LEAD VIRGINIA (EIN 593806367) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

SUSAN HORNE

Phone

8046445323

Tax Period

2023-01-01 to 2023-12-31

LEAD VIRGINIA, founded in 2005, is a small nonprofit in the Public & Societal Benefit sector that reported $742K in total revenue in fiscal year 2018. Expenses of $862K exceeded revenue, resulting in a 16% operating deficit.

Mission

LEAD VIRGINIA CONNECTS LEADERS TO SHAPE THE COMMONWEALTH'S FUTURE THROUGH AN ANNUAL PROGRAM OF EDUCATIONAL FORUMS AND REGIONAL SESSION VISITS TO SIX DIVERSE REGIONS OF VIRGINIA. FRAMED AROUND SOCIAL CAPITAL THEORY AND CURRICULUM THEMES OF ECONOMY, EDUCATION AND HEALTH, LEAD VIRGINIA'S ANNUAL PROGRAM ATTRACTS HIGH PERFORMING LEADERS, CHALLENGES PRE-CONCEIVED NOTIONS AND PROVIDES PARTICIPANTS WITH A 360-DEGREE PERSPECTIVE OF VIRGINIA'S REGIONS AND THEIR MUTUAL INTERDEPENDENCE. GRADUATES OF THE PROGRAM ARE INFORMED ON ISSUES IMPORTANT TO VIRGINIA'S FUTURE AND PREPARED TO SERVE AT LOCAL, REGIONAL AND STATEWIDE CAPACITIES WITH THEIR STATEWIDE PERSPECTIVE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $369,800

Program Service Revenue $395,482

Investment Income $15,906

Other Revenue $2,518

TOTAL REVENUE $783,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $311,585

Fundraising Expenses $114,806

Program Expenses $503,304

Other Expenses $483,669

TOTAL EXPENSES $795,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$783,706	$819,452	0.0%
Expenses	$795,254	$804,031	0.0%
Net Income	$-11,548	$15,421	-1.7%

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

$183,808

Total Directors

$183,808

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN HORNE	PRESIDENT &	60.00	Officer Director	$175,614	$8,194	$183,808
RHODES RITENOUR	CHAIR	1.00	Officer Director	$0	$0	$0
JOE HINES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NICK LANGRIDGE	PAST CHAIR	1.00	Officer Director	$0	$0	$0
JEFF SCHRAGG	TREASURER	1.00	Officer Director	$0	$0	$0
DIANE MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
BUFFY BAREFOOT	ADMISSIONS C	1.00	Director	$0	$0	$0
BETSY FRANTZ	ALUMNI CHAIR	1.00	Director	$0	$0	$0
KC HAILE	PERSONNEL CH	1.00	Director	$0	$0	$0
LAURIE HEAD	COMMUNICATIO	1.00	Director	$0	$0	$0
JOHN THOMAS	PRGM/CURRICU	1.00	Director	$0	$0	$0
KATHLEEN BOWE	DEVELOPMENT	1.00	Director	$0	$0	$0
DOUG MCDONALD	GENERAL COUN	1.00	Director	$0	$0	$0
KATHY STRAWN	ENDOWMENT CH	1.00	Director	$0	$0	$0
JOHN WOLFF	SCHOLARSHIP	1.00	Director	$0	$0	$0
TODD ROWLEY	DIRECTOR	1.00	Director	$0	$0	$0
LINDA STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
PETER BLAKE	DIRECTOR	1.00	Director	$0	$0	$0
LEANNA BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
KATHARINE BOND	DIRECTOR	1.00	Director	$0	$0	$0
HANK COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA COX	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FIELDS	DIRECTOR	1.00	Director	$0	$0	$0
RUS HAYSLETT JR	DIRECTOR	1.00	Director	$0	$0	$0
HON KAY COLE JAMES	DIRECTOR	1.00	Director	$0	$0	$0
JEFF JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND KNOTT	DIRECTOR	1.00	Director	$0	$0	$0
GEORGIE MARQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
JAY NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
RICK PEVARSKI	DIRECTOR	1.00	Director	$0	$0	$0
JEN SICILIANO	DIRECTOR	1.00	Director	$0	$0	$0
HONG WEBB	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA WITT	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS EHRHARDT	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BUDDY KOUROUKLIS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ED WHITE	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$783,706	$795,254	$680,877	$-11,548
2022	$819,452	$804,031	$722,963	$15,421
2021	$964,237	$838,662	$666,110	$125,575
2020	$445,080	$594,839	$807,379	$-149,759
2019	$957,140	$861,832	$716,762	$95,308
2018	$742,379	$862,216	$576,055	$-119,837

LEAD VIRGINIA