WHITE ROSE LEADERSHIP INSTITUTE

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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

LISA BARSHINGER

Phone

7172082824

Tax Period

2024-10-01 to 2025-09-30

WHITE ROSE LEADERSHIP INSTITUTE, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $983K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $936K left a modest 5% surplus.

Mission

THE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $712,944 Revenue: $70,275

SUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 320 YORK COUNTY NONPROFITS.

Program 2

Expenses: $48,610

PROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM.

Program 3

Expenses: $48,610

PROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS.

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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 $814,666

Program Service Revenue $70,275

Investment Income $95,985

Other Revenue $2,000

TOTAL REVENUE $982,926

Expense Breakdown

Grants Paid $578,208

Salaries & Benefits $178,499

Fundraising Expenses $22,525

Program Expenses $810,164

Other Expenses $179,622

TOTAL EXPENSES $936,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$982,926	$1,056,903	-0.1%
Expenses	$936,329	$967,472	0.0%
Net Income	$46,597	$89,431	-0.5%

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

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

$21,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA BARSHINGER	EXECUTIVE DIRECTOR (START 10/24)	40.00	Officer	$21,070	$0	$21,070
BOBBI ANNE DELEO	IMMEDIATE PAST PRESIDENT	1.00	Officer	$0	$0	$0
JOYCE SANTIAGO	CHAIR/DIRECTOR	1.00	Officer Director	$0	$0	$0
THOMAS O'CONNOR	VICE-CHAIR/DIRECTOR	1.00	Officer Director	$0	$0	$0
TIM WORKINGER	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
JASON LEWIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JEAN TREUTHART	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
DEB GOGNIAT	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE SUMMERS	DIRECTOR	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
2025	$982,926	$936,329	$1,541,218	$46,597
2024	$1,056,903	$967,472	$1,494,620	$89,431
2023	$1,110,939	$945,545	$1,294,964	$165,394
2022	$1,822,992	$827,530	$1,066,112	$995,462
2021	$705,978	$621,586	$123,212	$84,392
2020	$721,226	$740,175	$50,371	$-18,949