PORTER-LEATH (EIN 581409385) - 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

1860

Legal Domicile

Principal Officer

SEAN LEE

Phone

9015772500

Tax Period

2024-07-01 to 2025-06-30

PORTER-LEATH, founded in 1860, is a mid-sized nonprofit that reported $29.6M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

EMPOWERING CHILDREN AND FAMILIES TO ACHIEVE A HEALTHY, OPTIMAL AND INDEPENDENT LIFESTYLE.

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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 $20,295,650

Program Service Revenue $9,242,049

Investment Income $230,872

Other Revenue $-207,104

TOTAL REVENUE $29,561,467

Expense Breakdown

Grants Paid $1,613,619

Salaries & Benefits $20,376,906

Fundraising Expenses $728,309

Program Expenses $27,036,003

Other Expenses $9,612,257

TOTAL EXPENSES $31,602,782

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,561,467	$31,346,711	-0.1%
Expenses	$31,602,782	$30,097,321	+0.1%
Net Income	$-2,041,315	$1,249,390	-2.6%

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

431

Volunteers

660

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

$446,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOPHIE DUFFEL	CHAIR	1.00	Officer Director	$0	$0	$0
MARK O'MALLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NEVA M REAVES	SECRETARY	1.00	Officer Director	$0	$0	$0
TAMIKA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA DEAKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLISON HENNEBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
VERLINDA HENNING	BOARD MEMBER	1.00	Director	$0	$0	$0
ALETHEA HENRY	BOARD MEMBER	1.00	Director	$0	$0	$0
HOLLY KNOWLTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSAY KROSNES	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES LAMPKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL LEVINE	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARK PRICE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL SEAMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY M SERATT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN STIMAC JR	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ABIGAIL URTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNY VALLE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRODY WAMBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SEAN LEE	PRESIDENT	37.50	Officer	$253,757	$21,550	$275,307
PAUL MAKRIS	CHIEF FINANCIAL OFFICER	37.50	Officer	$159,667	$11,193	$170,860
KAREN HARRELL	SENIOR VICE PRESIDENT	37.50	Highest	$155,810	$17,771	$173,581
ROBERT HUGHES	VICE PRESIDENT	37.50	Highest	$108,408	$15,893	$124,301
DR KELLEY L CORBIN	VICE PRESIDENT	37.50	Highest	$122,923	$9,161	$132,084
DENNIS FLEMING	VICE PRESIDENT	37.50	Highest	$108,581	$9,524	$118,105
GWENDOLYN PRICE	DIRECTOR OF CONTRACT MANAGEMENT	37.50	Highest	$104,773	$7,714	$112,487

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	$29,561,467	$31,602,782	$47,970,545	$-2,041,315
2024	$31,346,711	$30,097,321	$49,415,614	$1,249,390
2023	$30,223,871	$31,400,141	$47,757,994	$-1,176,270
2022	$36,176,100	$31,336,877	$49,048,141	$4,839,223
2021	$59,083,834	$38,533,648	$46,168,167	$20,550,186
2020	$44,288,732	$38,713,294	$24,769,906	$5,575,438
2019	$37,468,685	$38,027,124	$19,560,610	$-558,439

PORTER-LEATH