Civic Intelligence

Leadership and Design

EIN 27-1178342 • 501(c)3 • Los Gatos, CA

Profile

To support school leaders to reach their highest potential.

PO Box 33153Los Gatos, CA 95031-3153

www.leadershipanddesign.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.29x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Down

$1,450,067

Down $117,494 (-7.5%) from 2023

Liabilities

Down

$420,420

Down $219,222 (-34%) from 2023

Net Assets

Up

$1,029,647

Up $101,728 (+11%) from 2023

Revenue

Up

$1,892,238

Up $79,963 (+4.4%) from 2023

Expenses

Up

$1,791,835

Up $234,233 (+15%) from 2023

Net Income

Down

$100,403

Down $154,270 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $65,046Liabilities 2011: $806Net Assets 2011: $64,2402011Assets 2012: $63,200Net Assets 2012: $63,2002012Assets 2013: $67,642Liabilities 2013: $1,643Net Assets 2013: $65,9992013Assets 2018: $433,383Liabilities 2018: $54,432Net Assets 2018: $378,9512018Assets 2019: $386,286Liabilities 2019: $49,152Net Assets 2019: $337,1342019Assets 2020: $347,151Liabilities 2020: $82,897Net Assets 2020: $264,2542020Assets 2021: $501,015Liabilities 2021: $169,880Net Assets 2021: $331,1352021Assets 2022: $1,250,324Liabilities 2022: $598,162Net Assets 2022: $652,1622022Assets 2023: $1,567,561Liabilities 2023: $639,642Net Assets 2023: $927,9192023Assets 2024: $1,450,067Liabilities 2024: $420,420Net Assets 2024: $1,029,6472024

Highlighted filing

2024

Assets$1,450,067
Liabilities$420,420
Net Assets$1,029,647

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $116,659Expenses 2011: $53,981Net Income 2011: $62,6782011Revenue 2012: $140,892Expenses 2012: $133,410Net Income 2012: $7,4822012Expenses 2013: $223,4142013Revenue 2018: $625,265Expenses 2018: $487,723Net Income 2018: $137,5422018Revenue 2019: $928,652Expenses 2019: $970,263Net Income 2019: -$41,6112019Revenue 2020: $588,437Expenses 2020: $661,317Net Income 2020: -$72,8802020Revenue 2021: $755,184Expenses 2021: $688,303Net Income 2021: $66,8812021Revenue 2022: $1,316,505Expenses 2022: $994,149Net Income 2022: $322,3562022Revenue 2023: $1,812,275Expenses 2023: $1,557,602Net Income 2023: $254,6732023Revenue 2024: $1,892,238Expenses 2024: $1,791,835Net Income 2024: $100,4032024

Highlighted filing

2024

Revenue$1,892,238
Expenses$1,791,835
Net Income$100,403

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$1,892,238
Mission and Program Overview

Mission

To support school leaders to reach their highest potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$775,000$1,047,448▲ $272,448
Accounts Receivable$148,742$291,881▲ $143,139
Cash and Non-Interest-Bearing Accounts$639,721$98,613▼ $541,108
Land, Buildings, and Equipment, Net$4,098$7,354▲ $3,256
Total Assets$1,567,561$1,450,067▼ $117,494
Other Assets Total-$4,771-
Liabilities
Deferred Revenue$247,649$309,255▲ $61,606
Accounts Payable and Accrued Expenses$367,730$111,165▼ $256,565
Other Liabilities$24,263--
Total Liabilities$639,642$420,420▼ $219,222
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$927,919$1,029,647▲ $101,728
Total Net Assets Fund Balance$927,919$1,029,647▲ $101,728
Total Liabilities and Net Assets / Fund Balance$1,567,561$1,450,067▼ $117,494

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,430$12,424$17,854
Other Land Buildings$1,924$10,833$12,757
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carla Robbins SilverExecutive DiFT$227,500$227,500
Carla Robbins SilverExecutive Director-$227,500$227,500
Greg BamfordKey EmployeeFT$199,063$199,063
Ryan M BurkeKey EmployeeFT$177,831$177,831

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,856,784
Investment Income
$17,087
Other Revenue
$18,367
Change in Net Assets
$100,403

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,892,238
Total Revenue per Audited Statements
$1,892,238
Total Revenue per Form 990
$1,892,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,439,618
Other Expenses$352,217
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,192,043$62,700-$1,254,743
Pension Plan Contributions$92,562$4,900-$97,462
Payroll Taxes$83,413$4,000-$87,413
Travel$47,920$20,438-$68,358
Fees for Services Accounting$33,217$18,028-$51,245
All Other Expenses$14,071$21,977-$36,048
Advertising-$31,725-$31,725
Occupancy$22,576--$22,576
Other Expenses$21,500$16,046-$16,046
Insurance$5,966$5,966-$11,932
Office Expenses-$11,667-$11,667
Depreciation Depletion-$3,165-$3,165
Conferences and Meetings-$1,892-$1,892
Total Functional Expenses$1,589,331$202,504$0$1,791,835

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,791,835
Total Expenses per Audited Statements$1,791,835
Total Expenses per Form 990$1,791,835
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
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board reviewed the 990 at its january board meeting.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Leadership and Design
EIN
27-1178342
Phone
4083488617
Address
PO BOX 33153, LOS GATOS, CA 95031-3153

Signing Officer

Name
Carla Robbins Silver
Title
Executive Director
Phone
4083488617
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Robbins Silver
Legal Domicile
Nm
Voting Board Members
13
Independent Board Members
13
Employees
6

Preparer

Firm
Fpm & Associates LLC
Address
6301 INDIAN SCHOOL RD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
John R Perner
Phone
5053235100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To support school leaders to reach their highest potential.

Form 990, Part XI, Line 9

Timing difference fa 1,325

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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04000
IRS990/PayrollTaxesGrp/ProgramServicesAmt083413
IRS990/PayrollTaxesGrp/TotalAmt087413
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04900
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt092562
IRS990/PensionPlanContributionsGrp/TotalAmt097462
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CARLA ROBBINS SILVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SERVICES INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAMS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01561121
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1295663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01561121
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1295663
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO SUPPORT SCHOOL LEADERS TO REACH THEIR HIGHEST POTENTIAL.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt027466
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0295663
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017087
IRS990/PYOtherExpensesAmt0343764
IRS990/PYOtherRevenueAmt017852
IRS990/PYProgramServiceRevenueAmt01812275
IRS990/PYRevenuesLessExpensesAmt0289612
IRS990/PYSalariesCompEmpBnftPaidAmt01213838
IRS990/PYTotalExpensesAmt01557602
IRS990/PYTotalRevenueAmt01847214
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0100403
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01560091
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0775000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01047448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017087
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01812275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0-868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0755184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0588437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03155028
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt018367
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt018367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017087
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01855784
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01811275
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt01316876
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt04983935
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.38820
IRS990ScheduleA/PublicSupportPY509Pct00.56620
IRS990ScheduleA/PublicSupportTotal509Amt03173395
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01812275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0-868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0755184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0588437
IRS990ScheduleA/Total509Grp/TotalAmt03173395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01891238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03623550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01316008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0755184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0588437
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08174417
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05430
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012424
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017854
IRS990ScheduleD/ExpensesSubtotalAmt01791835
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01924
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010833
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012757
IRS990ScheduleD/RevenueSubtotalAmt01892238
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07354
IRS990ScheduleD/TotalExpensesPerForm990Amt01791835
IRS990ScheduleD/TotalRevenuePerForm990Amt01892238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01892238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01791835
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0227500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1199063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2177831
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CARLA ROBBINS SILVER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GREG BAMFORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RYAN M BURKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1KEY EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2KEY EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0227500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1199063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2177831
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT SCHOOL LEADERS TO REACH THEIR HIGHEST POTENTIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWED THE 990 AT ITS JANUARY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TIMING DIFFERENCE FA 1,325
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false

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