TAKE THE LEAD INC (EIN 461478839) - 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

GLORIA FELDT

Phone

9177155107

Tax Period

2023-01-01 to 2023-12-31

TAKE THE LEAD INC, founded in 2012, is a small nonprofit in the Human Services sector that reported $708K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 36% operating margin.

Mission

TAKE THE LEAD PREPARES, DEVELOPS, INSPIRES, AND PROPELS ALL WOMEN OF ALL DIVERSITIES, AND INTERSECTIONALITIES TO TAKE THEIR FAIR AND EQUAL SHARE OF LEADERSHIP POSITIONS ACROSS ALL SECTORS BY 2025.

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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 $645,289

Program Service Revenue $62,250

Investment Income $120

Other Revenue $0

TOTAL REVENUE $707,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,000

Fundraising Expenses $43,992

Program Expenses $341,453

Other Expenses $423,353

TOTAL EXPENSES $453,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$707,659	$383,822	+0.8%
Expenses	$453,353	$391,948	+0.2%
Net Income	$254,306	$-8,126	-32.3%

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

$30,000

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA FELDT	PRESIDENT	20.00	Officer Director	$30,000	$0	$30,000
STACEY ENGLE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN ARNOT HEANEY	DIRECTOR	2.00	Director	$0	$0	$0
DENISE LEE	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER MATTISON	DIRECTOR	2.00	Director	$0	$0	$0
LORETTA MCCARTHY	SECRETARY/TR	12.00	Officer Director	$0	$0	$0
LILY MCNAIR	CHAIRMAN	14.00	Officer Director	$0	$0	$0
NANCY O'REILLY	DIRECTOR	2.00	Director	$0	$0	$0
TINA PANGLE	DIRECTOR	2.00	Director	$0	$0	$0
KEITHA PANSY	DIRECTOR	2.00	Director	$0	$0	$0
KATHY ROBB	DIRECTOR	2.00	Director	$0	$0	$0
MAGGIE SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
MADELYN SIERRA	DIRECTOR	2.00	Director	$0	$0	$0
LEON SILVER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE TRAN	DIRECTOR	2.00	Director	$0	$0	$0
LAURA VEGA	VICE CHAIRMA	10.00	Officer Director	$0	$0	$0
PEGGY WILMOTH	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$707,659	$453,353	$307,740	$254,306
2022	$383,822	$391,948	$42,934	$-8,126
2021	$438,967	$451,472	$51,060	$-12,505
2020	$597,737	$695,211	$63,565	$-97,474
2019	$855,469	$895,376	$161,039	$-39,907
2018	$847,067	$644,919	$231,146	$202,148

TAKE THE LEAD INC