THOUGHT LEADERSHIP & INNOVATION FOUNDATION (EIN 453090698) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

BILL OLDHAM

Phone

7034739083

Tax Period

2023-07-01 to 2024-06-30

THOUGHT LEADERSHIP & INNOVATION FOUNDATION, founded in 2012, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year.

Mission

TLI DRIVES INNOVATIVE THINKING AND ACTION ON GLOBAL ISSUES RELATING TO HEALTH TO FOSTER TRANSFORMATIVE CHANGE AND IMPROVE THE HEALTH AND WELL BEING OF PATIENT COMMUNITIES ACROSS THE WORLD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $265,025

Program Service Revenue $668,951

Investment Income $63

Other Revenue $0

TOTAL REVENUE $934,039

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $5,722

Fundraising Expenses $50,000

Program Expenses $855,660

Other Expenses $907,185

TOTAL EXPENSES $987,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$934,039	$763,317	+0.2%
Expenses	$987,907	$790,569	+0.2%
Net Income	$-53,868	$-27,252	+1.0%

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

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL OLDHAM	FOUNDER & CEO	2.00	Officer Director	$0	$0	$0
SHAWN MURPHY	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FRED CECERE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
AISHA MOOPEN	BOARD MEMBER UNTIL 9/23	1.00	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	No data	No data	No data	No data
2024	$934,039	$987,907	$116,135	$-53,868
2023	$763,317	$790,569	$158,099	$-27,252
2022	$1,747,360	$1,569,492	$272,882	$177,868
2021	$773,786	$725,165	$244,236	$48,621
2020	$931,768	$992,578	$100,834	$-60,810
2019	$1,555,085	$1,705,263	$434,943	$-150,178
2018	$2,136,217	$2,179,803	$254,053	$-43,586

THOUGHT LEADERSHIP & INNOVATION FOUNDATION