SERVE TO LEAD (EIN 471332085) - 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

JAMES BOWERS

Phone

8285055842

Tax Period

2024-01-01 to 2024-12-31

SERVE TO LEAD, founded in 2014, is a small nonprofit in the Human Services sector that reported $493K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

SERVE TO LEAD ADDRESSES SPIRITUAL, SOCIAL AND MATERIAL POVERTY THROUGH EDUCATION AND COMMUNITY DEVELOPMENT, LOCALLY AND GLOBALLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $489,560

Program Service Revenue $0

Investment Income $0

Other Revenue $3,087

TOTAL REVENUE $492,647

Expense Breakdown

Grants Paid $212,339

Salaries & Benefits $240,742

Fundraising Expenses $51,736

Program Expenses $411,478

Other Expenses $44,832

TOTAL EXPENSES $497,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,647	$368,088	+0.3%
Expenses	$497,913	$453,284	+0.1%
Net Income	$-5,266	$-85,196	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEY ABEL	MEMBER	1.00	Director	$0	$0	$0
JAMES BOWERS	CHAIR	1.00	Officer Director	$0	$0	$0
BRAD BURLINGHAM	TREASURER	1.00	Officer Director	$0	$0	$0
SEAN FRABITORE	MEMBER	1.00	Director	$0	$0	$0
LESLI HOLLOWELL	FINANCIAL SE	2.00	Officer Director	$0	$0	$0
CLAIR HUG	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK JORDAN	MEMBER	1.00	Director	$0	$0	$0
BUD RAINEY	MEMBER	1.00	Director	$0	$0	$0
KENDALL WAGNER	MEMBER	1.00	Director	$0	$0	$0
MELISSA WIGGINS	MEMBER	1.00	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	$492,647	$497,913	$221,789	$-5,266
2023	$368,088	$453,284	$120,693	$-85,196
2022	$292,835	$300,765	$204,046	$-7,930
2021	$243,346	$281,767	$216,828	$-38,421
2020	$287,900	$162,967	$249,459	$124,933

SERVE TO LEAD