LEADERSHIP OKLAHOMA CITY INC (EIN 731164548) - 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

1981

Legal Domicile

Principal Officer

CHRISTY ZELLEY

Phone

4054633331

Tax Period

2024-06-01 to 2025-05-31

LEADERSHIP OKLAHOMA CITY INC, founded in 1981, is a small nonprofit in the Public & Societal Benefit sector that reported $737K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 27% operating margin.

Mission

TO DEVELOP LEADERS FOR OUR COMMUNITY WITH THE CAPACITY TO BE EFFECTIVE FORCES OF POSITIVE CHANGE.

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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 $288,077

Program Service Revenue $269,023

Investment Income $171,733

Other Revenue $7,905

TOTAL REVENUE $736,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $249,799

Fundraising Expenses $0

Program Expenses $485,426

Other Expenses $289,210

TOTAL EXPENSES $539,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$736,738	$582,653	+0.3%
Expenses	$539,009	$502,744	+0.1%
Net Income	$197,729	$79,909	+1.5%

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

$94,188

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SYNAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
KERMIT FRANK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALBA WEAVER	VICE PRESIDENT-DEVELOPMENT	1.00	Officer Director	$0	$0	$0
ELISA MCALISTER	SECRETARY	1.00	Officer Director	$0	$0	$0
PHI NGUYEN	TREASURER	1.00	Officer Director	$0	$0	$0
LEE SYMCOX	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JOE HIGHT	ALUMNI ASSOCIATION PRESIDE	1.00	Director	$0	$0	$0
SUZANNE SINGLETERRY	YOUTH LEADERSHIP EXCHANGE	1.00	Director	$0	$0	$0
CINDY BATT	SIGNATURE PROGRAM CO-CHAIR	3.00	Director	$0	$0	$0
DAN MOLINA	SIGNATURE PROGRAM CO-CHAIR	3.00	Director	$0	$0	$0
BRIAN BOGERT	LOYAL PROGRAM CO-CHAIR	3.00	Director	$0	$0	$0
KAY ROBINSON	LOYAL PROGRAM CO-CHAIR	3.00	Director	$0	$0	$0
LISA BOEVERS	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA FAHRENBRUCK	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD FORSHEE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY FRANKENFIELD	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE HANEBORG	DIRECTOR	1.00	Director	$0	$0	$0
JOE HODGES	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LAFFERTY	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA LEBLANC	DIRECTOR	1.00	Director	$0	$0	$0
DAVE LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
MALEK MASSAD	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE MAXWELL	DIRECTOR	1.00	Director	$0	$0	$0
TERESA MOISANT	DIRECTOR	1.00	Director	$0	$0	$0
BAILEY PERKINS WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RAINES	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN RELLAND	DIRECTOR	1.00	Director	$0	$0	$0
ANDY RINE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEIGH SORRELL ROSE	DIRECTOR	1.00	Director	$0	$0	$0
DAN STRAUGHAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN SUNDAY-ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS UDE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY ZELLEY	EXECUTIVE DIRECTOR	40.00	Officer	$94,188	$0	$94,188

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	$736,738	$539,009	$2,295,334	$197,729
2024	$582,653	$502,744	$2,105,245	$79,909
2023	$609,915	$473,137	$1,857,756	$136,778
2022	$487,188	$451,227	$1,777,356	$35,961
2021	$478,932	$355,966	$1,898,766	$122,966
2020	$549,832	$461,440	$1,562,626	$88,392
2019	$549,870	$505,648	$1,426,084	$44,222
2018	$504,395	$481,005	$1,405,707	$23,390

LEADERSHIP OKLAHOMA CITY INC