EQUIPMENT LEASING & FINANCE FOUNDATION INC (EIN 541527848) - 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

1989

Legal Domicile

Principal Officer

LEIGH LYTLE

Phone

2022383400

Tax Period

2023-01-01 to 2023-12-31

EQUIPMENT LEASING & FINANCE FOUNDATION INC, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $844K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

TO PROVIDE FUTURE-ORIENTED, IN-DEPTH, INDEPENDENT RESEARCH AND RESOURCES FOR THE EQUIPMENT FINANCE INDUSTRY.

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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 $818,218

Program Service Revenue $0

Investment Income $26,115

Other Revenue $0

TOTAL REVENUE $844,333

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $432,046

Fundraising Expenses $64,980

Program Expenses $814,368

Other Expenses $465,624

TOTAL EXPENSES $922,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$844,333	$888,946	-0.1%
Expenses	$922,670	$1,067,388	-0.1%
Net Income	$-78,337	$-178,442	-0.6%

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

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

$1,101,156

Total Directors

$907,129

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RALPH PETTA	PRESIDENT (THRU 12/4/23)	2.00	Officer Director	$0	$74,278	$813,380
LEIGH LYTLE	PRESIDENT (BEG 12/4/23)	2.00	Officer Director	$0	$0	$93,749
NANCY PISTORIO	CHAIR	2.00	Officer Director	$0	$0	$0
ZACK MARSH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MILES HERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT THACKER	IMMEDIATE PAST CHAIR (THRU 12/4/23)	2.00	Officer Director	$0	$0	$0
ANDREW BLACKLOCK	TRUSTEE	2.00	Director	$0	$0	$0
PETER BULLEN	TRUSTEE	2.00	Director	$0	$0	$0
JIM DEFRANK	TRUSTEE (BEG 12/4/23)	2.00	Director	$0	$0	$0
JEFF DICOSOLA	TRUSTEE (BEG 12/4/23)	2.00	Director	$0	$0	$0
CHRISTOPHER ENBOM	TRUSTEE (THRU 12/4/23)	2.00	Director	$0	$0	$0
CINDY FLECK	TRUSTEE	2.00	Director	$0	$0	$0
VALERIE GERARD	TRUSTEE	2.00	Director	$0	$0	$0
MARTIN KLOTZMAN	TRUSTEE (BEG 12/4/23)	2.00	Director	$0	$0	$0
SHARI LIPSKI	TRUSTEE	2.00	Director	$0	$0	$0
MARK LOKEN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID NORMANDIN	TRUSTEE	2.00	Director	$0	$0	$0
RICKY RIOS	TRUSTEE	2.00	Director	$0	$0	$0
NANCY ROBLES	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM TEFFT	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS WARE	TRUSTEE (THRU 12/4/23)	2.00	Director	$0	$0	$0
BONNIE WRIGHT	TRUSTEE (THRU 12/4/23)	2.00	Director	$0	$0	$0
DONNA YANUZZI	TRUSTEE	2.00	Director	$0	$0	$0
KELLI J NIENABER	EXECUTIVE DIRECTOR	37.50	Officer	$176,627	$17,400	$194,027

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	$844,333	$922,670	$1,226,745	$-78,337
2022	$888,946	$1,067,388	$1,533,930	$-178,442
2021	$775,121	$838,933	$1,410,673	$-63,812
2020	$689,016	$719,983	$1,515,728	$-30,967
2019	$818,736	$911,144	$1,629,361	$-92,408
2018	$785,040	$1,103,521	$1,490,533	$-318,481

EQUIPMENT LEASING & FINANCE FOUNDATION INC