EVEREST LEADERSHIP ACADEMY (EIN 812217691) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

RAYMOND V SOZZI Sr

Phone

9144418691

Tax Period

2023-01-01 to 2023-12-31

EVEREST LEADERSHIP ACADEMY, founded in 2016, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $13K, a strong 21% operating margin.

Mission

To provide scholarships to deserving underprivileged inner city students. To provide mentoring and foster leadership skills.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $63,631

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $63,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,367

Other Expenses $50,367

TOTAL EXPENSES $50,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,631	$56,281	+0.1%
Expenses	$50,367	$37,307	+0.4%
Net Income	$13,264	$18,974	-0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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
Raymond V Sozzi Sr	President & Treasurer	5.00	Officer Director	$0	$0	$0
Sean Timmins	Secretary	5.00	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
2024	No data	No data	No data	No data
2023	$63,631	$50,367	$91,209	$13,264
2022	$56,281	$37,307	$77,945	$18,974
2021	$34,582	$57,610	$58,971	$-23,028
2020	$63,368	$45,392	$79,195	$17,976
2019	$33,557	$43,169	$61,219	$-9,612
2018	$55,355	$63,743	$67,726	$-8,388

EVEREST LEADERSHIP ACADEMY