LEAD NC INSTITUTE (EIN 815398024) - 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

2024-01-01 to 2024-12-31

LEAD NC INSTITUTE, founded in 2017, is a small nonprofit in the Education sector that reported $380K in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum.

Mission

Lead NC institute 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 (2024)

Revenue Breakdown

Contributions & Grants $380,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $380,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,152

Other Expenses $377,366

TOTAL EXPENSES $377,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$380,000	$199,005	+0.9%
Expenses	$377,366	$204,803	+0.8%
Net Income	$2,634	$-5,798	-1.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tammy Brunner	Chairperson	0.5	Director	$0	$0	$0
Dan DeRosa	Board Member	0.5	Director	$0	$0	$0
Toria Boldware	Board Member	0.5	Director	$0	$0	$0
Sagar Sane	Board Member	0.5	Director	$0	$0	$0
Amina Ghaffar	Board Member	0.5	Director	$0	$0	$0
Dr Jovita Lee	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	$380,000	$377,366	$103,419	$2,634
2023	No data	No data	No data	No data
2022	$420,200	$416,801	$106,548	$3,399
2021	$554,000	$317,163	$337,163	$236,837

LEAD NC INSTITUTE