LEADERSHIP PIONEER VALLEY INC

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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

2013

Legal Domicile

Principal Officer

ANNAMARIE GOLDEN

Phone

4137373876

Tax Period

2021-07-01 to 2022-06-30

LEADERSHIP PIONEER VALLEY INC, founded in 2013, is a small nonprofit that reported $300K in total revenue in fiscal year 2021. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $279K left a modest 7% surplus.

Mission

TO IDENTIFY, DEVELOP AND CONNECT DIVERSE LEADERS TO STRENGTHEN THE REGION BY PROVIDING LEADERSHIP DEVELOPMENT OPPORTUNITIES AND TO EDUCATE AND INSTRUCT THE PUBLIC ON SUBJECTS USEFUL TO THE INDIVIDUAL AND BENEFICIAL TO THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $198,020 Revenue: $110,099

LEADERSHIP DEVELOPMENT IN THE PIONEER VALLEY FOR THE BENEFIT OF THE REGION. OUR CORE PROGRAM IS A 9-MONTH LEADERSHIP DEVELOPMENT PROGRAM THAT COMBINES FIELD EXPERIENCES, APPLIED LEADERSHIP SKILL...

LEADERSHIP DEVELOPMENT IN THE PIONEER VALLEY FOR THE BENEFIT OF THE REGION. OUR CORE PROGRAM IS A 9-MONTH LEADERSHIP DEVELOPMENT PROGRAM THAT COMBINES FIELD EXPERIENCES, APPLIED LEADERSHIP SKILL SESSIONS AND TEAM PROJECTS. EACH YEAR 30-40 INDIVIDUALS ARE CHOSEN FOR THE PROGRAM FROM A LARGER POOL OF APPLICANTS. PARTICIPANTS PARTICIPATE IN AN OVERNIGHT RETREAT, OPENING RECEPTION, 8 FULL-DAY SESSIONS, AND PROJECT PRESENTATIONS AND GRADUATION EVENT. WE ARE BEGINNING TO CONSIDER OFFERING ADDITIONAL LEADERSHIP DEVELOPMENT TRAININGS AIMED AT OTHER AUDIENCES INCLUDING YOUTH, EXECUTIVES, OR RETIREES. LPV WILL DEVELOP WORKSHOPS AND MATERIALS TO ASSIST COMMUNITY MEMBERS IN DEVELOPING THEIR LEADERSHIP SKILLS, AS A WAY TO INCREASE CITIZEN PARTICIPATION IN OUR COMMUNITIES. (CONTINUED ON SCHEDULE 0)WE HELD THE FOLLOWING:ALUMNI PROGRAM - WE HELD VIRTUAL EVENTS FOR OUR ALUMNI TO FURTHER THEIR CONNECTIONS, PROVIDE ADDITIONAL LEARNING OPPORTUNITIES, AND PROVIDECOMMUNITY SERVICE. EACH EVENT WAS WELL ATTENDED BY ALUMNI FROM EACH YEAR OF THE PROGRAM. TO DATE WE HAVE GRADUATED 327 PEOPLE FROM THE LEAP PROGRAM.LEADERS ON BOARD- WE ORGANIZED SEVERAL VIRTUAL TRAININGS AND HELPED MATCH TRAINED INDIVIDUALS WITH BOARDS LOOKING FOR BOARD MEMBERS. WE CANCELLED OUR BOARD CONFERENCE DUE TO THE PANDEMIC.

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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 (2021)

Revenue Breakdown

Contributions & Grants $187,145

Program Service Revenue $110,099

Investment Income $2,269

Other Revenue $0

TOTAL REVENUE $299,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,729

Fundraising Expenses $14,230

Program Expenses $198,020

Other Expenses $108,682

TOTAL EXPENSES $279,411

Year-over-Year Comparison

	2021	2020	Change
Revenue	$299,513	$214,634	+0.4%
Expenses	$279,411	$203,953	+0.4%
Net Income	$20,102	$10,681	+0.9%

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

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

$83,387

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNAMARIE GOLDEN	CHAIR	1.00	Officer Director	$0	$0	$0
RUSSELL PEOTTER	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
TONY MAROULIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CALLIE NIEZGODA	TREASURER	1.00	Officer Director	$0	$0	$0
DR CALVIN HILL	CLERK	2.00	Officer Director	$0	$0	$0
KEVIN MAYNARD	DIRECTOR	2.00	Director	$0	$0	$0
LATONIA MONROE NAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
JASON RANDALL	DIRECTOR	2.00	Director	$0	$0	$0
LIDYA RIVERA EARLY	DIRECTOR	0.50	Director	$0	$0	$0
GREGORY THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
LORA WONDOLOWSKI	EXECUTIVE DIRECTOR	40.00	Officer	$83,387	$0	$83,387

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
2022	$299,513	$279,411	$178,806	$20,102
2021	$214,634	$203,953	$175,740	$10,681
2020	$212,360	$243,565	$29,985	$-31,205
2019	$230,267	$264,470	$29,489	$-34,203
2018	$230,281	$236,418	$59,287	$-6,137