Lead NC (EIN 813459495) - 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

2017

Legal Domicile

Principal Officer

Elizabeth Goodwin

Phone

9196791776

Tax Period

2023-01-01 to 2023-12-31

Lead NC, founded in 2017, is a small nonprofit that reported $392K in total revenue in fiscal year 2023. The organization ran a surplus of $190K, a strong 48% operating margin.

Mission

LEAD NC is a non-partisan organization that seeks, encourages and cultivates a new generation of community and civic leaders for North Carolina through information dissemination, training and leadership development.

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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 $392,300

Program Service Revenue $52

Investment Income $0

Other Revenue $0

TOTAL REVENUE $392,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,120

Fundraising Expenses $0

Program Expenses $108,534

Other Expenses $117,598

TOTAL EXPENSES $202,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$392,352	$388,701	+0.0%
Expenses	$202,718	$435,132	-0.5%
Net Income	$189,634	$-46,431	-5.1%

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

$23,079

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Goodwin	Executive Director	20	Officer	$23,079	$0	$23,079
Elizabeth Kazal	Board Chair	0.5	Director	$0	$0	$0
Nina Szlosberg-Landis	Vice Chair	0.5	Director	$0	$0	$0
Melvin Montford	Board Member	0.5	Director	$0	$0	$0
Claudia Richardson	Board Member	0.5	Director	$0	$0	$0
Aimy Steele	Board Member	0.5	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	$392,352	$202,718	$211,123	$189,634
2022	$388,701	$435,132	$20,529	$-46,431
2021	$201,979	$266,579	$31,734	$-64,600
2021	$316,520	$250,156	$66,500	$66,364

Lead NC