ASSOCIATION OF TECHNOLOGY LEADERS … - Form 990 Financial Data

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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

CHRISTINA LEWELLEN

Phone

8885028547

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF TECHNOLOGY LEADERS IN INDEPENDENT SCHOOLS, founded in 2014, is a community nonprofit in the Science & Technology sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 13% surplus.

Mission

ATLIS EMPOWERS ITS SCHOOLS TO THRIVE THROUGH TECHNOLOGY LEADERSHIP BY PROVIDING PROFESSIONAL DEVELOPMENT, NETWORKING, AND CURATED RESOURCES FOR MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $1,227,381 Revenue: $815,217

ATLIS HOSTS AN ANNUAL IN-PERSON CONFERENCE TO PROVIDE PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES TO ATTENDEES. CONTENT TRACKS INCLUDE CYBERSECURITY, IT MANAGEMENT, EDUCATION TECHNOLOGY...

ATLIS HOSTS AN ANNUAL IN-PERSON CONFERENCE TO PROVIDE PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES TO ATTENDEES. CONTENT TRACKS INCLUDE CYBERSECURITY, IT MANAGEMENT, EDUCATION TECHNOLOGY TRENDS, AND LEADERSHIP DEVELOPMENT. VIRTUAL PROGRAMMING INCLUDES WEBINARS AND WORKSHOPS. ATLIS ALSO HOSTS A YEAR-LONG LEADERSHIP PROGRAM FOR EMERGING PROFESSIONALS AND PROVIDES A VARIETY OF INDUSTRY RESEARCH AND BENCHMARKING.

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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 $908,991

Program Service Revenue $815,217

Investment Income $19,273

Other Revenue $43,838

TOTAL REVENUE $1,787,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $726,361

Fundraising Expenses $0

Program Expenses $1,227,381

Other Expenses $823,483

TOTAL EXPENSES $1,549,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,787,319	$1,482,706	+0.2%
Expenses	$1,549,844	$1,307,167	+0.2%
Net Income	$237,475	$175,539	+0.4%

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

$245,340

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AGGIE MALTER	CHAIR	2.00	Officer Director	$0	$0	$0
DENISE MUSSELWHITE	PAST CHAIR	2.00	Officer Director	$0	$0	$0
BARRY KALLMEYER	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON KERN	TREASURER & FINANCE CHAIR	2.00	Officer Director	$0	$0	$0
HILARY LAMONTE	GOVERNANCE CHAIR	2.00	Officer Director	$0	$0	$0
ERIC HUDSON	DIRECTOR	2.00	Director	$0	$0	$0
MUHAMMAD RAMADAN	DIRECTOR	2.00	Director	$0	$0	$0
HIRAM CUEVAS	DIRECTOR	2.00	Director	$0	$0	$0
JASON CURTIS	DIRECTOR	2.00	Director	$0	$0	$0
SHELLY LUKE WILLE	DIRECTOR	2.00	Director	$0	$0	$0
MARQUIS SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY RUMSEY	DIRECTOR	2.00	Director	$0	$0	$0
TYE CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
STACIA MCFADDEN	DIRECTOR	2.00	Director	$0	$0	$0
JIM FOLEY	DIRECTOR	2.00	Director	$0	$0	$0
JAMES PALMIERI	DIRECTOR	2.00	Director	$0	$0	$0
JEFF DAYTON	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA LEWELLEN	PRESIDENT & CEO	40.00	Officer	$227,500	$17,840	$245,340

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	$1,787,319	$1,549,844	$656,945	$237,475
2023	$1,482,706	$1,307,167	$418,228	$175,539
2022	$1,014,573	$1,058,848	$218,758	$-44,275
2022	$531,123	$507,693	$241,791	$23,430
2021	$640,807	$556,620	$262,123	$84,187
2020	$712,564	$715,884	$225,581	$-3,320
2019	$697,657	$707,076	$201,022	$-9,419
2018	$628,344	$564,966	$178,338	$63,378

ASSOCIATION OF TECHNOLOGY LEADERS IN INDEPENDENT SCHOOLS