LEAD EDUCATION FOUNDATION

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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

CHARLOTTE MEADOWS

Phone

3344513127

Tax Period

2020-10-01 to 2021-09-30

LEAD EDUCATION FOUNDATION, founded in 2017, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2020. Revenue surged 61% from the prior year, signaling strong growth momentum.

Mission

OPERATE A CHARTER SCHOOL IN MONTGOMERY, AL PROVIDING INNOVATIVE PROGRAMS DESIGNED TO SPARK CURIOSITY, MAXIMIZE LEARNING POTENTIAL, AND CONTINUOUSLY IMPROVE STUDENT ACHIEVEMENT BY EMPOWERING STUDENTS WITH 21ST CENTURY SKILLS.

Program Service Accomplishments

Program 1

Expenses: $5,915,620 Revenue: $5,385,239

LEAD ACADEMY - A CHARTER SCHOOL IN MONTGOMERY, ALABAMA PROVIDING INNOVATIVE PROGRAMS DESIGNED TO SPARK CURIOSITY, MAXIMIZE LEARNING POTENTIAL, AND CONTINUOUSLY IMPROVE STUDENT ACHIEVEMENT BY...

LEAD ACADEMY - A CHARTER SCHOOL IN MONTGOMERY, ALABAMA PROVIDING INNOVATIVE PROGRAMS DESIGNED TO SPARK CURIOSITY, MAXIMIZE LEARNING POTENTIAL, AND CONTINUOUSLY IMPROVE STUDENT ACHIEVEMENT BY EMPOWERING STUDENTS WITH 21ST CENTURY SKILLS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,060,251

Program Service Revenue $2,825

Investment Income $0

Other Revenue $322,163

TOTAL REVENUE $5,385,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,584,462

Fundraising Expenses $2,446

Program Expenses $5,915,620

Other Expenses $3,338,192

TOTAL EXPENSES $5,922,654

Year-over-Year Comparison

	2020	2019	Change
Revenue	$5,385,239	$3,354,696	+0.6%
Expenses	$5,922,654	$3,264,186	+0.8%
Net Income	$-537,415	$90,510	-6.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN CANTRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN FARROW	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM GREEN	BOARD MEMBER	0.50	Director	$0	$0	$0
SONYA MCCALL	BOARD MEMBER	3.00	Director	$0	$0	$0
CHARLOTTE MEADOWS	PRESIDENT	7.00	Officer Director	$0	$0	$0
LORI WHITE	SECRETARY	4.00	Officer Director	$0	$0	$0
WALTER WOOD	BOARD MEMBER	1.00	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
2021	$5,385,239	$5,922,654	$1,341,745	$-537,415
2020	$3,354,696	$3,264,186	$642,695	$90,510
2019	$719,163	$794,346	$275,927	$-75,183