COMMUNITY LEADERSHIP & DEVELOPMENT INC (EIN 810397424) - 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

KALEB PERDEW

Phone

4062563002

Tax Period

2023-09-01 to 2024-08-31

COMMUNITY LEADERSHIP & DEVELOPMENT INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $2.6M left a modest 9% surplus.

Mission

CLDI SEEKS TO TRANSFORM LIVES AND EMPOWER THE PEOPLE OF SOUTH BILLINGS TO DO GOOD WORKS THROUGH THE PERSON OF JESUS CHRIST.

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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 $1,861,247

Program Service Revenue $747,180

Investment Income $210,613

Other Revenue $65,383

TOTAL REVENUE $2,884,423

Expense Breakdown

Grants Paid $141,084

Salaries & Benefits $1,111,610

Fundraising Expenses $280,590

Program Expenses $1,908,880

Other Expenses $1,385,319

TOTAL EXPENSES $2,638,013

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,884,423	$4,247,371	-0.3%
Expenses	$2,638,013	$2,646,108	0.0%
Net Income	$246,410	$1,601,263	-0.8%

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

300

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

$99,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM KOESSLER	DIRECTOR	5.00	Director	$0	$0	$0
NATE OAKLEY	DIRECTOR	5.00	Director	$0	$0	$0
KYLE YOUNG	DIRECTOR	5.00	Officer Director	$0	$0	$0
DAVE GOODRIDGE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KENDRA MORAN	TREASURER	5.00	Officer Director	$0	$0	$0
DIANE MORLEDGE-HAMPTON	SECRETARY	5.00	Officer Director	$0	$0	$0
JOSH GILLIGAN	VICE PRESIDENT	5.00	Director	$0	$0	$0
LINDA DEAVILLA	DIRECTOR	5.00	Director	$0	$0	$0
BOB TERWILLIGER	DIRECTOR	5.00	Director	$0	$0	$0
KALEB PERDEW	EXECUTIVE DIRECTOR	40.00	Officer	$95,987	$3,114	$99,101

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	$2,884,423	$2,638,013	$14,555,180	$246,410
2023	$4,247,371	$2,646,108	$14,806,103	$1,601,263
2022	$3,509,328	$2,414,071	$12,832,466	$1,095,257
2021	$3,817,748	$1,939,154	$11,535,426	$1,878,594
2020	$2,586,398	$1,994,956	$9,789,138	$591,442
2019	$2,016,856	$1,538,908	$9,054,114	$477,948
2018	$3,385,673	$1,388,478	$8,763,029	$1,997,195

COMMUNITY LEADERSHIP & DEVELOPMENT INC