LEO SANTA (EIN 873247871) - 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

JEREMY JONES

Phone

8649018313

Tax Period

2023-01-01 to 2023-12-31

LEO SANTA, founded in 2021, is a small nonprofit in the Human Services sector that reported $312K in total revenue in fiscal year 2023.

Mission

LEO SANTA RAISES FUNDS AND COLLECTS TOYS FOR THOSE LESS FORTUNATE IN THE LOCAL COMMUNITY.

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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 $324,027

Program Service Revenue $0

Investment Income $0

Other Revenue $-12,500

TOTAL REVENUE $311,527

Expense Breakdown

Grants Paid $301,392

Salaries & Benefits $0

Fundraising Expenses $52

Program Expenses $308,352

Other Expenses $17,744

TOTAL EXPENSES $319,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,527	N/A	N/A
Expenses	$319,136	N/A	N/A
Net Income	$-7,609	N/A	N/A

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

200

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
BART MCENTIRE	CEO	0.50	Officer Director	$0	$0	$0
JEREMY JONES	PRESIDENT	0.50	Officer Director	$0	$0	$0
ANGEL REAVES	SECRETARY	0.50	Officer Director	$0	$0	$0
WILLIAM A CRANK	TREASURER	0.50	Officer Director	$0	$0	$0
GARY BROCK	DIRECTOR	0.50	Director	$0	$0	$0
ANNE LEE BUCK	DIRECTOR	0.50	Director	$0	$0	$0
SEAN DOGAN	DIRECTOR	0.50	Director	$0	$0	$0
BENJAMIN FORD	DIRECTOR	0.50	Director	$0	$0	$0
ROB IANAURIO	DIRECTOR	0.50	Director	$0	$0	$0
NIKKI MALPASS	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA WEINER	DIRECTOR	0.50	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	$311,527	$319,136	$32,741	$-7,609

LEO SANTA