GLOBAL LEADERSHIP EXCHANGE INC

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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

2010

Legal Domicile

Principal Officer

STEPHEN APPLETON

Phone

6033522233

Tax Period

2024-01-01 to 2024-12-31

GLOBAL LEADERSHIP EXCHANGE INC, founded in 2010, is a community nonprofit in the Mental Health sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE CORPORATION AIMS TO ENHANCE & EXPAND THE COOPERATIVE EFFORTS OF THE SPONSORING COUNTRIES BY ESTABLISHING A CENTRAL POINT FOR MENTAL HEALTH & DISABILITY LEADERS IN NETWORKING, EDUCATING MENTAL HEALTH LEADERS, ACTING AS A RESOURCE FOR MENTAL HEALTH & DISABILITY LEADERS IN SPONSORING & DEVELOPING COUNTRIES, AND IDENTIFYING BEST PRACTICES WITH REGARD TO MENTAL HEALTH & DISABILITY SERVICES MANAGEMENT AND OPERATIONAL POLICIES.

Program Service Accomplishments

Program 1

Expenses: $775,021

TO FACILITATE THE EXCHANGE OF IDEAS; ORGANIZING LEADERSHIP EXCHANGE, PROMOTE KNOWLEDGE TRANSFER OF INNOVATIONS, PUBLISH NEWSLETTER AND REPORTS TO HIGHLIGHT INNOVATIONS, DEVELOPING A COMPUTERIZED...

TO FACILITATE THE EXCHANGE OF IDEAS; ORGANIZING LEADERSHIP EXCHANGE, PROMOTE KNOWLEDGE TRANSFER OF INNOVATIONS, PUBLISH NEWSLETTER AND REPORTS TO HIGHLIGHT INNOVATIONS, DEVELOPING A COMPUTERIZED DATABASE OF INTERNATIONAL LEADERS AND PROMOTING SHARING INFORMATION AMONG THE AGENCIES BY BUILDING COLLABORATIONS AND PARTNERSHIPS.

Program 2

Expenses: $63,700

SPONSORING COUNTRY LEADERSHIP GROUP WHICH IS AIMED AT ENCOURAGING THE GLOBAL COMMUNITY'S INVOLVEMENT IN COLLABORATIVE WORK IN MENTAL HEALTH, SUBSTANCE ABUSE, AND DEVELOPMENTAL DISABILITY FIELDS. THIS GROUP IS AIMED AT GAINING PARTICIPATION AND FUNDING FROM THE COUNTRY'S PRINCIPAL AGENCY WHOSE RESPONSIBILITY IS TO ASSIST PERSONS WITH MATTERS RELATING TO MENTAL HEALTH & DISABILITY.

Program 3

Expenses: $222,952

PROVIDE SUPPORT TO GLOBAL LEADERSHIP EXCHANGE DISABILITY LEADERSHIP AS WELL AS TO LEADERS WHO ARE INVOLVED WITH PERSONS WHO HAVE A WIDE RANGE OF DISABILITIES.

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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 $1,036,603

Program Service Revenue $0

Investment Income $10,777

Other Revenue $0

TOTAL REVENUE $1,047,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $223,945

Fundraising Expenses $0

Program Expenses $1,061,673

Other Expenses $865,665

TOTAL EXPENSES $1,089,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,047,380	$845,473	+0.2%
Expenses	$1,089,610	$829,221	+0.3%
Net Income	$-42,230	$16,252	-3.6%

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

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

$174,997

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEOFF HUGGINS	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY ECHO-HAWK	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA DISLEY	CHAIR	1.00	Officer Director	$0	$0	$0
MARION COOPER	DIRECTOR	1.00	Director	$0	$0	$0
DR ARTHUR EVANS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SKORDIS	DIRECTOR	1.00	Director	$0	$0	$0
CLENTON FARQUHARSON	DIRECTOR	1.00	Director	$0	$0	$0
RUBY MOORE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HELEN MILROY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN APPLETON	PRESIDENT / CEO	40.00	Officer	$174,997	$0	$174,997

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	$1,047,380	$1,089,610	$1,162,694	$-42,230
2023	$845,473	$829,221	$1,183,464	$16,252
2022	$875,284	$942,613	$1,003,471	$-67,329
2021	$782,287	$716,430	$1,030,977	$65,857
2020	$714,246	$600,083	$971,162	$114,163
2020	$714,246	$605,083	$966,162	$109,163
2019	$536,724	$737,979	$931,578	$-201,255
2018	$608,298	$577,208	$971,921	$31,090