Elevate Leadership Forum (EIN 862460683) - 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

2021

Legal Domicile

Principal Officer

Mark Rittmanic

Phone

3602471622

Tax Period

2024-01-01 to 2024-12-31

Elevate Leadership Forum, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $180K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

Professional Business Association

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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 $180,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $180,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,323

Other Expenses $192,323

TOTAL EXPENSES $192,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,000	$215,000	-0.2%
Expenses	$192,323	$190,875	+0.0%
Net Income	$-12,323	$24,125	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Horton	President	3.00	Officer	$0	$0	$0
David Duncan	Director	3.00	Officer	$0	$0	$0
Mark Rittmanic	Treasurer	3.00	Officer	$0	$0	$0
Lance Chambers	Director	3.00	Officer	$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	$180,000	$192,323	$61,960	$-12,323
2023	$215,000	$190,875	$74,283	$24,125

Elevate Leadership Forum