Western Association of Leavitt Families (EIN 870582193) - 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

1998

Legal Domicile

Principal Officer

Dixie Leavitt

Phone

4358652903

Tax Period

2024-01-01 to 2024-12-31

Western Association of Leavitt Families, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $256K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $241K, a strong 94% operating margin.

Mission

To nourish the living & honor & redeem the dead

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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 $256,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $256,500

Expense Breakdown

Grants Paid $700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,724

Other Expenses $15,293

TOTAL EXPENSES $15,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,500	$164,357	+0.6%
Expenses	$15,993	$475	+32.7%
Net Income	$240,507	$163,882	+0.5%

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

N/A

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
Mark Leavitt	President	1.00	Director	$0	$0	$0
Dixie Leavitt	Vice Pres.	2.00	Director	$0	$0	$0
La Nita Brown	Secretary	1.00	Director	$0	$0	$0
Jim Douglas	Treasurer	1.00	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
2025	No data	No data	No data	No data
2024	$256,500	$15,993	$1,360,196	$240,507
2023	$164,357	$475	$1,119,676	$163,882
2022	$179,372	$25,982	$955,613	$153,390
2021	$703,322	$14,160	$802,223	$689,162
2019	$4,159	$7,270	$117,946	$-3,111
2018	$3,945	$411	$121,057	$3,534

Western Association of Leavitt Families