LEADERSHIP MONTGOMERY INC (EIN 631009269) - 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

1983

Legal Domicile

Principal Officer

CHERYL JOHNSON

Phone

3342622261

Tax Period

2024-01-01 to 2024-12-31

LEADERSHIP MONTGOMERY INC, founded in 1983, is a small nonprofit in the Public & Societal Benefit sector that reported $232K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

TO TRAIN, EDUCATE, AND GATHER COMMUNITY LEADERS TO IMPROVE THE WELFARE OF THE MONTGOMERY, ALABAMA COMMUNITY

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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 (2024)

Revenue Breakdown

Contributions & Grants $160,350

Program Service Revenue $243,065

Investment Income $19,167

Other Revenue $280

TOTAL REVENUE $422,862

Expense Breakdown

Grants Paid $6,138

Salaries & Benefits $179,215

Fundraising Expenses $0

Program Expenses $364,640

Other Expenses $205,821

TOTAL EXPENSES $391,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$422,862	$335,287	+0.3%
Expenses	$391,174	$329,987	+0.2%
Net Income	$31,688	$5,300	+5.0%

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

N/A

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

$86,057

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL JOHNSON	EXECUTIVE DIRECTOR	40.00	Officer	$86,057	$0	$86,057
MARTIE MCENERNEY	PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
MARGARET NEKIC	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
SUSANNE TREST	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LARA WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS CLARK	SECRETARY	1.00	Officer Director	$0	$0	$0
BEVERLY HILL	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BARRANCO	DIRECTOR	1.00	Director	$0	$0	$0
LYNN BIUS	DIRECTOR	1.00	Director	$0	$0	$0
LOIS CORTELL	DIRECTOR	1.00	Director	$0	$0	$0
ELLIS ESKEW	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE GOODWYN SR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
BO JINRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JEANETTE LEE	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLIN LOVE	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY MEADOWS	DIRECTOR	1.00	Director	$0	$0	$0
JIMMIE VARNADO	DIRECTOR	1.00	Director	$0	$0	$0
BILLY WHIGHAM	DIRECTOR	1.00	Director	$0	$0	$0
HUNTER BECK	DIRECTOR	1.00	Director	$0	$0	$0
SHANI CRAYTON	DIRECTOR	1.00	Director	$0	$0	$0
RHEA INGRAM	DIRECTOR	1.00	Director	$0	$0	$0
MARTY LEE	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	$422,862	$391,174	$463,651	$31,688
2023	$335,287	$329,987	$430,564	$5,300
2022	$266,516	$326,793	$417,839	$-60,277
2021	$302,169	$259,406	$493,644	$42,763
2020	$269,001	$274,066	$455,263	$-5,065
2019	$281,920	$279,316	$454,374	$2,604
2018	$232,054	$243,406	$442,118	$-11,352

LEADERSHIP MONTGOMERY INC