Civic Intelligence

Leadership Stockton Alumni Association

990EZ • Fiscal year 2017 • EIN 68-0175108

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

PO Box 7572Stockton, CA 95267

(209) 467-2307

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

63%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$27,575

Up $17,203 (+166%) from 2015

Net Assets

Up

$27,575

Up $17,203 (+166%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$50,796

Up $24,452 (+93%) from 2015

Expenses

Up

$44,070

Up $22,210 (+102%) from 2015

Net Income

Up

$6,726

Up $2,242 (+50%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $11,548Liabilities 2011: $02011Assets 2012: $7,789Liabilities 2012: $02012Assets 2013: $8,129Net Assets 2013: $8,1292013Assets 2014: $5,888Net Assets 2014: $5,8882014Assets 2015: $10,372Net Assets 2015: $10,3722015Assets 2017: $27,575Net Assets 2017: $27,5752017Assets 2018: $36,937Net Assets 2018: $36,9372018Assets 2019: $54,335Net Assets 2019: $54,3352019Assets 2020: $57,444Net Assets 2020: $57,4442020Assets 2021: $29,016Net Assets 2021: $29,0162021Assets 2022: $39,726Net Assets 2022: $39,7262022Assets 2023: $85,704Net Assets 2023: $85,7042023Assets 2024: $53,269Net Assets 2024: $53,2692024Assets 2025: $32,780Net Assets 2025: $32,7802025

Highlighted filing

2017

Assets$27,575
Liabilities-
Net Assets$27,575

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $28,348Expenses 2011: $31,097Net Income 2011: -$2,7492011Revenue 2012: $30,189Expenses 2012: $33,948Net Income 2012: -$3,7592012Revenue 2013: $30,436Expenses 2013: $30,096Net Income 2013: $3402013Revenue 2014: $41,470Expenses 2014: $42,884Net Income 2014: -$1,4142014Revenue 2015: $26,344Expenses 2015: $21,860Net Income 2015: $4,4842015Revenue 2017: $50,796Expenses 2017: $44,070Net Income 2017: $6,7262017Revenue 2018: $53,067Expenses 2018: $43,705Net Income 2018: $9,3622018Revenue 2019: $48,905Expenses 2019: $31,507Net Income 2019: $17,3982019Revenue 2020: $47,633Expenses 2020: $35,949Net Income 2020: $11,6842020Revenue 2021: $31,466Expenses 2021: $59,894Net Income 2021: -$28,4282021Revenue 2022: $17,640Expenses 2022: $6,930Net Income 2022: $10,7102022Revenue 2023: $134,365Expenses 2023: $88,387Net Income 2023: $45,9782023Revenue 2024: $100,599Expenses 2024: $133,034Net Income 2024: -$32,4352024Revenue 2025: $88,692Expenses 2025: $109,181Net Income 2025: -$20,4892025

Highlighted filing

2017

Revenue$50,796
Expenses$44,070
Net Income$6,726
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$59,966
Mission and Program Overview

Mission

To foster and support education and leadership in san joaquin county, california, and surrounding areas and to distribute funds to other charities recognized by the internal revenue service and the state of california as tax-exempt organizations.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION HAS PROVIDED LEADERSHIP TRAINING TO OVER TWO HUNDRED INDIVIDUALS AND PROVIDED SUPPORT TO LOCAL CHARITIES.$44,070-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BANUELOSTreasurer-$0--
ADAM CHESHIREVice President-$0--
JEHNA STEINWERTSecretary-$0--
CHRIS KAYPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Leadership Breakfast$17,789$17,789$9,170$8,619
Total Events$17,789$17,789$9,170$8,619
Filing and Contact Details

Filer

Filer Name
Leadership Stockton
EIN
68-0175108
Phone
2094672307
Address
PO BOX 7572, STOCKTON, CA 95267

Signing Officer

Name
Stephanie Banuelos
Title
Treasurer
Signed
2017-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson CPAs
Address
4578 Feather River Drive D, Stockton, CA 95219
Preparer
Robert S Gross
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $1091

Other Expenses.1

Class of 2017 expenses $35185

Other Expenses.2

LSAA MIXERS $1482

Other Expenses.3

SCHOLARSHIPS $1349

Other Expenses.4

LS EVENT EXPENSES $1102

Other Expenses.6

EVENT EXPENSES $551

Other Expenses.8

FEES $424

Other Expenses.9

AWARDS $296

Other Expenses.10

CLASS SPONSORSHIP $250

Other Expenses.11

CLASS GIFTS $226

Other Expenses.12

WEB HOSTING $222

Other Expenses.13

board meetings $188

Other Expenses.14

DUES $150

Other Expenses.15

BANK CHARGES $25

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02099432222
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM CHESHIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEHNA STEINWERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS KAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042541
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER AND SUPPORT EDUCATION AND LEADERSHIP IN SAN JOAQUIN COUNTY, CALIFORNIA, AND SURROUNDING AREAS AND TO DISTRIBUTE FUNDS TO OTHER CHARITIES RECOGNIZED BY THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA AS TAX-EXEMPT ORGANIZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt01404
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044070
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09170
IRS990EZ/SpecialEventsNetIncomeLossAmt08619
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt044070
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IRS990EZ/TotalRevenueAmt050796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.leadershipstockton.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030436
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0194497
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09170
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMMUNITY LEADERSHIP BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017789
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF 2017 EXPENSES $35185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LSAA MIXERS $1482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $1349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LS EVENT EXPENSES $1102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENT EXPENSES $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FEES $424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AWARDS $296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CLASS SPONSORSHIP $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CLASS GIFTS $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEB HOSTING $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11board meetings $188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.15
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE BANUELOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP STOCKTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0680175108
ReturnHeader/Filer/PhoneNum02094672307
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7572
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04578 Feather River Drive D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert S Gross
ReturnHeader/ReturnTs02017-10-25T10:57:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$0.33$0.33$0.89$1.09$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.01$1.33$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.34$0.88$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.18$0.07$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.31$0.60$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.48$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.49$0.32$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.53$0.44$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.51$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.26$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.41$0.43$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.30$0.30$0.00
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.30$0.34$0.04
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.28$0.31$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits