Enlisted Leadership 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

2014

Legal Domicile

Principal Officer

David Dearie

Phone

6193986155

Tax Period

2023-01-01 to 2023-12-31

Enlisted Leadership Foundation, founded in 2014, is a small nonprofit in the Public & Societal Benefit sector that reported $349K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $332K left a modest 5% surplus.

Mission

To provide leadership instruction, teamwork, and heritage, that will increase quality of service for sailors and their families. This is accomplished through comprehensive interactive programs and settings from a pool of active and retired military as well as community leaders.

Program Service Accomplishments

Program 1

Expenses: $237,362 Revenue: $275,379

CHIEF PETTY OFFICER PRIDE DAY IS A SINGLE DAY NETWORKING, MENTORING, AND TEAM BUILDING EVENT TO CELEBRATE THE LEADERSHIP AND HISTORY OF NAVY CHIEF PETTY OFFICER. THIS CELEBRATION ALSO ALLOWS THE SAN DIEGO CPO COMMUNITY TO PROVIDE A DAY OF SERVICE TO THE LOCAL COMMUNITY AS WELL AS TO WITNESS NAVY TEAMWORK AND LEADERSHIP DURING THIS PUBLIC EVENT WITH OVER 3,000 PARTICIPANTS. ACTIVE DUTY, RETIRED, AND GUESTS ARE ALL WELCOME.

Program 2

Expenses: $14,152 Revenue: $22,147

THE FOUNDRY CLASS TEACHES LEADERSHIP DEVELOPMENT WITH FOCUS AREAS OF SPEAK,SHARE, AND SHADOW. TWO FACE-TO-FACE PROGRAMS ARE HELD ANNUALLY FOR 120 ENLISTED E6 STUDENTS (60 PER CLASS) AND 26 SENIOR...

THE FOUNDRY CLASS TEACHES LEADERSHIP DEVELOPMENT WITH FOCUS AREAS OF SPEAK,SHARE, AND SHADOW. TWO FACE-TO-FACE PROGRAMS ARE HELD ANNUALLY FOR 120 ENLISTED E6 STUDENTS (60 PER CLASS) AND 26 SENIOR ENLISTED MENTORS (13 PER CLASS) BENEFITED FROM THIS BIANNUAL PROGRAM THAT CHANGED THEIR LEADERSHIP HABITS AND POSITIVELY IMPACTED THEIR LIFE AND THE LIVES OF THOSE THEY LEAD.

Program 3

Expenses: $4,480 Revenue: $13,697

THE LEADING PETTY OFFICER ACADEMY PROVIDES A KNOWLEDGE BASED FOUNDATION TONAVY SECOND CLASS PETTY OFFICERS ON BEING AN LPO BEFORE BECOMING A LPO. UP TO 250 STUDENTS (E5) IS FACILITATED BY 12 NAVY...

THE LEADING PETTY OFFICER ACADEMY PROVIDES A KNOWLEDGE BASED FOUNDATION TONAVY SECOND CLASS PETTY OFFICERS ON BEING AN LPO BEFORE BECOMING A LPO. UP TO 250 STUDENTS (E5) IS FACILITATED BY 12 NAVY FIRST CLASS PETTY OFFICERS, SEVERAL OF WHICH GRADUATED FROM THE FOUNDRY, ATTEND ANNUALLY.

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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 $37,364

Program Service Revenue $311,223

Investment Income $0

Other Revenue $0

TOTAL REVENUE $348,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $36,195

Program Expenses $255,994

Other Expenses $331,711

TOTAL EXPENSES $331,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,587	$292,183	+0.2%
Expenses	$331,711	$287,594	+0.2%
Net Income	$16,876	$4,589	+2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Serrita Nicholson	TRS thru 8/23	8.00	Officer Director	$0	$0	$0
Keith Goosby	Director	5.00	Director	$0	$0	$0
David Dearie	President	20.00	Officer Director	$0	$0	$0
Rosa Wilson	Director	10.00	Director	$0	$0	$0
Jim Ritch	Vice President	14.00	Director	$0	$0	$0
Diane McQueen-Gipson	Secretary	18.00	Officer Director	$0	$0	$0
Travis Winfield	Director	10.00	Director	$0	$0	$0
John Crewdson	Director	3.00	Director	$0	$0	$0
William King	Treasurer	8.00	Officer 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	$348,587	$331,711	$152,302	$16,876
2022	$292,183	$287,594	$135,834	$4,589
2021	$223,105	$194,367	$131,600	$28,738
2019	$299,686	$276,292	$116,493	$23,394
2018	$272,793	$243,312	$93,099	$29,481