LONGLEAF SERVICES INC (EIN 743155150) - 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

2005

Legal Domicile

Principal Officer

MOLLY KOECHER

Phone

9199663561

Tax Period

2023-07-01 to 2024-06-30

LONGLEAF SERVICES INC, founded in 2005, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

PROVIDE COST-EFFECTIVE FULFILLMENT SERVICES AND OTHER SUPPORT TO PARENT COMPANY UNC PRESS AS WELL AS OTHER UNIVERSITY PRESSES.

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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 $189,436

Program Service Revenue $5,524,027

Investment Income $58,046

Other Revenue $83,117

TOTAL REVENUE $5,854,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,449,388

Fundraising Expenses $0

Program Expenses $5,282,139

Other Expenses $3,697,091

TOTAL EXPENSES $6,146,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,854,626	$4,493,281	+0.3%
Expenses	$6,146,479	$4,641,642	+0.3%
Net Income	$-291,853	$-148,361	+1.0%

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

$506,290

Total Directors

$480,277

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA LEVENSTEIN	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SHERER	DIRECTOR, UNC PRESS	1.00	Officer Director	$0	$52,107	$288,366
MICHAEL GRAVES	CFO, UNC PRESS	1.00	Director	$0	$26,911	$191,911
JOHN C O'HARA JR	MEMBER	1.00	Director	$0	$0	$0
ANGELA MILES	MEMBER	1.00	Director	$0	$0	$0
ROBERT O NELSON	MEMBER	1.00	Director	$0	$0	$0
SUSAN REICH	MEMBER	1.00	Director	$0	$0	$0
ERIC BRANDT	MEMBER	1.00	Director	$0	$0	$0
STEVE WRINN	MEMBER	1.00	Director	$0	$0	$0
JANE BUNKER	MEMBER	1.00	Director	$0	$0	$0
CLAY FARR	CEO	40.00	Officer	$176,100	$41,824	$217,924
MOLLY KOECHER	DIRECTOR OF OPERATIONS	40.00	Highest	$115,788	$32,117	$147,905

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	No data	No data	No data	No data
2024	$5,854,626	$6,146,479	$13,884,522	$-291,853
2023	$4,493,281	$4,641,642	$11,691,672	$-148,361
2022	$4,568,525	$4,502,556	$10,272,866	$65,969
2021	$4,399,478	$3,946,442	$12,420,902	$453,036
2020	$4,131,701	$3,947,717	$9,034,347	$183,984
2019	$3,763,279	$3,806,117	$8,639,850	$-42,838
2018	$3,424,510	$3,399,752	$7,150,199	$24,758

LONGLEAF SERVICES INC