Civic Intelligence

Leadership Atlanta Inc.

990 • Fiscal year 2018 • EIN 23-7015688

Jun 01, 2017 to May 31, 2018 • Filed on Feb 14, 2019

133 Peachtree StreetAtlanta, GA 30303

(404) 876-4770

Siviq Scores

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

Liabilities / Assets

51st percentile

0.10x

Higher debt load relative to assets than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.27x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$216,267

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,423,818

Up $621,486 (+16%) from 2017

Net Assets

Up

$3,999,242

Up $502,862 (+14%) from 2017

Liabilities

Up

$424,576

Up $118,624 (+39%) from 2017

Revenue

Up

$1,590,276

Up $375,332 (+31%) from 2017

Expenses

Up

$1,010,156

Up $72,107 (+7.7%) from 2017

Net Income

Up

$580,120

Up $303,225 (+110%) from 2017

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

2018

Assets$4,423,818
Liabilities$424,576
Net Assets$3,999,242

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

2018

Revenue$1,590,276
Expenses$1,010,156
Net Income$580,120
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 14, 2019
Return Version
2017v2.2
Gross Receipts
$3,142,174
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$2,969,066$3,507,630▲ $538,564
Cash and Non-Interest-Bearing Accounts$718,333$413,732▼ $304,601
Land, Buildings, and Equipment, Net-$294,820-
Savings and Temporary Cash Investments$104,259$207,636▲ $103,377
Prepaid Expenses and Deferred Charges$6,346--
Total Assets$3,802,332$4,423,818▲ $621,486
Other Assets Total$4,328--
Liabilities
Deferred Revenue$301,228$405,462▲ $104,234
Accounts Payable and Accrued Expenses$4,724$19,114▲ $14,390
Total Liabilities$305,952$424,576▲ $118,624
Net Assets / Fund Balance
Unrestricted Net Assets$3,496,380$3,999,242▲ $502,862
Total Net Assets Fund Balance$3,496,380$3,999,242▲ $502,862
Total Liabilities and Net Assets / Fund Balance$3,802,332$4,423,818▲ $621,486

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$207,227$7,146$214,373
Equipment$87,593$7,676$95,269
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat Upshaw MonteithPresident and CEOFT$196,267$20,000$216,267
Revenue and Support

Revenue Composition

Contributions and Grants
$472,132
Program Service Revenue
$881,347
Investment Income
$236,797
Other Revenue
$0
All Other Contributions
$472,132
Change in Net Assets
$580,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,590,276
Total Revenue per Audited Statements
$1,590,276
Total Revenue per Form 990
$1,590,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$533,822
Salaries, Compensation, and Employee Benefits$476,334
Total Fundraising Expense$4,325
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$127,598$84,344$4,325$216,267
Other Salaries and Wages$115,648$77,099-$192,747
Conferences and Meetings$89,339$59,559-$148,898
Other Expenses$26,512$17,674-$44,186
Occupancy$26,149$17,433-$43,582
Fees for Services Other$16,501$11,001-$27,502
Payroll Taxes$15,728$10,486-$26,214
Fees for Service Investment Mgmnt Fees$13,481$8,987-$22,468
Other Employee Benefits$12,725$8,484-$21,209
Pension Plan Contributions$11,938$7,959-$19,897
Fees for Services Accounting$9,040$6,026-$15,066
Depreciation Depletion-$14,822-$14,822
Office Expenses$7,313$4,875-$12,188
Information Technology$3,616$2,411-$6,027
Travel$3,039$2,026-$5,065
Insurance$2,135$1,423-$3,558
Total Functional Expenses$595,037$410,794$4,325$1,010,156

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,010,156
Total Expenses per Audited Statements$1,010,156
Total Expenses per Form 990$1,010,156
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
Leadership Atlanta Inc
EIN
23-7015688
Address
133 PEACHTREE STREET, ATLANTA, GA 30303

Signing Officer

Name
Pat Upshaw Monteith
Title
President and C
Phone
4048764770
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Ga
Voting Board Members
30
Independent Board Members
30
Employees
5

Preparer

Firm
Bach James Mansour and Company Inc
Address
3885 CRESTWOOD PKWY SUITE 590, DULUTH, GA 30096
Preparer
Neal J Bach
Phone
6785511014
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0350817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0390733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0364194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0310592
IRS990ScheduleA/Total509Grp/TotalAmt01888468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0566494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0437969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0488366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0498017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0390430
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02381276
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt087593
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07676
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095269
IRS990ScheduleD/ExpensesSubtotalAmt01010156
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0207227
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07146
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0214373
IRS990ScheduleD/RevenueSubtotalAmt01590276
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0294820
IRS990ScheduleD/TotalExpensesPerForm990Amt01010156
IRS990ScheduleD/TotalRevenuePerForm990Amt01590276
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0196267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount020000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAT UPSHAW MONTEITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0216267
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03802332
IRS990/TotalAssetsEOYAmt04423818
IRS990/TotalAssetsGrp/BOYAmt03802332
IRS990/TotalAssetsGrp/EOYAmt04423818
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0472132
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04325
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0410794
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0595037
IRS990/TotalFunctionalExpensesGrp/TotalAmt01010156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0305952
IRS990/TotalLiabilitiesEOYAmt0424576
IRS990/TotalLiabilitiesGrp/BOYAmt0305952
IRS990/TotalLiabilitiesGrp/EOYAmt0424576
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03496380
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03999242
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0595037
IRS990/TotalProgramServiceRevenueAmt0881347
IRS990/TotalReportableCompFromOrgAmt0216267
IRS990/TotalRevenueGrp/ExclusionAmt0975709
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142435
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01590276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03802332
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04423818
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02026
IRS990/TravelGrp/ProgramServicesAmt03039
IRS990/TravelGrp/TotalAmt05065
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03496380
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03999242
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt030
IRS990/VotingMembersIndependentCnt030
IRS990/WebsiteAddressTxt0WWW.LEADERSHIPATLANTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT UPSHAW MONTEITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND C
ReturnHeader/BusinessOfficerGrp/PhoneNum04048764770
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP ATLANTA INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0237015688
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 PEACHTREE STREET
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030303
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0347DE2AEA2EFA55E4D4F2156B1D67D685B89DDC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0347DE2AEA2EFA55E4D4F2156B1D67D685B89DDC1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05891262019052denijux
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.80.50.6
ReturnHeader/FilingSecurityInformation/IPDt02019-02-21
ReturnHeader/FilingSecurityInformation/IPTm018:30:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581274339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACH JAMES MANSOUR AND COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03885 CRESTWOOD PKWY SUITE 590
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030096
ReturnHeader/PreparerPersonGrp/PhoneNum06785511014
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL J BACH
ReturnHeader/ReturnTs02019-02-21T18:30:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31

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