LEADERSHIP TO ENSURE THE AMERICAN DREAM (EIN 872021630) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

KRISTI ROGERS

Phone

2024680674

Tax Period

2023-01-01 to 2023-12-31

LEADERSHIP TO ENSURE THE AMERICAN DREAM, founded in 2021, is a small nonprofit that reported $488K in total revenue in fiscal year 2021. Expenses of $420K left a modest 14% surplus.

Mission

LEADERSHIP TO ENSURE THE AMERICAN DREAM (LEAD) EXISTED TO REIGINITE THE AMERICAN DREAM BY CREATING A SPACE TO ADDRESS ISSUES THAT MATTER MOST TO LEADERS, FAMILIES, AND SMALL BUSINESSES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $149,439

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $149,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,239

Other Expenses $232,673

TOTAL EXPENSES $232,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,439	$573,500	-0.7%
Expenses	$232,673	$558,562	-0.6%
Net Income	$-83,234	$14,938	-6.6%

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
LAURIE MICHEL	CHAIR	1.00	Officer Director	$0	$0	$0
KRISTI ROGERS	PRESIDENT (UNTIL 07/23)	2.00	Officer Director	$0	$0	$0
TOM DINANNO	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLAN FILIP	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE ROGERS	HONORARY CHAIRMAN	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
2023	$149,439	$232,673	No data	$-83,234
2022	$573,500	$558,562	$83,234	$14,938
2021	$488,345	$420,049	$128,991	$68,296

LEADERSHIP TO ENSURE THE AMERICAN DREAM