Civic Intelligence

Leadership Atlanta Inc.

990 • Fiscal year 2016 • EIN 23-7015688

Jun 01, 2015 to May 31, 2016 • Filed on Nov 22, 2016

10 Peachtree PlaceAtlanta, GA 30309

(404) 876-4770

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.12x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.32x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$220,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,459,573

Up $150,732 (+4.6%) from 2015

Net Assets

Up

$3,060,008

Up $39,031 (+1.3%) from 2015

Liabilities

Up

$399,565

Up $111,701 (+39%) from 2015

Revenue

Up

$1,243,342

Up $172,768 (+16%) from 2015

Expenses

Up

$1,045,078

Up $62,198 (+6.3%) from 2015

Net Income

Up

$198,264

Up $110,570 (+126%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,526,871Liabilities 2011: $75,449Net Assets 2011: $2,451,4222011Assets 2012: $2,609,845Liabilities 2012: $72,742Net Assets 2012: $2,537,1032012Assets 2013: $2,769,157Liabilities 2013: $5,150Net Assets 2013: $2,764,0072013Assets 2014: $3,009,668Liabilities 2014: $164,927Net Assets 2014: $2,844,7412014Assets 2015: $3,308,841Liabilities 2015: $287,864Net Assets 2015: $3,020,9772015Assets 2016: $3,459,573Liabilities 2016: $399,565Net Assets 2016: $3,060,0082016Assets 2017: $3,802,332Liabilities 2017: $305,952Net Assets 2017: $3,496,3802017Assets 2018: $4,423,818Liabilities 2018: $424,576Net Assets 2018: $3,999,2422018Assets 2019: $4,886,567Liabilities 2019: $422,978Net Assets 2019: $4,463,5892019Assets 2020: $5,331,689Liabilities 2020: $354,750Net Assets 2020: $4,976,9392020Assets 2021: $6,690,138Liabilities 2021: $740,276Net Assets 2021: $5,949,8622021Assets 2022: $6,563,299Liabilities 2022: $384,466Net Assets 2022: $6,178,8332022Assets 2023: $7,459,855Liabilities 2023: $1,088,972Net Assets 2023: $6,370,8832023Assets 2024: $8,767,193Liabilities 2024: $1,172,932Net Assets 2024: $7,594,2612024

Highlighted filing

2016

Assets$3,459,573
Liabilities$399,565
Net Assets$3,060,008

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $829,5062011Expenses 2012: $838,3692012Expenses 2013: $972,3112013Revenue 2014: $1,685,458Expenses 2014: $1,621,943Net Income 2014: $63,5152014Revenue 2015: $1,070,574Expenses 2015: $982,880Net Income 2015: $87,6942015Revenue 2016: $1,243,342Expenses 2016: $1,045,078Net Income 2016: $198,2642016Revenue 2017: $1,214,944Expenses 2017: $938,049Net Income 2017: $276,8952017Revenue 2018: $1,590,276Expenses 2018: $1,010,156Net Income 2018: $580,1202018Revenue 2019: $1,373,520Expenses 2019: $1,008,959Net Income 2019: $364,5612019Revenue 2020: $1,365,006Expenses 2020: $1,004,247Net Income 2020: $360,7592020Revenue 2021: $805,208Expenses 2021: $717,424Net Income 2021: $87,7842021Revenue 2022: $1,678,922Expenses 2022: $967,713Net Income 2022: $711,2092022Revenue 2023: $1,452,878Expenses 2023: $1,107,036Net Income 2023: $345,8422023Revenue 2024: $1,721,314Expenses 2024: $1,151,231Net Income 2024: $570,0832024

Highlighted filing

2016

Revenue$1,243,342
Expenses$1,045,078
Net Income$198,264
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 22, 2016
Return Version
2015v2.1
Gross Receipts
$5,249,343
Mission and Program Overview

Mission

It is the mission of leadership atlanta to build a better community for everyone in the atlanta region through education about the key issues facing the region and inspiring members and others to take on and exercise real leadership committed to serving the common good.

EDUCATIONAL PROGRAMS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,812,450$2,754,265▼ $58,185
Cash and Non-Interest-Bearing Accounts$385,564$569,114▲ $183,550
Savings and Temporary Cash Investments$106,499$107,019▲ $520
Accounts Receivable-$20,000-
Prepaid Expenses and Deferred Charges-$4,847-
Total Assets$3,308,841$3,459,573▲ $150,732
Other Assets Total$4,328$4,328→ $0
Liabilities
Deferred Revenue$286,096$398,547▲ $112,451
Accounts Payable and Accrued Expenses$1,768$1,018▼ $750
Total Liabilities$287,864$399,565▲ $111,701
Net Assets / Fund Balance
Unrestricted Net Assets$3,020,977$3,060,008▲ $39,031
Total Net Assets Fund Balance$3,020,977$3,060,008▲ $39,031
Total Liabilities and Net Assets / Fund Balance$3,308,841$3,459,573▲ $150,732

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$33,104$33,104
Other Assets Org$4,328--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat Upshaw MontiethPresidentFT$195,000$25,000$220,000
Revenue and Support

Revenue Composition

Contributions and Grants
$390,733
Program Service Revenue
$733,210
Investment Income
$119,399
Other Revenue
$0
All Other Contributions
$390,733
Change in Net Assets
$198,264

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,243,342
Total Revenue per Audited Statements
$1,243,342
Total Revenue per Form 990
$1,243,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$540,376
Other Expenses$504,702
Total Fundraising Expense$4,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,429$97,619-$244,048
Current Officers, Directors, Trustees, and Key Employees$123,900$81,900$4,200$210,000
Conferences and Meetings$82,232$54,821-$137,053
Occupancy$27,715$18,477-$46,192
Office Expenses$26,307$17,538-$43,845
Other Employee Benefits$21,751$14,501-$36,252
Other Expenses$18,554$12,369-$30,923
Payroll Taxes$17,581$11,721-$29,302
All Other Expenses$14,668$9,780-$24,448
Pension Plan Contributions$12,464$8,310-$20,774
Fees for Service Investment Mgmnt Fees$11,565$7,710-$19,275
Fees for Services Accounting$6,253$4,169-$10,422
Travel$3,863$2,576-$6,439
Insurance$1,411$941-$2,352
Total Functional Expenses$624,944$415,934$4,200$1,045,078

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,045,078
Total Expenses per Audited Statements$1,045,078
Total Expenses per Form 990$1,045,078
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

No review was or will be conducted.

Conflict of interest policy compliance Part VI line 12C

All board members are required to sign a conflict of interest statement and staff constantly monitors for any gray areas that may give rise to a conflict of interest.

CEO executive director top management comp Part VI line 15A

The Board of Directors through their Executive Committee determines the Executive Directors salary.

Governing documents etc available to public Part VI line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Atlanta Leadership Development Foundation Inc
EIN
23-7015688
Address
10 PEACHTREE PLACE, ATLANTA, GA 30309

Signing Officer

Name
Pat Upshaw Montieth
Title
President
Phone
4048764770
Signed
2016-11-22
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Ga
Voting Board Members
29
Independent Board Members
29
Employees
9

Preparer

Firm
Bach James Mansour & Company Pc
Address
3885 CRESTWOOD PARKWAY SUITE 590, DULUTH, GA 30096
Preparer
Neal J Bach
Phone
6785511014
Supplemental Narrative

Additional Explanations

Other or change in accounting method Part XII line 1

The organization has changed their accounting method from modified cash to accrual due to the finanical statements being audited for the year end.

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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/Total509Grp/CurrentTaxYearMinus1YearAmt0364194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0310592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0386000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0365000
IRS990ScheduleA/Total509Grp/TotalAmt01816519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0488366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0498017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0390430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0470619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0409508
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02256940
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt033104
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033104
IRS990ScheduleD/ExpensesSubtotalAmt01045078
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04328
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt01243342
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04328
IRS990ScheduleD/TotalExpensesPerForm990Amt01045078
IRS990ScheduleD/TotalRevenuePerForm990Amt01243342
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01243342
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01045078
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount015000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAT UPSHAW MONTIETH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0220000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND STAFF CONSTANTLY MONITORS FOR ANY GRAY AREAS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors through their Executive Committee determines the Executive Directors salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS CHANGED THEIR ACCOUNTING METHOD FROM MODIFIED CASH TO ACCRUAL DUE TO THE FINANICAL STATEMENTS BEING AUDITED FOR THE YEAR END.
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/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other or change in accounting method Part XII line 1
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt03308841
IRS990/TotalAssetsGrp/EOYAmt03459573
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IRS990/TotalContributionsAmt0390733
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04200
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0415934
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0624944
IRS990/TotalFunctionalExpensesGrp/TotalAmt01045078
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0287864
IRS990/TotalLiabilitiesGrp/EOYAmt0399565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03020977
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03060008
IRS990/TotalOtherCompensationAmt010000
IRS990/TotalProgramServiceExpensesAmt0624944
IRS990/TotalProgramServiceRevenueAmt0733210
IRS990/TotalReportableCompFromOrgAmt0210000
IRS990/TotalRevenueGrp/ExclusionAmt0830843
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021766
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01243342
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03308841
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03459573
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02576
IRS990/TravelGrp/ProgramServicesAmt03863
IRS990/TravelGrp/TotalAmt06439
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03020977
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03060008
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt029
IRS990/VotingMembersIndependentCnt029
IRS990/WebsiteAddressTxt0WWW.LEADERSHIPATLANTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT UPSHAW MONTIETH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04048764770
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
ReturnHeader/Filer/EIN0237015688
ReturnHeader/Filer/USAddress/AddressLine1Txt010 PEACHTREE PLACE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581274339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACH JAMES MANSOUR & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03885 CRESTWOOD PARKWAY SUITE 590
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030096
ReturnHeader/PreparerPersonGrp/PhoneNum06785511014
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL J BACH
ReturnHeader/ReturnTs02016-11-24T11:06:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.77$1.17$7.59$1.72$1.15$0.57
2023Detailed filing. Detailed filing data is available for this year.$7.46$1.09$6.37$1.45$1.11$0.35
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.38$6.18$1.68$0.97$0.71
2021Detailed filing. Detailed filing data is available for this year.$6.69$0.74$5.95$0.81$0.72$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.33$0.35$4.98$1.37$1.00$0.36
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.42$4.46$1.37$1.01$0.36
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.42$4.00$1.59$1.01$0.58
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.31$3.50$1.21$0.94$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.40$3.06$1.24$1.05$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.29$3.02$1.07$0.98$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.16$2.84$1.69$1.62$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.01$2.76$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.07$2.54$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.08$2.45$0.83