THE LEADERSHOP (EIN 362961673) - 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

1978

Legal Domicile

Phone

7085795898

Tax Period

2023-07-01 to 2024-06-30

THE LEADERSHOP, founded in 1978, is a small nonprofit in the Human Services sector that reported $740K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $847K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE LEADERSHOP EMPOWERS YOUTH TO BECOME COMMUNITY MINDED INDIVIDUALS THROUGH DIVERSE PROGRAMS THAT FOSTER CONFIDENCE, KNOWLEDGE AND LEADERSHIP

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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 (2023)

Revenue Breakdown

Contributions & Grants $559,523

Program Service Revenue $92,498

Investment Income $8,733

Other Revenue $78,940

TOTAL REVENUE $739,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $638,713

Fundraising Expenses $139,707

Program Expenses $455,590

Other Expenses $207,615

TOTAL EXPENSES $847,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$739,694	$789,143	-0.1%
Expenses	$847,337	$743,143	+0.1%
Net Income	$-107,643	$46,000	-3.3%

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

N/A

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

$160,200

Total Directors

$160,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN MORALES	Executive Dir.	40.00	Officer Director	$160,200	$0	$160,200
SERGIO RODRIQUEZ	Director	1.00	Director	$0	$0	$0
JIM HINKLEY	Treasurer	2.00	Officer Director	$0	$0	$0
SCOTT MEYER	Director	1.00	Director	$0	$0	$0
SAMANTHA SCHMIDT	Director	1.00	Director	$0	$0	$0
MARK STLL	Vice President	2.00	Officer Director	$0	$0	$0
LINN MEYER	President	5.00	Officer Director	$0	$0	$0
SCOTT HAMILTON	Director	1.00	Director	$0	$0	$0
MARSHALL SEEDER	Director	1.00	Director	$0	$0	$0
JEANNE WIDING	Secretary	2.00	Officer Director	$0	$0	$0
MELANIE TOPPS	Director	1.00	Director	$0	$0	$0
BRECKEN CUTLER	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	No data	No data	No data	No data
2024	$739,694	$847,337	$373,348	$-107,643
2023	$789,143	$743,143	$448,978	$46,000
2022	$725,215	$700,735	$404,893	$24,480
2021	$787,214	$691,330	$424,815	$95,884
2020	$589,558	$679,890	$316,308	$-90,332
2019	$688,433	$695,557	$341,859	$-7,124

THE LEADERSHOP