CURRICULUM LEADERSHIP INSTITUTE (EIN 742852906) - 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

1991

Legal Domicile

Principal Officer

STACEY L BRUTON

Phone

6207941431

Tax Period

2025-01-01 to 2025-12-31

CURRICULUM LEADERSHIP INSTITUTE, founded in 1991, is a small nonprofit in the Education sector that reported $492K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $450K left a modest 8% surplus.

Mission

THE CURRICULUM LEADERSHIP INSTITUTE'S MISSION IS TO ADVOCATE A SCHOOL IMPROVEMENT MODEL FOUNDED ON PRINCIPLES ASSOCIATED WITH THE PROFESSIONALISM AND DYNAMIC LEADERSHIP OF ALL DISTRICT EDUCATORS. OUR MISSION EMPHASIZES ACADEMICALLY BASED, DISTRICT-LEVEL DECISION MAKING AND ACTION TAKING TO ALIGN AND MANAGE CURRICULUM, INSTRUCTION, AND ASSESSMENT. ADDITIONALLY, THE CLI'S MISSION IS TO HELP DISTRICTS CREATE AND MAINTAIN A GOVERNANCE FRAMEWORK DESIGNED TO SYSTEMICALLY FOCUS ORGANIZATIONAL ENERGY ON SETTING AND AUTHENTICALLY MEETING LOCALLY DETERMINED GOALS FOR STUDENT LEARNING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $434,045

Investment Income $57,508

Other Revenue $0

TOTAL REVENUE $491,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $377,927

Fundraising Expenses $0

Program Expenses $380,356

Other Expenses $72,041

TOTAL EXPENSES $449,968

Year-over-Year Comparison

	2025	2024	Change
Revenue	$491,553	$426,660	+0.2%
Expenses	$449,968	$379,055	+0.2%
Net Income	$41,585	$47,605	-0.1%

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

$103,918

Total Directors

$191,916

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY L BRUTON	PRESIDENT	40.00	Officer Director	$103,918	$0	$103,918
EMILY MAKELKY	SECRETARY/TR	40.00	Director	$87,998	$0	$87,998
DOUG CHRISTENSEN	DIRECTOR	0.50	Director	$0	$0	$0
THERESA DAVIDSON	DIRECTOR	0.50	Director	$0	$0	$0
DEVIN EMBRAY	DIRECTOR	0.50	Director	$0	$0	$0
ILAH GILREATH	CHAIRPERSON	0.50	Director	$0	$0	$0
SARA MCGINNIS	VICE CHAIR	0.50	Director	$0	$0	$0
MARGARET SANDOZ	DIRECTOR	0.50	Director	$0	$0	$0
STEVE WROBLESKI	DIRECTOR	0.50	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
2025	$491,553	$449,968	$659,885	$41,585
2024	$426,660	$379,055	$619,116	$47,605
2023	$401,726	$369,254	$632,459	$32,472
2022	$342,555	$334,413	$661,227	$8,142
2021	$324,015	$266,516	$480,317	$57,499
2020	$293,426	$296,369	$423,113	$-2,943
2019	$393,766	$407,008	$428,337	$-13,242
2018	$443,340	$473,570	$440,707	$-30,230

CURRICULUM LEADERSHIP INSTITUTE