Civic Intelligence

Leading from Within

990 • Fiscal year 2022 • EIN 68-0365504

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

34th percentile

-1.6%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

88th percentile

$101,803

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

13th percentile

-17%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-7.0%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$354,364

Down $75,040 (-17%) from 2021

Net Assets

Down

$349,392

Down $10,795 (-3.0%) from 2021

Liabilities

Down

$4,972

Down $64,245 (-93%) from 2021

Revenue

Down

$576,278

Down $43,386 (-7.0%) from 2021

Expenses

Up

$585,570

Up $68,114 (+13%) from 2021

Net Income

Down

-$9,292

Down $111,500 (-109%) from 2021

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

2022

Assets$354,364
Liabilities$4,972
Net Assets$349,392

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

2022

Revenue$576,278
Expenses$585,570
Net Income-$9,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$576,278
Mission and Program Overview

Mission

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

Leading From Within equips community changemakers to grow their ability to lead, collaborate, and drive solutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$248,522-
Cash and Non-Interest-Bearing Accounts$429,404$105,842▼ $323,562
Total Assets$429,404$354,364▼ $75,040
Liabilities
Deferred Revenue$54,750--
Accounts Payable and Accrued Expenses$14,467$4,972▼ $9,495
Total Liabilities$69,217$4,972▼ $64,245
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$271,697$219,392▼ $52,305
Net Assets With Donor Restrictions$88,490$130,000▲ $41,510
Total Net Assets Fund Balance$360,187$349,392▼ $10,795
Total Liabilities and Net Assets / Fund Balance$429,404$354,364▼ $75,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ed FranceExecutive DirectorFT$101,803$101,803
Katya ArmisteadSecretary-$16,170$16,170
Ashley CostaDirector-$11,640$11,640
Jennifer ReitzDirector-$2,000$2,000

Board Members and Trustees

NameTitle
Ken SaxonChair
Michael MedelVice Chair
Alma HernandezDirector
Catherine BrozowskiDirector
Paul LynchDirector
Samuel DuarteDirector
Saul SerranoDirector
Sigrid WrightDirector
Vanessa BechtelDirector
Kiah JordanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$458,307
Program Service Revenue
$115,147
Investment Income
$1,280
Other Revenue
$1,544
All Other Contributions
$458,307
Change in Net Assets
$-9,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,445
Salaries, Compensation, and Employee Benefits$216,125
Total Fundraising Expense$55,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$84,497$5,090$12,216$101,803
Other Salaries and Wages$83,373$10,839$3,873$98,085
Advertising$9,341$5,811$33,180$48,332
Fees for Services Other$7,500$15,030-$22,530
Insurance$20,876$1,235$174$22,285
Occupancy$15,483$4,347$452$20,282
Payroll Taxes$13,641$971$1,625$16,237
Fees for Services Accounting$9,271--$9,271
Office Expenses$3,843$3,361$440$7,644
Fees for Services Legal$5,708--$5,708
Conferences and Meetings$2,222$1,765-$3,987
Travel$3,427$97-$3,524
Other Expenses$1,334$875$672$2,881
Interest$94$67-$161
Total Functional Expenses$459,835$69,913$55,822$585,570
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
Business relationship with 35% controlled entity
No
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, Part VI, Section B, 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, Part VI, Section B, line 12C

A copy of the Organization's conflict of interest policy is given to everyboard 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, Part VI, Section B, line 15

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 isreasonable. Same procedure as for Executive Director.

Form 990, Part VI, Section C, line 19

The governing documents for this Organization, including IRS Form 1023 and 990, are available upon request by contacting the Organization's office during normal business hours.

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
Executive Director
Phone
8057703232
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Saxon
Formed
1996
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
11
Employees
4
Volunteers
45

Preparer

Firm
Melissa Petersen and Company
Address
PO BOX 92202, SANTA BARBARA, CA 93190
Preparer
Melissa Petersen
Phone
8056948331
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IRS990/OtherExpensesGrp/TotalAmt0150921
IRS990/OtherExpensesGrp/TotalAmt152179
IRS990/OtherExpensesGrp/TotalAmt219740
IRS990/OtherExpensesGrp/TotalAmt32881
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01544
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01544
IRS990/OtherRevenueTotalAmt01544
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03873
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010839
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt083373
IRS990/OtherSalariesAndWagesGrp/TotalAmt098085
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01625
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0971
IRS990/PayrollTaxesGrp/ProgramServicesAmt013641
IRS990/PayrollTaxesGrp/TotalAmt016237
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Ken Saxon
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115147
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115147
IRS990/ProgSrvcAccomActy2Grp/Desc0Renewal: The Cultures of Renewal Project, a fiscal sponsorship partnership, is designed to help sustain California's nonprofit and social justice movement practitioners. This was a one time, second stage, research program that assessed the needs for leadership development, renewal and retreat offerings for nonprofit and social justice practitioners in southern california. Our research increasingly recognizes that prioritizing practitioners personal well-being is a necessary and strategic investment to sustain movements and organizations. This is connected to the growing movement for collective and healing justice, which emphasizes addressing systematic oppression through community-led movements to sustain emotional, physical, spiritual, and environmental well-being.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019740
IRS990/ProgSrvcAccomActy3Grp/Desc0Peer Communities: We actively invest in our networks of alumni to cultivate ongoing peer learning, access to resources, and opportunities for collaboration and innovation. Our network of 550+ alumni includes leaders from nonprofits, government, education, philanthropy and business who are all focused on the common good. We also engage the broader social sector leadership to facilitate networks and collaborations to overcome traditional barriers to positive change. Our focus is to produce positive, exponential impact across issue areas, the social sector, and the Santa Barbara region.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt086765
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0571788
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0856
IRS990/PYOtherExpensesAmt0302405
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt047020
IRS990/PYRevenuesLessExpensesAmt0102208
IRS990/PYSalariesCompEmpBnftPaidAmt0207030
IRS990/PYTotalExpensesAmt0517456
IRS990/PYTotalProfFndrsngExpnsAmt08021
IRS990/PYTotalRevenueAmt0619664
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-9292
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0248522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0458307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0571788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0388825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0502819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0501175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02422914
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0318327
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83420
IRS990ScheduleA/PublicSupportPY170Pct00.59760
IRS990ScheduleA/PublicSupportTotal170Amt02021306
IRS990ScheduleA/SubstantialContributorsTotAmt0401608
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0458307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0571788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0388825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0502819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0501175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02422914
IRS990ScheduleA/TotalSupportAmt02422914
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/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 everyboard 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 isreasonable. Same procedure as for Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents for this Organization, including IRS Form 1023 and 990, are available upon request by contacting the Organization's office during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0429404
IRS990/TotalAssetsEOYAmt0354364
IRS990/TotalAssetsGrp/BOYAmt0429404
IRS990/TotalAssetsGrp/EOYAmt0354364
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0458307
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt055822
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069913
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0459835
IRS990/TotalFunctionalExpensesGrp/TotalAmt0585570
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069217
IRS990/TotalLiabilitiesEOYAmt04972
IRS990/TotalLiabilitiesGrp/BOYAmt069217
IRS990/TotalLiabilitiesGrp/EOYAmt04972
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0360187
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0349392
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0459835
IRS990/TotalProgramServiceRevenueAmt0115147
IRS990/TotalReportableCompFromOrgAmt0131613
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117971
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0576278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0429404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0354364
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt097
IRS990/TravelGrp/ProgramServicesAmt03427
IRS990/TravelGrp/TotalAmt03524
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

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
2022Detailed filing. Detailed filing data is available for this year.$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
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