WOMEN'S LEADERSHIP ALLIANCE INC (EIN 813732234) - 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

2016

Legal Domicile

Phone

9162018874

Tax Period

2023-01-01 to 2023-12-31

WOMEN'S LEADERSHIP ALLIANCE INC, founded in 2016, is a small nonprofit in the Education sector that reported $283K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $257K left a modest 9% surplus.

Mission

To address the long-standing lack of gender representation in the financial advising profession by attracting, supporting, and advancing women to create successful and fulfilling financial advising careers.

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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 $239,194

Program Service Revenue $6,455

Investment Income $37,067

Other Revenue $0

TOTAL REVENUE $282,716

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $0

Fundraising Expenses $30,447

Program Expenses $66,383

Other Expenses $212,143

TOTAL EXPENSES $256,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$282,716	$247,906	+0.1%
Expenses	$256,955	$146,319	+0.8%
Net Income	$25,761	$101,587	-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

Employees

N/A

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

Total Directors

$94,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE GULARTE	EXECUTIVE DIRECTOR	22.0	Director	$94,000	$0	$94,000
KALITA BLESSING	PRESIDENT	2.0	Officer	$0	$0	$0
JUDITH MCGEE	SECRETARY	2.0	Officer	$0	$0	$0
KIMBERLEE BOUSKA	VICE CHAIR	2.0	Officer	$0	$0	$0
ELLENORE BAKER	TREASURER	2.0	Officer	$0	$0	$0
MARY CARTER PETERSON	DIRECTOR	1.0	Officer	$0	$0	$0
KATHLEEN MILLER	DIRECTOR	2.0	Officer	$0	$0	$0
LAURA WEBB	DIRECTOR	1.0	Officer	$0	$0	$0
DANIELLE PAGE	DIRECTOR	2.0	Officer	$0	$0	$0
PAMELA GREY	DIRECTOR	1.0	Officer	$0	$0	$0
SHERRI STEPHENS	DIRECTOR	1.0	Officer	$0	$0	$0
MARGARET STARNER	DIRECTOR	2.0	Officer	$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	$282,716	$256,955	$913,245	$25,761
2022	$247,906	$146,319	$892,136	$101,587
2021	$268,962	$69,953	$852,518	$199,009
2021	$268,962	$69,953	$852,518	$199,009
2020	$166,018	$80,680	$653,135	$85,338

WOMEN'S LEADERSHIP ALLIANCE INC