LEADING EDGE ALLIANCE CO ANTHONY J SZCZEPANIAK (EIN 364321299) - 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

Legal Domicile

Phone

6122490300

Tax Period

2024-01-01 to 2024-12-31

LEADING EDGE ALLIANCE CO ANTHONY J SZCZEPANIAK is a community nonprofit in the Community Improvement sector that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION IS DEDICATED TO THE GROWTH AND PROSPERITY OF LOCAL AND REGIONAL ACCOUNTING AND CONSULTING FIRMS. IT PROVIDES A FORUM THAT WILL ASSIST IN THE IMPROVEMENT OF PERFORMANCE OF THESE FIRMS AND IN THE DELIVERY OF HIGH QUALITY SERVICES TO THEIR CLIENTS.

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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 $0

Program Service Revenue $3,308,702

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,308,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,214,261

Fundraising Expenses $0

Program Expenses $3,366,093

Other Expenses $2,407,469

TOTAL EXPENSES $3,621,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,308,702	$3,035,991	+0.1%
Expenses	$3,621,730	$3,343,130	+0.1%
Net Income	$-313,028	$-307,139	+0.0%

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

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

$394,079

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY J SZCZEPANIAK	CEO	40.00	Officer	$394,079	$0	$394,079
CARLA ROSSINI	CHIEF OPERATING OFFICER	40.00		$162,000	$0	$162,000
ASHLEY ANN LAMPEN	DIRECTOR OF MARKETING AND COMMUNICA	0.00		$115,933	$0	$115,933
CARLA BLATTENBAUER	EXECUTIVE ASSISTANT	0.00		$101,722	$0	$101,722
KALEY KRISTENE PLEVA	SR MARKETING & COMMUNICATIONS MGR	0.00		$100,000	$0	$100,000
ROBERTO HARTENECK	Director	0.30	Director	$0	$0	$0
JEFFREY WEINER CPA	Director	0.30	Director	$0	$0	$0
RON STORCH	Director	0.30	Director	$0	$0	$0
ROBERT MINKLER CPA	Chairman	0.30	Director	$0	$0	$0
WAYNE PINNELL CPA	Director	0.30	Director	$0	$0	$0
ALBERTO VETTORETTI	Director	0.30	Director	$0	$0	$0
ANDREW RICH	Director	0.30	Director	$0	$0	$0
MARK RODERICK	Director	0.30	Director	$0	$0	$0
JASON YETTER	Director	0.30	Director	$0	$0	$0
HEIN VANDELANOTTE	Director	0.30	Director	$0	$0	$0
KAREN MATTULL	Director	0.30	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
2024	$3,308,702	$3,621,730	$1,235,195	$-313,028
2023	$3,035,991	$3,343,130	$875,290	$-307,139
2022	$2,245,207	$2,722,938	$870,075	$-477,731
2021	$1,886,367	$1,996,657	$746,108	$-110,290
2020	$1,704,539	$1,321,941	$879,857	$382,598
2019	$1,343,198	$1,381,275	$589,737	$-38,077

LEADING EDGE ALLIANCE CO ANTHONY J SZCZEPANIAK