Leadership Atlanta Inc (EIN 237015688) - 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

1969

Legal Domicile

Phone

4048764770

Tax Period

2024-06-01 to 2025-05-31

Leadership Atlanta Inc, founded in 1969, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 53% operating margin.

Mission

EDUCATIONAL PROGRAMS TO DISCUSS & RESEARCH SOCIAL, POLITICAL, ECONOMIC & MATTERS OF METRO AREAS.

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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 $721,390

Program Service Revenue $1,510,849

Investment Income $248,545

Other Revenue $0

TOTAL REVENUE $2,480,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $656,117

Fundraising Expenses $81,240

Program Expenses $931,115

Other Expenses $509,494

TOTAL EXPENSES $1,165,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,480,784	$1,721,314	+0.4%
Expenses	$1,165,611	$1,151,231	+0.0%
Net Income	$1,315,173	$570,083	+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

400

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

$359,770

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bentina Chisolm Terry	Past Chair	1.0	Officer Director	$0	$0	$0
Daniel Gordon	Chair, Program	1.0	Officer Director	$0	$0	$0
Julia Houston	Board Chair Elect	1.0	Officer Director	$0	$0	$0
Justin Berman	Treasurer	1.0	Officer Director	$0	$0	$0
Latanza Adjei	Co-Chair Membership	1.0	Officer Director	$0	$0	$0
Tad Hutcheson	Board Chair	1.0	Officer Director	$0	$0	$0
Alba Baylin	Trustee	1.0	Director	$0	$0	$0
Cati Stone	Trustee	1.0	Director	$0	$0	$0
Chad Parker	Trustee	1.0	Director	$0	$0	$0
Chloe Barzey-Donaldson	Trustee	1.0	Director	$0	$0	$0
Chris Ahrenkiel	Trustee	1.0	Director	$0	$0	$0
Condace Pressley	Trustee	1.0	Director	$0	$0	$0
Danny Shoy	Trustee	1.0	Director	$0	$0	$0
Gairy Moore	Trustee	1.0	Director	$0	$0	$0
Gretchen Corbin	Trustee	1.0	Director	$0	$0	$0
John Brewer	Trustee	1.0	Director	$0	$0	$0
Julio Carrillo	Trustee	1.0	Director	$0	$0	$0
Justin Honaman	Trustee	1.0	Director	$0	$0	$0
Kevin Woods	Trustee	1.0	Director	$0	$0	$0
Kofi Smith	Trustee	1.0	Director	$0	$0	$0
Meagan Davies	Trustee	1.0	Director	$0	$0	$0
Nellie Sullivan	Trustee	1.0	Director	$0	$0	$0
Norm Brothers	Trustee	1.0	Director	$0	$0	$0
PJ Bain	Trustee	1.0	Director	$0	$0	$0
Rick Makerson	Trustee	1.0	Director	$0	$0	$0
Shawn Cole	Trustee	1.0	Director	$0	$0	$0
Sheila Weidman	Trustee	1.0	Director	$0	$0	$0
Sonjui Lal Kumar	Trustee	1.0	Director	$0	$0	$0
Sucheta Kamath	Trustee	1.0	Director	$0	$0	$0
Tameka Rish	Trustee	1.0	Director	$0	$0	$0
Tharon Johnson	Trustee	1.0	Director	$0	$0	$0
Tiffany Burns	Trustee	1.0	Director	$0	$0	$0
Pat Upshaw-Monteith	President & CEO	40.0	Officer	$298,144	$61,626	$359,770
Laura Guerin	Vice President	40.0	Highest	$113,925	$8,780	$122,705

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	$2,480,784	$1,165,611	$10,196,073	$1,315,173
2024	$1,721,314	$1,151,231	$8,767,193	$570,083
2023	$1,452,878	$1,107,036	$7,459,855	$345,842
2022	$1,678,922	$967,713	$6,563,299	$711,209
2021	$805,208	$717,424	$6,690,138	$87,784
2020	$1,365,006	$1,004,247	$5,331,689	$360,759
2019	$1,373,520	$1,008,959	$4,886,567	$364,561
2018	$1,590,276	$1,010,156	$4,423,818	$580,120

Leadership Atlanta Inc