Lead PA

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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

Principal Officer

Cai Smith Morris

Tax Period

2023-01-01 to 2023-12-31

Lead PA is a small nonprofit that reported $605K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 17% operating margin.

Mission

Cultivating the next generation of progressive leaders across the Commonwealth of Pennsylvania

Program Service Accomplishments

Program 1

Expenses: $149,294

Professional development trainings including Ready to Manage trained

Program 2

Expenses: $58,736 Revenue: $10,705

Political candidate trainings Ready to Lead training candidates for

Program 3

Expenses: $47,819

Civic education training provide civic education about the issues that

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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 $400,500

Program Service Revenue $10,705

Investment Income $1,017

Other Revenue $193,043

TOTAL REVENUE $605,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,113

Fundraising Expenses $9,629

Program Expenses $273,961

Other Expenses $150,759

TOTAL EXPENSES $501,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$605,265	$486,640	+0.2%
Expenses	$501,872	$354,789	+0.4%
Net Income	$103,393	$131,851	-0.2%

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

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

$231,954

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maegan Llerena	President	3	Officer Director	$0	$0	$0
Fiona Conroy	Vice President	3	Officer Director	$0	$0	$0
Carol Carvalho	Secretary	3	Officer Director	$0	$0	$0
Jess Cadorette	Treasurer	3	Officer Director	$0	$0	$0
Cai S Morris	Exec Director	40	Key Emp	$100,000	$14,432	$114,432
Oliver Truong	Co Exec Direct	40	Key Emp	$103,000	$14,522	$117,522

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	$605,265	$501,872	$350,001	$103,393
2022	$486,640	$354,789	$246,608	$131,851
2021	$188,814	$372,266	$114,757	$-183,452
2020	$517,505	$238,131	$298,594	$279,374