Choices Leadership Incorporated (EIN 752867075) - 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

2000

Legal Domicile

Principal Officer

Horace Harkey

Tax Period

2021-01-01 to 2021-12-31

Choices Leadership Incorporated, founded in 2000, is a small nonprofit that reported $515K in total revenue in fiscal year 2021.

Mission

College preparatory elementary school serving 16 students grades 1st through 6th. It also serves one (1) federal Trio Upward Bound grant servicing 60 students at Thomas Jefferson.

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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 (2021)

Revenue Breakdown

Contributions & Grants $298,315

Program Service Revenue $217,169

Investment Income $0

Other Revenue $0

TOTAL REVENUE $515,484

Expense Breakdown

Grants Paid $430

Salaries & Benefits $213,505

Fundraising Expenses $0

Program Expenses $21,918

Other Expenses $348,723

TOTAL EXPENSES $562,658

Year-over-Year Comparison

	2021	2020	Change
Revenue	$515,484	$531,914	0.0%
Expenses	$562,658	$692,784	-0.2%
Net Income	$-47,174	$-160,870	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Harkey	DirectorHead of School	40.00	Director Key Emp	$0	$0	$0
Horace Harkey	Board PresidentExecutive Dir	40.00	Officer 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
2021	$515,484	$562,658	$3,737	$-47,174
2020	$531,914	$692,784	$-244,726	$-160,870
2019	$413,157	$785,519	$-231,333	$-372,362
2018	$926,708	$987,124	$7,575	$-60,416

Choices Leadership Incorporated