Miami Valley Leadership Foundation (EIN 473314624) - 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

Legal Domicile

Principal Officer

Jay Schindler

Phone

9376606475

Tax Period

2023-01-01 to 2023-12-31

Miami Valley Leadership Foundation, founded in 2015, is a small nonprofit in the Youth Development sector that reported $247K in total revenue in fiscal year 2023.

Mission

We serve our community by connecting, unifying and mobilizing people of faith and people of goodwill through family and workforce mentoring and community collaboration.

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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 $237,733

Program Service Revenue $0

Investment Income $0

Other Revenue $8,798

TOTAL REVENUE $246,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,466

Fundraising Expenses $39,002

Program Expenses $141,370

Other Expenses $55,950

TOTAL EXPENSES $246,416

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,531	$238,759	+0.0%
Expenses	$246,416	$254,489	0.0%
Net Income	$115	$-15,730	-1.0%

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

172

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
C Ralph Wilcoxson II Esq	Chair	8.00	Officer Director	$0	$0	$0
Anthony Whitmore	Vice-Chair	2.00	Officer Director	$0	$0	$0
Terry Offenberger	Co-Treasurer	2.00	Officer Director	$0	$0	$0
Paul Schlottman	Secretary	2.00	Officer Director	$0	$0	$0
Jane McEwen	Board Member	2.00	Director	$0	$0	$0
David Fisher	Board Member	2.00	Director	$0	$0	$0
Tom Becker	Board Member	2.00	Director	$0	$0	$0
Jonathon Duffy	Board Member	2.00	Director	$0	$0	$0
Jay Schindler	Executive Director	40.00	Director Key Emp	$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	$246,531	$246,416	$80,979	$115
2022	$238,759	$254,489	$80,294	$-15,730
2021	$259,582	$213,492	$96,486	$46,090

Miami Valley Leadership Foundation