World Leaders Forum Inc (EIN 473666460) - 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

Dr Gene Crume

Phone

8476952500

Tax Period

2021-06-01 to 2022-05-31

World Leaders Forum Inc, founded in 2014, is a small nonprofit in the Education sector that reported $439K in total revenue in fiscal year 2021. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $410K left a modest 7% surplus.

Mission

To educate and invest in future leaders and to inspire greatness and change.

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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 (2021)

Revenue Breakdown

Contributions & Grants $235,254

Program Service Revenue $0

Investment Income $0

Other Revenue $203,929

TOTAL REVENUE $439,183

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $24,807

Program Expenses $372,747

Other Expenses $209,623

TOTAL EXPENSES $409,623

Year-over-Year Comparison

	2021	2020	Change
Revenue	$439,183	$332,585	+0.3%
Expenses	$409,623	$102,876	+3.0%
Net Income	$29,560	$229,709	-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

N/A

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
Mark Vargas	President	2.00	Officer Director	$0	$0	$0
Merrie Meadows	Vice President	2.00	Officer Director	$0	$0	$0
Dr Gene Crume	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
Fran Houlihan	Board Member	2.00	Director	$0	$0	$0
AJ Patton	Board Member	2.00	Director	$0	$0	$0
Jacqueline Ruiz	Board Member	2.00	Director	$0	$0	$0
Austin Rabine	Board Member	2.00	Director	$0	$0	$0
Tim Schofield	Board Member	2.00	Director	$0	$0	$0
Michael Dutton	Board Member	2.00	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
2022	$439,183	$409,623	$270,351	$29,560
2021	$332,585	$102,876	$556,791	$229,709
2020	$350,997	$375,789	$211,082	$-24,792

World Leaders Forum Inc