LEADERSHIP TAMPA BAY INC (EIN 592976382) - 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

1988

Legal Domicile

Principal Officer

ALICE BESSETTE

Phone

8134868917

Tax Period

2023-07-01 to 2024-06-30

LEADERSHIP TAMPA BAY INC, founded in 1988, is a small nonprofit that reported $416K in total revenue in fiscal year 2023. Expenses of $399K left a modest 4% surplus.

Mission

SEMINARS AND EDUCATIONAL PROGRAMS DESIGNED TO BRING TOGETHER A DIVERSE GROUP OF PROFESSIONALS TO BETTER UNDERSTAND REGIONAL CHALLENGES AND OPPORTUNITIES TO THE TAMPA BAY AREA DEVELOP AND ENHANCE LEADERSHIP SKILLS AND COMMUNITY 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $232,250

Investment Income $4,203

Other Revenue $179,942

TOTAL REVENUE $416,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,931

Fundraising Expenses $0

Other Expenses $272,987

TOTAL EXPENSES $398,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$416,395	$408,668	+0.0%
Expenses	$398,918	$451,500	-0.1%
Net Income	$17,477	$-42,832	-1.4%

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

$117,242

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEDE GRUNDEL	LTB FOUNDATION CHAIR	1.00	Director	$0	$0	$0
ED ELLSASSER	GOVERNANCE CHAIR	1.00	Director	$0	$0	$0
JOANNE LEBLANC	SPONSORSHIP CHAIR	1.00	Director	$0	$0	$0
KATIE MAHONEY	MARKETING/COMMUNICATIONS CHAIR	1.00	Director	$0	$0	$0
BILL MERCHANT	PROGRAMS CHAIR	1.00	Director	$0	$0	$0
GILBERT BROCO	ALUMNI CHAIR	1.00	Director	$0	$0	$0
CHRIS NARDI	RECRUITMENT CHAIR	1.00	Director	$0	$0	$0
JOANNE SULLIVAN	DIVERSITY & INCLUSION CHAIR	1.00	Director	$0	$0	$0
MARCIA ALVARADO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE CHIELLINI	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICIA CONRAD	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRA KUZMICK	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY LEKAHAL	BOARD MEMBER	1.00	Director	$0	$0	$0
LEX LONG	BOARD MEMBER	1.00	Director	$0	$0	$0
DENELLE MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN PEREIRA	BOARD MEMBER	1.00	Director	$0	$0	$0
FELIPE RAMIREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KINARD ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICE BESSETTE	EXECUTIVE DIRECTOR	40.00	Officer	$98,242	$19,000	$117,242
NANCY PFORDRESHER NEWKIRK	CHAIR	1.00	Officer	$0	$0	$0
ERIC DAILEY	VICE CHAIR	1.00	Officer	$0	$0	$0
JASON BAKER	IMMEDIATE PAST CHAIR	1.00	Officer	$0	$0	$0
SKIP MILLER	TREASURER	1.00	Officer	$0	$0	$0
MIKE MCCOLLUM	SECRETARY	1.00	Officer	$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	$416,395	$398,918	$263,547	$17,477
2023	$408,668	$451,500	$227,677	$-42,832
2022	$395,841	$365,839	$225,539	$30,002
2021	$239,126	$232,742	$195,154	$6,384
2020	$335,212	$310,847	$181,599	$24,365
2019	$317,579	$291,576	$156,770	$26,003
2018	$305,797	$276,855	$129,037	$28,942

LEADERSHIP TAMPA BAY INC