MARY L BOOKER LEADERSHIP ACADEMY (EIN 825343612) - 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

2018

Legal Domicile

Principal Officer

TERRENCE DAVIS

Tax Period

2019-07-01 to 2020-06-30

MARY L BOOKER LEADERSHIP ACADEMY, founded in 2018, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2019. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $1.5M exceeded revenue, resulting in a 44% operating deficit.

Mission

THE ORGANIZATION DEVELOPS THE NEXT GENERATION OF DIVERSE LEADERS IN SAN FRANCISCO. THEY PREPARE THEIR GRADUATES TO BE SUCCESSFUL LEADERS IN COLLEGE AND CAREER THROUGH OUR RIGOROUS, STUDENT-CENTERED ACADEMIC PROGRAM AND OUR SHARED BELIEF IN LEADERSHIP, EQUITY, AND COMMUNITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,039,757

Program Service Revenue $0

Investment Income $68

Other Revenue $1,728

TOTAL REVENUE $1,041,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $791,238

Fundraising Expenses $0

Program Expenses $1,223,260

Other Expenses $704,185

TOTAL EXPENSES $1,495,423

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,041,553	$587,493	+0.8%
Expenses	$1,495,423	$205,260	+6.3%
Net Income	$-453,870	$382,233	-2.2%

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

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

$116,743

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRENCE DAVIS	EXECUTIVE DIRECTOR	40.00	Officer	$110,743	$6,000	$116,743
GERALDINE ANDERSON	CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE ICENGOGLE	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
TIYANA COLEMAN	TREASURER	2.00	Officer Director	$0	$0	$0
JASON WEEBY	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL DE SOUSA	MEMBER	2.00	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
2020	$1,041,553	$1,495,423	$67,447	$-453,870

MARY L BOOKER LEADERSHIP ACADEMY