Civic Intelligence

Association of Transformational

990EZ • Fiscal year 2022 • EIN 47-5483770

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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

75th percentile

0.12x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.11x

Higher debt load relative to revenue than 75% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

64%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$127,604

Up $19,566 (+18%) from 2021

Net Assets

Up

$111,853

Up $33,628 (+43%) from 2021

Liabilities

Down

$15,751

Down $14,062 (-47%) from 2021

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin82nd percentile

Revenue

Up

$147,274

Up $57,534 (+64%) from 2021

Expenses

Up

$113,646

Up $33,964 (+43%) from 2021

Net Income

Up

$33,628

Up $23,570 (+234%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2022

Assets$127,604
Liabilities$15,751
Net Assets$111,853
Open 2022 Filing

Operations Trend

Revenue Growth82nd 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

2022

Revenue$147,274
Expenses$113,646
Net Income$33,628
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$147,274
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 activities, 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 2022, WE HAD TWO CONFERENCES, BOTH IN PERSON, IN WHICH MEMBERS ENGAGED IN LECTURES, WORKSHOPS AND DISCUSSION ON THE FOLLOWING TOPICS: "MAKING YOUR MESSAGE YOUR MISSION," "ART AS A VEHICLE," "TURNING PAIN INTO PURPOSE," "CREATION & RE CREATION," "DEVELOPING YOUR SUPERSTAR," "LETTING GO EMBRACING CHANGE," "TRANSFORMATIVE JUSTICE," "SOULFUL SUNDAY," "THE WORLD NEEDS MORE HEROS," "YOU ARE HUMAN," "EVERY PICTURE TELLS YOUR STORY," "WOLF ENERGY,X and "WHAT IS HUMANITY."PAST EVENTS/ACTIVITIES INCLUDE PRESENTATIONS ON: INCLUSIVENESS, SOUL- MASCULINITY & ME TOO, HOW TO TELL YOUR STORY, THE HEALING POWER OF MUSIC, COURAGEOUS CULTURAL CONVERSATIONS, UNITE AND MOVE, TRANSFORMING CRISES INTO MIRACLES, COMING HOME TO OUR VOICES, LETTING GO INTO SACRED FIRE, GROUNDING OUR INTENTIONS, PARENTING OLIVER A JOURNEY TO LIVING AUTHENTICALLY WITH HIS NEW NORM, 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.-$94,437
Compensation and Service Providers
Top Officer Pay72nd 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
2023-05-11
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 Revenue.1

“IRS Tax Refund $2474”

Other Expenses.1005

“Travel $691”

Other Expenses.1009

“Depreciation $352”

Other Expenses.1

“Event expenses $94437”

Other Expenses.2

“Bank & merchant fees $8371”

Other Expenses.3

“Dues & subscriptions $2222”

Other Expenses.4

“INSURANCE $1677”

Other Expenses.5

“License & Fees $133”

Other Expenses.6

“SUPPLIES $81”

Other Assets.1003

“Machinery and Equipment - Beginning $1115 Machinery and Equipment - Ending $763”

Total Liabilities.1

“Deferred Income - Beginning $29813 Deferred Income - Ending $15751”

Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OJAI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093024
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SEC.
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IRS990EZ/OtherExpensesTotalAmt0107964
IRS990EZ/OtherRevenueTotalAmt02474
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt097881
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 activities, 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 2022, WE HAD TWO CONFERENCES, BOTH IN PERSON, IN WHICH MEMBERS ENGAGED IN LECTURES, WORKSHOPS AND DISCUSSION ON THE FOLLOWING TOPICS: "MAKING YOUR MESSAGE YOUR MISSION," "ART AS A VEHICLE," "TURNING PAIN INTO PURPOSE," "CREATION & RE CREATION," "DEVELOPING YOUR SUPERSTAR," "LETTING GO EMBRACING CHANGE," "TRANSFORMATIVE JUSTICE," "SOULFUL SUNDAY," "THE WORLD NEEDS MORE HEROS," "YOU ARE HUMAN," "EVERY PICTURE TELLS YOUR STORY," "WOLF ENERGY,X and "WHAT IS HUMANITY."PAST EVENTS/ACTIVITIES INCLUDE PRESENTATIONS ON: INCLUSIVENESS, SOUL- MASCULINITY & ME TOO, HOW TO TELL YOUR STORY, THE HEALING POWER OF MUSIC, COURAGEOUS CULTURAL CONVERSATIONS, UNITE AND MOVE, TRANSFORMING CRISES INTO MIRACLES, COMING HOME TO OUR VOICES, LETTING GO INTO SACRED FIRE, GROUNDING OUR INTENTIONS, PARENTING OLIVER A JOURNEY TO LIVING AUTHENTICALLY WITH HIS NEW NORM, 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/ProgramServiceExpensesAmt094437
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0113646
IRS990EZ/TotalProgramServiceExpensesAmt094437
IRS990EZ/TotalRevenueAmt0147274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS Tax Refund $2474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Event expenses $94437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK & MERCHANT FEES $8371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $2222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $1677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7License & Fees $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $1115 Machinery and Equipment - Ending $763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Income - Beginning $29813 Deferred Income - Ending $15751
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT COADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President and CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF TRANSFORMATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEADERS - SOCAL
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0475483770
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1856
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475278347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLISON & GIBB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 E DAILY DRIVE SUITE 117
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059871999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON CPA
ReturnHeader/ReturnTs02023-05-11T11:45:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COADY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,604
Liabilities
$15,751
Net assets
$111,853
Revenue
$147,274
Expenses
$113,646
Net income
$33,628
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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