MONTGOMERY COUNTY LEADERSHIP ACADEM (EIN 352081281) - 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

2000

Legal Domicile

Principal Officer

JAMIE SULLIVAN

Phone

7653674125

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY COUNTY LEADERSHIP ACADEM, founded in 2000, is a micro nonprofit in the Youth Development sector that reported $28K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $31K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE A CIRCLE OF OPPORTUNITS AND PROGRAMS THAT SUPORT LEADERSHIP GROWTH AND VOLUNTEERISM IN MONTTOMERY COUNTY INDIANA

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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 $2,280

Program Service Revenue $21,317

Investment Income $19

Other Revenue $4,846

TOTAL REVENUE $28,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,217

Fundraising Expenses $0

Program Expenses $30,573

Other Expenses $7,136

TOTAL EXPENSES $31,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,462	$31,778	-0.1%
Expenses	$31,353	$37,895	-0.2%
Net Income	$-2,891	$-6,117	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRITTANY CARR	VICE PRESIDE	N/A	Officer	$0	$0	$0
MONICA NAGELE	PRESIDENT	N/A	Officer	$0	$0	$0
MICHELLEN PETERSON	SECRETARY	N/A	Officer	$0	$0	$0
JAMIE SULLIVAN	TREASURER	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	$28,462	$31,353	$8,256	$-2,891
2024	$31,778	$37,895	$13,139	$-6,117
2023	$29,681	$29,365	$19,246	$316
2022	$23,206	$23,157	$18,530	$49
2021	$40,485	$48,241	$18,974	$-7,756
2020	$62,524	$66,312	$35,102	$-3,788
2019	$65,329	$75,507	$31,914	$-10,178

MONTGOMERY COUNTY LEADERSHIP ACADEM