Leader Transition Institute Inc

Nonprofit profile at a glance

EIN
831748160
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Bel Air, MD, USA
Phone
4107098208
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Leadership Development

Official website

Reported finances

Revenue
$33,469
Expenses
$44,623
Assets
$13,452
Liabilities
$3,173

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Ann S Brock (President and CEO)

People named in this filing

  • Ann S Brock (President and CEO)
  • Paul M Sivacek (VP, Operations)
  • David Post (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To assist all individuals transitioning from one industry sector to another. Efforts shall include, but are not limited to, events, workshops, publications, merchandise, advocacy, networking, and outreach. The primary focus shall be those individuals who are transitioning from uniformed service to the civilian sector, including active duty, national guard and reserve personnel, uniformed service retirees, veterans, uniformed service spouses, and surviving spouses.

What it reported doing in 2025

In addition to its core programs, the Leader Transition Institute provided a range of supplemental services to support continued participant development and engagement. These included facilitated book studies, resume workshops, and LinkedIn training sessions designed to strengthen professional readiness and communication skills. The organization also offered peer mentoring opportunities and hosted monthly alumni community check-ins to foster connection, accountability, and continued alignment during transition. Together, these activities extended program impact beyond the initial cohort experience and supported participants in sustaining progress in their personal and professional transitions.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 82
  • Sustainability: 22
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.4%; rating input score 79
  • Program expense ratio: 59.5%; rating input score 60

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -33.3%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 23; 23rd percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 11; 11th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 7.9% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: -39.5% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: -53.4% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 79.4% of revenue deployed · 59.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 16/100.
  • High — Sustainability: Total-asset coverage ratio scored 23/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 11/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.