KANSAS-MISSOURI SUPERINTENDENTS LEADERSHIP FORUM (EIN 262608171) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

SUZAN PATTON

Phone

6206721701

Tax Period

2023-01-01 to 2023-12-31

KANSAS-MISSOURI SUPERINTENDENTS LEADERSHIP FORUM, founded in 2008, is a small nonprofit in the Education sector that reported $269K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 26% operating margin.

Mission

THE PURPOSE OF THE FORUM IS TO IMPROVE STUDENT LEARNING BY ASSISTING SUPERINTENDENTS TO BECOME MORE EFFECTIVE LEADERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $196,190

Program Service Revenue $72,364

Investment Income $67

Other Revenue $0

TOTAL REVENUE $268,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,500

Fundraising Expenses $0

Program Expenses $198,446

Other Expenses $151,946

TOTAL EXPENSES $198,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,621	$159,520	+0.7%
Expenses	$198,446	$210,562	-0.1%
Net Income	$70,175	$-51,042	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DR BILL NICELY	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
DR SHELLY KIBLINGER	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR JASON DIAL	BOARD SEC./TREAS.	1.00	Officer Director	$0	$0	$0
SUZAN PATTON	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN ALLISON	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR DESTRY BROWN	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR CURTIS CAIN	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR DENNIS CARPENTER	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR FRED DIERKSEN	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR MIKE FULTON	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
BILL HALL	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR DALE HERL	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DAVID HOWARD	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR JOHN JUNGMANN	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR STEVE KARLIN	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR ART MCCOY	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DAVE YOUNGER	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
SUSAN WALLY	MEMBER OF THE BOARD	1.00	Director	$0	$0	$0
DR ROBERT W WATKINS	DIRECTOR	25.00	Officer 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	No data	No data	No data	No data
2023	$268,621	$198,446	$124,574	$70,175
2022	$159,520	$210,562	$54,399	$-51,042
2021	$160,708	$153,546	$105,442	$7,162
2020	$188,890	$159,113	$98,280	$29,777
2019	$196,500	$176,044	$68,503	$20,456
2018	$220,500	$174,470	$48,048	$46,030

KANSAS-MISSOURI SUPERINTENDENTS LEADERSHIP FORUM