Civic Intelligence

Association of Transformational

990EZ • Fiscal year 2020 • EIN 47-5483770

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization ProfileN/A
PO Box 1856Ojai, CA 93024

(805) 649-8900

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

6th percentile

-96%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-81%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$97,980

Down $24,410 (-20%) from 2019

Net Assets

Down

$97,980

Down $24,410 (-20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$25,550

Down $111,003 (-81%) from 2019

Expenses

Down

$49,960

Down $30,415 (-38%) from 2019

Net Income

Down

-$24,410

Down $80,588 (-143%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$150K$100K$50K$0Assets 2019: $122,390Net Assets 2019: $122,3902019Assets 2020: $97,980Net Assets 2020: $97,9802020Assets 2021: $108,038Liabilities 2021: $29,813Net Assets 2021: $78,2252021Assets 2022: $127,604Liabilities 2022: $15,751Net Assets 2022: $111,8532022Assets 2023: $119,819Liabilities 2023: $12,388Net Assets 2023: $107,4312023Assets 2024: $119,757Liabilities 2024: $12,851Net Assets 2024: $106,9062024

Highlighted filing

2020

Assets$97,980
Liabilities-
Net Assets$97,980
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $136,553Expenses 2019: $80,375Net Income 2019: $56,1782019Revenue 2020: $25,550Expenses 2020: $49,960Net Income 2020: -$24,4102020Revenue 2021: $89,740Expenses 2021: $79,682Net Income 2021: $10,0582021Revenue 2022: $147,274Expenses 2022: $113,646Net Income 2022: $33,6282022Revenue 2023: $137,111Expenses 2023: $141,533Net Income 2023: -$4,4222023Revenue 2024: $129,325Expenses 2024: $129,850Net Income 2024: -$5252024

Highlighted filing

2020

Revenue$25,550
Expenses$49,960
Net Income-$24,410
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Gross Receipts
$25,550
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.

Program Services

DescriptionGrantsExpenses
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.The Association holds two conferences annually. In 2020, we had two conferences, one in person and one virtual due to COVID-19, in which members engaged in lectures, workshops and discussion on the following topics: "How to tell your story - Story Slam Spoken word," "Fear," "Soul," " Masculinity & Me too," "Inclusiveness," "Breathe of our Ancestors," "Virtual Fun & Play," "The Healing Power of Music," "Courageous Cultural Conversations," "Unite & Move," & "Transforming Crisis to Miracles."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.$33,442-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT COADYPresident-$0--
BOBBI DEPORTERVice President-$0--
LINDSEY WELCHTreasurer/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 and CEO
Signed
2021-05-17
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.1009

“Depreciation $294”

Other Expenses.1012

“Insurance $3637”

Other Expenses.1

“Event expenses $33442”

Other Expenses.2

“Bank & merchant fees $2620”

Other Expenses.3

“Dues & subscriptions $1696”

Other Expenses.4

“STATE TAXES $1581”

Other Expenses.5

“Computer and network $288”

Other Expenses.6

“BUSINESS LICENSE $275”

Other Expenses.7

“SUPPLIES $212”

Other Expenses.8

“PENALTIES $108”

Other Assets.1003

“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1467”

Raw XML Appendix131 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/BooksInCareOfDetail/USAddress/CityNm0OJAI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SEC.
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IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt01467
IRS990EZ/OtherExpensesTotalAmt044153
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IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt022136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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.The Association holds two conferences annually. In 2020, we had two conferences, one in person and one virtual due to COVID-19, in which members engaged in lectures, workshops and discussion on the following topics: "How to tell your story - Story Slam Spoken word," "Fear," "Soul," " Masculinity & Me too," "Inclusiveness," "Breathe of our Ancestors," "Virtual Fun & Play," "The Healing Power of Music," "Courageous Cultural Conversations," "Unite & Move," & "Transforming Crisis to Miracles."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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049960
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IRS990EZ/TotalRevenueAmt025550
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event expenses $33442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK & MERCHANT FEES $2620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & SUBSCRIPTIONS $1696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATE TAXES $1581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPUTER AND NETWORK $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BUSINESS LICENSE $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PENALTIES $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1467
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1003
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ReturnHeader/TaxPeriodBeginDt02020-01-01
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,980
Liabilities
-
Net assets
$97,980
Revenue
$25,550
Expenses
$49,960
Net income
-$24,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.13$1.07$1.29$1.30$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.12$1.07$1.37$1.42$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.16$1.12$1.47$1.14$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.30$0.78$0.90$0.80$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.26$0.50$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$1.37$0.80$0.56