Civic Intelligence

World Leaders Group Inc.

990 • Fiscal year 2015 • EIN 45-3178623

Jul 01, 2014 to Jun 30, 2015 • Filed on Jun 08, 2017

6671 W INDIANTOWN ROAD Room 50-327Jupiter, FL 33458

(863) 602-2022

Siviq Scores

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

Liabilities / Assets

98th percentile

2.35x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.29x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

95th percentile

$167,463

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

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

Asset Growth

89th percentile

53%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$117,536

Up $40,746 (+53%) from 2014

Net Assets

Up

-$158,595

Up $110,712 (+41%) from 2014

Liabilities

Down

$276,131

Down $69,966 (-20%) from 2014

Revenue

Down

$941,324

Down $192,330 (-17%) from 2014

Expenses

Down

$917,871

Down $215,423 (-19%) from 2014

Net Income

Up

$23,453

Up $23,093 (+6415%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2012: $78,479Liabilities 2012: $248,358Net Assets 2012: -$169,8792012Assets 2014: $76,790Liabilities 2014: $346,097Net Assets 2014: -$269,3072014Assets 2015: $117,536Liabilities 2015: $276,131Net Assets 2015: -$158,5952015Assets 2016: $203,272Liabilities 2016: $613,295Net Assets 2016: -$410,0232016Assets 2017: $166,523Liabilities 2017: $1,134,833Net Assets 2017: -$968,3102017Assets 2018: $174,787Liabilities 2018: $1,286,343Net Assets 2018: -$1,111,5562018Assets 2019: $158,964Liabilities 2019: $1,336,190Net Assets 2019: -$1,177,2262019Assets 2020: $160,250Liabilities 2020: $1,108,496Net Assets 2020: -$948,2462020Assets 2021: $156,535Liabilities 2021: $1,148,709Net Assets 2021: -$992,1742021Assets 2022: $152,401Liabilities 2022: $1,191,759Net Assets 2022: -$1,039,3582022Assets 2023: $146,083Liabilities 2023: $1,273,049Net Assets 2023: -$1,126,9662023Assets 2024: $153,299Liabilities 2024: $1,387,299Net Assets 2024: -$1,234,0002024Assets 2025: $148,104Liabilities 2025: $1,500,000Net Assets 2025: -$1,351,8962025

Highlighted filing

2015

Assets$117,536
Liabilities$276,131
Net Assets-$158,595

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $637,451Expenses 2012: $807,330Net Income 2012: -$169,8792012Revenue 2014: $1,133,654Expenses 2014: $1,133,294Net Income 2014: $3602014Revenue 2015: $941,324Expenses 2015: $917,871Net Income 2015: $23,4532015Revenue 2016: $1,515,179Expenses 2016: $1,697,841Net Income 2016: -$182,6622016Revenue 2017: -$38,126Expenses 2017: $520,160Net Income 2017: -$558,2862017Revenue 2018: $7,271Expenses 2018: $150,516Net Income 2018: -$143,2452018Revenue 2019: $37,713Expenses 2019: $103,383Net Income 2019: -$65,6702019Revenue 2020: $323,398Expenses 2020: $94,417Net Income 2020: $228,9812020Revenue 2021: $12,124Expenses 2021: $69,234Net Income 2021: -$57,1102021Revenue 2022: $12,420Expenses 2022: $59,604Net Income 2022: -$47,1842022Revenue 2023: $7,108Expenses 2023: $94,716Net Income 2023: -$87,6082023Revenue 2024: $11,568Expenses 2024: $118,603Net Income 2024: -$107,0352024Revenue 2025: $6,789Expenses 2025: $124,685Net Income 2025: -$117,8962025

Highlighted filing

2015

Revenue$941,324
Expenses$917,871
Net Income$23,453
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jun 8, 2017
Return Version
2014v6.0
Gross Receipts
$941,324
Mission and Program Overview

Mission

We have a vision of bringing the principles of servant leadership to every leader in every nation through educational endeavors that will meet the needs distinct to each leader.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$37,190$54,712▲ $17,522
Pledges and Grants Receivable$20,000--
Inventories for Sale or Use$16,600$16,600→ $0
Land, Buildings, and Equipment, Net$3,000$2,400▼ $600
Intangible Assets-$500-
Rtn Earn Endowment Incm Other Fnds$-269,307$-158,595▲ $110,712
Total Assets$76,790$117,536▲ $40,746
Other Assets Total-$43,324-
Liabilities
Mortgage Notes Payable Secured by Investment Property$251,026$276,131▲ $25,105
Accounts Payable and Accrued Expenses$95,071--
Total Liabilities$346,097$276,131▼ $69,966
Net Assets / Fund Balance
Unrestricted Net Assets$-269,307$-158,595▲ $110,712
Total Net Assets Fund Balance$-269,307$-158,595▲ $110,712
Total Liabilities and Net Assets / Fund Balance$76,790$117,536▲ $40,746

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,400$600$3,000
Other Assets Org$43,324--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James L DavisPresident/directorFT$154,167$13,297$167,464

Board Members and Trustees

NameTitle
Mark a FloydChairman
James BlanchardTreasurer/ Vice Chairman
Craig GroeschelDirector
Erwin McmanusDirector
Henry CloudDirector
Ken BlanchardDirector
Patrick LencioniDirector
Tamara MattisonAssistant Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Washington Speakers Bureau IncProvided Speakers for conference1663 Prince Street, Alexandria, VA 22314$186,000
Revenue and Support

Revenue Composition

Contributions and Grants
$503,518
Program Service Revenue
$437,565
Investment Income
$0
Other Revenue
$241
All Other Contributions
$503,518
Change in Net Assets
$23,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$917,871
Total Fundraising Expense$101,833
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$198,517--$198,517
Fees for Services Management$10,869$167,849-$178,718
Advertising--$101,833$101,833
Fees for Services Other$25,127$27,293-$52,420
All Other Expenses$34,774$448-$35,222
Travel$32,946--$32,946
Interest-$11,007-$11,007
Occupancy-$10,797-$10,797
Office Expenses$8,867--$8,867
Fees for Services Accounting$3,700--$3,700
Fees for Services Legal$2,000--$2,000
Insurance-$1,183-$1,183
Depreciation Depletion$600--$600
Other Expenses$8,276$335-$335
Total Functional Expenses$597,126$218,912$101,833$917,871
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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, Part VI, Section Officers, directors, etc family relationship, Line 2

Tamara Mattison assistant secretary is married to Mark Floyd Chairman

Form 990, Part VI, Section Form 990 governing body review, Line 11

The form 990 is produced by outside paid preparers, and then a copy of the draft form 990 is sent to the board of directors for their comments. After this comment period, the return is signed by an authorized officer. The board and committee members who have reviewed the return are not tax professionals and do not have the expertise , knowledge or experience to personally determine if specific information reported in the return is derived and presented correctly pursuant to relevant laws and regulations.

Form 990, Part VI, Section Governing documents, etc availabel to public, Line 19

All information regarding governing documents , conflicts of interest, and financial statements are available upon request at the preparers office.

Filing and Contact Details

Filer

Filer Name
World Leaders Group Inc
EIN
45-3178623
Phone
8636022022
Address
6671 W INDIANTOWN ROAD Room 50-327, JUPITER, FL 33458

Signing Officer

Name
James Blanchard
Title
President
Signed
2017-06-08
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Smartplan Financial Services
Address
711 W Indiantown Rd C5, JUPITER, FL 33458
Preparer
Roy Wiley
Phone
5617449547
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IRS990/PYTotalExpensesAmt01133294
IRS990/PYTotalProfFndrsngExpnsAmt0231212
IRS990/PYTotalRevenueAmt01133654
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023453
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0437565
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-269307
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-158595
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0209167
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0405696
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0275000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0415610
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01305473
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0503518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0549011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0702209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0438126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02192864
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt0255000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt0255000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0437565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0329642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0262206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0199325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01228738
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt02371129
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0209167
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0405696
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0275000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0415610
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01305473
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0941083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01133653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0964415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0637451
IRS990ScheduleA/Total509Grp/TotalAmt03676602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0941083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01133653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0964415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0637451
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03676602
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02400
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0600
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt043324
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Excess Benefits to be repaid
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02400
IRS990ScheduleD/TotalBookValueOtherAssetsAmt043324
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0154167
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt013297
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES L DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167464
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/PersonNm0Erwin Mcmanus
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/PersonNm1James Davis
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/RlnDisqualifiedPersonOrgTxt0Officer
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/RlnDisqualifiedPersonOrgTxt1Officer
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd0true
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd1false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionDesc0Inadverdent payments for personal liabilities
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionDesc1Inadverdent payments for personal expenses
IRS990ScheduleL/TaxImposedAmt010831
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tamara Mattison assistant secretary is married to Mark Floyd Chairman
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is produced by outside paid preparers, and then a copy of the draft form 990 is sent to the board of directors for their comments. After this comment period, the return is signed by an authorized officer. The board and committee members who have reviewed the return are not tax professionals and do not have the expertise , knowledge or experience to personally determine if specific information reported in the return is derived and presented correctly pursuant to relevant laws and regulations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All information regarding governing documents , conflicts of interest, and financial statements are available upon request at the preparers office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section Officers, directors, etc family relationship, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section Form 990 governing body review, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section Governing documents, etc availabel to public, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/StatesWhereCopyOfReturnIsFldCd1TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt076790
IRS990/TotalAssetsEOYAmt0117536
IRS990/TotalAssetsGrp/BOYAmt076790
IRS990/TotalAssetsGrp/EOYAmt0117536
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0503518
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0101833
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0218912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0597126
IRS990/TotalFunctionalExpensesGrp/TotalAmt0917871

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