Leadership Shelby County Inc.

990EZ • Fiscal year 2016 • EIN 63-1120169

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile WWW.LEADERSHIPSHELBYCOUNTY.COM

Station 6010Montevallo, AL 35115

(205) 665-6010

Siviq Scores

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

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.7%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

-7.5%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets66th percentile

Assets

Flat

$119,425

Flat from 2016

Net Assets

$116,875

No earlier filing loaded for comparison.

Liabilities

Flat

$2,550

Flat from 2016

Revenue And Expenses

Liabilities / Revenue74th percentile Net Margin44th percentile

Revenue

Flat

$67,137

Flat from 2016

Expenses

Flat

$66,682

Flat from 2016

Net Income

Flat

$455

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2016

Assets$119,425

Liabilities$2,550

Net Assets$116,875

Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

Highlighted filing

2016

Revenue$67,137

Expenses$66,682

Net Income$455

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 2, 2017
Return Version: 2016v3.0
Gross Receipts: $79,120

Mission and Program Overview

Mission

Leadership programs to inform Shelby Co

Leadership programs to inform and empower the citizens of shelby county.

Program Services

Description	Grants	Expenses
LEADERSHIP PROGRAMS TO INFORM, INSPIRE, AND EMPOWER THE CITIZENS OF SHELBY COUNTY.	$7,500	$66,210

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRIDGETTE JORDAN-SMITH	President	-	$0	-	-
TOM SANDERS	Vice Preside	-	$0	-	-
JOEY RITCHEY	Secretary	-	$0	-	-
DEANNA SMITH	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Golf Tournament	$15,838	$15,838	$11,983	$3,855
Total Events	$15,838	$15,838	$11,983	$3,855

Filing and Contact Details

Filer

Filer Name: Leadership Shelby County Inc
EIN: 63-1120169
Phone: 2056656010
Address: STATION 6010, MONTEVALLO, AL 35115

Signing Officer

Name: Deanna Smith
Title: Treasurer
Phone: 2056656010
Signed: 2017-05-02
Discuss with paid preparer: Yes

Preparer

Firm: JACKSON HOWARD & WHATLEY CPA'S
Address: 729 CHESTNUT STREET, BIRMINGHAM, AL 35216
Preparer: Richard E Easterling
Phone: 2058222352

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“7,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses insurance 564 corporate admin expenses 178 communications 2,855 board expenses 3,028 other admin expenses 171 education contract 4,940 session 1 (retreat) 10,141 session 2 (october) 2,166 session 3 (november) 1,800 session 4 (december) 1,095 session 5 (january) 2,151 session 6 (february) 1,757 session 7 (march) 1,876 session 8 (april) 960 session 9 (graduation) 4,535 youth education contract 2,016 youth session (retreat) 4,553 youth session (december) 1,664 youth session (february) 706 youth session (march) 1,649 youth session (april) 1,870 youth session(graduation) 3,316 alumni events 3,432 bank charges 472 other educational expense 750 bad debts 15 total 58,660”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,400 2,550 deferred revenue 795 0”

Raw XML Appendix168 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/PersonNm	0	DEANNA SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2056656010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	STATION 6010
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	MONTEVALLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	35115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	119615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	119425
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	22110
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IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	455
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	119615
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IRS990EZ/FundraisingGrossIncomeAmt	0	15838
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	7500
IRS990EZ/GrossReceiptsAmt	0	79120
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	537
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	9530
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	116420
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	116875
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	116420
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	116875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	BRIDGETTE JORDAN-SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	TOM SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JOEY RITCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	DEANNA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	58660
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	LEADERSHIP PROGRAMS TO INFORM AND EMPOWER THE CITIZENS OF SHELBY COUNTY.
IRS990EZ/PrintingPublicationsPostageAmt	0	522
IRS990EZ/ProgramServiceRevenueAmt	0	31105
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	LEADERSHIP PROGRAMS TO INFORM, INSPIRE, AND EMPOWER THE CITIZENS OF SHELBY COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	7500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	66210
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	11983
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	3855
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	3195
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	2550
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	66682
IRS990EZ/TotalProgramServiceExpensesAmt	0	66210
IRS990EZ/TotalRevenueAmt	0	67137
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.LEADERSHIPSHELBYCOUNTY.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	22110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	18770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	28663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	27455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	30020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	127018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	16
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	65
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	95
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	57010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	62857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	54516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	48621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	38595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	261599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	16
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	65
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	95
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	282
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99930
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99860
IRS990ScheduleA/PublicSupportTotal509Amt	0	388617
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	79120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	81627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	83179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	76076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	68615
IRS990ScheduleA/Total509Grp/TotalAmt	0	388617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	79120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	81643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	83244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	76171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	68721
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	388899
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	11983
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	15838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	15838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	15838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	15838
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	3855
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	11983
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	11983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	7,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES INSURANCE 564 CORPORATE ADMIN EXPENSES 178 COMMUNICATIONS 2,855 BOARD EXPENSES 3,028 OTHER ADMIN EXPENSES 171 EDUCATION CONTRACT 4,940 SESSION 1 (RETREAT) 10,141 SESSION 2 (OCTOBER) 2,166 SESSION 3 (NOVEMBER) 1,800 SESSION 4 (DECEMBER) 1,095 SESSION 5 (JANUARY) 2,151 SESSION 6 (FEBRUARY) 1,757 SESSION 7 (MARCH) 1,876 SESSION 8 (APRIL) 960 SESSION 9 (GRADUATION) 4,535 YOUTH EDUCATION CONTRACT 2,016 YOUTH SESSION (RETREAT) 4,553 YOUTH SESSION (DECEMBER) 1,664 YOUTH SESSION (FEBRUARY) 706 YOUTH SESSION (MARCH) 1,649 YOUTH SESSION (APRIL) 1,870 YOUTH SESSION(GRADUATION) 3,316 ALUMNI EVENTS 3,432 BANK CHARGES 472 OTHER EDUCATIONAL EXPENSE 750 BAD DEBTS 15 TOTAL 58,660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,400 2,550 DEFERRED REVENUE 795 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DEANNA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2056656010
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LEADERSHIP SHELBY COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt	0	LEAD
ReturnHeader/Filer/EIN	0	631120169
ReturnHeader/Filer/PhoneNum	0	2056656010
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	STATION 6010
ReturnHeader/Filer/USAddress/CityNm	0	MONTEVALLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	7766E56502253E2595F4D010615733343AE4E6DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	7766E56502253E2595F4D010615733343AE4E6DF
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	630916273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JACKSON HOWARD & WHATLEY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	729 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	35216
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2058222352
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD E EASTERLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-05-09T07:58:55-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $119,425
Liabilities: $2,550
Net assets: $116,875
Revenue: $67,137
Expenses: $66,682
Net income: $455

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.82	$0.82	$0.00
2024Detailed filing. Detailed filing data is available for this year.	$2.50	$0.01	$2.49	$0.97	$0.63	$0.33
2023Summary only. Only limited summary data is available for this year.	$2.16	$0.00		$0.80	$0.59	$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.95		$1.95	$0.94	$0.52	$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.53		$1.53	$0.42	$0.26	$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.43	$0.05	$1.37	$0.27	$0.39	$0.12
2019Summary only. Only limited summary data is available for this year.	$1.56	$0.07		$0.74	$0.74	$0.00
2018Summary only. Only limited summary data is available for this year.	$1.54	$0.05		$0.82	$0.63	$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.37	$0.07	$1.30	$0.75	$0.61	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$1.19	$0.03	$1.17	$0.67	$0.67	$0.00
2016Summary only. Only limited summary data is available for this year.	$1.19	$0.03		$0.67	$0.67	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$1.20	$0.03	$1.16	$0.73	$0.54	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$0.99	$0.01	$0.98	$0.72	$0.49	$0.23
2013Detailed filing. Detailed filing data is available for this year.	$0.81	$0.06	$0.75	$0.69	$0.61	$0.08