Civic Intelligence

Leadership Transformations Inc.

990 • Fiscal year 2018 • EIN 01-0779814

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 20, 2019

Organization Profilewww.leadershiptransformations.org
PO Box 338Lexington, MA 02420

(719) 785-3600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.40x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.26x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

50th percentile

3.6%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$126,753

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

63rd percentile

7.0%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$556,680

Up $36,438 (+7.0%) from 2017

Net Assets

Up

$335,935

Up $30,357 (+9.9%) from 2017

Liabilities

Up

$220,745

Up $6,081 (+2.8%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin50th percentile

Revenue

Up

$845,525

Up $54,503 (+6.9%) from 2017

Expenses

Up

$815,168

Up $46,587 (+6.1%) from 2017

Net Income

Up

$30,357

Up $7,916 (+35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $194,485Liabilities 2010: $22,408Net Assets 2010: $172,0772010Assets 2011: $245,589Liabilities 2011: $23,433Net Assets 2011: $222,1562011Assets 2012: $251,437Liabilities 2012: $27,759Net Assets 2012: $223,6782012Assets 2013: $278,392Liabilities 2013: $43,661Net Assets 2013: $234,7312013Assets 2014: $332,684Liabilities 2014: $62,064Net Assets 2014: $270,6202014Assets 2015: $491,279Liabilities 2015: $211,361Net Assets 2015: $279,9182015Assets 2016: $511,205Liabilities 2016: $228,068Net Assets 2016: $283,1372016Assets 2017: $520,242Liabilities 2017: $214,664Net Assets 2017: $305,5782017Assets 2018: $556,680Liabilities 2018: $220,745Net Assets 2018: $335,9352018Assets 2019: $738,826Liabilities 2019: $306,835Net Assets 2019: $431,9912019Assets 2020: $850,723Liabilities 2020: $267,631Net Assets 2020: $583,0922020Assets 2021: $1,320,885Liabilities 2021: $674,124Net Assets 2021: $646,7612021Assets 2022: $1,507,487Liabilities 2022: $815,406Net Assets 2022: $692,0812022Assets 2023: $1,470,409Liabilities 2023: $640,873Net Assets 2023: $829,5362023Assets 2024: $1,352,281Liabilities 2024: $441,016Net Assets 2024: $911,2652024Assets 2025: $1,395,267Liabilities 2025: $594,844Net Assets 2025: $800,4232025

Highlighted filing

2018

Assets$556,680
Liabilities$220,745
Net Assets$335,935
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $486,8072010Expenses 2011: $562,0832011Expenses 2012: $542,0032012Revenue 2013: $561,457Expenses 2013: $556,672Net Income 2013: $4,7852013Revenue 2014: $593,496Expenses 2014: $559,660Net Income 2014: $33,8362014Revenue 2015: $637,057Expenses 2015: $620,015Net Income 2015: $17,0422015Revenue 2016: $740,816Expenses 2016: $737,597Net Income 2016: $3,2192016Revenue 2017: $791,022Expenses 2017: $768,581Net Income 2017: $22,4412017Revenue 2018: $845,525Expenses 2018: $815,168Net Income 2018: $30,3572018Revenue 2019: $970,046Expenses 2019: $873,990Net Income 2019: $96,0562019Revenue 2020: $949,543Expenses 2020: $798,442Net Income 2020: $151,1012020Revenue 2021: $999,409Expenses 2021: $935,740Net Income 2021: $63,6692021Revenue 2022: $1,069,517Expenses 2022: $1,024,197Net Income 2022: $45,3202022Revenue 2023: $1,374,113Expenses 2023: $1,236,658Net Income 2023: $137,4552023Revenue 2024: $1,262,054Expenses 2024: $1,180,325Net Income 2024: $81,7292024Revenue 2025: $1,175,814Expenses 2025: $1,188,981Net Income 2025: -$13,1672025

Highlighted filing

2018

Revenue$845,525
Expenses$815,168
Net Income$30,357
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 20, 2019
Return Version
2018v3.1
Gross Receipts
$845,525
Mission and Program Overview

Mission

Our vision is for churches and Christian organizations to be filled with leaders who place spiritual formation, discernment, and renewal above all other leadership priorities. Our mission is to cultivate vibrant spirituality and attentive discernment among Christian leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$169,412$249,641▲ $80,229
Savings and Temporary Cash Investments$200,020$153,220▼ $46,800
Accounts Receivable$103,054$101,556▼ $1,498
Prepaid Expenses and Deferred Charges$44,034$48,541▲ $4,507
Inventories for Sale or Use$3,722$3,722→ $0
Total Assets$520,242$556,680▲ $36,438
Liabilities
Deferred Revenue$187,298$201,363▲ $14,065
Accounts Payable and Accrued Expenses$27,366$19,382▼ $7,984
Total Liabilities$214,664$220,745▲ $6,081
Net Assets / Fund Balance
Unrestricted Net Assets$261,391$312,866▲ $51,475
Temporarily Rstr Net Assets$44,187$23,069▼ $21,118
Total Net Assets Fund Balance$305,578$335,935▲ $30,357
Total Liabilities and Net Assets / Fund Balance$520,242$556,680▲ $36,438

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,675$5,675
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve MacchiaPresidentFT$55,535$71,218$126,753
Richard AndersonExecutive Vice PresidentFT$112,691$6,300$118,991

Board Members and Trustees

NameTitle
Graeme MillsBoard Chair
Cynthia FantasiaBoard Member
Sage PaikBoard Member
Brian LaceySecretary
Richard KennellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$394,387
Program Service Revenue
$451,138
Investment Income
$0
Other Revenue
$0
All Other Contributions
$394,387
Change in Net Assets
$30,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$487,354
Other Expenses$327,814
Total Fundraising Expense$37,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$192,534$36,861$16,349$245,744
Other Expenses$206,543--$206,543
Other Salaries and Wages$165,410$19,338$12,892$197,640
Office Expenses$24,434$18,143$1,708$44,285
Travel$18,790$2,467$852$22,109
Pension Plan Contributions$16,534$3,307$2,205$22,046
Conferences and Meetings$19,111--$19,111
Payroll Taxes$12,767$2,553$1,702$17,022
Fees for Services Accounting-$12,000-$12,000
Information Technology$6,833$1,367$911$9,111
Occupancy$4,510$825$165$5,500
Insurance$3,971$794$529$5,294
Other Employee Benefits$3,677$735$490$4,902
Advertising$3,861--$3,861
Total Functional Expenses$678,975$98,390$37,803$815,168
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 was prepared by an independent cpa firm, reviewed by the finance team, and then emailed to the board of directors for their review before it was filed with the irs.”

Conflict of interest policy compliance Part VI line 12C

“The finance department monitors transactions for potential conflicts of interest and the board of directors reviews the conflict of interest policy annually. If a conflict is identified, the board member with a conflict would excuse himself/herself from the decision making process.”

CEO executive director top management comp Part VI line 15A

“The independent board of directors approves the executive directors compensation annually. Comparability data is used during the evaluation. This process is documented in the board minutes.”

Other officer or key employee compensation Part VI line 15B

“The independent board of directors approves the compensation of all employees annually. Comparability data is used during the evaluation. This process is documented in the board minutes.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Leadership Transformation Inc
EIN
01-0779814
Address
PO Box 338, Lexington, MA 02420

Signing Officer

Name
Richard Anderson
Title
Executive Vice
Phone
7197853600
Signed
2019-03-20
Discuss with paid preparer
No

Organization Details

Principal Officer
Steve Macchia
Formed
2003
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
10
Volunteers
5

Preparer

Firm
Drake Certified Public Accountants
Address
3775 Kimmel Road, Horton, MI 49246
Preparer
Karl L Drake CPA
Phone
5179379333
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportPY170Pct00.95630
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05675
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05675
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE FINANCE TEAM, AND THEN EMAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT WAS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE DEPARTMENT MONITORS TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST AND THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. IF A CONFLICT IS IDENTIFIED, THE BOARD MEMBER WITH A CONFLICT WOULD EXCUSE HIMSELF/HERSELF FROM THE DECISION MAKING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INDEPENDENT BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTORS COMPENSATION ANNUALLY. COMPARABILITY DATA IS USED DURING THE EVALUATION. THIS PROCESS IS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INDEPENDENT BOARD OF DIRECTORS APPROVES THE COMPENSATION OF ALL EMPLOYEES ANNUALLY. COMPARABILITY DATA IS USED DURING THE EVALUATION. THIS PROCESS IS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TotalEmployeeCnt010
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098390
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0678975
IRS990/TotalFunctionalExpensesGrp/TotalAmt0815168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0214664
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IRS990/TotalOtherCompensationAmt077518
IRS990/TotalProgramServiceExpensesAmt0678975
IRS990/TotalProgramServiceRevenueAmt0451138
IRS990/TotalReportableCompFromOrgAmt0168226
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0451138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0845525
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556680
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IRS990/TravelGrp/ProgramServicesAmt018790
IRS990/TravelGrp/TotalAmt022109
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0261391
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0312866
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.leadershiptransformations.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Vice
ReturnHeader/BusinessOfficerGrp/PhoneNum07197853600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leadership Transformation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0010779814
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 338
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002420
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01F9392FF4423FBEC8A3A674C7897189A0B5CE1EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F9392FF4423FBEC8A3A674C7897189A0B5CE1EA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId040102920190793iilcle
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.47.247.217
ReturnHeader/FilingSecurityInformation/IPDt02019-03-20
ReturnHeader/FilingSecurityInformation/IPTm010:52:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382979183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Drake Certified Public Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03775 Kimmel Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Horton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049246
ReturnHeader/PreparerPersonGrp/PhoneNum05179379333
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karl L Drake CPA
ReturnHeader/ReturnTs02019-03-20T10:50:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,680
Liabilities
$220,745
Net assets
$335,935
Revenue
$845,525
Expenses
$815,168
Net income
$30,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.59$0.80$1.18$1.19$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.44$0.91$1.26$1.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.64$0.83$1.37$1.24$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.82$0.69$1.07$1.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.67$0.65$1.00$0.94$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.27$0.58$0.95$0.80$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.31$0.43$0.97$0.87$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.22$0.34$0.85$0.82$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.21$0.31$0.79$0.77$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.23$0.28$0.74$0.74$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.21$0.28$0.64$0.62$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.06$0.27$0.59$0.56$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.23$0.56$0.56$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.03$0.22$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.02$0.22$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.02$0.17$0.49