Civic Intelligence

Leadership Georgia Foundation Inc

EIN 58-1329285 • 501(c)3 • Atlanta, GA

Profile

Leadership Georgia Foundation (LGF) brings recognized leaders of diverse communities together for programs which focus attention on opportunities facing cities in Georgia.

3348 Peachtree Rd NE Ste 115Atlanta, GA 30326

www.leadershipgeorgia.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.15x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

38th percentile

0.0%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,690,609

Up $27,692 (+0.4%) from 2023

Liabilities

Down

$236,798

Down $25,714 (-9.8%) from 2023

Net Assets

Up

$6,453,811

Up $53,406 (+0.8%) from 2023

Revenue

Up

$1,556,339

Up $204,228 (+15%) from 2023

Expenses

Up

$1,555,724

Up $378,269 (+32%) from 2023

Net Income

Down

$615

Down $174,041 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,264,899Liabilities 2010: $139,948Net Assets 2010: $3,124,9512010Assets 2011: $3,147,427Liabilities 2011: $232,151Net Assets 2011: $2,915,2762011Assets 2012: $3,384,619Liabilities 2012: $177,380Net Assets 2012: $3,207,2392012Assets 2013: $4,025,197Liabilities 2013: $155,652Net Assets 2013: $3,869,5452013Assets 2014: $4,285,554Liabilities 2014: $176,005Net Assets 2014: $4,109,5492014Assets 2015: $4,148,200Liabilities 2015: $161,788Net Assets 2015: $3,986,4122015Assets 2016: $4,329,214Liabilities 2016: $146,420Net Assets 2016: $4,182,7942016Assets 2017: $5,084,764Liabilities 2017: $103,957Net Assets 2017: $4,980,8072017Assets 2018: $4,827,158Liabilities 2018: $117,773Net Assets 2018: $4,709,3852018Assets 2019: $5,519,279Liabilities 2019: $170,651Net Assets 2019: $5,348,6282019Assets 2020: $6,029,467Liabilities 2020: $123,516Net Assets 2020: $5,905,9512020Assets 2021: $6,913,286Liabilities 2021: $219,775Net Assets 2021: $6,693,5112021Assets 2022: $6,256,725Liabilities 2022: $256,898Net Assets 2022: $5,999,8272022Assets 2023: $6,662,917Liabilities 2023: $262,512Net Assets 2023: $6,400,4052023Assets 2024: $6,690,609Liabilities 2024: $236,798Net Assets 2024: $6,453,8112024

Highlighted filing

2024

Assets$6,690,609
Liabilities$236,798
Net Assets$6,453,811

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $521,7742010Expenses 2011: $678,7372011Expenses 2012: $715,5232012Revenue 2013: $948,263Expenses 2013: $696,142Net Income 2013: $252,1212013Revenue 2014: $1,022,133Expenses 2014: $765,620Net Income 2014: $256,5132014Revenue 2015: $983,614Expenses 2015: $803,746Net Income 2015: $179,8682015Revenue 2016: $1,054,543Expenses 2016: $900,226Net Income 2016: $154,3172016Revenue 2017: $1,185,029Expenses 2017: $835,584Net Income 2017: $349,4452017Revenue 2018: $887,057Expenses 2018: $741,290Net Income 2018: $145,7672018Revenue 2019: $1,043,697Expenses 2019: $1,128,507Net Income 2019: -$84,8102019Revenue 2020: $627,477Expenses 2020: $451,748Net Income 2020: $175,7292020Revenue 2021: $1,093,403Expenses 2021: $596,276Net Income 2021: $497,1272021Revenue 2022: $1,254,901Expenses 2022: $988,453Net Income 2022: $266,4482022Revenue 2023: $1,352,111Expenses 2023: $1,177,455Net Income 2023: $174,6562023Revenue 2024: $1,556,339Expenses 2024: $1,555,724Net Income 2024: $6152024

Highlighted filing

2024

Revenue$1,556,339
Expenses$1,555,724
Net Income$615

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.69$0.24$6.45$1.56$1.56$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.26$6.40$1.35$1.18$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.26$0.26$6.00$1.25$0.99$0.27
2021Detailed filing. Detailed filing data is available for this year.$6.91$0.22$6.69$1.09$0.60$0.50
2020Detailed filing. Detailed filing data is available for this year.$6.03$0.12$5.91$0.63$0.45$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.52$0.17$5.35$1.04$1.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.12$4.71$0.89$0.74$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.10$4.98$1.19$0.84$0.35
2016Detailed filing. Detailed filing data is available for this year.$4.33$0.15$4.18$1.05$0.90$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.15$0.16$3.99$0.98$0.80$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.18$4.11$1.02$0.77$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.03$0.16$3.87$0.95$0.70$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.18$3.21$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.23$2.92$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.14$3.12$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.1
Gross Receipts
$1,831,061
Mission and Program Overview

Mission

Leadership Georgia Foundation (LGF) brings recognized leaders of diverse communities together for programs which focus attention on opportunities facing cities in Georgia.

Bring leaders of diverse communities together & focus on opportunities in cities in Georgia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,333,228$4,714,346▼ $618,882
Investments Other Securities$268,223$1,070,668▲ $802,445
Savings and Temporary Cash Investments-$386,323-
Cash and Non-Interest-Bearing Accounts$929,934$306,417▼ $623,517
Pledges and Grants Receivable-$110,000-
Prepaid Expenses and Deferred Charges$130,226$102,333▼ $27,893
Land, Buildings, and Equipment, Net$1,306$522▼ $784
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$6,662,917$6,690,609▲ $27,692
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$192,000$218,900▲ $26,900
Accounts Payable and Accrued Expenses$70,512$17,898▼ $52,614
Other Liabilities$0$0→ $0
Total Liabilities$262,512$236,798▼ $25,714
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,201,212$6,234,953▲ $33,741
Net Assets With Donor Restrictions$199,193$218,858▲ $19,665
Total Net Assets Fund Balance$6,400,405$6,453,811▲ $53,406
Total Liabilities and Net Assets / Fund Balance$6,662,917$6,690,609▲ $27,692

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$11,800$11,800
Equipment$522$8,394$8,916
Other Securities$1,070,668--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,601,451-▲ $466,332-$5,785,014
2023$5,302,496$0▲ $561,530-$5,601,451
2022$6,309,193$3,500▼ $750,651-$5,302,496
2021$5,479,156$17,110▲ $812,927-$6,309,193
2020$5,089,370$850▲ $626,694-$5,479,156
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$879,186
Program Service Revenue
$392,996
Investment Income
$467,217
Other Revenue
$-183,060
All Other Contributions
$410,886
Change in Net Assets
$615

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,496,741
Revenue Not Reported on Financial Statements
$59,598
Revenue Not Reported on Form 990
$52,791
Other Revenue Adjustments
$18,000
Total Revenue per Audited Statements
$1,549,532
Total Revenue per Form 990
$1,556,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,374,898
Salaries, Compensation, and Employee Benefits$162,826
Grants and Similar Amounts Paid$18,000
Total Fundraising Expense$915
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$398,335$10,877$915$410,127
Conferences and Meetings$266,435$3,723-$270,158
Other Expenses$189,175$1,984-$191,159
Other Salaries and Wages$69,671$69,671-$139,342
Office Expenses$14,007$47,966-$61,973
Fees for Service Investment Mgmnt Fees-$41,598-$41,598
Fees for Services Accounting-$41,331-$41,331
Fees for Services Other$7,200$21,801$0$29,001
Grants to Domestic Individuals$18,000--$18,000
Pension Plan Contributions$6,293$6,293-$12,586
Payroll Taxes$5,338$5,338-$10,676
Information Technology-$6,382-$6,382
Occupancy-$4,707-$4,707
Depreciation Depletion$157$627-$784
Other Employee Benefits$111$111-$222
Total Functional Expenses$1,280,810$273,999$915$1,555,724

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,555,724
Expenses per Audited Statements$1,496,126
Total Expenses per Audited Statements$1,496,126
Expenses Not Reported on Financial Statements$59,598
Other Expense Adjustments$18,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$265,810
Fundraising Gross Income$82,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Alumni Awards Gala$551,050$82,750$57,527$25,223
Event 2-$0-$0
Total Events$551,050$82,750$265,810$-183,060
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15

The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions.

Form 990, Part VI, Line 1A Delegate broad authority to A committee

Executive Board consists of Chairman, President, & VP. This committee shall report to the Chairman and shall function as a management committee with the primary responsibility of developing and implementing the LGF Program with direct supervision of the President of LGF and the overall direction of the Board of Trustees.

Form 990, Part VI, Line 11B Review of form 990 by governing body

Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS.

Form 990, Part VI, Line 12C Conflict of interest policy

The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. If any staff or trustee or member of his or her family has or is about to assume an interest or other outside relationship which might result in a conflict of interest, it is the staff's or the trustee's responsibility to immediately give all pertinent info to the Chairman, who shall then report all info to the executive committee of the board of trustees. The Chairman should notify the remaining members of the executive committee for any conflict they are involved in or aware for an independent review.

Form 990, Part VI, Line 19 Required documents available to the public

The governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Leadership Georgia Foundation Inc
EIN
58-1329285
Phone
4042232294
Address
3348 Peachtree Rd NE Ste 115, Atlanta, GA 30326

Signing Officer

Name
Jamie McCurry
Title
Chair
Phone
4042232294
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Ga
Voting Board Members
18
Independent Board Members
18
Employees
2
Volunteers
54

Preparer

Firm
CRI Capin Crouse Advisors LLC
Address
345 Massachusetts Ave Suite 300, Indianapolis, IN 46204
Preparer
Daren Daiga
Phone
5055022746
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 199,680 including grants of $ 3,600)(Revenue $ 71,275) Thomasville - Preservation & Progress - focused on public-private partnerships to enhance the community and business district, the importance of the arts in a community, and preservation of land and history.

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 193,095 including grants of $ 3,600)(Revenue $ 69,324) Clayton - Agriculture, Partnerships, History, Non-Profit - Focus on the success of public/private partnerships to improve communities; explored the rich history of the region, and learned about the farming/agriculture that is rapidly growing in the area.

Form 990, Part V, Line 2A

Staff are compensated by the Georgia Chamber of Commerce and Leadership Georgia Foundation reimburses Georgia Chamber of Commerce for all salary expenses. Georgia Chamber of Commerce files all required payroll information returns as required by the IRS. As such, due to common paymaster rules as instructed by the IRS, the number of employees reported represent the number of employees who work 100% for the filing organization and for which the filing organization reimburses Georgia Chamber of Commerce. The reimbursements are reported on Part IX, Line 7 - 10.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

Board designated endowment funds are available for program expenditures subject to board approval . Permanent endowment funds are subject to income on principal to be used for scholarships for Leadership Georgia tuition.

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

Scholarships and Discounts - 18000

Schedule D, Part XII, Line 4(B) Other expenses in form 990 not in audited financial statements

Scholarships and Discounts - 18000

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IRS990/Form990PartVIISectionAGrp/PersonNm17William Bentley
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