Civic Intelligence

Leadership Shelby County Inc.

990EZ • Fiscal year 2019 • EIN 63-1120169

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 27, 2020

Station 6010Montevallo, AL 35115

(205) 665-6010

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

34th percentile

-9.9%

Faster revenue growth than 34% of similar nonprofits.

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

Assets

Flat

$156,186

Flat from 2019

Net Assets

$149,425

No earlier filing loaded for comparison.

Liabilities

Flat

$6,761

Flat from 2019

Revenue

Flat

$74,203

Flat from 2019

Expenses

Flat

$73,992

Flat from 2019

Net Income

Flat

$211

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $80,774Liabilities 2013: $5,747Net Assets 2013: $75,0272013Assets 2014: $98,797Liabilities 2014: $1,030Net Assets 2014: $97,7672014Assets 2015: $119,615Liabilities 2015: $3,195Net Assets 2015: $116,4202015Assets 2016: $119,425Liabilities 2016: $2,5502016Assets 2017: $136,860Liabilities 2017: $6,645Net Assets 2017: $130,2152017Assets 2018: $154,214Liabilities 2018: $5,0002018Assets 2019: $156,186Liabilities 2019: $6,761Net Assets 2019: $149,4252019Assets 2019: $156,186Liabilities 2019: $6,7612019Assets 2020: $142,679Liabilities 2020: $5,250Net Assets 2020: $137,4292020Assets 2021: $153,316Net Assets 2021: $153,3162021Assets 2022: $194,877Net Assets 2022: $194,8772022Assets 2023: $215,724Liabilities 2023: $02023Assets 2024: $250,186Liabilities 2024: $1,100Net Assets 2024: $249,0862024Assets 2025: $249,536Liabilities 2025: $0Net Assets 2025: $249,5362025

Highlighted filing

2019

Assets$156,186
Liabilities$6,761
Net Assets$149,425

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $69,002Expenses 2013: $61,295Net Income 2013: $7,7072013Revenue 2014: $72,079Expenses 2014: $49,338Net Income 2014: $22,7412014Revenue 2015: $72,566Expenses 2015: $53,913Net Income 2015: $18,6532015Revenue 2016: $67,137Expenses 2016: $66,682Net Income 2016: $4552016Revenue 2017: $74,753Expenses 2017: $61,413Net Income 2017: $13,3402017Revenue 2018: $82,345Expenses 2018: $63,346Net Income 2018: $18,9992018Revenue 2019: $74,203Expenses 2019: $73,992Net Income 2019: $2112019Revenue 2019: $74,203Expenses 2019: $73,992Net Income 2019: $2112019Revenue 2020: $27,257Expenses 2020: $39,253Net Income 2020: -$11,9962020Revenue 2021: $42,024Expenses 2021: $26,137Net Income 2021: $15,8872021Revenue 2022: $93,579Expenses 2022: $52,019Net Income 2022: $41,5602022Revenue 2023: $79,944Expenses 2023: $59,099Net Income 2023: $20,8452023Revenue 2024: $96,634Expenses 2024: $63,271Net Income 2024: $33,3632024Revenue 2025: $82,449Expenses 2025: $81,999Net Income 2025: $4502025

Highlighted filing

2019

Revenue$74,203
Expenses$73,992
Net Income$211
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 27, 2020
Return Version
2019v5.0
Gross Receipts
$87,726
Mission and Program Overview

Mission

Leadership programs to inform Shelby Co

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

Program Services

DescriptionGrantsExpenses
LEADERSHIP PROGRAMS TO INFORM, INSPIRE, AND EMPOWER THE CITIZENS OF SHELBY COUNTY.$5,000$73,672
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEY RITCHEYPresident-$0--
DEANNA SMITHTreasurer-$0--
LINDSEY ALLISONVice Preside-$0--
CRAIG SORENSENSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,540$24,540$13,523$11,017
Total Events$24,540$24,540$13,523$11,017
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
2020-03-27
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 16

Expenses promotional expenses 1,076 insurance 1,017 corporate admin expenses 140 communications 3,165 board expenses 1,471 other admin expenses 204 education contract 5,600 session 1 (retreat) 8,824 session 2 (october) 1,061 session 3 (november) 2,656 session 4 (december) 2,067 session 5 (january) 2,056 session 6 (february) 1,816 session 7 (march) 1,857 session 8 (april) 1,056 session 9 (graduation) 4,701 youth education contract 2,730 youth session (retreat) 3,966 youth session (december) 1,978 youth session (february) 1,046 youth session (march) 1,959 youth session (april) 1,564 youth session(graduation) 3,842 youth admin expenses 342 alumni events 4,119 bank charges 320 directory 597 member relations 220 special event 6,935 total 68,385

Form 990-ez, Part II, Line 24

Accounts receivable 0 485 total 0 485

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 561 deferred revenue 5,000 6,200

Raw XML Appendix174 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/CityNm0MONTEVALLO
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IRS990EZ/MembershipDuesAmt010310
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149425
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOEY RITCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEANNA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY ALLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRAIG SORENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0485
IRS990EZ/OtherExpensesTotalAmt068385
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEADERSHIP PROGRAMS TO INFORM AND EMPOWER THE CITIZENS OF SHELBY COUNTY.
IRS990EZ/PrintingPublicationsPostageAmt0607
IRS990EZ/ProgramServiceRevenueAmt028742
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEADERSHIP PROGRAMS TO INFORM, INSPIRE, AND EMPOWER THE CITIZENS OF SHELBY COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073672
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013523
IRS990EZ/SpecialEventsNetIncomeLossAmt011017
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06761
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073992
IRS990EZ/TotalProgramServiceExpensesAmt073672
IRS990EZ/TotalRevenueAmt074203
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEADERSHIPSHELBYCOUNTY.COM
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024845
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018770
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0775
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt0428128
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087726
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084670
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024540
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024540
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTIONAL EXPENSES 1,076 INSURANCE 1,017 CORPORATE ADMIN EXPENSES 140 COMMUNICATIONS 3,165 BOARD EXPENSES 1,471 OTHER ADMIN EXPENSES 204 EDUCATION CONTRACT 5,600 SESSION 1 (RETREAT) 8,824 SESSION 2 (OCTOBER) 1,061 SESSION 3 (NOVEMBER) 2,656 SESSION 4 (DECEMBER) 2,067 SESSION 5 (JANUARY) 2,056 SESSION 6 (FEBRUARY) 1,816 SESSION 7 (MARCH) 1,857 SESSION 8 (APRIL) 1,056 SESSION 9 (GRADUATION) 4,701 YOUTH EDUCATION CONTRACT 2,730 YOUTH SESSION (RETREAT) 3,966 YOUTH SESSION (DECEMBER) 1,978 YOUTH SESSION (FEBRUARY) 1,046 YOUTH SESSION (MARCH) 1,959 YOUTH SESSION (APRIL) 1,564 YOUTH SESSION(GRADUATION) 3,842 YOUTH ADMIN EXPENSES 342 ALUMNI EVENTS 4,119 BANK CHARGES 320 DIRECTORY 597 MEMBER RELATIONS 220 SPECIAL EVENT 6,935 TOTAL 68,385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 485 TOTAL 0 485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 561 DEFERRED REVENUE 5,000 6,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANNA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02056656010
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP SHELBY COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0631120169
ReturnHeader/Filer/PhoneNum02056656010
ReturnHeader/Filer/USAddress/AddressLine1Txt0STATION 6010
ReturnHeader/Filer/USAddress/CityNm0MONTEVALLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035115
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.158.224.238
ReturnHeader/FilingSecurityInformation/IPDt02020-03-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:49:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630916273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON HOWARD & WHATLEY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0729 CHESTNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035216
ReturnHeader/PreparerPersonGrp/PhoneNum02058222352
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E EASTERLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-30T10:49:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.07$1.49$0.74$0.74$0.00
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
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