IOWA LEADERS IN EDUCATION AND ADVOCACY INC (EIN 465523330) - 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

2014

Legal Domicile

Principal Officer

SHARON PRESNALL

Phone

5152864300

Tax Period

2023-01-01 to 2023-12-31

IOWA LEADERS IN EDUCATION AND ADVOCACY INC, founded in 2014, is a micro nonprofit in the Education sector that reported $91K in total revenue in fiscal year 2023.

Mission

THE PRIMARY PURPOSE OF IOWA LEADERS IN EDUCATION AND ADVOCACY, INC. "I-LEAD" IS TO PROMOTE SOCIAL WELFARE WITHIN THE MEANING OF SECTION 501(C)(4) OF THE IRC BY EDUCATING THE GENERAL PUBLIC ON THE ROLE IOWA'S FINANCIAL INSTITUTIONS PLAY IN IOWA AND THE NATION'S ECONOMY.

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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 $0

Program Service Revenue $91,025

Investment Income $0

Other Revenue $0

TOTAL REVENUE $91,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,000

Other Expenses $90,000

TOTAL EXPENSES $90,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,025	$93,202	0.0%
Expenses	$90,000	$92,376	0.0%
Net Income	$1,025	$826	+0.2%

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

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

$1,038,677

Total Directors

$735,827

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SORENSEN	SECRETARY	1.00	Officer Director	$0	$189,088	$735,827
AARON KNESS END 923	PAST CHAIRMAN	0.25	Officer Director	$0	$0	$0
JIM PLAGGE	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
KIM GREENLAND END 923	TREASURER	0.25	Officer Director	$0	$0	$0
MARY KAY BATES	CHAIRMAN	0.25	Officer Director	$0	$0	$0
MATT LUJANO	PAST CHAIRMAN	0.25	Officer Director	$0	$0	$0
MELISSA BALLARD	TREASURER	1.00	Officer Director	$0	$0	$0
SHARON PRESNALL	EXECUTIVE DIRECTOR	1.00	Officer	$0	$30,117	$302,850

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	$91,025	$90,000	$55,013	$1,025
2022	$93,202	$92,376	$53,988	$826
2021	$73,501	$123,245	$53,162	$-49,744
2020	$159,350	$50,274	$102,906	$109,076
2019	$369,041	$584,271	$5,955	$-215,230
2018	$402,219	$394,633	$209,060	$7,586

IOWA LEADERS IN EDUCATION AND ADVOCACY INC