The Robert James Leonard Foundation Inc (EIN 263202552) - 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

Joanne Leonard

Phone

8334755363

Tax Period

2022-01-01 to 2022-12-31

The Robert James Leonard Foundation Inc, founded in 2008, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2022. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 24% operating margin.

Mission

Mentoring, guidance and financial assistance to disadvantaged youth.

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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 (2022)

Revenue Breakdown

Contributions & Grants $126,428

Program Service Revenue $0

Investment Income $44

Other Revenue $90,351

TOTAL REVENUE $216,823

Expense Breakdown

Grants Paid $1,251

Salaries & Benefits $99,095

Fundraising Expenses $34,082

Program Expenses $81,854

Other Expenses $64,084

TOTAL EXPENSES $164,430

Year-over-Year Comparison

	2022	2021	Change
Revenue	$216,823	$158,417	+0.4%
Expenses	$164,430	$149,069	+0.1%
Net Income	$52,393	$9,348	+4.6%

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

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

$86,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joelle Pitts	Prior Exec. Director	020.00	Director	$50,368	$0	$50,368
Susan Coyle	Interim Exec. Director	020.00	Director	$36,416	$0	$36,416
Joanne Leonard	Board Member/Founder	015.00	Director	$0	$0	$0
Miles Hanley	Board Chair	020.00	Director	$0	$0	$0
Steven Rash	Board Member	010.00	Director	$0	$0	$0
Chris Giangrasso	Board Member	010.00	Director	$0	$0	$0
Micah Jackson	Board Member	010.00	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
2022	$216,823	$164,430	$201,329	$52,393

The Robert James Leonard Foundation Inc