SCOTTSDALE LEADERSHIP INC (EIN 860822647) - 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

1986

Legal Domicile

Principal Officer

LEE ANN WITT

Phone

4806276710

Tax Period

2024-07-01 to 2025-06-30

SCOTTSDALE LEADERSHIP INC, founded in 1986, is a small nonprofit in the Education sector that reported $447K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

LEADERSHIP DEVELOPMENT TRAINING FOR CURRENT AND EMERGING COMMUNITY LEADERS, INCLUDING SEMINARS, WORKSHOPS, AND FIELD TRIPS CONDUCTED IN THE CITY OF SCOTTSDALE ARIZONA.

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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 $192,951

Program Service Revenue $235,286

Investment Income $4,830

Other Revenue $13,925

TOTAL REVENUE $446,992

Expense Breakdown

Grants Paid $5,800

Salaries & Benefits $251,889

Fundraising Expenses $18,568

Program Expenses $369,822

Other Expenses $201,912

TOTAL EXPENSES $459,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,992	$475,041	-0.1%
Expenses	$459,601	$447,735	+0.0%
Net Income	$-12,609	$27,306	-1.5%

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

170

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

$104,602

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE ANN WITT	EXECUTIVE DIRECTOR	060.00	Officer	$96,543	$8,059	$104,602
JOANNA PEYTON	PRESIDENT	010.00	Officer Director	$0	$0	$0
MERLE RIEPE	PRESIDENT ELECT	005.00	Officer Director	$0	$0	$0
MICHAEL WILLS	PAST PRESIDENT	003.00	Officer Director	$0	$0	$0
ERIN GERACE	SECRETARY	002.00	Officer Director	$0	$0	$0
MATT WHITE	TREASURER	002.00	Officer Director	$0	$0	$0
ANN PORTER	DIRECTOR	001.00	Director	$0	$0	$0
COLLEEN KATZ	DIRECTOR	001.00	Director	$0	$0	$0
DAN NEWHART	DIRECTOR	001.00	Director	$0	$0	$0
ERIN KRIVANEK	DIRECTOR	001.00	Director	$0	$0	$0
JASON GLENN	DIRECTOR	001.00	Director	$0	$0	$0
JIM KOLLENDA	DIRECTOR	001.00	Director	$0	$0	$0
KAREN ARMKNECHT	DIRECTOR	001.00	Director	$0	$0	$0
KAREN TONKINSON	DIRECTOR	001.00	Director	$0	$0	$0
LARRY HEWITT	DIRECTOR	001.00	Director	$0	$0	$0
LYRIC NAQUIN	DIRECTOR	001.00	Director	$0	$0	$0
NICK ALAMSHAW	DIRECTOR	001.00	Director	$0	$0	$0
RACHEL JENSEN	DIRECTOR	001.00	Director	$0	$0	$0
RACHEL TARMAN	DIRECTOR	001.00	Director	$0	$0	$0
STEPHANIE TIPPETT	DIRECTOR	001.00	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	$446,992	$459,601	$226,613	$-12,609
2024	$475,041	$447,735	$225,108	$27,306
2023	$359,383	$406,637	$186,705	$-47,254
2022	$401,168	$351,569	$233,746	$49,599
2021	$227,426	$308,605	$380,799	$-81,179
2020	$287,506	$303,950	$289,010	$-16,444
2019	$336,188	$301,329	$285,933	$34,859

SCOTTSDALE LEADERSHIP INC