WASHINGTON-LINCOLN LAURELS FOR LEA… - Form 990 Financial Data

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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

1961

Legal Domicile

Principal Officer

STACY BRANDT

Phone

6193249853

Tax Period

2023-07-01 to 2024-06-30

WASHINGTON-LINCOLN LAURELS FOR LEADERS, founded in 1961, is a micro nonprofit in the Youth Development sector that reported $76K in total revenue in fiscal year 2023. Net assets of $368K represent 58 months of operating reserves.

Mission

TO RECOGNIZE AND REWARD LEADERSHIP QUALITIES OF OUTSTANDING HIGH SCHOOL STUDENTS IN SAN DIEGO COUNTY, BASED ON CRITERIA EXEMPLIFIED BY GEORGE WASHINGTON AND ABRAHAM LINCOLN.

Program Service Accomplishments

Program 1

Expenses: $30,000

GRANTED SCHOLARSHIPS OF 300 EACH TO 100 GRADUATING HIGH SCHOOL SENIORS WHO EXHIBITED THE LEADERSHIP QUALITIES PROMOTED BY WASHINGTON LINCOLN LAURELS FOR LEADERS.

Program 2

Expenses: $4,500

PROVIDED GRANTS TO THE ASB OF THREE HIGH SCHOOLS WHO DEMONSTRATED LEADERSHIP BY PROVIDING COMMUNITY SERVICE.

Program 3

Expenses: $31,368 Revenue: $14,100

IN CONJUNCTION WITH THE LUNCHEON TO HONOR THE HIGH SCHOOL AWARD RECIPIENTS, THE ORGANIZATION PROVIDES A HALF DAY OF TRAINING FOR THE STUDENTS DEVOTED TO FINANCIAL LITERACY, ETHICS, AND SERVANT...

IN CONJUNCTION WITH THE LUNCHEON TO HONOR THE HIGH SCHOOL AWARD RECIPIENTS, THE ORGANIZATION PROVIDES A HALF DAY OF TRAINING FOR THE STUDENTS DEVOTED TO FINANCIAL LITERACY, ETHICS, AND SERVANT LEADERSHIP.

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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 $44,197

Program Service Revenue $14,100

Investment Income $17,983

Other Revenue $0

TOTAL REVENUE $76,280

Expense Breakdown

Grants Paid $34,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,868

Other Expenses $44,060

TOTAL EXPENSES $78,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,280	$72,059	+0.1%
Expenses	$78,560	$75,338	+0.0%
Net Income	$-2,280	$-3,279	-0.3%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY BRANDT	PRESIDENT	2.00	Officer Director	$0	$0	$0
AMBER BERTELSEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
VIKY MITROVICH	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
EMILY KRAUSE	IMMED PAST P	1.00	Officer Director	$0	$0	$0
STACEY SRSIC	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUGLAS FROST	TREASURER	3.00	Officer Director	$0	$0	$0
JEREMY ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
VIC BIANCHINI	DIRECTOR	1.00	Director	$0	$0	$0
GORDON BOERNER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BOLAND	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CURRIER	DIRECTOR	1.00	Director	$0	$0	$0
JIM DORSCHEL	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN FRISCO	DIRECTOR	1.00	Director	$0	$0	$0
DEB GUENTHNER	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY HERSCH	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KRAUSE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
KARINA SOUSA	DIRECTOR/TRE	2.00	Officer Director	$0	$0	$0
KARINA VELASQUEZ	DIRECTOR	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
2024	$76,280	$78,560	$370,160	$-2,280
2023	$72,059	$75,338	$349,152	$-3,279
2022	$60,788	$63,266	$431,777	$-2,478
2021	$54,796	$42,857	$391,979	$11,939
2020	$57,445	$58,612	$307,227	$-1,167
2019	$66,487	$63,035	$316,904	$3,452

WASHINGTON-LINCOLN LAURELS FOR LEADERS