Civic Intelligence

Leadership Perimeter Inc.

990 • Fiscal year 2019 • EIN 58-1891318

Jun 01, 2018 to May 31, 2019 • Filed on Feb 28, 2020

PO Box 28007Sandy Springs, GA 30358

(404) 256-9091

Siviq Scores

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

Liabilities / Assets

90th percentile

0.51x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.28x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$55,735

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$181,405

Up $35,480 (+24%) from 2018

Net Assets

Up

$88,126

Up $24,148 (+38%) from 2018

Liabilities

Up

$93,279

Up $11,332 (+14%) from 2018

Revenue

Up

$332,325

Up $44,308 (+15%) from 2018

Expenses

Down

$308,177

Down $2,810 (-0.9%) from 2018

Net Income

Up

$24,148

Up $47,118 (+205%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $61,285Liabilities 2011: $6,500Net Assets 2011: $54,7852011Assets 2012: $79,453Liabilities 2012: $21,380Net Assets 2012: $58,0732012Assets 2013: $56,695Liabilities 2013: $13,534Net Assets 2013: $43,1612013Assets 2014: $53,283Liabilities 2014: $12,028Net Assets 2014: $41,2552014Assets 2015: $34,624Liabilities 2015: $0Net Assets 2015: $34,6242015Assets 2016: $102,387Liabilities 2016: $32,013Net Assets 2016: $70,3742016Assets 2017: $108,386Liabilities 2017: $21,438Net Assets 2017: $86,9482017Assets 2018: $145,925Liabilities 2018: $81,947Net Assets 2018: $63,9782018Assets 2019: $181,405Liabilities 2019: $93,279Net Assets 2019: $88,1262019Assets 2020: $262,107Liabilities 2020: $152,420Net Assets 2020: $109,6872020Assets 2021: $207,185Liabilities 2021: $131,797Net Assets 2021: $75,3882021Assets 2022: $166,746Liabilities 2022: $63,179Net Assets 2022: $103,5672022Assets 2023: $173,154Liabilities 2023: $45,098Net Assets 2023: $128,0562023Assets 2024: $215,376Liabilities 2024: $81,792Net Assets 2024: $133,5842024

Highlighted filing

2019

Assets$181,405
Liabilities$93,279
Net Assets$88,126

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $81,778Expenses 2011: $92,307Net Income 2011: -$10,5292011Revenue 2012: $114,985Expenses 2012: $106,957Net Income 2012: $8,0282012Revenue 2013: $153,413Expenses 2013: $168,325Net Income 2013: -$14,9122013Revenue 2014: $189,647Expenses 2014: $191,554Net Income 2014: -$1,9072014Revenue 2015: $190,685Expenses 2015: $204,296Net Income 2015: -$13,6112015Revenue 2016: $281,312Expenses 2016: $245,370Net Income 2016: $35,9422016Revenue 2017: $328,897Expenses 2017: $312,323Net Income 2017: $16,5742017Revenue 2018: $288,017Expenses 2018: $310,987Net Income 2018: -$22,9702018Revenue 2019: $332,325Expenses 2019: $308,177Net Income 2019: $24,1482019Revenue 2020: $335,228Expenses 2020: $322,729Net Income 2020: $12,4992020Revenue 2021: $143,661Expenses 2021: $177,960Net Income 2021: -$34,2992021Revenue 2022: $328,278Expenses 2022: $300,099Net Income 2022: $28,1792022Revenue 2023: $372,867Expenses 2023: $348,378Net Income 2023: $24,4892023Revenue 2024: $339,391Expenses 2024: $333,863Net Income 2024: $5,5282024

Highlighted filing

2019

Revenue$332,325
Expenses$308,177
Net Income$24,148
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 28, 2020
Return Version
2018v3.2
Gross Receipts
$332,325
Mission and Program Overview

Mission

Since 1986, leadership perimeter has developed and inspired leaders to serve their communities for a lifetime. Through our adult and youth programs, we expose leaders to the diverse assets and issues within our state and region. A series of sector-focused days provide insights into how communities function while inspiring participants to get involved within their communities. We work with local & state governments and many civic & nonprofit organizations to advance community engagement, cultivate community & civic service.

Leadership sandy springs' (lss) vision is to inspire and empower leaders in our region to be catalysts for collaborative, transformational progress. Our mission is to develop, educate, and connect leaders through innovative programming, community engagement and volunteer opportunities to enrich our diverse sandy springs and central perimeter area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$82,203$103,688▲ $21,485
Pledges and Grants Receivable$49,950$44,189▼ $5,761
Cash and Non-Interest-Bearing Accounts$10,662$30,368▲ $19,706
Prepaid Expenses and Deferred Charges$3,110$3,160▲ $50
Total Assets$145,925$181,405▲ $35,480
Liabilities
Deferred Revenue$79,700$92,000▲ $12,300
Other Liabilities$585$805▲ $220
Accounts Payable and Accrued Expenses$1,662$474▼ $1,188
Total Liabilities$81,947$93,279▲ $11,332
Net Assets / Fund Balance
Unrestricted Net Assets$56,298$80,446▲ $24,148
Temporarily Rstr Net Assets$7,680$7,680→ $0
Total Net Assets Fund Balance$63,978$88,126▲ $24,148
Total Liabilities and Net Assets / Fund Balance$145,925$181,405▲ $35,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janice F PaulExecutive DiFT$55,135$600$55,735

Board Members and Trustees

NameTitle
Andrea SettlesPresident
Sandra JewellPresident-el
Brenda RothschildMember at La
Clare StefanMember at La
Colin HubbardMember at La
Dario LizcanoMember at La
Gene JordanMember at La
Graham McdonaldMember at La
Howard AustinMember at La
Janetta RandolphMember at La
Jason LinaMember at La
John PaulsonMember at La
Kristen MadisonMember at La
Marea WhiteMember at La
Mike BivoneMember at La
Patty VoelzMember at La
Phil JonesMember at La
Steve BedsoleMember at La
Pam RosenthalPast Preside
Dawn ReedSecretary
Sammy GrantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,950
Program Service Revenue
$127,597
Investment Income
$778
Other Revenue
$0
All Other Contributions
$203,950
Change in Net Assets
$24,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$170,353
Other Expenses$137,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,997$51,565-$109,562
Fees for Services Other$96,519$2,587-$99,106
Current Officers, Directors, Trustees, and Key Employees$29,412$24,376-$53,788
Advertising$2,021$5,543-$7,564
Payroll Taxes$3,782$3,221-$7,003
Insurance-$4,360-$4,360
Fees for Services Accounting-$3,804-$3,804
All Other Expenses-$2,955-$2,955
Other Expenses-$1,824-$1,824
Total Functional Expenses$189,731$118,446$0$308,177
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Carolyn Axt Scholarship$805
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 8B

There are no committees with the authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

When the organization is provided a copy of the form 990, the treasurer reviews the form and makes inquiry if there is anything that appears inaccurate.

Form 990, Page 6, Part VI, Line 12C

All officers, trustees and employees are expected to maintain the confidentiality of leadership sandy springs information in accordance with organization policy. A copy of this policy will be provided to trustees, officers and employees annually, and trustees and officers will be required to confirm their agreement to abide by these requirements and to provide information to identify actual or potential compliance issues. Any trustee or officer must disclose any potential conflicts of interest to the executive committee, and any employee must disclose any potential conflict of interest related to a matter under board consideration or requiring board approval. Such conflict of interest shall be brought to the attention of the board or the committee considering such matter, and any trustee should refrain from voting on any matter in which they have a conflict. Unless requested to remain present during the meeting, trustees or officers should recuse themselves from any discussion or decision involving a potential conflict or interest affecting their personal, business or professional interests. However, trustees, officers or employees will provide the board or committee with any and all relevant information regarding the potential conflict of interest. If a significant conflict of interest exists and cannot be solved, the trustees should resign.

Form 990, Page 6, Part VI, Line 15A

Compensation of persons described in line items 15a and 15b was reviewed by an independent attorney specializing in labor and compensation issues and by a certified public accounting firm that has numerous engagements with a variety of nonprofit organizations. Individual persons determined that the compensation for these individuals was comparable to similar non-profit organizations and included a review of contemporaneous substantiation of the deliberation and decision.

Form 990, Page 6, Part VI, Line 15B

Compensation of persons described in line items 15a and 15b was reviewed by an independent attorney specializing in labor and compensation issues and by a certified public accounting firm that has numerous engagements with a variety of nonprofit organizations. Individual persons determined that the compensation for these individuals was comparable to similar non-profit organizations and included a review of contemporaneous substantiation of the deliberation and decision.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. At the public's request, a copy of this information is provided by the treasurer.

Filing and Contact Details

Filer

Filer Name
Leadership Sandy Springs Inc
EIN
58-1891318
Phone
4042569091
Address
PO BOX 28007, SANDY SPRINGS, GA 30358

Signing Officer

Name
Janice F Paul
Title
Executive Director
Phone
4042569091
Signed
2020-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice F Paul
Formed
2007
Legal Domicile
Ga
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
600

Preparer

Firm
Draffin & Tucker Llp
Address
PO BOX 71309, ALBANY, GA 31708-1309
Preparer
R Jeremy Wilson
Phone
2298837878
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Leadership sandy springs is a professional organization that provides strategic leadership development and collaborative civic engagement in sandy springs and the central perimeter area. Through our leadership programs, we develop, educate and connect diverse individuals and inspire them to contribute their time and talents to our community. We work with local & state governments and many civic & nonprofit organizations to advance community engagement, cultivate community & civil service and provide multiple events to benefit our community. For 32 years, lss has helped emerging and recognized leaders enhance their leadership skills and expand their knowledge of local and state issues, inspiring them to take leadership roles in their companies and our city. During the nine-month program, day-long sessions are centered on issues and themes that are relevant to sandy springs and the central perimeter area. Sessions include speakers and interactive activities on municipal & state government, business & community development, education, environment, human services and regional issues. Two retreats and several evening sessions round out the curriculum and provide team building and unstructured time for fellowship and discussion on key points from program days.

Form 990, Page 2, Part III, Line 4B

Youth leadership sandy springs (ylss) was launched by leadership sandy springs in 2011 and provides high school sophomores and juniors with experiential learning opportunities to help develop their leadership skills and learn more about their community. Students discover what it takes to build a thriving community by speaking with business, human services and civic leaders, as well as learn leadership skills to help them reach their full potential. In the year-long program, students explore sandy springs through six interactive program days and develop leadership skills during three afternoon workshops. The interactive days include meeting with government leaders and public safety officials, while going behind the scenes to visit a jail. Additionally, students go to human services organizations and large & small companies. Workshops help students develop leadership, communication and personal skills to better understand themselves as current or emerging leaders.

Form 990, Page 2, Part III, Line 4D

Other programs include live learn lead and volunteer for a better sandy springs. Live learn lead in 2015, leadership sandy springs initiated a new program for community- wide interest on relevant topics entitled live learn lead. What started as a small reception-style speaker series, live learn lead has expanded to a large event with 200+ attendees and nationally known speakers and executives from major companies in the metro atlanta area. Recent speakers have included a u.s. Senator and c-suite executives from lockheed martin, georgia public broadcasting, cox enterprises, georgia state university, emory university, southern company, and the coca cola company. In 2019, leadership sandy springs was awarded the excellence in innovation award by the association of leadership programs for live learn lead's outstanding program content. Volunteer for a better sandy springs 2019 marks the 17th annual volunteer for a better sandy springs (vbss) communitywide day of service presented by leadership sandy springs. Since 2003, lss has facilitated more than 800,000 in materials, tools, plants, supplies and volunteer hours to improve the city's nonprofits, parks and public schools. Additionally, lss has assembled more than 4,300 community and corporate volunteers who have contributed over 516,000 hours at 30 sites during this day of giving back to the community. Vbss is a prime example of a public, private, civic, nonprofit and volunteer partnership that engages residents and corporate citizens to build a stronger, more vibrant community.

Form 990, Part IX, Line 11G

0 2,587 0 movies by moonlight production and other exp 24,727 0 0 0 0 0 class program class programs 34,542 0 0 other expenses 996 0 0 0 0 0 youth leadership ss class programs 8,875 0 0 0 0 0 better sandy springs other expenses 711 0 0 event expenses 10,887 0 0 0 0 0 live, learn, lead series expenses 15,781 0 0 total 96,519 2,587 0

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IRS990/MissionDesc0WE DEVELOP, EDUCATE, AND CONNECT LEADERS THROUGH INNOVATIVE PROGRAMMING, COMMUNITY ENGAGEMENT, AND VOLUNTEER OPPORTUNITIES TO ENRICH OUR DIVERSE SANDY SPRINGS AND CENTRAL PERIMETER AREA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH LEADERSHIP SANDY SPRINGS (YLSS) WAS LAUNCHED BY LEADERSHIP SANDY SPRINGS IN 2011 AND PROVIDES HIGH SCHOOL SOPHOMORES AND JUNIORS WITH EXPERIENTIAL LEARNING OPPORTUNITIES TO HELP DEVELOP THEIR LEADERSHIP SKILLS AND LEARN MORE ABOUT THEIR COMMUNITY. STUDENTS DISCOVER WHAT IT TAKES TO BUILD A THRIVING COMMUNITY BY SPEAKING WITH BUSINESS, HUMAN SERVICES AND CIVIC LEADERS, AS WELL AS LEARN LEADERSHIP SKILLS TO HELP THEM REACH THEIR FULL POTENTIAL. IN THE YEAR-LONG PROGRAM, STUDENTS EXPLORE SANDY SPRINGS THROUGH SIX INTERACTIVE PROGRAM DAYS AND DEVELOP LEADERSHIP SKILLS DURING THREE AFTERNOON WORKSHOPS. THE INTERACTIVE DAYS INCLUDE MEETING WITH GOVERNMENT LEADERS AND PUBLIC SAFETY OFFICIALS, WHILE GOING BEHIND THE SCENES TO VISIT A JAIL. ADDITIONALLY, STUDENTS GO TO HUMAN SERVICES ORGANIZATIONS AND LARGE & SMALL COMPANIES. WORKSHOPS HELP STUDENTS DEVELOP LEADERSHIP, COMMUNICATION AND PERSONAL SKILLS TO BETTER UNDERSTAND THEMSELVES AS CURRENT OR EMERGING LEADERS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MOVIES BY MOONLIGHT (MBM) CONNECTS OUR COMMUNITY BY PROVIDING THREE, FREE MOVIE NIGHTS THAT COMBINE THE NOSTALGIA OF POPULAR OUTDOOR MOVIES, THEMED CHILDREN'S ACTIVITIES, FOOD TRUCKS, CONCESSIONS AND PERFORMANCES BY LOCAL MUSICAL AND PERFORMANCE ARTISTS. SINCE 2004, MBM HAS BECOME A FAMILY FAVORITE, ATTRACTING MORE THAN 1,500 PEOPLE PER NIGHT AND SERVING AS THE CONNECTIVE TISSUE IN OUR GROWING, DIVERSE COMMUNITY. MBM IS HELD AT SANDY SPRINGS' CITY SPRINGS GREEN, AND IS RECOGNIZED BY THE CITY, RESIDENTS, CORPORATIONS AND CIVIC PARTNERS AS ONE OF THE PREMIER EVENTS IN SANDY SPRINGS AND THE CENTRAL PERIMETER AREA.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS INCLUDE LIVE LEARN LEAD AND VOLUNTEER FOR A BETTER SANDY SPRINGS. LIVE LEARN LEAD IN 2015, LEADERSHIP SANDY SPRINGS INITIATED A NEW PROGRAM FOR COMMUNITY- WIDE INTEREST ON RELEVANT TOPICS ENTITLED LIVE LEARN LEAD. WHAT STARTED AS A SMALL RECEPTION-STYLE SPEAKER SERIES, LIVE LEARN LEAD HAS EXPANDED TO A LARGE EVENT WITH 200+ ATTENDEES AND NATIONALLY KNOWN SPEAKERS AND EXECUTIVES FROM MAJOR COMPANIES IN THE METRO ATLANTA AREA. RECENT SPEAKERS HAVE INCLUDED A U.S. SENATOR AND C-SUITE EXECUTIVES FROM LOCKHEED MARTIN, GEORGIA PUBLIC BROADCASTING, COX ENTERPRISES, GEORGIA STATE UNIVERSITY, EMORY UNIVERSITY, SOUTHERN COMPANY, AND THE COCA COLA COMPANY. IN 2019, LEADERSHIP SANDY SPRINGS WAS AWARDED THE EXCELLENCE IN INNOVATION AWARD BY THE ASSOCIATION OF LEADERSHIP PROGRAMS FOR LIVE LEARN LEAD'S OUTSTANDING PROGRAM CONTENT. VOLUNTEER FOR A BETTER SANDY SPRINGS 2019 MARKS THE 17TH ANNUAL VOLUNTEER FOR A BETTER SANDY SPRINGS (VBSS) COMMUNITYWIDE DAY OF SERVICE PRESENTED BY LEADERSHIP SANDY SPRINGS. SINCE 2003, LSS HAS FACILITATED MORE THAN 800,000 IN MATERIALS, TOOLS, PLANTS, SUPPLIES AND VOLUNTEER HOURS TO IMPROVE THE CITY'S NONPROFITS, PARKS AND PUBLIC SCHOOLS. ADDITIONALLY, LSS HAS ASSEMBLED MORE THAN 4,300 COMMUNITY AND CORPORATE VOLUNTEERS WHO HAVE CONTRIBUTED OVER 516,000 HOURS AT 30 SITES DURING THIS DAY OF GIVING BACK TO THE COMMUNITY. VBSS IS A PRIME EXAMPLE OF A PUBLIC, PRIVATE, CIVIC, NONPROFIT AND VOLUNTEER PARTNERSHIP THAT ENGAGES RESIDENTS AND CORPORATE CITIZENS TO BUILD A STRONGER, MORE VIBRANT COMMUNITY.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.82$1.34$3.39$3.34$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.45$1.28$3.73$3.48$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.63$1.04$3.28$3.00$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.07$1.32$0.75$1.44$1.78$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.62$1.52$1.10$3.35$3.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.93$0.88$3.32$3.08$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.82$0.64$2.88$3.11$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.21$0.87$3.29$3.12$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.32$0.70$2.81$2.45$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.91$2.04$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.12$0.41$1.90$1.92$0.02
2013Summary only. Only limited summary data is available for this year.$0.57$0.14$0.43$1.53$1.68$0.15
2012Summary only. Only limited summary data is available for this year.$0.79$0.21$0.58$1.15$1.07$0.08
2011Summary only. Only limited summary data is available for this year.$0.61$0.07$0.55$0.82$0.92$0.11