PASTORAL LEADERSHIP INSTITUTE (EIN 431806114) - 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

BENJAMIN HAUPT

Phone

6303153807

Tax Period

2024-01-01 to 2024-12-31

PASTORAL LEADERSHIP INSTITUTE, founded in 1998, is a community nonprofit in the Religion sector that reported $2.4M in total revenue in fiscal year 2018. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 10% surplus.

Mission

TO PROVIDE ADVANCED LEADERSHIP TRAINING FOR PASTORS

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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 $2,066,750

Program Service Revenue $480,308

Investment Income $10,714

Other Revenue $82,834

TOTAL REVENUE $2,640,606

Expense Breakdown

Grants Paid $108,100

Salaries & Benefits $1,164,882

Fundraising Expenses $330,014

Program Expenses $1,618,406

Other Expenses $1,609,320

TOTAL EXPENSES $2,882,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,640,606	$1,999,270	+0.3%
Expenses	$2,882,302	$2,758,488	+0.0%
Net Income	$-241,696	$-759,218	-0.7%

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

200

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

$213,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN THOMSEN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
REBEKA COOK	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
REV AARON ROSENAU	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN MCGINTY	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
REV DR YARED HALCHE	DIRECTOR	1.00	Director	$0	$0	$0
REV PAUL FRANK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
REV DR JOCK FICKEN	EXECUTIVE DIRECTOR 1/1/24-7/30/24	40.00	Officer	$43,815	$67,174	$110,989
REV DR BENJAMIN HAUPT	EXECUTIVE DIRECTOR 7/30/24-12/31/24	40.00	Officer	$47,784	$54,892	$102,676
RIKA BECKLEY	DIRECTOR OF DONOR ENGAGEMENT	40.00	Highest	$128,523	$28,338	$156,861

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	$2,640,606	$2,882,302	$2,685,606	$-241,696
2023	$1,999,270	$2,758,488	$2,662,254	$-759,218
2022	$3,387,771	$2,641,203	$3,423,850	$746,568
2021	$1,860,449	$1,926,106	$2,809,409	$-65,657
2020	$2,187,238	$2,231,803	$2,798,673	$-44,565
2019	$3,695,528	$2,595,094	$2,796,059	$1,100,434
2018	$2,360,984	$2,123,736	$1,824,595	$237,248

PASTORAL LEADERSHIP INSTITUTE