Leadership Training & Education Fund (EIN 912156057) - 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

2000

Legal Domicile

Principal Officer

James Beard

Phone

5103373050

Tax Period

2024-06-01 to 2025-05-31

Leadership Training & Education Fund, founded in 2000, is a community nonprofit in the Employment sector that reported $2.4M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

To reimburse costs incurred in releasing employees for leadership training and education programs.

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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 $0

Program Service Revenue $2,379,573

Investment Income $5,447

Other Revenue $0

TOTAL REVENUE $2,385,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,194,504

Other Expenses $2,333,606

TOTAL EXPENSES $2,333,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,385,020	$2,820,047	-0.2%
Expenses	$2,333,606	$3,660,098	-0.4%
Net Income	$51,414	$-840,051	-1.1%

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
James Beard	Chairman	5.00	Officer Director	$0	$0	$0
Andrew Gross Gaitan	Co-Chairman	5.00	Officer Director	$0	$0	$0
Mark E Olivas	Trustee	5.00	Director	$0	$0	$0
David Huerta	Trustee	5.00	Director	$0	$0	$0
Dick Dotts	Trustee	5.00	Director	$0	$0	$0
Luis Fuentes	Trustee	5.00	Director	$0	$0	$0
Kallista Cervantes	Trustee	5.00	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	$2,385,020	$2,333,606	$2,327,180	$51,414
2024	$2,820,047	$3,660,098	$1,368,501	$-840,051
2023	$2,790,849	$2,079,009	$1,846,966	$711,840
2022	$2,340,970	$1,572,576	$1,448,281	$768,394
2021	$1,539,132	$1,914,086	$601,523	$-374,954
2020	$1,804,935	$1,859,655	$977,728	$-54,720
2019	$1,570,422	$1,225,049	$1,032,502	$345,373
2018	$1,334,771	$1,112,153	$685,929	$222,618

Leadership Training & Education Fund