LEADERSHAPE INC (EIN 371226553) - 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

1988

Legal Domicile

Principal Officer

KRISTEN YOUNG

Phone

2173516200

Tax Period

2024-09-01 to 2025-08-31

LEADERSHAPE INC, founded in 1988, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2018. Revenue decreased 14% compared to the prior year. Expenses of $1.9M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO TRANSFORM THE WORLD BY INCREASING THE NUMBER OF PEOPLE WHO LEAD WITH INTEGRITY AND A HEALTHY DISREGARD FOR THE IMPOSSIBLE.

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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 $37,435

Program Service Revenue $811,678

Investment Income $29,843

Other Revenue $2,649

TOTAL REVENUE $881,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $473,770

Fundraising Expenses $0

Program Expenses $845,382

Other Expenses $613,060

TOTAL EXPENSES $1,086,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$881,605	$988,451	-0.1%
Expenses	$1,086,830	$1,115,643	0.0%
Net Income	$-205,225	$-127,192	+0.6%

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

Volunteers

100

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

$134,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LES COOK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARIA SAEZ-TATMAN	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MELISSA ROCCO	VICE CHAIRPERSON RESEARCH	1.00	Officer Director	$0	$0	$0
ROB EDMUND	TREASURER	1.00	Officer Director	$0	$0	$0
VIANCCA WILLIAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
JEANINE WARD-ROOF	CHAIRPERSON EX-OFFICIO	1.00	Officer Director	$0	$0	$0
SONJA ARDOIN	TRUSTEE	1.00	Director	$0	$0	$0
GREG BOOTHROYD	TRUSTEE	1.00	Director	$0	$0	$0
DIANA ECONOMY	TRUSTEE	1.00	Director	$0	$0	$0
SHARON GLOYER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE HAYES	TRUSTEE	1.00	Director	$0	$0	$0
MATT HINTON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER JJ JONES	TRUSTEE	1.00	Director	$0	$0	$0
JUDY LE	TRUSTEE	1.00	Director	$0	$0	$0
BERNARD LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
KATE MUELLER	TRUSTEE	1.00	Director	$0	$0	$0
SAM OFFER	TRUSTEE	1.00	Director	$0	$0	$0
JEREMIAH SHINN	TRUSTEE	1.00	Director	$0	$0	$0
REX TOLLIVER	TRUSTEE	1.00	Director	$0	$0	$0
PAULETTE WALKER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN YOUNG	EXECUTIVE DIRECTOR	50.00	Officer	$133,383	$645	$134,028

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	$881,605	$1,086,830	$1,504,780	$-205,225
2024	$988,451	$1,115,643	$1,666,940	$-127,192
2023	$818,750	$1,091,851	$1,513,522	$-273,101
2022	$837,365	$709,704	$1,727,764	$127,661
2021	$792,609	$461,855	$1,658,929	$330,754
2020	$1,506,503	$1,120,001	$1,320,719	$386,502
2019	$1,686,919	$1,881,163	$1,340,494	$-194,244

LEADERSHAPE INC