LEAD BEYOND INC (EIN 853929318) - 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

STEADMAN HARRISON III

Phone

6155092562

Tax Period

2023-01-01 to 2023-12-31

LEAD BEYOND INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $582K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $547K left a modest 6% surplus.

Mission

LEAD BEYOND, INC. IS A NOT-FOR-PROFIT CORPORATION THAT EXISTS TO EQUIP PEOPLE WITH ESSENTIAL KNOWLEDGE AND TOOLS TO GROW AND THRIVE THROUGH CRISIS, CHANGE, AND CONFLICT.

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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 $23,000

Program Service Revenue $557,074

Investment Income $0

Other Revenue $1,711

TOTAL REVENUE $581,785

Expense Breakdown

Grants Paid $20,491

Salaries & Benefits $280,303

Fundraising Expenses $7,587

Program Expenses $407,946

Other Expenses $246,409

TOTAL EXPENSES $547,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$581,785	$408,816	+0.4%
Expenses	$547,203	$523,333	+0.0%
Net Income	$34,582	$-114,517	-1.3%

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

$176,810

Total Directors

$176,810

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEADMAN HARRISON III	PRESIDENT	50.00	Officer Director	$110,810	$0	$110,810
CHARLENE GARRETT	PT YR TREASU	50.00	Officer Director	$66,000	$0	$66,000
CHARLES PALUS	BOARD CHAIRM	1.00	Officer Director	$0	$0	$0
ANNA KULMAR	SECRETARY	1.00	Officer Director	$0	$0	$0
DONNA CHROBOT MASON	MEMBER	1.00	Director	$0	$0	$0
DOROTHY KEDAR	PT YR MEMBER	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
2024	No data	No data	No data	No data
2023	$581,785	$547,203	$92,614	$34,582
2022	$408,816	$523,333	$78,302	$-114,517
2021	$922,915	$792,590	$134,176	$130,325

LEAD BEYOND INC