Civic Intelligence

Leadership Women Inc.

990 • Fiscal year 2017 • EIN 23-7345926

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

79th percentile

0.34x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.30x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

32nd percentile

-2.6%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$149,108

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-2.7%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$782,583

Up $39,804 (+5.4%) from 2016

Net Assets

Up

$519,302

Up $8,519 (+1.7%) from 2016

Liabilities

Up

$263,281

Up $31,285 (+13%) from 2016

Revenue

Down

$875,715

Down $24,086 (-2.7%) from 2016

Expenses

Down

$898,558

Down $10,300 (-1.1%) from 2016

Net Income

Down

-$22,843

Down $13,786 (-152%) from 2016

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

2017

Assets$782,583
Liabilities$263,281
Net Assets$519,302

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

2017

Revenue$875,715
Expenses$898,558
Net Income-$22,843
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$915,949
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$452,642$443,770▼ $8,872
Cash and Non-Interest-Bearing Accounts$158,341$196,937▲ $38,596
Savings and Temporary Cash Investments$101,246$92,673▼ $8,573
Pledges and Grants Receivable$12,590$20,000▲ $7,410
Land, Buildings, and Equipment, Net-$18,574-
Prepaid Expenses and Deferred Charges$3,634$6,912▲ $3,278
Accounts Receivable$14,326$3,717▼ $10,609
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$742,779$782,583▲ $39,804
Other Assets Total-$0-
Liabilities
Deferred Revenue$231,685$236,100▲ $4,415
Accounts Payable and Accrued Expenses$311$27,181▲ $26,870
Total Liabilities$231,996$263,281▲ $31,285
Net Assets / Fund Balance
Permanently Rstr Net Assets$191,847$192,847▲ $1,000
Temporarily Rstr Net Assets$145,157$165,897▲ $20,740
Unrestricted Net Assets$173,779$160,558▼ $13,221
Total Net Assets Fund Balance$510,783$519,302▲ $8,519
Total Liabilities and Net Assets / Fund Balance$742,779$782,583▲ $39,804

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$18,574$23,149$41,723
Equipment-$1,601$1,601

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$398,529$1,000▲ $36,928-$426,452
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda CromptonCEOFT$136,500$12,608$149,108

Board Members and Trustees

NameTitle
Lana PorterPresident
Freda WrightVice President
Alice ReinarzDirector
Anette CarlisleDirector
Fran DillardDirector
Hattie HillDirector
Helen Dale SimonsDirector
Joleen ChambersDirector
LaShanda Reed-LarryDirector
Lee Ellen BanksDirector
Pilar OatesDirector
Sheilah ClayDirector
Mercy MurguiaSecretary
Trisha CunninghamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,962
Program Service Revenue
$645,335
Investment Income
$22,193
Other Revenue
$19,225
All Other Contributions
$188,962
Change in Net Assets
$-22,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$875,715
Revenue Not Reported on Form 990
$31,362
Total Revenue per Audited Statements
$907,077
Total Revenue per Form 990
$875,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$560,109
Salaries, Compensation, and Employee Benefits$338,449
Total Fundraising Expense$115,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,124$25,236$4,862$142,222
Current Officers, Directors, Trustees, and Key Employees$13,650$54,600$68,250$136,500
Conferences and Meetings$119,847--$119,847
Fees for Services Other$52,000-$13,000$65,000
Fees for Services Accounting-$43,118-$43,118
Advertising-$33,734$5,209$38,943
Other Employee Benefits$11,405$7,239$6,629$25,273
All Other Expenses$8,258$16,583-$24,841
Payroll Taxes$9,433$5,988$5,484$20,905
Office Expenses$7,899$3,547$3,826$15,272
Other Expenses$3,522$10,909-$14,431
Pension Plan Contributions$6,114$3,881$3,554$13,549
Occupancy$5,749$2,582$2,785$11,116
Information Technology$3,071$1,379$1,487$5,937
Insurance-$5,025-$5,025
Depreciation Depletion$1,695$761$822$3,278
Total Functional Expenses$568,068$214,582$115,908$898,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$898,558
Total Expenses per Audited Statements$898,558
Total Expenses per Form 990$898,558
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
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
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
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Crompton
Formed
1973
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
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: $194,652Jean Andrews Wasson Memorial Scholarship Fund: $90,311Founder's Fund: $36,035Farmer Endowment Fund: $11,747Board designated endowment funds: $93,707

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