Civic Intelligence

Women'S Leadership Symposium

990EZ • Fiscal year 2016 • EIN 47-3090771

Oct 01, 2015 to Sep 30, 2016 • Filed on May 24, 2017

Organization ProfileN/A
6420 E Highway 290Austin, TX 78723-1030

(512) 302-6808

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

41%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

90th percentile

50%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$117,133

Up $38,866 (+50%) from 2015

Net Assets

Up

$117,133

Up $38,866 (+50%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin95th percentile

Revenue

Down

$94,300

Down $72,173 (-43%) from 2015

Expenses

Down

$55,434

Down $32,772 (-37%) from 2015

Net Income

Down

$38,866

Down $39,401 (-50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$200K$150K$100K$50K$0Assets 2015: $78,267Liabilities 2015: $0Net Assets 2015: $78,2672015Assets 2016: $117,133Liabilities 2016: $0Net Assets 2016: $117,1332016Assets 2017: $113,036Liabilities 2017: $0Net Assets 2017: $113,0362017Assets 2018: $122,952Liabilities 2018: $02018Assets 2019: $135,853Net Assets 2019: $135,8532019Assets 2020: $172,656Net Assets 2020: $172,6562020Assets 2022: $53,497Liabilities 2022: $02022Assets 2023: $41,865Liabilities 2023: $02023Assets 2024: $112,568Net Assets 2024: $112,5682024

Highlighted filing

2016

Assets$117,133
Liabilities$0
Net Assets$117,133
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100K-$200KRevenue 2015: $166,473Expenses 2015: $88,206Net Income 2015: $78,2672015Revenue 2016: $94,300Expenses 2016: $55,434Net Income 2016: $38,8662016Revenue 2017: $87,950Expenses 2017: $92,037Net Income 2017: -$4,0872017Revenue 2018: $94,625Expenses 2018: $84,709Net Income 2018: $9,9162018Revenue 2019: $94,260Expenses 2019: $81,359Net Income 2019: $12,9012019Revenue 2020: $62,355Expenses 2020: $25,552Net Income 2020: $36,8032020Revenue 2022: $38,600Expenses 2022: $158,794Net Income 2022: -$120,1942022Revenue 2023: $136,431Expenses 2023: $148,063Net Income 2023: -$11,6322023Revenue 2024: $106,756Expenses 2024: $98,104Net Income 2024: $8,6522024

Highlighted filing

2016

Revenue$94,300
Expenses$55,434
Net Income$38,866
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 24, 2017
Return Version
2015v3.0
Gross Receipts
$94,300
Mission and Program Overview

Mission

A trusted support network where leaders grow through honest dialogue and the strength of fellowship

The women's leadership symposium provides education and leadership training for women executives of credit unions.

Program Services

DescriptionGrantsExpenses
HOLD LEADERSHIP DEVELOPMENT CONFERENCES FOR ALL MEMBERS. THE CONFERENCE INCLUDES INDUSTRY GUEST SPEAKERS AND OPEN DISCUSSION. MEMBERS ARE ENCOURAGED TO SUBMIT TOPICS FOR DISCUSSION. A HOST COMMITTEE PREPARES AN AGENDA BASED UPON HIGHEST PRIORITY ISSUES. MEMBERS BENEFIT FROM THE OPEN DISCUSSION AND THE ASSURANCE OF STRICT CONFIDENTIALITY. THE ORGANIZATION MAINTAINS AN INTERNET PORTAL ALLOWING MEMBERS ACCCESS TO WLS ORGANIZATIONAL DOCUMENTS, MEMBER DIRECTORY AND CREDIT UNION RELATED INFORMATION PROVIDED BY INDIVIDUAL MEMBERS.$0$52,472
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE ROCHEPresident Thru 6/15/15-$0--
SUE DOUGLASSecretary Thru 6/15/15-$0--
JANE WATKINSTreasurer Thru 6/15/15-$0--
TERESA FREEBORNPresident-Beginning 6/16/15-$0--
SUE DOUGLASSecretary Beginning 6/16/15-$0--
KERRY PARKERTreasurer Beginning 6/16/15-$0--
Filing and Contact Details

Filer

Filer Name
WOMEN'S LEADERSHIP SYMPOSIUM
EIN
47-3090771
Phone
5123026808
Address
6420 E HIGHWAY 290, AUSTIN, TX 78723-1030

Signing Officer

Name
Kerry Parker
Title
Treasurer
Phone
5123026808
Signed
2017-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Virginia R Belcher
Phone
8047470000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conference expense. Amount: 50,119. Description: travel. Amount: 2,192. Description: insurance. Amount: 1,140. Description: shipping. Amount: 787. Description: agent fees. Amount: 427. Description: miscellaneous. Amount: 16. Total to form 990-ez, line 16: 54,681.”

Raw XML Appendix119 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05123026808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06420 E HIGHWAY 290
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0787231030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt038866
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0753
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078267
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117133
IRS990EZ/GrossReceiptsAmt094300
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01025
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078267
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117133
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078267
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117133
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANE ROCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA FREEBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KERRY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT THRU 6/15/15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY THRU 6/15/15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER THRU 6/15/15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-BEGINNING 6/16/15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY BEGINNING 6/16/15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER BEGINNING 6/16/15
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054681
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE WOMEN'S LEADERSHIP SYMPOSIUM PROVIDES EDUCATION AND LEADERSHIP TRAINING FOR WOMEN EXECUTIVES OF CREDIT UNIONS.
IRS990EZ/ProgramServiceRevenueAmt093275
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLD LEADERSHIP DEVELOPMENT CONFERENCES FOR ALL MEMBERS. THE CONFERENCE INCLUDES INDUSTRY GUEST SPEAKERS AND OPEN DISCUSSION. MEMBERS ARE ENCOURAGED TO SUBMIT TOPICS FOR DISCUSSION. A HOST COMMITTEE PREPARES AN AGENDA BASED UPON HIGHEST PRIORITY ISSUES. MEMBERS BENEFIT FROM THE OPEN DISCUSSION AND THE ASSURANCE OF STRICT CONFIDENTIALITY. THE ORGANIZATION MAINTAINS AN INTERNET PORTAL ALLOWING MEMBERS ACCCESS TO WLS ORGANIZATIONAL DOCUMENTS, MEMBER DIRECTORY AND CREDIT UNION RELATED INFORMATION PROVIDED BY INDIVIDUAL MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052472
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055434
IRS990EZ/TotalProgramServiceExpensesAmt052472
IRS990EZ/TotalRevenueAmt094300
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 50,119. DESCRIPTION: TRAVEL. AMOUNT: 2,192. DESCRIPTION: INSURANCE. AMOUNT: 1,140. DESCRIPTION: SHIPPING. AMOUNT: 787. DESCRIPTION: AGENT FEES. AMOUNT: 427. DESCRIPTION: MISCELLANEOUS. AMOUNT: 16. TOTAL TO FORM 990-EZ, LINE 16: 54,681.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05123026808
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOMEN'S LEADERSHIP SYMPOSIUM
ReturnHeader/Filer/BusinessNameControlTxt0WOME
ReturnHeader/Filer/EIN0473090771
ReturnHeader/Filer/PhoneNum05123026808
ReturnHeader/Filer/USAddress/AddressLine1Txt06420 E HIGHWAY 290
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0787231030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITERSTEPHENSHURSTGARY & SHREAVESPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04401 DOMINION BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA R BELCHER
ReturnHeader/ReturnTs02017-05-25T13:32:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$117,133
Liabilities
$0
Net assets
$117,133
Revenue
$94,300
Expenses
$55,434
Net income
$38,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.07$0.98$0.09
2023Summary only. Only limited summary data is available for this year.$0.42$0.00$1.36$1.48$0.12
2022Summary only. Only limited summary data is available for this year.$0.53$0.00$0.39$1.59$1.20
2020Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.62$0.26$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.94$0.81$0.13
2018Summary only. Only limited summary data is available for this year.$1.23$0.00$0.95$0.85$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.88$0.92$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.94$0.55$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.66$0.88$0.78