LEAD DSM (EIN 411780575) - 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

1982

Legal Domicile

Principal Officer

AMY JENNINGS

Phone

5155058513

Tax Period

2024-07-01 to 2025-06-30

LEAD DSM, founded in 1982, is a small nonprofit in the Public & Societal Benefit sector that reported $323K in total revenue in fiscal year 2024. Expenses of $381K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE COMMUNITY LEADERSHIP DEVELOPMENT.

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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 $140,861

Program Service Revenue $168,607

Investment Income $10,206

Other Revenue $2,890

TOTAL REVENUE $322,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $46,494

Program Expenses $282,808

Other Expenses $380,690

TOTAL EXPENSES $380,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,564	$313,107	+0.0%
Expenses	$380,690	$351,780	+0.1%
Net Income	$-58,126	$-38,673	+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

N/A

Volunteers

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

$103,963

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY JENNINGS	EXECUTIVE DI	40.00	Officer	$93,905	$10,058	$103,963
CHRIS WOOD	DIRECTOR	2.00	Director	$0	$0	$0
EMILY KARWOSKI	DIRECTOR	2.00	Director	$0	$0	$0
JODY GIFFORD	DIRECTOR	3.00	Director	$0	$0	$0
RACHEL SUMMERS	DIRECTOR	3.00	Director	$0	$0	$0
JASON DEVRIES	DIRECTOR	1.00	Director	$0	$0	$0
LEAH LINT	DIRECTOR	3.00	Director	$0	$0	$0
MATT RODEKAMP	DIRECTOR	3.00	Director	$0	$0	$0
MAGGIE HIBBS	DIRECTOR	3.00	Director	$0	$0	$0
LIZ ETCHELLS	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA BAUER	DIRECTOR	1.00	Director	$0	$0	$0
GREG LIN	DIRECTOR	5.00	Director	$0	$0	$0
JODI ALLEN	DIRECTOR	3.00	Director	$0	$0	$0
HENRY GROOS	DIRECTOR	1.00	Director	$0	$0	$0
VIOLET MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
JOY TALMON	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DANIELLE PROPST	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JENNA SIBERZ	PAST BOARD C	1.00	Officer Director	$0	$0	$0
NICK MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE HUTSON	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE LENSCH	TREASURER -	1.00	Officer 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	$322,564	$380,690	$181,587	$-58,126
2024	No data	No data	No data	No data
2023	$301,859	$420,706	$255,220	$-118,847
2022	$269,981	$303,712	$363,774	$-33,731
2021	$310,488	$270,418	$409,034	$40,070
2020	$316,803	$308,172	$341,823	$8,631
2019	$237,033	$247,852	$333,121	$-10,819
2018	$274,654	$202,435	$340,427	$72,219

LEAD DSM