Civic Intelligence

Institute for Leadership Trust

990PF • Fiscal year 2016 • EIN 46-1617644

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
PO Box 1459Pebble Beach, CA 93953

(415) 901-8733

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-8853%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-8.9%

Faster asset growth than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

609%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$300,811

Down $29,481 (-8.9%) from 2015

Net Assets

Down

$300,811

Down $29,481 (-8.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$333

Up $286 (+609%) from 2015

Expenses

Down

$29,814

Down $143,541 (-83%) from 2015

Net Income

Up

-$29,481

Up $143,827 (+83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2013: $719,068Liabilities 2013: $0Net Assets 2013: $719,0682013Assets 2014: $503,600Liabilities 2014: $0Net Assets 2014: $503,6002014Assets 2015: $330,292Liabilities 2015: $0Net Assets 2015: $330,2922015Assets 2016: $300,811Liabilities 2016: $0Net Assets 2016: $300,8112016Assets 2017: $292,375Liabilities 2017: $0Net Assets 2017: $292,3752017Assets 2018: $217,944Liabilities 2018: $0Net Assets 2018: $217,9442018Assets 2019: $188,135Liabilities 2019: $0Net Assets 2019: $188,1352019Assets 2020: $122,192Liabilities 2020: $2,650Net Assets 2020: $119,5422020Assets 2021: $64,817Liabilities 2021: $0Net Assets 2021: $64,8172021Assets 2022: $49,870Liabilities 2022: $0Net Assets 2022: $49,8702022Assets 2023: $64,744Liabilities 2023: $0Net Assets 2023: $64,7442023Assets 2024: $57,350Liabilities 2024: $0Net Assets 2024: $57,3502024

Highlighted filing

2016

Assets$300,811
Liabilities$0
Net Assets$300,811
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200K-$400KRevenue 2013: $153Expenses 2013: $281,085Net Income 2013: -$280,9322013Revenue 2014: $72Expenses 2014: $215,540Net Income 2014: -$215,4682014Revenue 2015: $47Expenses 2015: $173,355Net Income 2015: -$173,3082015Revenue 2016: $333Expenses 2016: $29,814Net Income 2016: -$29,4812016Revenue 2017: $2,037Expenses 2017: $10,473Net Income 2017: -$8,4362017Revenue 2018: $4,581Expenses 2018: $79,012Net Income 2018: -$74,4312018Revenue 2019: $3,956Expenses 2019: $33,765Net Income 2019: -$29,8092019Revenue 2020: $96Expenses 2020: $68,689Net Income 2020: -$68,5932020Revenue 2021: $2,658Expenses 2021: $57,383Net Income 2021: -$54,7252021Revenue 2022: $78Expenses 2022: $15,025Net Income 2022: -$14,9472022Revenue 2023: $50,118Expenses 2023: $35,244Net Income 2023: $14,8742023Revenue 2024: $122Expenses 2024: $7,516Net Income 2024: -$7,3942024

Highlighted filing

2016

Revenue$333
Expenses$29,814
Net Income-$29,481
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES S TYLERTrusteePT$0--
JAMES M LOYTrusteePT$0--
ROBERT C OLSEN JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Institute for Leadership Trust
EIN
46-1617644
Phone
4159018733
Address
PO BOX 1459, Pebble Beach, CA 93953

Signing Officer

Name
James S Tyler
Title
Trustee
Phone
4159018733
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Marcum LLP
Address
111 West Saint John Street Suite, 1010, San Jose, CA 95113
Preparer
Anne Bianchini
Phone
6692329500
Raw XML Appendix283 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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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0565949
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0567244
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt027938
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt027938
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0State Annual Fees
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES S TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04159018733
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Institute for Leadership Trust
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0461617644
ReturnHeader/Filer/PhoneNum04159018733
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1459
ReturnHeader/Filer/USAddress/CityNm0Pebble Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093953
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01FB0DC6CCBB62E013CE01F3A769F965C875BF8A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEE472ECFDA64A0FDD3AF3E136E87F2239689A19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:12:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marcum LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 West Saint John Street Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt01010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum06692329500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anne Bianchini
ReturnHeader/ReturnTs02017-11-15T17:20:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,811
Liabilities
$0
Net assets
$300,811
Revenue
$333
Expenses
$29,814
Net income
-$29,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.00$0.08$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.50$0.35$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.00$0.15$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.03$0.57$0.55
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.20$0.00$0.69$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.04$0.34$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.05$0.79$0.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.00$0.30$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.00$1.73$1.73
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.00$2.16$2.15
2013Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.00$2.81$2.81