The Advanced Leadership Institute Inc (EIN 853695252) - 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

Evan Frazier

Phone

4129261600

Tax Period

2024-01-01 to 2024-12-31

The Advanced Leadership Institute Inc, founded in 2020, is a community nonprofit in the Public & Societal Benefit sector that reported $2.4M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

Our mission is to strengthen companies, institutions, and communities by cultivating leadership through world class executive education programs tailored to support, develop, and retain Black leaders and their allies.

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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 $1,752,053

Program Service Revenue $569,676

Investment Income $112,704

Other Revenue $345

TOTAL REVENUE $2,434,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $862,387

Fundraising Expenses $223,017

Program Expenses $1,780,031

Other Expenses $1,537,128

TOTAL EXPENSES $2,399,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,434,778	$2,859,644	-0.1%
Expenses	$2,399,515	$2,381,694	+0.0%
Net Income	$35,263	$477,950	-0.9%

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

$513,860

Total Directors

$326,298

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Evan Frazier	President	40.00	Officer Director	$239,347	$86,951	$326,298
Alexis Steals	Vice President - Operations	40.00	Officer	$156,800	$30,762	$187,562
Marsha Jones	Chair Emeritus	5.00	Director	$0	$0	$0
Kenya Boswell	Director	3.00	Director	$0	$0	$0
Lara Washington	Chair	8.00	Officer Director	$0	$0	$0
Eric Boughner	Vice Chair	3.00	Officer Director	$0	$0	$0
Noland Cheung	Secretary	3.00	Officer Director	$0	$0	$0
Darrell Smalley	Director	3.00	Director	$0	$0	$0
Jessica Mitchell	Director	3.00	Director	$0	$0	$0
Robert DeMichiei	Treasurer	3.00	Officer Director	$0	$0	$0
Bill Flanagan	Director	3.00	Director	$0	$0	$0
Kevin Walker	Director	3.00	Director	$0	$0	$0
Leroy Ball	DIrector	2.00	Director	$0	$0	$0
Carlos Etheredge	Director	2.00	Director	$0	$0	$0
Jason Hazlewood	Director	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
2024	$2,434,778	$2,399,515	$4,523,468	$35,263
2023	$2,859,644	$2,381,694	$4,409,954	$477,950
2022	$1,227,947	$1,742,067	$3,620,488	$-514,120
2021	$5,108,147	$938,302	$4,385,119	$4,169,845

The Advanced Leadership Institute Inc