LEADERSHIP WINSTON-SALEM

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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

1984

Legal Domicile

Principal Officer

KATHERINE PERRY

Phone

3367231002

Tax Period

2023-07-01 to 2024-06-30

LEADERSHIP WINSTON-SALEM, founded in 1984, is a small nonprofit in the Public & Societal Benefit sector that reported $546K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $507K left a modest 7% surplus.

Mission

THE MISSION OF LEADERSHIP WINSTON-SALEM IS EDUCATING, CONNECTING AND ENERGIZING LEADERS TO SERVE AND IMPROVE THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $227,760 Revenue: $189,000

60 ESTABLISHED AND EMERGING LEADERS GRADUATED FROM THE FLAGSHIP PROGRAM. THE EDUCATIONAL PROGRAM DAYS ARE DESIGNED TO EXPAND THE CIVIC INVOLVEMENT AND LEADERSHIP OF THESE PARTICIPANTS. DURING THE...

60 ESTABLISHED AND EMERGING LEADERS GRADUATED FROM THE FLAGSHIP PROGRAM. THE EDUCATIONAL PROGRAM DAYS ARE DESIGNED TO EXPAND THE CIVIC INVOLVEMENT AND LEADERSHIP OF THESE PARTICIPANTS. DURING THE COURSE OF THE PROGRAM, TEAM PROJECTS WERE COMPLETED PRO BONO FOR EIGHT COMMUNITY AGENCIES AS PART OF THE EDUCATIONAL EXPERIENCE.

Program 2

Expenses: $72,900 Revenue: $66,000

33 PARTICIPANTS COMPLETED THE INSIGHT: WINSTON-SALEM PROGRAM DURING FISCAL YEAR 2023. THE SIX EVENING FORUMS ARE DESIGNED TO CONNECT AND EDUCATE SENIOR EXECUTIVES AND THEIR SIGNIFICANT OTHERS ON...

33 PARTICIPANTS COMPLETED THE INSIGHT: WINSTON-SALEM PROGRAM DURING FISCAL YEAR 2023. THE SIX EVENING FORUMS ARE DESIGNED TO CONNECT AND EDUCATE SENIOR EXECUTIVES AND THEIR SIGNIFICANT OTHERS ON COMMUNITY ISSUES AND TO FOSTER COMMUNITY ENGAGEMENT AND COLLABORATION.

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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 $268,463

Program Service Revenue $255,000

Investment Income $8,377

Other Revenue $14,356

TOTAL REVENUE $546,196

Expense Breakdown

Grants Paid $19,000

Salaries & Benefits $352,974

Fundraising Expenses $122,170

Program Expenses $300,660

Other Expenses $134,831

TOTAL EXPENSES $506,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$546,196	$483,260	+0.1%
Expenses	$506,805	$441,296	+0.1%
Net Income	$39,391	$41,964	-0.1%

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

161

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

$93,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE PERRY	EXECUTIVE DI	55.00	Officer	$84,072	$9,506	$93,578
SUZANNE DANHAUER	BOARD MEMBER	1.00	Director	$0	$0	$0
HAROLD HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE ALDRIDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
LAMONICA SLOAN WILHELMI	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY BARRON	BOARD MEMBER	1.00	Director	$0	$0	$0
MIMI BENNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
IRIS COLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN FREKKO	BOARD MEMBER	1.00	Director	$0	$0	$0
ZINA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIDGET HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHAN LILLIE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYCE MOUNCE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS PEARCE END JULY 2023	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL REEVE	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM METZLER	BOARD MEMBER	1.00	Director	$0	$0	$0
NORA FERRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
REGINA CRAVEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LYONS GRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT JORDAN	BOARD MEMBER	1.00	Director	$0	$0	$0
AULICA MONROE	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM PENN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELVIN SCALES	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL WOLLNER	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDREY JOHNSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MELISSA THOMPSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ROGAN KERSH	SECRETARY	1.00	Officer Director	$0	$0	$0
GRAY BARBOUR	TREASURER	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$546,196	$506,805	$574,769	$39,391
2023	$483,260	$441,296	$500,724	$41,964
2022	$437,768	$455,140	$455,952	$-17,372
2021	$470,456	$420,703	$480,591	$49,753
2020	$372,609	$442,224	$496,250	$-69,615
2019	$439,102	$452,671	$476,838	$-13,569