LEADERSHIP ROUNDTABLE INC (EIN 542174467) - 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

2005

Legal Domicile

Principal Officer

KATHLEEN PORTER-MAGEE

Phone

2026355820

Tax Period

2024-01-01 to 2024-12-31

LEADERSHIP ROUNDTABLE INC, founded in 2005, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $3.3M exceeded revenue, resulting in a 48% operating deficit.

Mission

IN PARTNERSHIP WITH LAY, ORDAINED, AND RELIGIOUS LEADERS AND ORGANIZATIONS ACROSS ALL SECTORS OF THE CATHOLIC COMMUNITY IN THE UNITED STATES AND ROME, LEADERSHIP ROUNDTABLE SEEKS TO ELEVATE AND IMPLEMENT BEST PRACTICES IN MANAGEMENT AND LEADERSHIP TO ESTABLISH A CULTURE OF CO-RESPONSIBLE, SERVANT LEADERSHIP FOR A HEALTHY, THRIVING CHURCH IN THE U.S.LEADERSHIP ROUNDTABLE HOLDS THE SEAL OF EXCELLENCE FROM THE STANDARDS FOR EXCELLENCE INSTITUTE. THE SEAL OF EXCELLENCE IS A PEER REVIEWED ACCREDITED RECOGNITION INDICATING THE ORGANIZATION FOLLOWS BEST NONPROFIT MANAGEMENT PRACTICES.

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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 $1,461,703

Program Service Revenue $763,550

Investment Income $30,094

Other Revenue $1,072

TOTAL REVENUE $2,256,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,247,395

Fundraising Expenses $309,333

Program Expenses $2,731,417

Other Expenses $1,085,406

TOTAL EXPENSES $3,332,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,256,419	$4,062,096	-0.4%
Expenses	$3,332,801	$3,165,060	+0.1%
Net Income	$-1,076,382	$897,036	-2.2%

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

$360,043

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MCCAUL	CO-CHAIR	1.00	Officer Director	$0	$0	$0
REV MICHAEL J GARANZINI SJ	VICE CHAIR & SECRETARY	1.00	Officer Director	$0	$0	$0
MS KERRY ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
FR JOHN BEAL	BOARD MEMBER	1.00	Director	$0	$0	$0
MR GENE MCQUADE	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JIM PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
MS BRITISH ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN B REYNOLDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH REGAN	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MS CHRISTINA LAMAS	BOARD MEMBER	1.00	Director	$0	$0	$0
HON MICHAEL MONTELONGO	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT GASSER	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL DENIHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN MCLAUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JOHN J WALL	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL C REILLY	BOARD MEMBER	1.00	Director	$0	$0	$0
REV J BRYAN HEHIR	BOARD MEMBER	1.00	Director	$0	$0	$0
LT GEN RET JAMES M DUBIK	BOARD MEMBER	1.00	Director	$0	$0	$0
MS SUSAN KING	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFFREY T BOISI	FOUNDER	1.00	Director	$0	$0	$0
BRYAN FGRANE	BOARD MEMBER	1.00	Director	$0	$0	$0
SR TERE MAYA CCVI	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK MARKEY	MANAGING PARTNER (THRU MAY 31, 2024)	40.00	Officer	$116,494	$10,877	$127,371
KATHLEEN PORTER-MAGEE	MANAGING PARTNER	40.00	Officer	$141,346	$4,447	$145,793
KATHLEEN QUIRK	PARTNER	40.00	Officer	$86,346	$533	$86,879
LISA METCALFE	DIRECTOR, SERVICES & PROGR	40.00	Highest	$175,000	$2,269	$177,269
KIMBERLEY SMOLIK	PARTNER (THRU AUGUST 5, 2024)	40.00	Highest	$156,581	$11,507	$168,088
MICHAEL BROUGH	PARTNER	40.00	Highest	$239,476	$1,868	$241,344
DEACON PATRICK STOKELY	SENIOR PROGRAM MANAGER	40.00	Highest	$156,444	$12,616	$169,060
KEVIN KENNEDY	SENIOR LEADERSHIP DIRECTOR	40.00	Highest	$147,420	$25,626	$173,046

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	$2,256,419	$3,332,801	$2,589,587	$-1,076,382
2023	$4,062,096	$3,165,060	$3,944,517	$897,036
2022	$4,303,219	$3,474,044	$2,995,784	$829,175
2021	$3,126,617	$2,887,493	$2,055,027	$239,124
2020	$2,276,204	$2,584,381	$1,729,264	$-308,177
2019	$2,053,874	$2,644,965	$2,015,852	$-591,091
2019	$2,053,874	$2,644,965	$2,015,852	$-591,091

LEADERSHIP ROUNDTABLE INC