Civic Intelligence

Global Leadership Summit

990 • Fiscal year 2015 • EIN 47-2474572

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 02, 2016

110 W Berry StreetFort Wayne, IN 46802

(260) 402-1693

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

97th percentile

$80,700

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

82nd percentile

45%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

97th percentile

294%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$139,942

Up $43,099 (+45%) from 2014

Net Assets

$139,942

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$393,544

Up $293,544 (+294%) from 2014

Expenses

Up

$353,602

Up $350,445 (+11101%) from 2014

Net Income

Down

$39,942

Down $56,901 (-59%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $96,843Liabilities 2014: $02014Assets 2015: $139,942Liabilities 2015: $0Net Assets 2015: $139,9422015Assets 2016: $71,523Liabilities 2016: $0Net Assets 2016: $71,5232016Assets 2017: $156,859Liabilities 2017: $1,000Net Assets 2017: $155,8592017Assets 2018: $110,327Liabilities 2018: $0Net Assets 2018: $110,3272018Assets 2019: $46,917Liabilities 2019: $25,000Net Assets 2019: $21,9172019Assets 2020: $120,323Liabilities 2020: $60,000Net Assets 2020: $60,3232020Assets 2021: $285,830Liabilities 2021: $125,000Net Assets 2021: $160,8302021Assets 2022: $1,012,361Liabilities 2022: $226,845Net Assets 2022: $785,5162022Assets 2023: $821,146Liabilities 2023: $95,490Net Assets 2023: $725,6562023Assets 2024: $894,724Liabilities 2024: $99,417Net Assets 2024: $795,3072024

Highlighted filing

2015

Assets$139,942
Liabilities$0
Net Assets$139,942

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $100,000Expenses 2014: $3,157Net Income 2014: $96,8432014Revenue 2015: $393,544Expenses 2015: $353,602Net Income 2015: $39,9422015Revenue 2016: $462,421Expenses 2016: $530,840Net Income 2016: -$68,4192016Revenue 2017: $599,137Expenses 2017: $514,801Net Income 2017: $84,3362017Revenue 2018: $397,211Expenses 2018: $442,743Net Income 2018: -$45,5322018Revenue 2019: $403,704Expenses 2019: $467,114Net Income 2019: -$63,4102019Revenue 2020: $343,910Expenses 2020: $305,504Net Income 2020: $38,4062020Revenue 2021: $457,763Expenses 2021: $357,256Net Income 2021: $100,5072021Revenue 2022: $1,217,516Expenses 2022: $592,830Net Income 2022: $624,6862022Revenue 2023: $492,878Expenses 2023: $552,738Net Income 2023: -$59,8602023Revenue 2024: $766,773Expenses 2024: $657,697Net Income 2024: $109,0762024

Highlighted filing

2015

Revenue$393,544
Expenses$353,602
Net Income$39,942
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 2, 2016
Return Version
2015v2.0
Gross Receipts
$393,544
Mission and Program Overview

Mission

Cultivate a culture of Christian leadership in local churches and businesses in northeast Indiana area; Provide access to seminars and group summits for leaders of local businesses and Christian churches, their staff, volunteers and congregation, regardless of their particular denomination; Provide networking opportunities and continuing support groups for local church and business leaders subsequent to seminars and/or summits; Provide training activities and services which will facilitate local Christian churches and businesses to grow and prosper.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100,000$133,522▲ $33,522
Prepaid Expenses and Deferred Charges-$6,420-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$100,000$139,942▲ $39,942
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$115,000-
Unrestricted Net Assets$100,000$24,942▼ $75,058
Total Net Assets Fund Balance$100,000$139,942▲ $39,942
Total Liabilities and Net Assets / Fund Balance$100,000$139,942▲ $39,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mikel ByrdCEOPT$80,700$80,700
Lori WhitmanSecretary-$5,000$5,000

Board Members and Trustees

NameTitle
Sherri L MillerChairman
Brian BauerDirector
Chuck SurackDirector
Larry LanceDirector
Mark RobinsonDirector
Mitchell KruseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$288,000
Program Service Revenue
$105,544
Investment Income
$0
Other Revenue
$0
All Other Contributions
$288,000
Change in Net Assets
$39,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,332
Salaries, Compensation, and Employee Benefits$89,270
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$35,700$50,000-$85,700
Conferences and Meetings$15,526--$15,526
Fees for Services Accounting$7,080$2,360-$9,440
Payroll Taxes-$3,570-$3,570
Travel$3,548--$3,548
Other Expenses$2,991--$2,991
All Other Expenses$2,046$927-$2,973
Interest-$886-$886
Insurance-$839-$839
Total Functional Expenses$295,020$58,582$0$353,602
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mikel ByrdCEOInd ContractorNo$27,400
Sherri MillerChairmanInd ContractorNo$19,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Mikel Byrd (CEO) is employed by a company owned by Chuck Surack (Director)

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed at the next board meeting subsequent to the completion of the form.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The CEO's compensation was reviewed and approved by the other board members

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are stored on site and available upon request.

Filing and Contact Details

Filer

Filer Name
Global Leadership Summit
EIN
47-2474572
Phone
2604021693
Address
110 W Berry Street, Fort Wayne, IN 46802

Signing Officer

Name
Sherri Miller
Title
Chairman
Signed
2016-03-02
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
In
Voting Board Members
8
Independent Board Members
6
Employees
1

Preparer

Firm
Houlihan LLP
Address
421 E Cook Road Suite 300, Fort Wayne, IN 46825
Preparer
James J Houlihan Jr CPA
Phone
2604233396
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

The Summit Convention was a two day leadership conference attended by individuals and businesses throughout Northeast Indiana.Between the Summits took the knowledge gained from the two day Summit Convention and expanded upon them for individuals looking for a more in-depth understanding of the priciples and techniques learned.

Part XI Reconciliation of Net Assets

Increase in temporarily restricted net assets of $115,000 due to 2015 contributions restricted for 2016 program.

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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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IRS990/RevenueAmt038394
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0288000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0388000
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt0388000
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Sherri Miller
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Mikel Byrd
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Chairman
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1CEO
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt127400
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Ind Contractor
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Ind Contractor
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Sherri Miller (officer) is the sole owner of Center for Extraordinary Success, Inc. which was compensated by Global Leadership Summit and Beyond, Inc. for leadership coaching services provided for the Between the Summits program.Mikel Byrd (CEO) was compensated by Global Leadership Summit and Beyond, Inc. for leadership coaching services provided for the Between the Summits program.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Summit Convention was a two day leadership conference attended by individuals and businesses throughout Northeast Indiana.Between the Summits took the knowledge gained from the two day Summit Convention and expanded upon them for individuals looking for a more in-depth understanding of the priciples and techniques learned.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Mikel Byrd (CEO) is employed by a company owned by Chuck Surack (Director)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed at the next board meeting subsequent to the completion of the form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The CEO's compensation was reviewed and approved by the other board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are stored on site and available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Increase in temporarily restricted net assets of $115,000 due to 2015 contributions restricted for 2016 program.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part XI Reconciliation of Net Assets
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0353602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0295020
IRS990/TotalProgramServiceRevenueAmt0105544
IRS990/TotalReportableCompFromOrgAmt085700
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105544
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393544
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139942
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt03548
IRS990/TravelGrp/TotalAmt03548
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0100000
IRS990/UnrestrictedNetAssetsGrp/EOYAmt024942
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherri Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Global Leadership Summit
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0and Beyond Inc
ReturnHeader/Filer/BusinessNameControlTxt0GLOB
ReturnHeader/Filer/EIN0472474572
ReturnHeader/Filer/PhoneNum02604021693
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 W Berry Street
ReturnHeader/Filer/USAddress/CityNm0Fort Wayne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Houlihan LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 E Cook Road Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046825
ReturnHeader/PreparerPersonGrp/PhoneNum02604233396
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James J Houlihan Jr CPA

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