LEADERSHIP OAKLAND (EIN 383390575) - 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

1998

Legal Domicile

Principal Officer

PETER KARSTEN

Phone

2483706480

Tax Period

2024-07-01 to 2025-06-30

LEADERSHIP OAKLAND, founded in 1998, is a small nonprofit in the Public & Societal Benefit sector that reported $289K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE LEADERSHIP OAKLAND MISSION IS TO DEVELOP A NETWORK OF DIVERSE AND INFLUENTIAL LEADERS BY EXPOSING THEM TO REGIONAL RESOURCES AND ISSUES AND CHALLENGING THEM TO REACH THEIR FULL PERSONAL, PROFESSIONAL, AND PUBLIC LEADERSHIP POTENTIAL.

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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 $19,827

Program Service Revenue $268,763

Investment Income $12,927

Other Revenue $-12,577

TOTAL REVENUE $288,940

Expense Breakdown

Grants Paid $53,776

Salaries & Benefits $133,966

Fundraising Expenses $26,381

Program Expenses $199,657

Other Expenses $96,689

TOTAL EXPENSES $284,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$288,940	$260,741	+0.1%
Expenses	$284,431	$251,213	+0.1%
Net Income	$4,509	$9,528	-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

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

$82,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FARIS ALAMI	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW ALLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
SUNIL ASIJA	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN BAILEY	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN BERG	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL BOODRAM	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK GEARY	DIRECTOR	1.00	Director	$0	$0	$0
DR ANITA HICKS	DIRECTOR	1.00	Director	$0	$0	$0
SANDY HARVEY	TREASURER	2.00	Officer Director	$0	$0	$0
ROSANA HULL	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HURST	DIRECTOR	1.00	Director	$0	$0	$0
PETER KARSTEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DUSTIN MCCLELLAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY MAURER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE SANTOS	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TINDALL	DIRECTOR	1.00	Director	$0	$0	$0
DEANTE THOMPKINS	DIRECTOR	1.00	Director	$0	$0	$0
GARY WOLF	DIRECTOR	1.00	Director	$0	$0	$0
TRISHA ZIZUMBO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HOLLADY	EXECUTIVE DIRECTOR	40.00	Officer	$82,000	$0	$82,000

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	$288,940	$284,431	$232,392	$4,509
2024	$260,741	$251,213	$299,313	$9,528
2023	$177,293	$175,669	$102,591	$1,624
2022	$192,341	$197,198	$68,857	$-4,857
2021	$228,339	$255,196	$95,487	$-26,857
2020	$220,425	$233,290	$101,583	$-12,865
2019	$262,095	$256,017	$121,105	$6,078

LEADERSHIP OAKLAND