LEADERSHIP GREATER WASHINGTON (EIN 521552960) - 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

1983

Legal Domicile

Principal Officer

DOUGLAS DUNCAN

Phone

2024653200

Tax Period

2024-07-01 to 2025-06-30

LEADERSHIP GREATER WASHINGTON, founded in 1983, is a community nonprofit in the Public & Societal Benefit sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 3% surplus.

Mission

TO IDENTIFY AND CONNECT DIVERSE LEADERS AND STIMULATE THEIR COLLABORATIVE EFFORTS THROUGH DYNAMIC EDUCATIONAL PROGRAMS THAT PROMOTE DIALOG, COOPERATION AND INVOLVEMENT.

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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 $743,588

Program Service Revenue $831,354

Investment Income $88,181

Other Revenue $-73,736

TOTAL REVENUE $1,589,387

Expense Breakdown

Grants Paid $66,000

Salaries & Benefits $901,121

Fundraising Expenses $249,235

Program Expenses $967,907

Other Expenses $568,191

TOTAL EXPENSES $1,535,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,589,387	$1,423,482	+0.1%
Expenses	$1,535,312	$1,516,701	+0.0%
Net Income	$54,075	$-93,219	-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

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

$320,699

Total Directors

$320,699

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX ORFINGER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANNE KRESS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY SHOP	DIRECTOR	1.00	Director	$0	$0	$0
BETH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN GUZMAN HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
CARLYN MADDEN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN ELLISON	DIRECTOR	1.00	Director	$0	$0	$0
CHIQUISHA ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
COREY BRISCOE	DIRECTOR	1.00	Director	$0	$0	$0
CORINNE DOUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID VOSVICK	DIRECTOR	1.00	Director	$0	$0	$0
DENISE ROLARK BARNES	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS M DUNCAN	PRESIDENT/CEO	40.00	Officer Director	$305,630	$15,069	$320,699
GRIFFIN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER GODSMARK	DIRECTOR	1.00	Director	$0	$0	$0
INDIRA HENARD	DIRECTOR	1.00	Director	$0	$0	$0
JAKE BRODY	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER GENNARO OXLEY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HARDWICK	DIRECTOR	1.00	Director	$0	$0	$0
KATHY HOLLINGER	SECRETARY	1.00	Officer Director	$0	$0	$0
KERRY WATSON	DIRECTOR	1.00	Director	$0	$0	$0
KIRRA JARRATT	DIRECTOR	1.00	Director	$0	$0	$0
LASHELLE WILLIAMS-FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
LISA MALLORY	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW AGRESTI	DIRECTOR	1.00	Director	$0	$0	$0
MITCH WEINTRAUB	DIRECTOR	1.00	Director	$0	$0	$0
MONICA SCHMUDE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
SAURABH KAPOOR	DIRECTOR	1.00	Director	$0	$0	$0
SONIA MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
TONIA WELLONS	DIRECTOR	1.00	Director	$0	$0	$0
TYCELY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE BROCKERT	OUTGOING SR. DIRECTOR OF DEV. AND E	40.00	Highest	$138,125	$21,681	$159,806
EMIKA ABE	SENIOR DIRECTOR OF PROGRAMS	40.00	Highest	$137,000	$8,016	$145,016

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
2025	$1,589,387	$1,535,312	$2,562,913	$54,075
2024	No data	No data	No data	No data
2023	$1,456,065	$1,513,062	$2,277,043	$-56,997
2022	$1,420,422	$1,227,600	$2,326,774	$192,822
2021	$1,737,882	$1,171,056	$2,360,384	$566,826
2020	$1,269,628	$1,231,515	$1,853,538	$38,113
2019	$1,419,209	$1,305,126	$1,691,953	$114,083
2018	$1,204,590	$936,887	$1,308,165	$267,703

LEADERSHIP GREATER WASHINGTON