LEVERAGE RESEARCH (EIN 453989386) - 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

2012

Legal Domicile

Principal Officer

GEOFFREY TAYLOR ANDERS II

Phone

8104171594

Tax Period

2023-01-01 to 2023-12-31

LEVERAGE RESEARCH, founded in 2012, is a small nonprofit in the Social Science sector that reported $409K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $609K exceeded revenue, resulting in a 49% operating deficit.

Mission

LEVERAGE RESEARCH'S MISSION IS TO IDENTIFY AND PURSUE HIGH-LEVERAGE OPPORTUNITIES TO SUPPORT RESPONSIBLE SCIENTIFIC ADVANCE. WE DO THIS BY USING OUR KNOWLEDGE OF PEOPLE AND SCIENCE TO CONDUCT: (1) PROGRAMS THAT CONDUCT AND SUPPORT RESEARCH IN NEGLECTED FIELDS, (2) INITIATIVES THAT HELP THE PUBLIC ENGAGE CONSTRUCTIVELY WITH SCIENCE AND TECHNOLOGY, AND (3) EFFORTS THAT COMMUNICATE OUR FINDINGS TO SCIENTISTS, FUNDERS, POLICY MAKERS, AND THE PUBLIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $409,499

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $409,499

Expense Breakdown

Grants Paid $54,955

Salaries & Benefits $444,105

Fundraising Expenses $0

Program Expenses $553,529

Other Expenses $110,397

TOTAL EXPENSES $609,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$409,499	$349,229	+0.2%
Expenses	$609,457	$343,153	+0.8%
Net Income	$-199,958	$6,076	-33.9%

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

Volunteers

N/A

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

$200,013

Total Directors

$131,062

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OLIVER CAREFULL	BOARD MEMBER	40	Director	$66,462	$0	$66,462
GEOFFREY TAYLOR ANDERS II	CEO & CHAIR & TREASURER	40	Officer Director	$64,600	$0	$64,600
MELINDA BRADLEY	COO & SECRETARY	40	Officer	$57,901	$0	$57,901
LARISSA HESKETH-ROWE	COO AND TREASURER UNTIL 10/27/2023	40	Officer	$42,790	$0	$42,790
KERRY VAUGHAN	SECRETARY UNTIL 10/13/2023	40	Officer	$34,409	$313	$34,722
NEVIN FREEMAN	BOARD MEMBER	0.25	Director	$0	$0	$0
JOSEPH CORABI	BOARD MEMBER UNTIL 10/13/2023	0.25	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
2024	No data	No data	No data	No data
2023	$409,499	$609,457	$45,447	$-199,958
2022	$349,229	$343,153	$94,998	$6,076
2021	$343,339	$309,098	$132,407	$34,241
2020	$175,028	$260,740	$91,081	$-85,712
2019	$265,445	$299,027	$143,242	$-33,582
2018	$440,751	$392,283	$184,796	$48,468

LEVERAGE RESEARCH