TOM LEA INSTITUTE (EIN 270223160) - 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

2009

Legal Domicile

Principal Officer

HOLLY P COBB

Phone

9158330048

Tax Period

2024-01-01 to 2024-12-31

TOM LEA INSTITUTE, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $557K in total revenue in fiscal year 2024. The organization ran a surplus of $166K, a strong 30% operating margin.

Mission

THE TOM LEA INSTITUTE CULTIVATES AN APPRECIATION OF THE ART, CHARACTER, AND LEGACY OF TOM LEA. IT IS COMMITED TO EDUCATING STUDENTS AND THE PUBLIC ABOUT TOM LEA'S RELEVANCE TO HISTORY, ART, AND LITERATURE THROUGH CURRICULA, PUBLIC PROGRAMS, EXHIBITS, AND PUBLICATIONS.

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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 $241,797

Program Service Revenue $125,181

Investment Income $176,758

Other Revenue $12,823

TOTAL REVENUE $556,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,483

Fundraising Expenses $0

Program Expenses $330,514

Other Expenses $269,429

TOTAL EXPENSES $390,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$556,559	$529,943	+0.1%
Expenses	$390,912	$487,367	-0.2%
Net Income	$165,647	$42,576	+2.9%

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

$105,144

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY P COBB	EXECUTIVE DI	40.00	Director	$105,144	$0	$105,144
MAYRA CROWNOVER	DIRECTOR	N/A	Director	$0	$0	$0
SARAH LAUCERICA	DIRECTOR	N/A	Director	$0	$0	$0
PETE LEAVELL	DIRECTOR	N/A	Director	$0	$0	$0
TRUDY LEWIS	DIRECTOR	N/A	Director	$0	$0	$0
ADAIR MARGO	DIRECTOR	N/A	Director	$0	$0	$0
ISHA ROGERS SANTAMARIA	DIRECTOR	N/A	Director	$0	$0	$0
CATHERINE LEA WEEKS	DIRECTOR	N/A	Director	$0	$0	$0
LEOLA WESTBROOK-LAWRENCE	DIRECTOR	N/A	Director	$0	$0	$0
RAYMOND WHITE	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN FEINBERG	FINANCE COMM	N/A	Officer	$0	$0	$0
CECILIA HAGER	SECRETARY	N/A	Officer	$0	$0	$0
JOE LEA JR	CHAIR	N/A	Officer	$0	$0	$0
JAMES POLK	FINANCE COMM	N/A	Officer	$0	$0	$0
TANIA SCHWARTZ	CHAIR-ELECT	N/A	Officer	$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	No data	No data	No data	No data
2024	$556,559	$390,912	$1,899,341	$165,647
2023	$529,943	$487,367	$1,756,177	$42,576
2022	$362,054	$389,247	$1,594,071	$-27,193
2021	$409,134	$286,382	$1,608,100	$122,752
2020	$430,071	$286,815	$1,483,705	$143,256
2019	$687,938	$328,742	$1,345,919	$359,196
2018	$320,807	$337,479	$1,070,240	$-16,672

TOM LEA INSTITUTE