Civic Intelligence

Leadership Alabama Inc

EIN 63-1007967 • 501(c)3 • Birmingham, AL

Profile

Leadership alabama gives established leaders across alabama exposure to the broader fabric of the state. It develops a network of relationships and provides a structure for this network to seek mutual understanding of problems and priorities for alabama's future.

PO Box 131394Birmingham, AL 35213

www.leadershipal.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10.0%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,245,554

Up $300,343 (+32%) from 2023

Liabilities

Down

$0

Down $104,482 (-100%) from 2023

Net Assets

Up

$1,245,554

Up $404,825 (+48%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

Up

$936,216

Up $253,675 (+37%) from 2023

Expenses

Down

$531,391

Down $23,853 (-4.3%) from 2023

Net Income

Up

$404,825

Up $277,528 (+218%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $299,571Liabilities 2011: $108,301Net Assets 2011: $191,2702011Assets 2012: $344,183Liabilities 2012: $157,261Net Assets 2012: $186,9222012Assets 2013: $360,462Liabilities 2013: $118,436Net Assets 2013: $242,0262013Assets 2014: $495,536Liabilities 2014: $158,707Net Assets 2014: $336,8292014Assets 2015: $394,341Liabilities 2015: $168,851Net Assets 2015: $225,4902015Assets 2016: $416,159Liabilities 2016: $133,343Net Assets 2016: $282,8162016Assets 2017: $505,550Liabilities 2017: $210,773Net Assets 2017: $294,7772017Assets 2018: $304,861Liabilities 2018: $205,642Net Assets 2018: $99,2192018Assets 2019: $312,015Liabilities 2019: $199,312Net Assets 2019: $112,7032019Assets 2020: $585,213Liabilities 2020: $196,077Net Assets 2020: $389,1362020Assets 2021: $776,126Liabilities 2021: $102,493Net Assets 2021: $673,6332021Assets 2022: $1,029,606Liabilities 2022: $316,174Net Assets 2022: $713,4322022Assets 2023: $945,211Liabilities 2023: $104,482Net Assets 2023: $840,7292023Assets 2024: $1,245,554Liabilities 2024: $0Net Assets 2024: $1,245,5542024

Highlighted filing

2024

Assets$1,245,554
Liabilities$0
Net Assets$1,245,554
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $399,4872011Expenses 2012: $422,7542012Revenue 2013: $479,018Expenses 2013: $423,914Net Income 2013: $55,1042013Revenue 2014: $522,107Expenses 2014: $427,304Net Income 2014: $94,8032014Revenue 2015: $549,647Expenses 2015: $660,986Net Income 2015: -$111,3392015Revenue 2016: $456,611Expenses 2016: $389,433Net Income 2016: $67,1782016Revenue 2017: $489,607Expenses 2017: $477,646Net Income 2017: $11,9612017Revenue 2018: $520,151Expenses 2018: $715,709Net Income 2018: -$195,5582018Revenue 2019: $616,593Expenses 2019: $603,109Net Income 2019: $13,4842019Revenue 2020: $727,490Expenses 2020: $451,057Net Income 2020: $276,4332020Revenue 2021: $520,591Expenses 2021: $321,104Net Income 2021: $199,4872021Revenue 2022: $733,174Expenses 2022: $479,692Net Income 2022: $253,4822022Revenue 2023: $682,541Expenses 2023: $555,244Net Income 2023: $127,2972023Revenue 2024: $936,216Expenses 2024: $531,391Net Income 2024: $404,8252024

Highlighted filing

2024

Revenue$936,216
Expenses$531,391
Net Income$404,825
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,245,554
Liabilities
$0
Net assets
$1,245,554
Revenue
$936,216
Expenses
$531,391
Net income
$404,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.94$0.53$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.10$0.84$0.68$0.56$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.32$0.71$0.73$0.48$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.10$0.67$0.52$0.32$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.20$0.39$0.73$0.45$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.20$0.11$0.62$0.60$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.21$0.10$0.52$0.72$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.21$0.29$0.49$0.48$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.13$0.28$0.46$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.17$0.23$0.55$0.66$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.16$0.34$0.52$0.43$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.12$0.24$0.48$0.42$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.16$0.19$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.11$0.19$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$936,216
Mission and Program Overview

Mission

Leadership Alabama gives established leaders across Alabama exposure to the broader fabric of the state. It develops a network of relationships and provides a structure for this network to seek mutual understanding of problems and priorities for Alabama's future. Leadership Alabama encourages its members to act, individually and in concert, to move Alabama forward to help our state reach its full potential.

Improve state networking and relations among state leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$945,052$1,245,455▲ $300,403
Land, Buildings, and Equipment, Net$159$99▼ $60
Total Assets$945,211$1,245,554▲ $300,343
Liabilities
Deferred Revenue$94,482--
Accounts Payable and Accrued Expenses$10,000--
Total Liabilities$104,482$0▼ $104,482
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$835,050$1,239,875▲ $404,825
Net Assets With Donor Restrictions$5,679$5,679→ $0
Total Net Assets Fund Balance$840,729$1,245,554▲ $404,825
Total Liabilities and Net Assets / Fund Balance$945,211$1,245,554▲ $300,343

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$99$13,258$13,357
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine CottonFormer Executive DirectorFT$116,400$15,640$132,040
Ashley KaplanExecutive DirectorFT$105,000$18,192$123,192

Board Members and Trustees

NameTitle
Melissa MorrissetteChair
Caroline B NovakEmeritus Chair
D Mark NixEmeritus Chair
Delynn ZellEmeritus Chair
Fred O BraswellEmeritus Chair
Lynne BerryEmeritus Chair
Mike GoodrichEmeritus Chair
R Preston BoltEmeritus Chair
Seth HammettEmeritus Chair
W Michael Warren JrEmeritus Chair
William E Smith JrEmritus Chair
David L NastImmediate Past Chair
Dr Linda C YoungVice Chair
Bennet WrightBoard Member
Cedric CampbellBoard Member
Chuck HolmesBoard Member
Dave KingBoard Member
David M MuhlendorfBoard Member
David SilversteinBoard Member
David Turner JrBoard Member
Deborah Bell PaseurBoard Member
Delbert MadisonBoard Member
Doug BachissBoard Member
Eva T RobertsonBoard Member
Gordon G MartinBoard Member
HENRY O'CONNORBoard Member
Hank IsenbergBoard Member
Hon John H EnglandBoard Member
Horace HornBoard Member
James F WatkinsBoard Member
James R SealeBoard Member
Jeff StoneBoard Member
Jo BonnerBoard Member
Jody SingerBoard Member
Kellie HopeBoard Member
Macke MauldinBoard Member
Matt CleggBoard Member
Michael KirkpatrickBoard Member
Penny BillingsBoard Member
Richard StablerBoard Member
Robbie BakerBoard Member
Robert SimonBoard Member
Rose AllenBoard Member
Stephanie BryanBoard Member
Todd StrangeBoard Member
Tyrone Fenderson JrBoard Member
J Kyle BuchananSecretary
Michael PattersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$380,555
Program Service Revenue
$542,412
Investment Income
$8,221
Other Revenue
$5,028
All Other Contributions
$380,555
Change in Net Assets
$404,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$292,117
Other Expenses$239,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$109,320$22,801-$132,121
Current Officers, Directors, Trustees, and Key Employees$95,154$19,846-$115,000
Other Employee Benefits$20,362$5,090-$25,452
Payroll Taxes$16,171$3,373-$19,544
All Other Expenses$2,154$5,061-$7,215
Travel$5,708$1,427-$7,135
Office Expenses$5,066$933-$5,999
Fees for Services Other$4,172$1,043-$5,215
Other Expenses$18,862$4,259-$4,259
Advertising$2,894$724-$3,618
Insurance-$1,729-$1,729
Depreciation Depletion$47$12-$59
Total Functional Expenses$465,093$66,298$0$531,391
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Part VI, Section B, Line 11B

“The board and those charged with governance review the draft of the 990 prior to filing and a completed copy of the 990 is available to board members upon request.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to sign a conflict of interest statement annually that discloses any potential conflicts.”

Form 990, Part VI, Section B, Line 15

“Annually, the executive committee compares the salary of the executive director of leadership alabama to that of similar organizations. The executive committee then approves the annual salary and any bonus of the executive director.”

Form 990, Part VI, Section C, Line 18

“Governing documents were made available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents were made available upon request.”

Filing and Contact Details

Filer

Filer Name
Leadership Alabama Inc
EIN
63-1007967
Phone
2059059415
Address
PO BOX 131394, BIRMINGHAM, AL 35213

Signing Officer

Name
Ashley Kaplan
Title
Executive Director
Phone
2059059415
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Kaplan
Formed
1989
Legal Domicile
Al
Voting Board Members
48
Independent Board Members
40
Employees
3
Volunteers
49

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PARKWAY STE 875, BIRMINGHAM, AL 35209
Preparer
Jeffrey D Chandler CPA
Phone
2058027212
Raw XML AppendixShowing 400 of 718 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER

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