Civic Intelligence

Foundation for Self Leadership

990 • Fiscal year 2019 • EIN 20-1318139

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 12, 2020

PO Box 3776Oak Park, IL 60303

(312) 718-6876

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$63,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

74%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

154%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$251,566

Up $106,576 (+74%) from 2018

Net Assets

Up

$234,305

Up $109,413 (+88%) from 2018

Liabilities

Down

$17,261

Down $2,837 (-14%) from 2018

Revenue

Up

$385,520

Up $234,012 (+154%) from 2018

Expenses

Up

$214,813

Up $22,986 (+12%) from 2018

Net Income

Up

$170,707

Up $211,026 (+523%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $6,556Net Assets 2010: $6,5562010Assets 2011: $6,221Liabilities 2011: $02011Assets 2012: $5,688Net Assets 2012: $5,6882012Assets 2013: $13,852Liabilities 2013: $02013Assets 2014: $39,431Liabilities 2014: $02014Assets 2015: $90,011Net Assets 2015: $90,0112015Assets 2016: $138,527Net Assets 2016: $138,5272016Assets 2017: $165,376Liabilities 2017: $02017Assets 2018: $144,990Liabilities 2018: $20,098Net Assets 2018: $124,8922018Assets 2019: $251,566Liabilities 2019: $17,261Net Assets 2019: $234,3052019Assets 2020: $298,976Liabilities 2020: $22,594Net Assets 2020: $276,3822020Assets 2021: $589,740Liabilities 2021: $21,087Net Assets 2021: $568,6532021Assets 2022: $453,896Liabilities 2022: $19,719Net Assets 2022: $434,1772022Assets 2023: $331,989Liabilities 2023: $11,751Net Assets 2023: $320,2382023Assets 2024: $384,846Liabilities 2024: $8,673Net Assets 2024: $376,1732024

Highlighted filing

2019

Assets$251,566
Liabilities$17,261
Net Assets$234,305

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $734Expenses 2010: $497Net Income 2010: $2372010Revenue 2011: $503Expenses 2011: $838Net Income 2011: -$3352011Revenue 2012: $2Expenses 2012: $535Net Income 2012: -$5332012Revenue 2013: $11,301Expenses 2013: $3,137Net Income 2013: $8,1642013Revenue 2014: $40,206Expenses 2014: $14,627Net Income 2014: $25,5792014Revenue 2015: $118,590Expenses 2015: $68,010Net Income 2015: $50,5802015Revenue 2016: $133,121Expenses 2016: $84,605Net Income 2016: $48,5162016Revenue 2017: $127,115Expenses 2017: $100,266Net Income 2017: $26,8492017Revenue 2018: $151,508Expenses 2018: $191,827Net Income 2018: -$40,3192018Revenue 2019: $385,520Expenses 2019: $214,813Net Income 2019: $170,7072019Revenue 2020: $317,041Expenses 2020: $226,063Net Income 2020: $90,9782020Revenue 2021: $567,079Expenses 2021: $274,808Net Income 2021: $292,2712021Revenue 2022: $318,071Expenses 2022: $452,547Net Income 2022: -$134,4762022Revenue 2023: $396,141Expenses 2023: $510,080Net Income 2023: -$113,9392023Revenue 2024: $416,004Expenses 2024: $359,976Net Income 2024: $56,0282024

Highlighted filing

2019

Revenue$385,520
Expenses$214,813
Net Income$170,707
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 12, 2020
Return Version
2019v5.0
Gross Receipts
$421,483
Mission and Program Overview

Mission

Research, scholarships and training

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$143,094$208,003▲ $64,909
Prepaid Expenses and Deferred Charges$770$43,330▲ $42,560
Accounts Receivable$1,126$233▼ $893
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$144,990$251,566▲ $106,576
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$20,098$15,881▼ $4,217
Other Liabilities-$1,380-
Total Liabilities$20,098$17,261▼ $2,837
Net Assets / Fund Balance
Net Assets With Donor Restrictions$124,892$292,838▲ $167,946
Net Assets Without Donor Restrictions-$-58,533-
Total Net Assets Fund Balance$124,892$234,305▲ $109,413
Total Liabilities and Net Assets / Fund Balance$144,990$251,566▲ $106,576
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Toufic HakimExecutive DirectorPT$63,000$63,000
Frank Guastell AndersonDirector-$2,250$2,250

Board Members and Trustees

NameTitle
Harley GoldbergChairman
Lester FaganDirector
Mark MiltonDirector
Pamela KrauseDirector
Vicki MccoyDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Group i&i Consultancy LLCVarious support staff - E-$69,585
Ilanit TalResearch Coordinator-$17,162
Everett Company Stage SchoolDance company for Confere-$15,000
Promus Consulting LLCDevelopment Consultant-$12,300
Michelle GlassOutlook Editor-$10,080
Revenue and Support

Revenue Composition

Contributions and Grants
$322,940
Program Service Revenue
$0
Investment Income
$62,120
Other Revenue
$460
All Other Contributions
$322,940
Change in Net Assets
$170,707

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$97,266Average Hi & Low
Total Noncash Contributions2$97,266-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,213
Grants and Similar Amounts Paid$22,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$113,312$2,921-$116,233
Conferences and Meetings$22,609--$22,609
Grants to Domestic Orgs$22,600--$22,600
Advertising$14,068--$14,068
Travel$10,252--$10,252
Fees for Services Accounting$4,271$4,271-$8,542
Office Expenses-$3,744-$3,744
Information Technology-$2,288-$2,288
Fees for Services Legal$916$917-$1,833
Insurance$1,368--$1,368
Occupancy$1,099--$1,099
All Other Expenses$856--$856
Other Expenses$1,075$467-$467
Total Functional Expenses$195,205$19,608$0$214,813
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Joanna Curry & Anna TansiWest Hartford, CT--$14,500
Change IncMinneapolis, MN--$7,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$1,379
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Foundation for Self Leadership
EIN
20-1318139
Phone
3127186876
Address
PO BOX 3776, OAK PARK, IL 60303

Signing Officer

Name
Toufic Hakim
Title
Executive Director
Signed
2020-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harley Goldberg
Formed
2007
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Gordon Kramer
Address
5750 Old Orchard Road Suite 120, Skokie, IL 60077
Preparer
Kathleen E Capodice
Phone
3129259881
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Unrealized gains and losses = -$61294

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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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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0770
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043330
IRS990/PrincipalOfficerNm0HARLEY GOLDBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0152171
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt033945
IRS990/PYInvestmentIncomeAmt013
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0157882
IRS990/PYOtherRevenueAmt0-676
IRS990/PYRevenuesLessExpensesAmt0-40319
IRS990/PYTotalExpensesAmt0191827
IRS990/PYTotalRevenueAmt0151508
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0170707
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0323571
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0208003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0322940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0152171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0860501
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0860501
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0322940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0152171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0860501
IRS990ScheduleA/TotalSupportAmt0860501
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalLiabilityAmt01380
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt114500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHANGE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Joanna Curry & Anna Tansi
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05046 29TH AVENUE SOUTH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1126 Elmfield Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MINNEAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1West Hartford
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055417
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106110
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVERAGE HI & LOW
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt097266
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS AND LOSSES = -$61294
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0144990
IRS990/TotalAssetsEOYAmt0251566
IRS990/TotalAssetsGrp/BOYAmt0144990
IRS990/TotalAssetsGrp/EOYAmt0251566
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0322940
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019608
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195205
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214813
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020098
IRS990/TotalLiabilitiesEOYAmt017261
IRS990/TotalLiabilitiesGrp/BOYAmt020098
IRS990/TotalLiabilitiesGrp/EOYAmt017261
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0234305
IRS990/TotalProgramServiceExpensesAmt0195205
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt065250

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.09$3.76$4.16$3.60$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.12$3.20$3.96$5.10$1.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.20$4.34$3.18$4.53$1.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.21$5.69$5.67$2.75$2.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.23$2.76$3.17$2.26$0.91
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.17$2.34$3.86$2.15$1.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.20$1.25$1.52$1.92$0.40
2017Summary only. Only limited summary data is available for this year.$1.65$0.00$1.27$1.00$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$1.33$0.85$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.19$0.68$0.51
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.40$0.15$0.26
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.11$0.03$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.01$0.01$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.01$0.00$0.00