Rockwood Leadership Institute (EIN 721552165) - 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

2003

Legal Domicile

Principal Officer

Darlene Nipper

Phone

5102512500

Tax Period

2024-01-01 to 2024-12-31

Rockwood Leadership Institute, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.3M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $10.5M exceeded revenue, resulting in a 28% operating deficit.

Mission

The Rockwood Leadership Institute provides individuals, organizations and networks in the social benefit sector with powerful and effective training in leadership and collaboration that help improve the well-being of our communities and world.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,265,653

Program Service Revenue $2,418,053

Investment Income $568,593

Other Revenue $0

TOTAL REVENUE $8,252,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,691,107

Fundraising Expenses $550,594

Program Expenses $9,264,073

Other Expenses $5,848,301

TOTAL EXPENSES $10,539,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,252,299	$12,597,981	-0.3%
Expenses	$10,539,408	$9,233,940	+0.1%
Net Income	$-2,287,109	$3,364,041	-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

$608,632

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Darlene Nipper	CEO	32.00	Officer	$276,010	$46,723	$322,733
Bex Ahuja	Managing Dir.	32.00	Officer	$266,118	$19,781	$285,899
Beth Rayfield	Dir. of Inst. Adv.	32.00		$181,468	$24,379	$205,847
Joi Foley	Assoc Dir Mktg Prg	32.00		$148,049	$20,803	$168,852
Amanda Rodriguez	Dir People&Culture	32.00		$153,370	$13,518	$166,888
Jordan Parry	Dir. Fin & Admin	32.00		$128,891	$19,735	$148,626
Sharon Price	Dir Strategic Init	32.00		$127,175	$18,416	$145,591
Russell Roybal	Board Chair	1.00	Officer Director	$0	$0	$0
Solana Rice	Treasurer	1.00	Officer Director	$0	$0	$0
Inca Mohamed	Secretary	1.00	Officer Director	$0	$0	$0
Ellen Friedman	Board Member	1.00	Director	$0	$0	$0
Rebecca Cokley	Board Member	1.00	Director	$0	$0	$0
Gloria Walton	Board Member	1.00	Director	$0	$0	$0
Cristina Jimenez	Board Member	1.00	Director	$0	$0	$0
Rodney McKenzie Jr	Board Member	1.00	Director	$0	$0	$0
Mary Moten	Board Member	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	$8,252,299	$10,539,408	$17,909,720	$-2,287,109
2023	$12,597,981	$9,233,940	$20,379,539	$3,364,041
2022	$13,999,794	$7,193,282	$16,731,300	$6,806,512
2021	$11,124,297	$6,262,168	$10,080,885	$4,862,129
2020	$6,333,457	$4,423,704	$5,936,824	$1,909,753
2019	$5,846,345	$5,139,176	$3,152,066	$707,169
2018	$4,329,239	$5,177,624	$2,788,873	$-848,385

Rockwood Leadership Institute