Civic Intelligence

Leading from Within

990 • Fiscal year 2018 • EIN 68-0365504

Jan 01, 2018 to Dec 31, 2018 • Filed on May 23, 2019

Organization ProfileWWW.LEADING-FROM-WITHIN.ORG
PO Box 806Santa Barbara, CA 93102

(805) 770-3232

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

21st percentile

-10.0%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$58,212

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

9th percentile

-21%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$213,133

Down $55,755 (-21%) from 2017

Net Assets

Down

$210,584

Down $56,522 (-21%) from 2017

Liabilities

Up

$2,549

Up $767 (+43%) from 2017

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin21st percentile

Revenue

Up

$557,739

Up $88,988 (+19%) from 2017

Expenses

Up

$613,321

Up $78,702 (+15%) from 2017

Net Income

Up

-$55,582

Up $10,286 (+16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2018

Assets$213,133
Liabilities$2,549
Net Assets$210,584
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

2018

Revenue$557,739
Expenses$613,321
Net Income-$55,582
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 23, 2019
Return Version
2018v3.1
Gross Receipts
$557,739
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$267,800$113,633▼ $154,167
Savings and Temporary Cash Investments-$99,065-
Land, Buildings, and Equipment, Net$1,088$435▼ $653
Total Assets$268,888$213,133▼ $55,755
Liabilities
Accounts Payable and Accrued Expenses$1,782$2,549▲ $767
Total Liabilities$1,782$2,549▲ $767
Net Assets / Fund Balance
Unrestricted Net Assets$242,106$107,084▼ $135,022
Temporarily Rstr Net Assets$25,000$103,500▲ $78,500
Total Net Assets Fund Balance$267,106$210,584▼ $56,522
Total Liabilities and Net Assets / Fund Balance$268,888$213,133▼ $55,755

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$435$1,523$1,958
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carrie RandolphExecutive DiPT$58,212$58,212

Board Members and Trustees

NameTitle
Ken SaxonPresident
Ben RomoDirector
Jennifer ReitzDirector
Kim DavisDirector
Lois MitchellDirector
Maritza Mejia-wilsonDirector
Paul LynchDirector
Rebecca AndersonDirector
Saul SerranoDirector
Sigrid WrightDirector
Victoria JuarezDirector
Nancy SwansonSecretary
Jim MorouseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$501,175
Program Service Revenue
$50,945
Investment Income
$3,207
Other Revenue
$2,412
All Other Contributions
$501,175
Change in Net Assets
$-55,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$406,503
Salaries, Compensation, and Employee Benefits$206,818
Total Fundraising Expense$87,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,839$25,955$24,196$119,990
Current Officers, Directors, Trustees, and Key Employees$24,449$8,732$25,031$58,212
Advertising$14,522$12$28,273$42,807
Payroll Taxes$12,651$12,706$3,259$28,616
Office Expenses$14,945$4,778$3,388$23,111
Occupancy$16,612$2,506$898$20,016
Insurance$16,325$2,711$307$19,343
Other Expenses$6,477$289$643$7,409
Fees for Services Accounting-$6,107-$6,107
All Other Expenses$1,948$1,020$784$3,752
Travel$2,392-$3$2,395
Depreciation Depletion$653--$653
Interest-$264-$264
Total Functional Expenses$460,242$65,382$87,697$613,321
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
PO BOX 806, SANTA BARBARA, CA 93102

Signing Officer

Name
Ken Saxon
Title
President
Phone
8057703232
Signed
2019-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Saxon
Formed
1996
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
7
Volunteers
55

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/OtherRevenueTotalAmt02412
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024196
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025955
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IRS990/PYInvestmentIncomeAmt0473
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IRS990/PYRevenuesLessExpensesAmt0-65868
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IRS990/PYTotalExpensesAmt0534619
IRS990/PYTotalRevenueAmt0468751
IRS990/ReconcilationRevenueExpnssAmt0-55582
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt050945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt099065
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INSURANCE PAYOUT 0
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0501175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0341778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0481046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0254995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0242996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01821990
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0268
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0183537
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81850
IRS990ScheduleA/PublicSupportPY170Pct00.93210
IRS990ScheduleA/PublicSupportTotal170Amt01491435
IRS990ScheduleA/SubstantialContributorsTotAmt0330555
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0501175
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0254995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0242996
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01821990
IRS990ScheduleA/TotalSupportAmt01822258
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0435
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01523
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01958
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0435
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
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt087697
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065382
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0460242
IRS990/TotalFunctionalExpensesGrp/TotalAmt0613321
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt0460242
IRS990/TotalProgramServiceRevenueAmt050945
IRS990/TotalReportableCompFromOrgAmt058212
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056564
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0557739
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0268888
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0213133
IRS990/TravelGrp/FundraisingAmt03
IRS990/TravelGrp/ProgramServicesAmt02392
IRS990/TravelGrp/TotalAmt02395
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0242106
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0107084
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0105 EAST DE LA GUERRA STREET STE 8
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.LEADING-FROM-WITHIN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SAXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08057703232

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,133
Liabilities
$2,549
Net assets
$210,584
Revenue
$557,739
Expenses
$613,321
Net income
-$55,582
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
2018Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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