ANGLICAN LEADERSHIP INSTITUTE

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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

FROGG ORR-EWING

Phone

8433676705

Tax Period

2022-07-01 to 2023-06-30

ANGLICAN LEADERSHIP INSTITUTE, founded in 2015, is a micro nonprofit that reported $20K in total revenue in fiscal year 2022. Expenses of $242K exceeded revenue, resulting in a 1133% operating deficit.

Mission

THE PURPOSE OF THE ANGLICAN LEADERSHIP INSTITUTE SHALL BE TO IDENTIFY AND EQUIP EMERGING ANGLICAN LEADERS FROM AROUND THE WORLD BY TRAINING THEM IN ESSENTIAL LEADERSHIP SKILLS, STRENGTHENING THEIR GIFTS, SHAPING THEIR VISION FOR MINISTRY THROUGH CREATIVE CHRIST CENTERED COMMUNITY AND ULTIMATELY SENDING THEM FORTH TO ENTHUSIASTICALLY GUIDE THEIR LOCAL MINISTRIES INTO FUTURE EXCELLENCE AND FRUITFULNESS AND TO DO ALL THINGS NECESSARY OR CONVENIENT, AND NOT INCONSISTENT WITH LAW, TO FURTHER THESE GOALS.

Program Service Accomplishments

Program 1

Expenses: $208,764

THE ANGLICAN LEADERSHIP INSTITUTE IS A LEADERSHIP TRAINING INITIATIVE THAT SEEKS TO BRING FUTURE LEADERS IN THE ANGLICAN COMMUNION TO SOUTH CAROLINA FOR PERIODS OF STUDY, TEACHING, REFLECTION AND...

THE ANGLICAN LEADERSHIP INSTITUTE IS A LEADERSHIP TRAINING INITIATIVE THAT SEEKS TO BRING FUTURE LEADERS IN THE ANGLICAN COMMUNION TO SOUTH CAROLINA FOR PERIODS OF STUDY, TEACHING, REFLECTION AND NURTURE. THE INSTITUTE'S PROGRAMMING, KNOWN AS THE "SOUTH CAROLINA SEMESTER", WAS CREATED IN RESPONSE TO A CALL TO OFFER MEN AND WOMEN WITH A PROVEN TRACK OF MINISTRY AND A CHANCE TO SPEND A MONTH IN COMMUNITY UNDER THE GUIDANCE OF EXPERT LEADERS WHO HAVE EXERCISED FAITHFUL AND EFFECTIVE MINISTRY IN THEIR OWN CONTEXTS.THE INSTITUTE HOSTED ONE SEMESTER IN ITS FIRST FISCAL YEAR (JANUARY 2016), HOSTING TWO SEMESTERS IN SUBSEQUENT FISCAL YEARS (JANUARY AND SEPTEMBER). EACH SEMESTER, THE INSTITUTE WILL BRING IN BETWEEN 10 AND 20 PARTICIPANTS (WITH A TARGET OF 15 PER SEMESTER) FOR AN EXPENSES-PAID FOUR WEEK INTENSIVE TRAINING COURSE GENERALLY DESCRIBED BELOW.UNDERSTANDING THAT LEADERSHIP IS LINKED TO CHARACTER EVEN BEFORE IT ISLINKED TO COMPETENCE, THE SOUTH CAROLINA SEMINAR WILL FOCUS ON WHOLEADERS ARE SUPPOSED TO BE AS MUCH AS WHAT THEY ARE SUPPOSED TO DO.EACH DAY, PARTICIPANTS WILL EMERGE FROM WORSHIP TO HEAR AND INTERACTWITH THOUGHTFUL TEACHING FROM EXPERIENCED FACULTY. OUT OF THEIRTRAINING AND GIFTEDNESS, THEY WILL APPLY THE MESSAGE OF JESUS CHRIST TOCHURCH HISTORY, THEOLOGY, PREACHING AND MODERN CULTURE.AFTERNOONS WILL CULMINATE IN A TWO-HOUR COLLOQUY WHERE PARTICIPANTSWILL INTERACT IN SMALL GROUPS WITH THE THEME OF LEADERSHIP AS BROUGHTTO US BY GIFTED LEADERS FROM BOTH CHURCH AND SOCIETY. SOME PARTICIPANTDISCUSSION WILL BE SHAPED BY CASE STUDIES WHERE REALISTIC CHALLENGESCALL FOR WISE RESPONSES.EVENINGS WILL INCLUDE SPECIAL GUEST SPEAKERS, WHILE WEEKENDS WILL BRINGOPPORTUNITIES FOR MINISTRY IN LOCAL CHURCHES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,850

Program Service Revenue $0

Investment Income $12,788

Other Revenue $0

TOTAL REVENUE $19,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,865

Fundraising Expenses $16,667

Program Expenses $208,764

Other Expenses $136,233

TOTAL EXPENSES $242,098

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,638	$20,459	0.0%
Expenses	$242,098	$64,612	+2.7%
Net Income	$-222,460	$-44,153	+4.0%

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

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	Role	Reportable Comp	Other Comp	Total
RT REV MARK LAWRENCE	EXECUTIVE DIRECTOR	Officer Director	$0	$0	$0
REV JEFFREY S MILLER	PRESDIENT	Officer Director	$0	$0	$0
ANN HESTER WILLIS	VICE PRESIDENT	Officer Director	$0	$0	$0
SUSAN DICAMILLO	SECRETARY	Officer Director	$0	$0	$0
CLAUDIA CARUCCI	TRUSTEE	Director	$0	$0	$0
ALONSO GALVAN	TRUSTEE	Director	$0	$0	$0
RT REV ALDEN M HATHAWAY	TRUSTEE	Director	$0	$0	$0
JOHN KERRISON	TRUSTEE	Director	$0	$0	$0
C ALAN RUNYAN	TRUSTEE	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
2023	$19,638	$242,098	$553,519	$-222,460
2022	$20,459	$64,612	$676,214	$-44,153
2021	$29,573	$65,746	$838,366	$-36,173
2020	$155,003	$230,582	$726,812	$-75,579
2019	$206,758	$239,406	$791,797	$-32,648
2018	$134,682	$252,629	$788,901	$-117,947