Civic Intelligence

Lead Institute Inc

EIN 45-3539638 • 501(c)3 • Atlanta, GA

Atlanta, GA
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

3.2%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$57,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 43.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $48,500 (-100%) from 2020

Liabilities

Down

$0

Down $20,000 (-100%) from 2020

Net Assets

Down

$0

Down $28,500 (-100%) from 2020

Revenue

Up

$132,402

Up $7,585 (+6.1%) from 2020

Expenses

Down

$128,113

Down $2,796 (-2.1%) from 2020

Net Income

Up

$4,289

Up $10,381 (+170%) from 2020

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $18,811Liabilities 2012: $02012Assets 2013: $16,102Liabilities 2013: $2,2942013Assets 2014: $16,258Liabilities 2014: $2,2952014Assets 2015: $16,306Liabilities 2015: $2,2952015Assets 2016: $9,082Liabilities 2016: $2,2952016Assets 2017: $23,983Liabilities 2017: $2,2952017Assets 2018: $40,015Liabilities 2018: $2,2952018Assets 2019: $34,592Liabilities 2019: $02019Assets 2020: $48,500Liabilities 2020: $20,000Net Assets 2020: $28,5002020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $20,988Expenses 2012: $2,176Net Income 2012: $18,8122012Revenue 2013: $79,028Expenses 2013: $84,031Net Income 2013: -$5,0032013Revenue 2014: $80,525Expenses 2014: $80,369Net Income 2014: $1562014Revenue 2015: $82,818Expenses 2015: $82,770Net Income 2015: $482015Revenue 2016: $75,743Expenses 2016: $82,967Net Income 2016: -$7,2242016Revenue 2017: $94,103Expenses 2017: $79,202Net Income 2017: $14,9012017Revenue 2018: $98,532Expenses 2018: $82,500Net Income 2018: $16,0322018Revenue 2019: $101,545Expenses 2019: $104,674Net Income 2019: -$3,1292019Revenue 2020: $124,817Expenses 2020: $130,909Net Income 2020: -$6,0922020Revenue 2021: $132,402Expenses 2021: $128,113Net Income 2021: $4,2892021

Highlighted filing

2021

Revenue$132,402
Expenses$128,113
Net Income$4,289

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Mar 31, 2021
Signed
Jul 20, 2021
Return Version
2020v4.0
Gross Receipts
$149,915
Mission and Program Overview

Mission

To equip nonprofit leaders with business capacity training

Program Services

DescriptionGrantsExpenses
Ten Month Training Program - LEAD's primary program provides more than 55 hours of facilitated classroom content over the course of ten months. Participants learn to clarify strategy, improve fundraising, engage the Board, and manage administrative details. 110+ organizations have graduated from the Ten Month Program. This year we also began a project to refresh our curriculum for virtual delivery.$0$72,425
Workshops & Additional Training - LEAD hosts workshops, webinars, and training sessions throughout the year, allowing nonprofit leaders, board members, and staff to learn best practices, add new skills, and dive deeper into topics covered in the Ten Month Training Program.$0$5,595
Chris York Impact Award - This award is given annually to one graduate of LEAD's Ten Month Program that has best implemented LEAD's curriculum and is growing organizational impact. This year, we provided a $2,500 grant to the recipient organization.$2,500$3,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret Elizabeth HeadExecutive Director & SecretaryFT$57,000-$57,000
Chris A YorkFormer Executive Director (Now Retired)PT$30,000-$30,000
Mac JoyeChairman & Director-$0--
Spence McClellandTreasurer & Director-$0--
Chris CarterDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Virtual Impact Event$24,999$24,999$13,307$11,692
Total Events$24,999$24,999$17,513$7,486
Filing and Contact Details

Filer

Filer Name
Lead Institute Inc
EIN
45-3539638
Phone
4048213282
Address
3545 Broad St Unit 80453, Atlanta, GA 30341-2259

Signing Officer

Name
Margaret Elizabeth Head
Title
Executive Director
Phone
4048213282
Signed
2021-07-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

During the organization's tax year, The LEAD Institute made no grant in excess of $5,000 to any individual or organization. On February 26 2021, The LEAD Institute provided one grant of $2,500 to Square Foot Ministry Inc a 501c3 nonprofit with EIN 52-2377423.

Form 990-EZ, Part I, Line 16

Description;Amount^Program Miscellaneous;557|Program Recruiting;26|Other Fundraising Expenses;464|Supplies;198|Telephone and Internet;1163|Bank Fees;984|Insurance;2269|Technology Expense;2178|Website Expense;4141|Membership Expense;50|Advertising and Promotion;266|Payroll Service Fees;445|Miscellaneous;351^Total;13092^

Form 990-EZ, Part I, Line 20

As of March 31 2021, The LEAD Institute merged with and into Orchard Resources Inc in accordance with applicable provisions of the Georgia Nonprofit Corporation Code. Orchard Resources Inc is the surviving entity and assumed all assets and title of all property and all liabilities and obligations of the LEAD Institute as of that date including a transfer of net assets of $32,789

Form 990-EZ, Part II, Line 26

On April 16 2020, The LEAD Institute Inc borrowed $20,000 under the Paycheck Protection Program authorized by the Coronavirus Aid Relief and Economic Security CARES Act. On March 5 2021, The LEAD Institute Inc received notification that the Paycheck Protection Program loan had been forgiven by the SBA.

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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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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Mac Joye, Spence McClelland, and Chris Carter became Directors for Orchard Resources Inc. Margaret Elizabeth Head became an employee of Orchard Resources Inc (Operations Director).
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0During the organization's tax year, The LEAD Institute made no grant in excess of $5,000 to any individual or organization. On February 26 2021, The LEAD Institute provided one grant of $2,500 to Square Foot Ministry Inc a 501c3 nonprofit with EIN 52-2377423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Program Miscellaneous;557|Program Recruiting;26|Other Fundraising Expenses;464|Supplies;198|Telephone and Internet;1163|Bank Fees;984|Insurance;2269|Technology Expense;2178|Website Expense;4141|Membership Expense;50|Advertising and Promotion;266|Payroll Service Fees;445|Miscellaneous;351^Total;13092^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As of March 31 2021, The LEAD Institute merged with and into Orchard Resources Inc in accordance with applicable provisions of the Georgia Nonprofit Corporation Code. Orchard Resources Inc is the surviving entity and assumed all assets and title of all property and all liabilities and obligations of the LEAD Institute as of that date including a transfer of net assets of $32,789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3On April 16 2020, The LEAD Institute Inc borrowed $20,000 under the Paycheck Protection Program authorized by the Coronavirus Aid Relief and Economic Security CARES Act. On March 5 2021, The LEAD Institute Inc received notification that the Paycheck Protection Program loan had been forgiven by the SBA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Elizabeth Head
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04048213282
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEAD INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0453539638
ReturnHeader/Filer/PhoneNum04048213282
ReturnHeader/Filer/USAddress/AddressLine1Txt03545 Broad St Unit 80453
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0303412259
ReturnHeader/ReturnTs02021-07-20T14:02:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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