INVEST LEADERSHIP INITIATIVE INC (EIN 472672176) - 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

2015

Principal Officer

DUKE MATLOCK

Phone

4073613412

Tax Period

2024-01-01 to 2024-12-31

INVEST LEADERSHIP INITIATIVE INC, founded in 2015, is a small nonprofit in the Religion sector that reported $279K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES. THE ORGANIZATION'S MISSION IS TO HELP LEADERS, SPECIFICALLY CHURCH LEADERS GROW THROUGH THE VEHICLES OF COACHING, TRAINING, AND PREACHING SO THEY CAN GROW THEIR NONPROFITS,CHURCHES, AND CHARITIES TO THE HIGHEST POTENTIAL POSSIBLE.

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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 $277,785

Program Service Revenue $0

Investment Income $895

Other Revenue $0

TOTAL REVENUE $278,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,911

Fundraising Expenses $0

Program Expenses $239,116

Other Expenses $109,423

TOTAL EXPENSES $291,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,680	$303,761	-0.1%
Expenses	$291,334	$283,234	+0.0%
Net Income	$-12,654	$20,527	-1.6%

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

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

$150,940

Total Directors

$7,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DUKE MATLOCK	PRESIDENT	40.00	Officer	$98,640	$52,300	$150,940
MCKENZIE MATLOCK	DIRECTOR	5.00	Director	$7,720	$0	$7,720
KELLEY MATLOCK	DIRECTOR	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	$278,680	$291,334	$61,684	$-12,654
2023	$303,761	$283,234	$74,338	$20,527
2022	$248,009	$256,771	$53,811	$-8,762
2021	$264,482	$227,323	$62,573	$37,159
2020	$215,024	$201,252	$41,579	$13,772
2019	$222,782	$217,485	$11,642	$5,297

INVEST LEADERSHIP INITIATIVE INC