EDUCATIONAL LEADERSHIP INC (EIN 760577751) - 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

1998

Legal Domicile

Principal Officer

MELISSA NOWICKI

Phone

7137846345

Tax Period

2023-09-01 to 2024-08-31

EDUCATIONAL LEADERSHIP INC, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $27.7M in total revenue in fiscal year 2023.

Mission

EDUCATIONAL PROGRAMS FOR STUDENTS GRADES K-12.

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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 $6,165,896

Program Service Revenue $21,510,325

Investment Income $66,637

Other Revenue $0

TOTAL REVENUE $27,742,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,581,297

Fundraising Expenses $229,644

Program Expenses $22,780,411

Other Expenses $9,508,419

TOTAL EXPENSES $28,089,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,742,858	$27,400,735	+0.0%
Expenses	$28,089,716	$27,157,355	+0.0%
Net Income	$-346,858	$243,380	-2.4%

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

259

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

$1,100,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAI DAGGETT	MEMBER	2.00	Director	$0	$0	$0
CELESTINO GONZALEZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL SAENZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES E PHILLIPS	SECERTARY	2.00	Officer Director	$0	$0	$0
PATRICIA GARDNER YOUNG	TREASURER	2.00	Officer Director	$0	$0	$0
FELICIA ADAMS	SUPERINTENDENT	40.00	Officer	$226,865	$10,200	$237,065
UYEN NGUYEN	CHIEF ACADEMIC OFFICER	40.00	Officer	$183,600	$10,200	$193,800
KERI FOVARGUE PHD	CHIEF OF STAFF	40.00	Officer	$173,268	$23,557	$196,825
SPYROS CATECHIS	FOUNDER	40.00	Officer	$165,316	$21,358	$186,674
TRACEY EGAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$167,266	$10,200	$177,466
ANNE LEAL MA	OFFICER OF SPECIAL POPULATIONS	40.00	Officer	$100,556	$7,854	$108,410

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	$27,742,858	$28,089,716	$12,655,509	$-346,858
2023	$27,400,735	$27,157,355	$14,734,563	$243,380
2022	$25,407,475	$25,355,720	$8,877,308	$51,755
2021	$25,611,822	$23,171,860	$8,693,238	$2,439,962
2020	$23,172,113	$21,579,527	$8,173,956	$1,592,586
2019	$22,049,914	$20,521,191	$4,814,046	$1,528,723
2018	$19,676,296	$20,451,611	$3,581,113	$-775,315

EDUCATIONAL LEADERSHIP INC