Civic Intelligence

Leadership Women Inc.

990 • Fiscal year 2016 • EIN 23-7345926

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

25 Highland Park Village 100-371Dallas, TX 75205

(214) 421-5566

Siviq Scores

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

Liabilities / Assets

77th percentile

0.31x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.26x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

37th percentile

-1.0%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

94th percentile

$146,927

Higher top officer pay than 94% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

66th percentile

8.2%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$742,779

Up $56,335 (+8.2%) from 2015

Net Assets

Up

$510,783

Up $17,774 (+3.6%) from 2015

Liabilities

Up

$231,996

Up $38,561 (+20%) from 2015

Revenue

Up

$899,801

Up $197,311 (+28%) from 2015

Expenses

Up

$908,858

Up $12,404 (+1.4%) from 2015

Net Income

Up

-$9,057

Up $184,907 (+95%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $597,942Liabilities 2011: $109,849Net Assets 2011: $488,0932011Assets 2013: $747,088Liabilities 2013: $50,801Net Assets 2013: $696,2872013Assets 2015: $686,444Liabilities 2015: $193,435Net Assets 2015: $493,0092015Assets 2016: $742,779Liabilities 2016: $231,996Net Assets 2016: $510,7832016Assets 2017: $782,583Liabilities 2017: $263,281Net Assets 2017: $519,3022017Assets 2020: $817,857Liabilities 2020: $355,175Net Assets 2020: $462,6822020Assets 2021: $769,205Liabilities 2021: $134,509Net Assets 2021: $634,6962021Assets 2022: $700,027Liabilities 2022: $63,990Net Assets 2022: $636,0372022Assets 2024: $928,792Liabilities 2024: $105,998Net Assets 2024: $822,7942024

Highlighted filing

2016

Assets$742,779
Liabilities$231,996
Net Assets$510,783

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $754,3152011Revenue 2013: $922,481Expenses 2013: $938,811Net Income 2013: -$16,3302013Revenue 2015: $702,490Expenses 2015: $896,454Net Income 2015: -$193,9642015Revenue 2016: $899,801Expenses 2016: $908,858Net Income 2016: -$9,0572016Revenue 2017: $875,715Expenses 2017: $898,558Net Income 2017: -$22,8432017Revenue 2020: $500,518Expenses 2020: $564,629Net Income 2020: -$64,1112020Revenue 2021: $758,129Expenses 2021: $618,825Net Income 2021: $139,3042021Revenue 2022: $819,316Expenses 2022: $723,743Net Income 2022: $95,5732022Revenue 2024: $928,011Expenses 2024: $829,246Net Income 2024: $98,7652024

Highlighted filing

2016

Revenue$899,801
Expenses$908,858
Net Income-$9,057
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$899,801
Mission and Program Overview

Mission

The Organization develops programs that advance and improve the personal, economic, and professional status of women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$425,811$452,642▲ $26,831
Cash and Non-Interest-Bearing Accounts$148,645$158,341▲ $9,696
Savings and Temporary Cash Investments$82,693$101,246▲ $18,553
Accounts Receivable$9,453$14,326▲ $4,873
Pledges and Grants Receivable$11,500$12,590▲ $1,090
Prepaid Expenses and Deferred Charges$8,342$3,634▼ $4,708
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$686,444$742,779▲ $56,335
Other Assets Total-$0-
Liabilities
Deferred Revenue$192,400$231,685▲ $39,285
Accounts Payable and Accrued Expenses$1,035$311▼ $724
Total Liabilities$193,435$231,996▲ $38,561
Net Assets / Fund Balance
Permanently Rstr Net Assets$191,747$191,847▲ $100
Unrestricted Net Assets$168,214$173,779▲ $5,565
Temporarily Rstr Net Assets$133,048$145,157▲ $12,109
Total Net Assets Fund Balance$493,009$510,783▲ $17,774
Total Liabilities and Net Assets / Fund Balance$686,444$742,779▲ $56,335

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$42,320$42,320
Equipment-$1,602$1,602

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$370,510$100▲ $36,709-$398,529
2015$376,308$8,800▼ $338-$370,510
2014$322,381$48,836▲ $20,840-$376,308
2013$276,524-▲ $45,857-$322,381
2012$246,597$7,000▲ $22,927-$276,524
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda CromptonCEOFT$130,000$16,927$146,927

Board Members and Trustees

NameTitle
Audrey SeldenPast President
Lana PorterPresident
Freda WrightVice President
Alice ReinarzDirector
Becky Powell-SchwartzDirector
Hattie HillDirector
Helen SimonsDirector
Joleen ChambersDirector
LaShanda Reed-LarryDirector
Laura DouglasDirector
Lee Ellen BanksDirector
Mary Evans SiasDirector
Pilar OatesDirector
Sarah FontenotDirector
Sheilah ClayDirector
Tegwin PulleyDirector
Mercy MurguiaTreasurer
Trisha CunninghamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$156,342
Program Service Revenue
$714,138
Investment Income
$18,553
Other Revenue
$10,768
All Other Contributions
$156,342
Change in Net Assets
$-9,057

Audited Revenue Reconciliation

Revenue per Audited Statements
$899,801
Revenue Not Reported on Form 990
$26,831
Total Revenue per Audited Statements
$926,632
Total Revenue per Form 990
$899,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$583,342
Salaries, Compensation, and Employee Benefits$325,516
Total Fundraising Expense$102,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,785$24,035$4,630$135,450
Current Officers, Directors, Trustees, and Key Employees$13,000$52,000$65,000$130,000
Fees for Services Other$48,000-$12,000$60,000
Fees for Services Accounting-$48,573-$48,573
Other Employee Benefits$18,208$11,558$10,584$40,350
All Other Expenses$3,446$30,935-$34,381
Advertising-$31,708-$31,708
Other Expenses$20,494--$20,494
Payroll Taxes$8,897$5,647$5,172$19,716
Office Expenses$8,076$3,660$3,929$15,665
Insurance-$7,088-$7,088
Information Technology$2,644$1,198$1,287$5,129
Total Functional Expenses$589,854$216,402$102,602$908,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$908,858
Total Expenses per Audited Statements$908,858
Total Expenses per Form 990$908,858
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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, Part VI, Line 11B: Form 990 Review Process

Form 990 was prepared by the Organizations CPA and reviewed by the CEO. Form 990 was then provided to all Board members prior to filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Organization's independent Board draws upon other board experience, business experience, discussions with other organizations, and any other sources considered necessary to determine compensation for the CEO and any other officers.

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

Certain other documents available upon request.

Filing and Contact Details

Filer

Filer Name
Leadership Women Inc
EIN
23-7345926
Phone
2144215566
Address
25 Highland Park Village 100-371, Dallas, TX 75205

Signing Officer

Name
Linda Crompton
Title
CEO
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Crompton
Formed
1973
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
500

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Gary Joseph Jack
Phone
5124208997
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The Richards Scholars Endowment Fund: $182,639Jean Andrews Wasson Memorial Scholarship Fund: $86,042Founder's Fund: $33,430Farmer Endowment Fund: $9,783Board designated endowment funds: $86,635

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