Civic Intelligence

Leading from Within

990 • Fiscal year 2015 • EIN 68-0365504

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 01, 2016

105 East DE LA Guerra Street Ste 8Santa Barbara, CA 93101

(805) 770-3232

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

93rd percentile

$52,800

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.1%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$115,998

Up $22,173 (+24%) from 2014

Net Assets

Up

$115,712

Up $21,887 (+23%) from 2014

Liabilities

Up

$286

Up $286 from 2014

Revenue

Down

$324,301

Down $6,964 (-2.1%) from 2014

Expenses

Up

$316,396

Up $44,227 (+16%) from 2014

Net Income

Down

$7,905

Down $51,191 (-87%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $88,241Liabilities 2011: $02011Assets 2012: $123,976Liabilities 2012: $0Net Assets 2012: $123,9762012Assets 2013: $54,198Liabilities 2013: $2,685Net Assets 2013: $51,5132013Assets 2014: $93,825Liabilities 2014: $0Net Assets 2014: $93,8252014Assets 2015: $115,998Liabilities 2015: $286Net Assets 2015: $115,7122015Assets 2016: $335,577Liabilities 2016: $2,342Net Assets 2016: $333,2352016Assets 2017: $268,888Liabilities 2017: $1,782Net Assets 2017: $267,1062017Assets 2018: $213,133Liabilities 2018: $2,549Net Assets 2018: $210,5842018Assets 2019: $332,564Liabilities 2019: $54,985Net Assets 2019: $277,5792019Assets 2020: $362,089Liabilities 2020: $104,110Net Assets 2020: $257,9792020Assets 2021: $429,404Liabilities 2021: $69,217Net Assets 2021: $360,1872021Assets 2022: $354,364Liabilities 2022: $4,972Net Assets 2022: $349,3922022Assets 2023: $305,755Liabilities 2023: $9,413Net Assets 2023: $296,3422023Assets 2024: $607,992Liabilities 2024: $189,097Net Assets 2024: $418,8952024

Highlighted filing

2015

Assets$115,998
Liabilities$286
Net Assets$115,712

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $122,951Expenses 2011: $76,606Net Income 2011: $46,3452011Revenue 2012: $230,753Expenses 2012: $195,018Net Income 2012: $35,7352012Revenue 2013: $244,835Expenses 2013: $241,637Net Income 2013: $3,1982013Revenue 2014: $331,265Expenses 2014: $272,169Net Income 2014: $59,0962014Revenue 2015: $324,301Expenses 2015: $316,396Net Income 2015: $7,9052015Revenue 2016: $620,608Expenses 2016: $402,998Net Income 2016: $217,6102016Revenue 2017: $468,751Expenses 2017: $534,619Net Income 2017: -$65,8682017Revenue 2018: $557,739Expenses 2018: $613,321Net Income 2018: -$55,5822018Revenue 2019: $600,121Expenses 2019: $534,775Net Income 2019: $65,3462019Revenue 2020: $446,169Expenses 2020: $466,304Net Income 2020: -$20,1352020Revenue 2021: $619,664Expenses 2021: $517,456Net Income 2021: $102,2082021Revenue 2022: $576,278Expenses 2022: $585,570Net Income 2022: -$9,2922022Revenue 2023: $500,842Expenses 2023: $553,358Net Income 2023: -$52,5162023Revenue 2024: $558,262Expenses 2024: $425,889Net Income 2024: $132,3732024

Highlighted filing

2015

Revenue$324,301
Expenses$316,396
Net Income$7,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 1, 2016
Return Version
2015v2.1
Gross Receipts
$324,301
Mission and Program Overview

Mission

Invests in nonprofit and other social sector leaders by delivering programs that cultivate leadership, renewal, and peer community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$106,548$114,999▲ $8,451
Land, Buildings, and Equipment, Net$759$499▼ $260
Total Assets$107,807$115,998▲ $8,191
Other Assets Total$500$500→ $0
Liabilities
Accounts Payable and Accrued Expenses-$286-
Total Liabilities$0$286▲ $286
Net Assets / Fund Balance
Unrestricted Net Assets$70,307$89,212▲ $18,905
Temporarily Rstr Net Assets$37,500$26,500▼ $11,000
Total Net Assets Fund Balance$107,807$115,712▲ $7,905
Total Liabilities and Net Assets / Fund Balance$107,807$115,998▲ $8,191

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$499$802$1,301
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carrie RandolphExecutive DiPT$52,800$52,800

Board Members and Trustees

NameTitle
Ken SaxonPresident
Ben RomoDirector
Cecilia RodriguezDirector
Janet GarufisDirector
Jennifer Van HomerDirector
Monique LimonDirector
Paul LynchDirector
Rebecca AndersonDirector
Saul SerranoDirector
Sigrid WrightDirector
Nancy SwansonSecretary
Jim MorouseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$254,995
Program Service Revenue
$69,157
Investment Income
$149
Other Revenue
$0
All Other Contributions
$254,995
Change in Net Assets
$7,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,628
Salaries, Compensation, and Employee Benefits$107,768
Total Fundraising Expense$18,510
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$31,680$13,200$7,920$52,800
Other Salaries and Wages$31,283$7,821-$39,104
Fees for Services Other$16,500$252$6,691$23,443
Advertising$7,797$7,797$3,899$19,493
Payroll Taxes$12,691$3,173-$15,864
Occupancy$9,808$3,269-$13,077
Travel$4,388$1,013-$5,401
Office Expenses-$4,409-$4,409
All Other Expenses$1,398$2,783-$4,181
Other Expenses$4,089--$4,089
Fees for Services Accounting-$895-$895
Insurance-$704-$704
Depreciation Depletion-$260-$260
Fees for Services Legal-$137-$137
Total Functional Expenses$252,173$45,713$18,510$316,396
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
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 11B

Once completed, a copy of irs form 990 is circulated to all board members via email. Adequate time is given for comments or questions. The president performs a detailed review and signs the return.

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

A copy of the organization's conflict of interest policy is given to every board member upon joining the board. Any conflicts that exist are brought to the attention of the full board. All board members are asked to fill out a conflict of interest disclosure statement annually.

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

The compensation committee is made up of two board members who are non- interested parties. The compensation committee reviews compensation for officers, directors and top management employees on an annual basis. The committee checks comparable salary ranges to make sure that compensation is reasonable.

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

Same procedure as for executive director.

Form 990, Page 6, Part VI, Line 19

The governing documents for this organization, including irs form 1023 and 990, are available upon request by contacting ken saxon at [email protected] or (805) 884-9223.

Filing and Contact Details

Filer

Filer Name
Leading From Within
EIN
68-0365504
Phone
8057703232
Address
105 EAST DE LA GUERRA STREET STE 8, SANTA BARBARA, CA 93101

Signing Officer

Name
Ken Saxon
Title
President
Phone
8057703232
Signed
2016-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Saxon
Formed
1996
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
40

Preparer

Firm
Melissa Petersen & Co
Address
PO BOX 92202, SANTA BARBARA, CA 93190-2202
Preparer
Melissa R Petersen CPA
Phone
8056948331
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt069157
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE PAYOUT 708
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0254995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0242996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0169725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0147050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0822656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01082
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0231499
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0708
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0708
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt0822656
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0254995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0242996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0169725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0147050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0822656
IRS990ScheduleA/TotalSupportAmt0824446
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0499
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0802
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01301
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0499
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE COMPLETED, A COPY OF IRS FORM 990 IS CIRCULATED TO ALL BOARD MEMBERS VIA EMAIL. ADEQUATE TIME IS GIVEN FOR COMMENTS OR QUESTIONS. THE PRESIDENT PERFORMS A DETAILED REVIEW AND SIGNS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS GIVEN TO EVERY BOARD MEMBER UPON JOINING THE BOARD. ANY CONFLICTS THAT EXIST ARE BROUGHT TO THE ATTENTION OF THE FULL BOARD. ALL BOARD MEMBERS ARE ASKED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION COMMITTEE IS MADE UP OF TWO BOARD MEMBERS WHO ARE NON- INTERESTED PARTIES. THE COMPENSATION COMMITTEE REVIEWS COMPENSATION FOR OFFICERS, DIRECTORS AND TOP MANAGEMENT EMPLOYEES ON AN ANNUAL BASIS. THE COMMITTEE CHECKS COMPARABLE SALARY RANGES TO MAKE SURE THAT COMPENSATION IS REASONABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAME PROCEDURE AS FOR EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS FOR THIS ORGANIZATION, INCLUDING IRS FORM 1023 AND 990, ARE AVAILABLE UPON REQUEST BY CONTACTING KEN SAXON AT [email protected] OR (805) 884-9223.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt037500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt026500
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0107807
IRS990/TotalAssetsEOYAmt0115998
IRS990/TotalAssetsGrp/BOYAmt0107807
IRS990/TotalAssetsGrp/EOYAmt0115998
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0254995
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018510
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0252173
IRS990/TotalFunctionalExpensesGrp/TotalAmt0316396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0286
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0286
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107807
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115712
IRS990/TotalProgramServiceExpensesAmt0252173
IRS990/TotalProgramServiceRevenueAmt069157
IRS990/TotalReportableCompFromOrgAmt052800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069306
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324301
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107807
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0115998
IRS990/TravelGrp/ManagementAndGeneralAmt01013
IRS990/TravelGrp/ProgramServicesAmt04388
IRS990/TravelGrp/TotalAmt05401
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt070307
IRS990/UnrestrictedNetAssetsGrp/EOYAmt089212
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0105 EAST DE LA GUERRA STREET STE 8
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.LEADING-FROM-WITHIN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SAXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08057703232
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADING FROM WITHIN
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0680365504
ReturnHeader/Filer/PhoneNum08057703232
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 EAST DE LA GUERRA STREET STE 8
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272087941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELISSA PETERSEN & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 92202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$1.89$4.19$5.58$4.26$1.32
2023Summary only. Only limited summary data is available for this year.$3.06$0.09$2.96$5.01$5.53$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.05$3.49$5.76$5.86$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.69$3.60$6.20$5.17$1.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$1.04$2.58$4.46$4.66$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.55$2.78$6.00$5.35$0.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.03$2.11$5.58$6.13$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.02$2.67$4.69$5.35$0.66
2016Summary only. Only limited summary data is available for this year.$3.36$0.02$3.33$6.21$4.03$2.18
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$3.24$3.16$0.08
2014Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$3.31$2.72$0.59
2013Summary only. Only limited summary data is available for this year.$0.54$0.03$0.52$2.45$2.42$0.03
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$2.31$1.95$0.36
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$1.23$0.77$0.46