Civic Intelligence

The Center for State and Local

EIN 26-2661207 • 501(c)3 • Washington, DC

Profile

The center for state and local government excellence helps state and local governments become knowledgeable and competitive employers so they can attract and retain talented, committed, and well-prepared individuals to public service.

777 N Capitol St NE No 500Washington, DC 20002

www.slge.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.55x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.72x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-8.9%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $1,619,321 (-100%) from 2019

Liabilities

Down

$0

Down $890,128 (-100%) from 2019

Net Assets

Down

$0

Down $729,193 (-100%) from 2019

Revenue

Up

$1,351,345

Up $120,376 (+9.8%) from 2019

Expenses

Up

$2,091,064

Up $893,657 (+75%) from 2019

Net Income

Down

-$739,719

Down $773,281 (-2304%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $904,335Liabilities 2012: $697,076Net Assets 2012: $207,2592012Assets 2013: $1,077,580Liabilities 2013: $828,124Net Assets 2013: $249,4562013Assets 2014: $905,741Liabilities 2014: $561,870Net Assets 2014: $343,8712014Assets 2015: $858,589Liabilities 2015: $405,597Net Assets 2015: $452,9922015Assets 2016: $842,442Liabilities 2016: $367,817Net Assets 2016: $474,6252016Assets 2017: $1,105,643Liabilities 2017: $549,964Net Assets 2017: $555,6792017Assets 2018: $1,343,423Liabilities 2018: $671,201Net Assets 2018: $672,2222018Assets 2019: $1,619,321Liabilities 2019: $890,128Net Assets 2019: $729,1932019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $962,7602012Expenses 2013: $1,445,5842013Revenue 2014: $1,518,992Expenses 2014: $1,424,577Net Income 2014: $94,4152014Revenue 2015: $1,272,526Expenses 2015: $1,163,405Net Income 2015: $109,1212015Revenue 2016: $1,539,172Expenses 2016: $1,517,539Net Income 2016: $21,6332016Revenue 2017: $1,239,042Expenses 2017: $1,205,619Net Income 2017: $33,4232017Revenue 2018: $1,351,438Expenses 2018: $1,253,510Net Income 2018: $97,9282018Revenue 2019: $1,230,969Expenses 2019: $1,197,407Net Income 2019: $33,5622019Revenue 2020: $1,351,345Expenses 2020: $2,091,064Net Income 2020: -$739,7192020

Highlighted filing

2020

Revenue$1,351,345
Expenses$2,091,064
Net Income-$739,719

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 10, 2021
Return Version
2020v4.1
Gross Receipts
$1,351,345
Mission and Program Overview

Mission

The center for state and local government excellence helps state and local governments become knowledgeable and competitive employers so they can attract and retain talented, committed, and well-prepared individuals to public service.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,300,075$0▼ $1,300,075
Cash and Non-Interest-Bearing Accounts$297,680$0▼ $297,680
Accounts Receivable$17,015$0▼ $17,015
Prepaid Expenses and Deferred Charges$4,551$0▼ $4,551
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$1,619,321$0▼ $1,619,321
Other Assets Total-$0-
Liabilities
Deferred Revenue$726,593--
Accounts Payable and Accrued Expenses$163,535--
Total Liabilities$890,128$0▼ $890,128
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$729,193$0▼ $729,193
Total Net Assets Fund Balance$729,193$0▼ $729,193
Total Liabilities and Net Assets / Fund Balance$1,619,321$0▼ $1,619,321
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua M FranzelPresident/CEOFT$188,160$58,326$246,486
Rivka Liss- LevinsonVice PresidentFT$110,878$42,088$152,966
Bonnie J FaulkSecretaryFT$101,460$19,359$120,819

Board Members and Trustees

NameTitle
ROBERT J O'NEILL JRChair
Robert P SchultzeVice Chair
Alex H HannahBoard Member
Antoinette a SamuelBoard Member
Donald J BorutBoard Member
Jeffrey L EsserBoard Member
Lynne R FordBoard Member
Marc a OttBoard Member
Peter a HarknessBoard Member
Raymond C ScheppachBoard Member
Scott D PattisonBoard Member
William D EuilleBoard Member
William T PoundBoard Member
Sabina AgarunovaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
IcmaSupport Services777 NORTH CAPITOL ST NE STE 500, Washington, DC 20002$881,203
Revenue and Support

Revenue Composition

Contributions and Grants
$1,350,543
Program Service Revenue
$0
Investment Income
$802
Other Revenue
$0
All Other Contributions
$1,350,543
Change in Net Assets
$-739,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,351,345
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,526
Total Revenue per Audited Statements
$1,361,871
Total Revenue per Form 990
$1,351,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$937,176
Salaries, Compensation, and Employee Benefits$598,124
Other Expenses$521,444
Total Fundraising Expense$41,501
Professional Fundraising Fees$34,320

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$937,176--$937,176
Current Officers, Directors, Trustees, and Key Employees$367,050$112,002$3,935$482,987
Fees for Services Management$216,072$63,032$2,321$281,425
Fees for Services Other$155,994$2,113-$158,107
Payroll Taxes$42,917$12,132$452$55,501
Other Employee Benefits$47,198$5,190$473$52,861
Fees for Services Professional Fundraising--$34,320$34,320
Advertising$26,543--$26,543
Fees for Services Legal-$19,449-$19,449
Fees for Services Accounting-$14,338-$14,338
Office Expenses$506$8,357-$8,863
Insurance-$8,603-$8,603
Pension Plan Contributions$5,584$1,191-$6,775
Conferences and Meetings$1,583$250-$1,833
Travel$1,529$43-$1,572
Information Technology$711--$711
Total Functional Expenses$1,802,863$246,700$41,501$2,091,064

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,091,064
Total Expenses per Audited Statements$2,091,064
Total Expenses per Form 990$2,091,064
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International City Management Association Retirement CorpWashington, DC501(c)(3)Transfer of Net Assets$794,954
Trustees of Boston College Office for Sponsored ProgramsChestnut Hill, MA501(c)(3)Public Sector Retirement Initiative, Phase Vi$142,222
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$34,320
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
Yes
Audit committee
Yes
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

International city/county management association provides management and financial services for the center.

Form 990, Part VI, Section A, Line 4

During the year, the organization's governing documents were updated to report the organization's dissolution.

Form 990, Part VI, Section B, Line 11B

A copy of the final form 990 was distributed to the organization's governing body prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

New and current board members are asked to review and sign the conflict of interest statement annually. If the conflict of interest was to arise, the matter will be presented to the board for its consideration and decision.

Form 990, Part VI, Section B, Line 15

The center employees are subject to the joint employment agreement with the international city/county management association (icma). Accordingly, the center follows icma's performance evaluation and compensation policies and procedures in determining the compensation of slge's president/ceo. The compensation of the center's employees follows icma's practice and is subject to review by icma's human resources for market reasonableness. The slge's board reviews the ceo's performance on an annual basis. The last compensation review took place in december 2020.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Center for State and Local
EIN
26-2661207
Phone
2026826100
Address
777 N CAPITOL ST NE NO 500, WASHINGTON, DC 20002

Signing Officer

Name
Joshua Franzel
Title
Authorized Representative
Phone
2026826100
Signed
2021-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Franzel
Formed
2008
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization ceased conducting program services on december 31, 2020.

Form 990, Part III, Line 4B

-"recruitment, retention and retirement: the case for auto-enrollment," icma pm magazine, jan 2020. Article was also included in icma's leadership matters newsletter article on 2020 vision (commentary from 20 local government experts on trends that will shape communities in the year and decade ahead), 2/11/20. -"how can cities prepare for the workforce of the future?," colorado municipalities, feb 2020. - "we shouldn't wait for a crisis like coronavirus to fund public health," route50.com, 2/11/20. - "community engagement and recruiting: the missing piece for attracting candidates," icma pm magazine, 4/1/20. - "the workforces of state and local government and the public health sector," icma pm magazine, june 2020. - "preparing for the public sector workforce of the future," nlc article using takeaways from the september 2019 joint slge/nlc/icma-rc summit held in ft. Lauderdale, fl. - "using public health workforce surveillance data to prioritize retention efforts for younger staff," american journal of preventive medicine, 7/16/20. - "why public sector employee worries about finances should worry us all," route50.com, 9/2/20. - "the financial wellness programs public employees need," governing magazine, 11/12/20. - "voluntary separations and workforce planning: how intent to leave public health agencies manifests in actual departure in the united states," journal of public health management and practice, january/february 2021. 3. 28 presentations of slge retirement, health and wellness, and workforce research at national conferences and special topic forums (all meetings held virtually following the march 2020 start of the pandemic): - gfoa committee on retirement benefits administration presentation on financial literacy, 1/27/20. - marketplace radio presentation on calpers and public pension liabilities/funding nationwide, 1/29/20. - asia-pacific and g12 forum on lt investment, sustainable development & governance (virtual) presentation on "the apac+ high-level sovereign wealth funds dialogue," 2/27/20. - nlc cities congress presentation on the future of work at lunch meeting held in lieu of public sector retirement advisory committee meeting, 3/8/20. - broadcast retirement network presentation on the public health workforce and on the individual medicare marketplaces for retiree health care, 4/1/20. - world pensions council and the singapore economic council g-7 pensions summit, mapping the future, e-roundtable on "the road to camp david," with the uk association of member nominated trustees and the u.s. Center for state and local government excellence, 6/12/20. - equable state and local retirement system policy 'baseline' summer 2020 outlook zoom conversation, 6/12/20. - national association of state treasurers treasury management training symposium presentation on "getting government employees into shape for a financially fit future," 7/2/20. - michigan association of counties legislative conference presentation, how will covid affect community and work life in the months ahead?, 7/8/20. - association for public policy analysis and management (appam) international conference presentation, "local government use of cross-sector collaborations to improve population health," 7/23/20. - route fifty workforce virtual town hall on essential people, critical work, presentation of the results of slge's k-12 and covid-19 surveys funded by icma-rc, 7/28/20. - national retired teachers association webinar on k-12/covid, 9/15/20. - world pensions council and singapore economic forum g7 pensions lt investments summit, "infrastructure as an asset class: learning from u.s., canada, and australia pioneers," 9/16/20. - national forum for black public administrators annual conference presentation, "succession planning: creating a financially fit public sector workforce," 10/8/20. - icma unite virtual annual conference, 9/23/20-9/25/20: - innovative retirement benefit structures: the role of local government leaders in managing fiscally sust

Financial Statement Notes

PART X, LINE 2:

For the year ended december 31, 2020, the center has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.

Raw XML AppendixShowing 400 of 668 raw XML fields

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/ActivityOrMissionDesc0SEE PART III, LINE 1.
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IRS990/Desc0RESEARCH -A NATIONALLY RECOGNIZED RESEARCH CENTER SERVING THE INFORMATION NEEDS OF STATE AND LOCAL GOVERNMENT OFFICIALS, THE MEDIA, THE ACADEMIC COMMUNITY, AND OTHER STAKEHOLDERS WITH RESEARCH ON RETIREMENT, HEALTH & WELLNESS, AND PUBLIC WORKFORCE TOPICS:1. PUBLISHED 19 RESEARCH REPORTS AND INFOGRAPHICS: - RETIREMENT: - AN INTRODUCTION TO POLICE AND FIRE PENSIONS (FEB 2020), WITH THE SUPPORT OF ICMA-RC. - HAVE LOCALITIES SHIFTED AWAY FROM TRADITIONAL DEFINED BENEFIT PLANS? (APR 2020), WITH THE SUPPORT OF ICMA-RC. - 2020 UPDATE: MARKET DECLINE WORSENS THE OUTLOOK FOR PUBLIC PLANS (MAY 2020), WITH THE SUPPORT OF ICMA-RC. - THE STATUS OF LOCAL GOVERNMENT PENSION PLANS IN THE MIDST OF COVID-19 (AUG 2020), WITH THE SUPPORT OF ICMA-RC. - HEALTH AND WELLNESS BENEFITS: - USE OF INDIVIDUAL MEDICARE MARKETPLACES FOR PUBLIC SECTOR RETIREE HEALTH CARE: A GUIDE FOR ELECTED OFFICIALS (MAR 2020) AND WEBINAR (3/16/20), WITH THE SUPPORT OF WILLIS TOWERS WATSON. - SURVEY RESULTS - A FOCUS ON PUBLIC SECTOR FINANCIAL WELLNESS PROGRAMS: EMPLOYEE NEEDS AND PREFERENCES (APR 2020) AND WEBINAR (4/22/20), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - CASE STUDIES OF SUCCESSFUL LOCAL GOVERNMENT FINANCIAL WELLNESS PROGRAMS (OCT 2020), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - A GUIDE TO LOCAL GOVERNMENT AND MILITARY PARTNERSHIPS IN PUBLIC HEALTH (JUN 2020), WITH THE SUPPORT OF THE CENTER FOR SHARING PUBLIC HEALTH SERVICES/KANSAS HEALTH INSTITUTE. - FINANCIAL WELLNESS PROGRAMS FOR STATE AND LOCAL EMPLOYEES: A QUICK REFERENCE GUIDE (JUL 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - FINANCIAL WELLNESS FACT SHEET SERIES (OCT 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - WORKFORCE: - PRIMER: HOW DOES THE PUBLIC HEALTH WORKFORCE COMPARE WITH THE BROADER PUBLIC SECTOR? (MAR 2020) AND WEBINAR (4/3/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - SUCCESSFUL COLLABORATIONS BETWEEN LOCAL GOVERNMENT AND PUBLIC HEALTH: EXPLORING MULTISECTOR PARTNERSHIPS TO IMPROVE POPULATION HEALTH (NOV 2020) AND WEBINAR (11/17/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - STATE AND LOCAL GOVERNMENT WORKFORCE: 2020 SURVEY (APR 2020) AND WEBINAR (5/14/20), IN COLLABORATION WITH IPMA-HR AND NASPE, WITH THE SUPPORT OF ICMA-RC. - SURVEY RESULTS - K-12 PUBLIC SCHOOL EMPLOYEES AND VIEWS ON RETIREMENT (JUN 2020), AND WEBINAR (8/26/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - SURVEY FINDINGS: PUBLIC SECTOR EMPLOYEE VIEWS ON FINANCES AND EMPLOYMENT OUTLOOK DUE TO COVID-19, INFOGRAPHIC (JUN 2020), AND WEBINAR (6/18/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - K-12 EDUCATION EMPLOYEE VIEWS ON COVID-19 INFOGRAPHIC (AUG 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - AFRICAN AMERICAN STATE AND LOCAL GOVERNMENT EMPLOYEES: VIEWS ON COVID-19 INFOGRAPHIC (SEP 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - INFOGRAPHIC: STATE AND LOCAL GOVERNMENT EMPLOYMENT (NOV 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC.2. ADDED FY2019 DATA TO THE PUBLIC PLANS DATABASE (PPD), WHICH IS UPDATED QUARTERLY WITH DATA FROM PLANS THAT RELEASED THEIR COMPREHENSIVE ANNUAL FINANCIAL REPORTS IN THE PREVIOUS QUARTER. THE FREE, INTERACTIVE DATABASE (PUBLICPLANSDATA.ORG)-A JOINT PROJECT WITH BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH AND THE NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS-WAS EXPANDED FROM 190 TO 200 STATE AND LOCAL PENSION PLANS (118 STATE-RUN AND 82 LOCALLY-RUN), COMPRISING 95 PERCENT OF PUBLIC PLAN MEMBERSHIP AND ASSETS NATIONWIDE.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1328110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1415514
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519359
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT J O'NEILL JR
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT P SCHULTZE
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD J BORUT
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY L ESSER
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM D EUILLE
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNNE R FORD
IRS990/Form990PartVIISectionAGrp/PersonNm6ALEX H HANNAH
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER A HARKNESS
IRS990/Form990PartVIISectionAGrp/PersonNm8MARC A OTT
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT D PATTISON
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM T POUND
IRS990/Form990PartVIISectionAGrp/PersonNm11ANTOINETTE A SAMUEL
IRS990/Form990PartVIISectionAGrp/PersonNm12RAYMOND C SCHEPPACH
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSHUA M FRANZEL
IRS990/Form990PartVIISectionAGrp/PersonNm14RIVKA LISS- LEVINSON
IRS990/Form990PartVIISectionAGrp/PersonNm15BONNIE J FAULK
IRS990/Form990PartVIISectionAGrp/PersonNm16SABINA AGARUNOVA
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0937176
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0937176
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0937176
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01351345
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0711
IRS990/InformationTechnologyGrp/TotalAmt0711
IRS990/InsuranceGrp/ManagementAndGeneralAmt08603
IRS990/InsuranceGrp/TotalAmt08603
IRS990/IntangibleAssetsGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt0802
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/IRPDocumentCnt011
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE HELPS STATE AND LOCAL GOVERNMENTS BECOME KNOWLEDGEABLE AND COMPETITIVE EMPLOYERS SO THEY CAN ATTRACT AND RETAIN TALENTED, COMMITTED, AND WELL-PREPARED INDIVIDUALS TO PUBLIC SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0729193
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010526
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08357
IRS990/OfficeExpensesGrp/ProgramServicesAmt0506
IRS990/OfficeExpensesGrp/TotalAmt08863
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0473
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05190
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047198
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052861
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0452
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012132
IRS990/PayrollTaxesGrp/ProgramServicesAmt042917
IRS990/PayrollTaxesGrp/TotalAmt055501
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01191
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05584
IRS990/PensionPlanContributionsGrp/TotalAmt06775
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04551
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOSHUA FRANZEL
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION:1. HOSTED DEVELOPING THE PUBLIC SECTOR WORKFORCE OF THE FUTURE STAKEHOLDERS (VIRTUAL) MEETING, OCTOBER 29, 2020. REPRESENTATIVES FROM THE FOLLOWING STATE AND LOCAL GOVERNMENT ORGANIZATIONS ATTENDED AFSCME, APWA, ASTHO, CSG, ELGL, GFOA, ICMA, IPMA-HR, NACO, NASPE, NCSL, NFBPA, NGA, NLC, LEAD FOR AMERICA, AND ICMA-RC.2. PUBLISHED 10 ARTICLES IN NATIONAL, STATE, AND REGIONAL PUBLICATIONS:
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0177432
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01228760
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0151900
IRS990/PYInvestmentIncomeAmt02209
IRS990/PYOtherExpensesAmt0444847
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033562
IRS990/PYSalariesCompEmpBnftPaidAmt0568860
IRS990/PYTotalExpensesAmt01197407
IRS990/PYTotalProfFndrsngExpnsAmt031800
IRS990/PYTotalRevenueAmt01230969
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-739719
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01300075
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: ITS SUPPORT, AS REPORTED FOR 2020, IS 14.71%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I). CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC.'S PUBLIC SUPPORT, AT 14.71%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC.'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B). CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. IS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. PROMOTES EXCELLENCE IN LOCAL AND STATE GOVERNMENTS TO ATTRACT AND RETAIN TALENTED PUBLIC SERVANTS. ITS WORKFORCE, BENEFITS, AND RETIREMENT RESEARCH IS FREE AND CITED IN NATIONAL MEDIA. IT REACHES GOVERNMENT LEADERS, ACADEMICIANS, AND THE GENERAL PUBLIC. IN 2020, CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. CONTINUED ITS BONA FIDE FUNDRAISING PROGRAM BY SOLICITING FUNDS FROM A WIDE RANGE OF ORGANIZATIONS AND WORKING IN PARTNERSHIP WITH OTHER NONPROFIT ORGANIZATIONS. CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. HAD A REPRESENTATIVE GOVERNING BOARD CONSISTING OF CURRENT OR RETIRED CHIEF EXECUTIVES OF STATE AND LOCAL GOVERNMENT ASSOCIATIONS (GFOA, ICMA, NGA, NLC, AND NCSL), FORMER LOCAL GOVERNMENT OFFICIALS, A JOURNALIST, AND NONPROFIT EXECUTIVES. CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. HAD PUBLICLY AVAILABLE FACILITIES AND PUBLIC PARTICIPATION BY SPEAKING AT NATIONAL AND STATE CONFERENCES. CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. OFFERED A FREE PUBLIC PLANS DATABASE AND CARRIED OUT OTHER PROGRAMS ADDRESSING PUBLIC NEEDS THROUGH PUBLISHED RESEARCH REPORTS, DELIVERING PRESENTATIONS, AND CONDUCTING WEBINARS. IN THIS MANNER, CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE, INC. MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART II, COLUMN (A) REPORTS ON A SHORT PERIOD OF JULY 1, 2016 - DECEMBER 31, 2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01228760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01349666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01235556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0688421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05852946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01532
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0936
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01133
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06612
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02100
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0690
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14710
IRS990ScheduleA/PublicSupportPY170Pct00.15310
IRS990ScheduleA/PublicSupportTotal170Amt0862039
IRS990ScheduleA/SubstantialContributorsTotAmt04990907
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01350543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01228760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01349666
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01235556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0688421
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05852946
IRS990ScheduleA/TotalSupportAmt05860248
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/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02091064
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010526
IRS990ScheduleD/RevenueNotReportedAmt010526
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01351345
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEAR ENDED DECEMBER 31, 2020, THE CENTER HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02091064
IRS990ScheduleD/TotalRevenuePerForm990Amt01351345
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01361871
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02091064
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0PROPOSAL DEVELOPMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-34320
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0JP LEIDER RESEARCH & CONSULTING LLC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt034320
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01012 25TH AVE SE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0MINNEAPOLIS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MN

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