LEADERSHIP SOUTHERN MARYLAND INC (EIN 262989381) - 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

2008

Legal Domicile

Principal Officer

PHIL FICKES

Phone

3018627663

Tax Period

2024-07-01 to 2025-06-30

LEADERSHIP SOUTHERN MARYLAND INC, founded in 2008, is a small nonprofit in the Education sector that reported $381K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

LEADERSHIP SOUTHERN MARYLAND EDUCATES AND INSPIRES A DIVERSE GROUP OF CURRENT AND EMERGING LEADERS CREATING OPPORTUNITIES FOR COLLABORATIONS AND PARTNERSHIPS IMPACTING THE COMMUNITY NEEDS OF CALVERT, CHARLES, AND ST MARY'S COUNTIES IN MARYLAND.

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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 $136,990

Program Service Revenue $209,209

Investment Income $4,225

Other Revenue $30,840

TOTAL REVENUE $381,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $260,210

Fundraising Expenses $27,334

Program Expenses $180,507

Other Expenses $132,765

TOTAL EXPENSES $392,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$381,264	$325,761	+0.2%
Expenses	$392,975	$344,066	+0.1%
Net Income	$-11,711	$-18,305	-0.4%

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

$118,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYBOL S ANDERSON	EXECUTIVE DI	40.00	Officer	$118,281	$0	$118,281
JIM BOLIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BREEDLOVE	DIRECTOR	1.00	Director	$0	$0	$0
TOM CLARK	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
PHIL FICKES	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE KOWIESKI	TREASURER	1.00	Officer Director	$0	$0	$0
YONELLE MOORE LEE	DIRECTOR	1.00	Director	$0	$0	$0
JOE MORTENSON	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
DANIEL PALMIERI	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES ROACH	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA WALTERS SMALL	DIRECTOR	1.00	Director	$0	$0	$0
RICK STEINMETZ	DIRECTOR	1.00	Director	$0	$0	$0
PATTY STINE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JOAN THORP	SECRETARY	1.00	Officer Director	$0	$0	$0
MARSHA WILLIAMS	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
2025	$381,264	$392,975	$376,273	$-11,711
2024	$325,761	$344,066	$410,520	$-18,305
2023	$260,332	$284,610	$529,923	$-24,278
2022	$328,645	$268,632	$426,618	$60,013
2021	$360,247	$235,977	$386,263	$124,270
2020	$189,386	$204,011	$418,817	$-14,625
2019	$265,313	$197,607	$363,326	$67,706

LEADERSHIP SOUTHERN MARYLAND INC