STATE LEGISLATIVE LEADERS FOUNDATION INC (EIN 237148478) - 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

1972

Legal Domicile

Principal Officer

STEPHEN LAKIS

Phone

5087713821

Tax Period

2024-01-01 to 2024-12-31

STATE LEGISLATIVE LEADERS FOUNDATION INC, founded in 1972, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 8% surplus.

Mission

THE STATE LEGISLATIVE LEADERS FOUNDATION IS A NONPARTISAN, INDEPENDENT NATIONAL ORGANIZATION OFFERING STATE LEGISLATIVE LEADERS EDUCATIONAL PROGRAMS IN ACADEMIC SETTINGS FOCUSING ON PUBLIC POLICY, EMERGING ISSUES, LEGISLATIVE LEADERSHIP, MANAGEMENT AND COMMUNICATIONS.

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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 $3,711,986

Program Service Revenue $521,205

Investment Income $1,097

Other Revenue $21,518

TOTAL REVENUE $4,255,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,028,087

Fundraising Expenses $197,032

Program Expenses $3,245,789

Other Expenses $1,907,559

TOTAL EXPENSES $3,935,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,255,806	$3,611,744	+0.2%
Expenses	$3,935,646	$3,883,718	+0.0%
Net Income	$320,160	$-271,974	-2.2%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN LOONEY	CHAIR	1.00	Officer Director	$0	$0	$0
ROBIN VOS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RAUMESH AKBARI	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BEDKE	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP BERGER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN CAMPER	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
BOB DUFF	DIRECTOR	1.00	Director	$0	$0	$0
ROGER HANSHAW	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE JINKINS	DIRECTOR	1.00	Director	$0	$0	$0
GORDON JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE JONES	DIRECTOR	1.00	Director	$0	$0	$0
JAN JONES	DIRECTOR	1.00	Director	$0	$0	$0
NATHANIEL LEDBETTER	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY LIGHTFORD	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MANNING JR	DIRECTOR	1.00	Director	$0	$0	$0
SHANE MASSEY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MCCALL	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA MCCLINTON	DIRECTOR	1.00	Director	$0	$0	$0
SHERMAN PACKARD	DIRECTOR	1.00	Director	$0	$0	$0
CARMELO RIOS-SANTIAGO	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL PEOPLES-STOKES	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW RITTER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SAIKI	DIRECTOR	1.00	Director	$0	$0	$0
PETE SCHWARTZKOPF	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SHEKARCHI	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW SHEPERD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SOKOLA	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT SOMMERS	DIRECTOR	1.00	Director	$0	$0	$0
GARY STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN TERRY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WILLS	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK WINDER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE YEAGER	DIRECTOR	1.00	Director	$0	$0	$0
ARIC NESBITT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN LAKIS	PRESIDENT	40.00	Highest	$591,994	$25,833	$617,827
PAPALINKA PARADISE	DIR. COMMUNI	40.00	Highest	$149,250	$37,016	$186,266
EVELENE LAKIS	DIR. OPERATI	40.00	Highest	$173,008	$15,848	$188,856
THOMAS LITTLE	DIR. CURRICU	40.00	Highest	$121,972	$4,688	$126,660
KATHARINE LEVIN	DIR. OUTREAC	40.00	Highest	$114,432	$34,800	$149,232

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	$4,255,806	$3,935,646	$7,073,777	$320,160
2023	$3,611,744	$3,883,718	$6,393,102	$-271,974
2022	$4,528,886	$3,591,421	$6,728,984	$937,465
2021	$3,615,798	$3,159,811	$6,407,523	$455,987
2020	$2,536,325	$2,383,402	$5,854,884	$152,923
2019	$4,217,075	$4,091,393	$5,493,289	$125,682
2018	$4,025,210	$3,585,662	$5,367,593	$439,548

STATE LEGISLATIVE LEADERS FOUNDATION INC