING ABOUT EDUCATIONAL EQUITY; (3) HELPING LEE MEMBERS BECOME HIGHLY EFFECTIVE CHANGE AGENTS FOR EDUCATIONAL EQUITY ONCE IN POSITIONS OF LEADERSHIP; AND (4) FOSTERING A THRIVING LEE COMMUNITY IN WHICH MEMBERS SUPPORT ONE ANOTHER IN PURSUING PUBLIC LEADERSHIP AND ACTIVELY ENGAGE IN CIVIC MATTERS TO BRING ABOUT EDUCATIONAL EQUITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $16,490,389

Program Service Revenue $1,289,575

Investment Income $0

Other Revenue $94,136

TOTAL REVENUE $17,874,100

Expense Breakdown

Grants Paid $1,558,501

Salaries & Benefits $12,605,661

Fundraising Expenses $327,565

Program Expenses $16,134,512

Other Expenses $4,014,753

TOTAL EXPENSES $18,178,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,874,100	$15,553,361	+0.1%
Expenses	$18,178,915	$19,266,676	-0.1%
Net Income	$-304,815	$-3,713,315	-0.9%

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

119

Volunteers

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

$700,423

Total Directors

$429,354

Key Employees

$2,240,426

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BUMAN	CEO & EXECUTIVE DIRECTOR/DIRECTOR	40.00	Officer Director	$396,352	$33,002	$429,354
EMMA BLOOMBERG	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ELISA VILLANUEVA BEARD	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR ROCK	DIRECTOR (FROM JUNE 2023)	1.00	Director	$0	$0	$0
CHRISTINE GREEN	SECRETARY/TREASURER, VP GENERAL COUNSEL	40.00	Officer	$214,300	$56,769	$271,069
CAROLINE ALLEN	VICE PRESIDENT, LEADERSHIP DEVELOPMENT & DESIGN	40.00	Key Emp	$184,032	$40,185	$224,217
STEVEN OSVALDO FRANCISCO	VICE PRESIDENT, TECHNOLOGY	40.00	Key Emp	$200,961	$18,657	$219,618
SHERYL LEO	VICE PRESIDENT, TALENT, LEARNING, & CULTURE	40.00	Key Emp	$203,712	$44,656	$248,368
SARAH K MCLEAN	SENIOR VICE PRESIDENT, PARTNERSHIPS & INFRASTRUCTU	40.00	Key Emp	$225,122	$45,418	$270,540
MILDRED OTERO	PRESIDENT	40.00	Key Emp	$329,265	$53,617	$382,882
NAMRATA ARVINDBHAI PATEL	VICE PRESIDENT, MARKETING & COMMUNICATIONS	40.00	Key Emp	$214,618	$25,278	$239,896
LORI TURNER	SENIOR ADVISER - SPECIAL PROJECTS	40.00	Key Emp	$192,540	$48,707	$241,247
CARL S ZARAGOZA	VICE PRESIDENT, ELECTED LEADERSHIP	40.00	Key Emp	$172,875	$47,057	$219,932
TAYLOR M STEWART	VICE PRESIDENT, PLATFORMS	40.00	Key Emp	$151,886	$41,840	$193,726
LISA M ALLARD	SENIOR DIRECTOR, STRATEGY	40.00	Highest	$184,369	$27,672	$212,041
CASSIOPIA BLAUSEY	VICE PRESIDENT, POLICY, ADVOCACY, & ORGANIZING	40.00	Highest	$148,280	$32,479	$180,759
JOHNNY CAPERS	SENIOR DIRECTOR, FINANCE	40.00	Highest	$175,805	$20,858	$196,663
ELIZABETH GUCKIAN	SENIOR DIRECTOR, REGIONAL IMPACT	40.00	Highest	$159,817	$49,233	$209,050
JOHN R SALSBURY	SENIOR DIRECTOR, ELECTED LEADERSHIP DEVELOPMENT	40.00	Highest	$156,873	$33,383	$190,256

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	No data	No data	No data	No data
2023	$17,874,100	$18,178,915	$3,691,580	$-304,815
2022	$15,553,361	$19,266,676	$3,978,172	$-3,713,315
2021	$32,582,451	$28,557,375	$8,736,194	$4,025,076
2020	$26,427,329	$25,608,663	$3,762,140	$818,666
2019	$32,166,736	$26,943,963	$3,137,526	$5,222,773
2018	$22,304,147	$28,477,186	$2,248,624	$-6,173,039

LEADERSHIP FOR EDUCATIONAL EQUITY