Leading from Within

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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

1996

Legal Domicile

Principal Officer

Ken Saxon

Phone

8057703232

Tax Period

2023-01-01 to 2023-12-31

Leading from Within, founded in 1996, is a small nonprofit in the Environment sector that reported $501K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $553K exceeded revenue, resulting in a 10% operating deficit.

Mission

Leading From Within equips community changemakers to grow their ability to lead, collaborate, and drive solutions.

Program Service Accomplishments

Program 1

Expenses: $352,500 Revenue: $81,023

Leadership Development: We offer four core Leadership programs for Social Impact Sector Leaders: Growing Edge Leaders, Emerging Leaders, Leading for Community Impact, and the Katherine Harvey...

Leadership Development: We offer four core Leadership programs for Social Impact Sector Leaders: Growing Edge Leaders, Emerging Leaders, Leading for Community Impact, and the Katherine Harvey Fellows. Each program is cohort based and serves different niches of social impact leaders. These provide stronger and more diverse leaders with increased confidence, skills, and support, and an ability to sustain their commitment for the long haul; More public-minded leaders who can engage across the boundaries of nonprofit organizations, government, and business; Community leaders who can more effectively build cooperation and trust, and a network of leaders with an increased capacity to disrupt status quo thinking and engage others in the work of our communities.

Program 2

Expenses: $95,634

Peer Communities: We actively invest in our networks of alumni to cultivate ongoing peer learning, access to resources, and opportunities for collaboration and innovation. Our network of 600+ alumni includes leaders from nonprofits, government, education, philanthropy and business who are all focused on the common good. We also engage the broader social sector leadership to facilitate networks and collaborations to overcome traditional barriers to positive change. Our focus is to produce positive, exponential impact across issue areas, the social sector, and the Santa Barbara region.

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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 $407,574

Program Service Revenue $81,023

Investment Income $9,192

Other Revenue $3,053

TOTAL REVENUE $500,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $253,018

Fundraising Expenses $58,561

Program Expenses $448,134

Other Expenses $300,340

TOTAL EXPENSES $553,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$500,842	$576,278	-0.1%
Expenses	$553,358	$585,570	-0.1%
Net Income	$-52,516	$-9,292	+4.7%

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

$125,133

Total Directors

$5,550

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ken Saxon	Chair	40.00	Officer Director	$0	$0	$0
Michael Medel	Vice Chair	4.00	Officer Director	$0	$0	$0
Kiah Jordan	Treasurer	4.00	Officer Director	$0	$0	$0
Katya Armistead	Secretary	4.00	Officer Director	$5,550	$0	$5,550
Vanessa Bechtel	Director	2.00	Director	$0	$0	$0
Catherine Brozowski	Director	2.00	Director	$0	$0	$0
Ashley Costa	Director	2.00	Director	$0	$0	$0
Samuel Duarte	Director	2.00	Director	$0	$0	$0
Alma Hernandez	Director	2.00	Director	$0	$0	$0
Paul Lynch	Director	2.00	Director	$0	$0	$0
Jennifer Reitz	Director	2.00	Director	$0	$0	$0
Saul Serrano	Director	2.00	Director	$0	$0	$0
Sigrid Wright	Director	2.00	Director	$0	$0	$0
Ed France	Executive Director	40.00	Officer	$119,583	$0	$119,583

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	$500,842	$553,358	$305,755	$-52,516
2022	$576,278	$585,570	$354,364	$-9,292
2021	$619,664	$517,456	$429,404	$102,208
2020	$446,169	$466,304	$362,089	$-20,135
2019	$600,121	$534,775	$332,564	$65,346
2018	$557,739	$613,321	$213,133	$-55,582