Civic Intelligence

Dow Leadership Institute

990 • Fiscal year 2015 • EIN 27-4173732

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileWWW.OAKLEADERSHIP.ORG
8610 Hough AveCleveland, OH 44106-1566

(877) 495-8999

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

74th percentile

$63,235

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

94th percentile

97%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$326,250

Up $160,881 (+97%) from 2014

Net Assets

Up

$326,250

Up $160,881 (+97%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Up

$972,049

Up $165,589 (+21%) from 2014

Expenses

Down

$811,169

Down $81,725 (-9.2%) from 2014

Net Income

Up

$160,880

Up $247,314 (+286%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$400K$300K$200K$100K$0Assets 2012: $27,475Liabilities 2012: $0Net Assets 2012: $27,4752012Assets 2013: $251,803Liabilities 2013: $0Net Assets 2013: $251,8032013Assets 2014: $165,369Liabilities 2014: $0Net Assets 2014: $165,3692014Assets 2015: $326,250Liabilities 2015: $0Net Assets 2015: $326,2502015Assets 2016: $225,763Liabilities 2016: $0Net Assets 2016: $225,7632016

Highlighted filing

2015

Assets$326,250
Liabilities$0
Net Assets$326,250
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $512,7082012Expenses 2013: $764,6862013Revenue 2014: $806,460Expenses 2014: $892,894Net Income 2014: -$86,4342014Revenue 2015: $972,049Expenses 2015: $811,169Net Income 2015: $160,8802015Revenue 2016: $1,127,099Expenses 2016: $1,227,586Net Income 2016: -$100,4872016

Highlighted filing

2015

Revenue$972,049
Expenses$811,169
Net Income$160,880
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v6.0
Gross Receipts
$972,049
Mission and Program Overview

Mission

EDUCATION

Education to provide a comprehensive educational program to build the academic, social and emotional competence of all students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$165,369$326,250▲ $160,881
Rtn Earn Endowment Incm Other Fnds$165,369$326,250▲ $160,881
Total Assets$165,369$326,250▲ $160,881
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$165,369$326,250▲ $160,881
Total Liabilities and Net Assets / Fund Balance$165,369$326,250▲ $160,881
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Angela BennettDirectorFT$63,235$63,235

Board Members and Trustees

NameTitle
Ashley WatsonPresident
Ashley WilliamsBoard Member
Melissa GarrettBoard Member
Michael NelsonBoard Member
Joseph StillsBoard Memeber
Revenue and Support

Revenue Composition

Contributions and Grants
$970,525
Program Service Revenue
$1,524
Investment Income
$0
Other Revenue
$0
All Other Contributions
$47,446
Change in Net Assets
$160,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$449,556
Salaries, Compensation, and Employee Benefits$361,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,816$23,927$0$218,743
Fees for Services Accounting$0$88,552$0$88,552
Office Expenses$53,990$11,958$0$65,948
Current Officers, Directors, Trustees, and Key Employees$0$65,000$0$65,000
Fees for Services Legal$0$55,378$0$55,378
Occupancy$49,022$0$0$49,022
Pension Plan Contributions$35,607$10,820$0$46,427
Other Expenses$35,776$0$0$35,776
Fees for Services Management$0$30,655$0$30,655
Other Employee Benefits$25,324$0$0$25,324
Insurance$0$11,773$0$11,773
Payroll Taxes$5,657$462$0$6,119
Advertising$0$2,309$0$2,309
Total Functional Expenses$507,855$303,314$0$811,169
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
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
Yes
Filing and Contact Details

Filer

Filer Name
Oak Leadership Institute
EIN
27-4173732
Phone
8774958999
Address
8610 HOUGH AVE, CLEVELAND, OH 44106-1566

Signing Officer

Name
Douglas Mangen
Title
Treasurer
Phone
8774958999
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
30
Volunteers
0

Preparer

Firm
Gynna Meurer Bookkeeping and Tax Services
Address
437 S 30TH ST, HEATH, OH 43056
Preparer
Gynna Meurer
Phone
7403491886
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The organization has contracted mangen & associates to perform treasurer duties and support services.”

Pt VI, Line 8A

“Minutes are recorded at meetings.”

Pt VI, Line 8B

“Minutes are recorded at meetings.”

Pt VI, Line 11B

“Fiscal agent provides a copy of form 990 to directors for approval, directors submits to the board for approval, upon completion, the 990 is filed with the irs.”

Pt VI, Line 12C

“Officers are instructed to disclose at board meetings any conflicts that may arise.”

Pt VI, Line 15A

“Salaries are set by the board based on experience and local area comparable salaries.”

Pt VI, Line 15B

“Salaries are set by the board based on experience and local area comparable salaries.”

Other

“The auditor of state will audit the financial statements close or after the filing requirements of this return.”

Raw XML Appendix371 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/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ASHLEY WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ASHLEY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3MELISSA GARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH STILLS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMEBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0923079
IRS990/GrantAmt0923079
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0972049
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt011773
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt011773
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0165369
IRS990/NetAssetsOrFundBalancesEOYAmt0326250
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011958
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IRS990/OfficeExpensesGrp/TotalAmt065948
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1CAPITAL OUTLAY
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/OtherExpensesGrp/ProgramServicesAmt135776
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IRS990/OtherExpensesGrp/TotalAmt135776
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023927
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0194816
IRS990/OtherSalariesAndWagesGrp/TotalAmt0218743
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01524
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IRS990/PYContributionsGrantsAmt0806460
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POSTED AT THE SCHOOL GROUNDS AND THROUGH BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL KEEPS COPIES OF ALL BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL DOES NOT DISCRIMINATE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION RECEIVES GOVERNMENT FUNDS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS IN COMPLIANCE WITH ALL IRS NON DISCRIMINATION RULES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 4d
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Line 5h
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Line 6b
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc4Line 7
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED MANGEN & ASSOCIATES TO PERFORM TREASURER DUTIES AND SUPPORT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES ARE RECORDED AT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES ARE RECORDED AT MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FISCAL AGENT PROVIDES A COPY OF FORM 990 TO DIRECTORS FOR APPROVAL, DIRECTORS SUBMITS TO THE BOARD FOR APPROVAL, UPON COMPLETION, THE 990 IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS ARE INSTRUCTED TO DISCLOSE AT BOARD MEETINGS ANY CONFLICTS THAT MAY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARIES ARE SET BY THE BOARD BASED ON EXPERIENCE AND LOCAL AREA COMPARABLE SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALARIES ARE SET BY THE BOARD BASED ON EXPERIENCE AND LOCAL AREA COMPARABLE SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AUDITOR OF STATE WILL AUDIT THE FINANCIAL STATEMENTS CLOSE OR AFTER THE FILING REQUIREMENTS OF THIS RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0165369
IRS990/TotalAssetsEOYAmt0326250
IRS990/TotalAssetsGrp/BOYAmt0165369
IRS990/TotalAssetsGrp/EOYAmt0326250
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0970525
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0303314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0507855
IRS990/TotalFunctionalExpensesGrp/TotalAmt0811169
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0165369
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0326250
IRS990/TotalProgramServiceExpensesAmt0507855
IRS990/TotalProgramServiceRevenueAmt01524
IRS990/TotalReportableCompFromOrgAmt063235
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0972049
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0165369
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0326250
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06640 POE AVE STE 400
IRS990/USAddress/CityNm0DAYTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045414
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.OAKLEADERSHIP.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS MANGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08774958999
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK LEADERSHIP INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0274173732
ReturnHeader/Filer/PhoneNum08774958999
ReturnHeader/Filer/USAddress/AddressLine1Txt08610 HOUGH AVE
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441061566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GYNNA MEURER BOOKKEEPING AND TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0437 S 30TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEATH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043056
ReturnHeader/PreparerPersonGrp/PhoneNum07403491886
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GYNNA MEURER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-14T07:36:19-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,250
Liabilities
$0
Net assets
$326,250
Revenue
$972,049
Expenses
$811,169
Net income
$160,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.13$1.23$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.97$0.81$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.81$0.89$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.51