LEADER VALLEY FOUNDATION

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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

2011

Legal Domicile

Principal Officer

SHANLEE MCNALLY

Phone

3192321156

Tax Period

2024-07-01 to 2025-06-30

LEADER VALLEY FOUNDATION, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $339K, a strong 31% operating margin.

Mission

TO LEAD A BUSINESS-EDUCATION PARTNERSHIP TO DEVELOP THE LEADERSHIP SKILLS OF CEDAR VALLEY STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $348,675 Revenue: $88,775

THE LEADER VALLEY PROGRAM HELPS FUND AREA SCHOOLS IN HAVING PROGRAMS WHICH ARE INTENDED TO REDUCE DROPOUTS FROM SCHOOL AS WELL AS GAIN SKILLS NECESSARY TO BE SUCCESSFUL IN SCHOOL AND IN LIFE.

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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 $972,501

Program Service Revenue $88,775

Investment Income $22,670

Other Revenue $0

TOTAL REVENUE $1,083,946

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $36,155

Program Expenses $348,675

Other Expenses $689,283

TOTAL EXPENSES $745,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,083,946	$753,557	+0.4%
Expenses	$745,438	$719,192	+0.0%
Net Income	$338,508	$34,365	+8.9%

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

$149,014

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA READE	PRESIDENT/CE	0.50	Officer	$0	$22,154	$149,014
SHANLEE MCNALLY	CHAIR	0.50	Officer Director	$0	$0	$0
ERIN EARNEST	VICE CHAIR	0.50	Officer Director	$0	$0	$0
GRETCHEN OGDEN	TREASURER	0.50	Officer Director	$0	$0	$0
BRADEN YAUK	SECRETARY	0.50	Officer Director	$0	$0	$0
KATIE HILLYER	PAST CHAIR	0.50	Officer Director	$0	$0	$0
RACHEL BREUER	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY BUCK	DIRECTOR	0.50	Director	$0	$0	$0
PRECIOUS CLARK	DIRECTOR	0.50	Director	$0	$0	$0
CAROLINA CORONADO-PARK	DIRECTOR	0.50	Director	$0	$0	$0
KIM CROSS	DIRECTOR	0.50	Director	$0	$0	$0
LIZ DEJOODE	DIRECTOR	0.50	Director	$0	$0	$0
BEAUTY FITTS	DIRECTOR	0.50	Director	$0	$0	$0
TORIE GREENWOOD	DIRECTOR	0.50	Director	$0	$0	$0
JOSH HALVORSON	AT-LARGE	0.50	Director	$0	$0	$0
AARON JARNAGIN	AT-LARGE	0.50	Director	$0	$0	$0
SHERITA JENKINS	DIRECTOR	0.50	Director	$0	$0	$0
MICHELE KNAACK	DIRECTOR	0.50	Director	$0	$0	$0
EMILY KNUTSON	DIRECTOR	0.50	Director	$0	$0	$0
JEREMY LANGNER	DIRECTOR	0.50	Director	$0	$0	$0
DANNY LAUDICK	DIRECTOR	0.50	Director	$0	$0	$0
JANE MESSINGHAM	DIRECTOR	0.50	Director	$0	$0	$0
JILL MURRAY	DIRECTOR	0.50	Director	$0	$0	$0
VICKI PARSONS	DIRECTOR	0.50	Director	$0	$0	$0
MADELYN RIDGEWAY	DIRECTOR	0.50	Director	$0	$0	$0
SELVEDINA SAMARDZIC	DIRECTOR	0.50	Director	$0	$0	$0
JAMEIKA SANDERS	DIRECTOR	0.50	Director	$0	$0	$0
KELSEY SCHROEDER	DIRECTOR	0.50	Director	$0	$0	$0
ABBY TURPIN	DIRECTOR	0.50	Director	$0	$0	$0
RYAN VANMAANEN	DIRECTOR	0.50	Director	$0	$0	$0
JUAN VILLA	DIRECTOR	0.50	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	$1,083,946	$745,438	$874,179	$338,508
2024	$753,557	$719,192	$578,481	$34,365
2023	$609,521	$566,908	$690,367	$42,613
2022	$675,759	$429,663	$835,810	$246,096
2021	$463,163	$427,473	$405,481	$35,690
2020	$384,593	$434,409	$533,300	$-49,816
2019	$371,930	$401,309	$521,642	$-29,379
2018	$462,819	$556,138	$708,318	$-93,319