WISE READERS TO LEADERS (EIN 464535180) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

Joyce Anderson

Phone

3108892254

Tax Period

2023-01-01 to 2023-12-31

WISE READERS TO LEADERS, founded in 2014, is a community nonprofit in the Youth Development sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $387K, a strong 37% operating margin.

Mission

The charity operates a free of charge summer literacy and enrichment program and year-round programming in the Los Angeles area for underserved children.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $842,040

Program Service Revenue $156,750

Investment Income $60,457

Other Revenue $0

TOTAL REVENUE $1,059,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $319,429

Fundraising Expenses $37,555

Program Expenses $536,624

Other Expenses $353,097

TOTAL EXPENSES $672,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,059,247	$985,763	+0.1%
Expenses	$672,526	$558,747	+0.2%
Net Income	$386,721	$427,016	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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

$82,693

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE ANDERSON	Executive Dir.	40.00	Officer	$82,693	$0	$82,693
Andrea Sonnenberg	President	1.30	Officer Director	$0	$0	$0
Lauren Campbell	Vice President	0.40	Officer Director	$0	$0	$0
Jeremy Rosen	Secretary	1.10	Officer Director	$0	$0	$0
Laurie Bahar	Treasurer	0.40	Officer Director	$0	$0	$0
Nicole Brooks	Director	0.40	Director	$0	$0	$0
Andrea Cayton	Director	0.40	Director	$0	$0	$0
Nancy Epstein	Director	0.40	Director	$0	$0	$0
Steven J Fishman	Director	0.40	Director	$0	$0	$0
Lori Goodman	Director	0.40	Director	$0	$0	$0
Dana Perel Katz	Secretary	0.40	Director	$0	$0	$0
Leslie Robinson	Director	0.40	Director	$0	$0	$0
Martine Singer	Director	0.40	Director	$0	$0	$0
GLENN SONNENBERG	Director	0.40	Director	$0	$0	$0
RABBI RONALD STERN	Director	0.40	Director	$0	$0	$0
KAREN WEISS	Director	0.40	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	$1,059,247	$672,526	$2,354,991	$386,721
2022	$985,763	$558,747	$1,967,489	$427,016
2021	$533,709	$504,261	$1,533,943	$29,448
2020	$845,072	$183,111	$1,293,231	$661,961
2019	$628,285	$820,841	$637,389	$-192,556
2018	$587,494	$208,293	$828,502	$379,201

WISE READERS TO LEADERS