Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$122,390
No earlier filing loaded for comparison.
Net Assets
$122,390
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$136,553
No earlier filing loaded for comparison.
Expenses
$80,375
No earlier filing loaded for comparison.
Net Income
$56,178
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- May 20, 2019 to Dec 31, 2019
- Signed
- Nov 16, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $136,553
Mission and Program Overview
Mission
The Association of Transformational Leaders - SoCal, Inc. ("ATL") is a community for learning, growth, networking and mutual support. We initiate and sustain ongoing dialogue and education that enhances our transformational leadership capabilities. We support each other in serving humanity while creating a world that works for everyone. We are committed to maximizing the diversity of our community.
The Association of Transformational Leaders - SoCal, Inc. ("ATL") is a community for learning, growth, networking and mutual support.We initiate and sustain ongoing dialogue and education that enhances our transformational leadership capabilities. We support each other in servinghumanity while creating a world that works for everyone. We are committed tomaximizing the diversity of our community.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The Association of Transformational Leaders SOCAL, Inc. (The Association) holds two events per calendar year. These two events are all of the Associations activities. Each event is a conference style event that lasts three to four days. The purpose of each event is to educate members in, and engage in dialogue about transformational leadership. Event participants are individuals of significant influence in artistic, academic, social, political, corporate, human potential/development and humanitarian endeavors who are devoted to doing transformational work in their perspective fields. The events provide a place for these like-minded individuals to meet and learn from each other in order to enhance the transformational leadership capabilities of the community as a whole.Events include some combination of activities such as, group lectures, guest speakers, experiential learning, group learning activates, team building and member recognition dinners as a means of furthering the Associations purpose. Each event and the activities in each event are unique.In 2019, The Associations first event, included presentation, activities and learning on Create Your New Story which included segments on Letting go of old stories, How to tell your story, Creating a new story, Let the past make way for your new story and Harnessing our collective power to forward new stories. Activities consist of Movement, Meditation, Music, and Group Keynote activities and conversation.The Association's second event included presentation, activities and learning on Everything Love which included segments on Stories of learning compassion, Music, Keynote on From Transformational Politics to a Transformed America, Love holds a wide space, and What are you one talk away from. Activities consist of Movement, Meditation, Music, Group Keynote, activities and conversation.Past events/activities include presentations on: Strengthening our community and connection, The Order in Chaos, The Gifted Wisdom of Unpleasant feelings, Necessary Conditions for Anti Fragile Civilization, Using Your Voice for Change, From Setback to Comeback, Spiral Dynamics, Disruption Integration, Diplomacy Disrupted: How We Can Help Promote World Peace and Prosperity and the Blockchain Mindshift. Events also include, activities such as meditation, prayer, singing and other musical experiences. Members learn from experts in their fields as well as other members. | $65,362 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SCOTT COADY | President | - | $0 | - | - |
| BOBBI DEPORTER | Vice President | - | $0 | - | - |
| LINDSEY WELCH | Treasurer/Sec. | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Association of Transformational
- EIN
- 47-5483770
- Address
- PO BOX 1856, OJAI, CA 93024
Signing Officer
- Name
- Scott Coady
- Title
- President
- Signed
- 2020-11-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Allison & Gibb Llp
- Address
- 601 E DAILY DRIVE SUITE 117, CAMARILLO, CA 93010
- Preparer
- Lisa a Allison CPA
- Phone
- 8059871999
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $781”
Other Expenses.1005
“Travel $736”
Other Expenses.1
“Event expenses $65362”
Other Expenses.2
“Bank & merchant fees $9344”
Raw XML Appendix107 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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| IRS990EZ/ProgramServiceRevenueAmt | 0 | 132684 |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
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| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ASSO |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | OJAI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ALLISON & GIBB LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 601 E DAILY DRIVE SUITE 117 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CAMARILLO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93010 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059871999 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LISA A ALLISON CPA |
| ReturnHeader/ReturnTs | 0 | 2020-11-16T13:59:03-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-05-20 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $122,390
- Liabilities
- -
- Net assets
- $122,390
- Revenue
- $136,553
- Expenses
- $80,375
- Net income
- $56,178