Cultivatus Leadership Institute (EIN 852436495) - 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

2020

Legal Domicile

Principal Officer

Eric Freeman

Phone

3367902202

Tax Period

2024-07-01 to 2025-06-30

Cultivatus Leadership Institute, founded in 2020, is a small nonprofit in the Education sector that reported $330K in total revenue in fiscal year 2024.

Mission

We equip individuals to become mature healthy leaders through instruction training and guidance.

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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 $152,501

Program Service Revenue $69,349

Investment Income $6,544

Other Revenue $101,925

TOTAL REVENUE $330,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,349

Fundraising Expenses $43,555

Program Expenses $243,763

Other Expenses $166,255

TOTAL EXPENSES $346,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$330,319	N/A	N/A
Expenses	$346,604	N/A	N/A
Net Income	$-16,285	N/A	N/A

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

$101,130

Total Directors

$13,121

Key Employees

$45,270

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Austin Anthony	Controller Treasurer	2.00	Director	$5,000	$0	$5,000
Rachel Bennet	Board Member	0.00	Director	$0	$0	$0
Matt Ketterman	Board Member	0.00	Director	$0	$0	$0
David Crockett	Board Member	0.00	Director	$0	$0	$0
Zac Currence	Board Member	0.00	Director	$0	$0	$0
Jeff Karnes	Board Member	1.00	Director	$8,121	$0	$8,121
Eric Freeman	President	40.00	Officer Highest	$55,860	$0	$55,860
Tyresa Foster	Secretary Academic Director	40.00	Officer Key Emp	$45,270	$0	$45,270

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	$330,319	$346,604	$255,409	$-16,285
2023	$135,415	$168,325	$420,332	$-32,910
2022	$50,094	$51,199	$500,019	$-1,105
2021	$181,897	$60,935	$503,541	$120,962

Cultivatus Leadership Institute