Civic Intelligence

Leadership Tyler Inc.

990 • Fiscal year 2018 • EIN 75-2340612

Jun 01, 2017 to May 31, 2018 • Filed on Feb 15, 2019

315 North Broadway Suite 202Tyler, TX 75702

(903) 535-9242

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

37th percentile

-1.6%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$66,704

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Down

$104,195

Down $3,080 (-2.9%) from 2017

Net Assets

Down

$97,833

Down $3,746 (-3.7%) from 2017

Liabilities

Up

$6,362

Up $666 (+12%) from 2017

Revenue

Down

$238,560

Down $6,215 (-2.5%) from 2017

Expenses

Down

$242,306

Down $20,568 (-7.8%) from 2017

Net Income

Up

-$3,746

Up $14,353 (+79%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $137,578Liabilities 2010: $7,103Net Assets 2010: $130,4752010Assets 2011: $122,476Liabilities 2011: $17,446Net Assets 2011: $105,0302011Assets 2012: $120,723Liabilities 2012: $7,599Net Assets 2012: $113,1242012Assets 2013: $136,939Liabilities 2013: $20,281Net Assets 2013: $116,6582013Assets 2014: $134,218Liabilities 2014: $0Net Assets 2014: $134,2182014Assets 2015: $120,387Liabilities 2015: $0Net Assets 2015: $120,3872015Assets 2016: $126,094Liabilities 2016: $5,767Net Assets 2016: $120,3272016Assets 2017: $107,275Liabilities 2017: $5,696Net Assets 2017: $101,5792017Assets 2018: $104,195Liabilities 2018: $6,362Net Assets 2018: $97,8332018Assets 2019: $105,317Liabilities 2019: $13,000Net Assets 2019: $92,3172019Assets 2020: $130,590Liabilities 2020: $24,927Net Assets 2020: $105,6632020Assets 2021: $130,685Liabilities 2021: $28,956Net Assets 2021: $101,7292021Assets 2022: $138,054Liabilities 2022: $9,437Net Assets 2022: $128,6172022Assets 2023: $200,670Liabilities 2023: $66,416Net Assets 2023: $134,2542023Assets 2024: $184,840Liabilities 2024: $78,579Net Assets 2024: $106,2612024Assets 2025: $233,552Liabilities 2025: $64,795Net Assets 2025: $168,7572025

Highlighted filing

2018

Assets$104,195
Liabilities$6,362
Net Assets$97,833

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $204,755Expenses 2010: $189,317Net Income 2010: $15,4382010Revenue 2011: $159,235Expenses 2011: $184,680Net Income 2011: -$25,4452011Revenue 2012: $203,698Expenses 2012: $195,604Net Income 2012: $8,0942012Revenue 2013: $169,183Expenses 2013: $164,335Net Income 2013: $4,8482013Revenue 2014: $219,315Expenses 2014: $201,755Net Income 2014: $17,5602014Revenue 2015: $210,185Expenses 2015: $224,016Net Income 2015: -$13,8312015Revenue 2016: $209,624Expenses 2016: $209,684Net Income 2016: -$602016Revenue 2017: $244,775Expenses 2017: $262,874Net Income 2017: -$18,0992017Revenue 2018: $238,560Expenses 2018: $242,306Net Income 2018: -$3,7462018Revenue 2019: $236,721Expenses 2019: $242,237Net Income 2019: -$5,5162019Revenue 2020: $247,817Expenses 2020: $234,471Net Income 2020: $13,3462020Revenue 2021: $211,212Expenses 2021: $215,146Net Income 2021: -$3,9342021Revenue 2022: $330,441Expenses 2022: $303,553Net Income 2022: $26,8882022Revenue 2023: $333,657Expenses 2023: $328,020Net Income 2023: $5,6372023Revenue 2024: $353,695Expenses 2024: $367,187Net Income 2024: -$13,4922024Revenue 2025: $371,965Expenses 2025: $309,469Net Income 2025: $62,4962025

Highlighted filing

2018

Revenue$238,560
Expenses$242,306
Net Income-$3,746
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 15, 2019
Return Version
2017v2.2
Gross Receipts
$238,560
Mission and Program Overview

Mission

The mission of Leadership Tyler is to equip leaders to enrich our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$101,579$97,833▼ $3,746
Cash and Non-Interest-Bearing Accounts$89,947$87,504▼ $2,443
Prepaid Expenses and Deferred Charges$13,788$8,358▼ $5,430
Accounts Receivable$3,540$8,333▲ $4,793
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$107,275$104,195▼ $3,080
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$3,362-
Deferred Revenue$5,696$3,000▼ $2,696
Total Liabilities$5,696$6,362▲ $666
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,579$97,833▼ $3,746
Total Liabilities and Net Assets / Fund Balance$107,275$104,195▼ $3,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Smittee RootExecutive DirectorFT$66,704$66,704

Board Members and Trustees

NameTitle
Shannon DacusPAST President
Laura JacksonPresident
Todd BuchananPResident Elect
Jess MoweryVice President
Joshua JohnsonVice President
Katy ClineVice President
Leah WansleyVice President
Chris MolinaDirector
Christi KhalafDirector
Darryl FlynnDirector
Dawn FranksDirector
Debby GunterDirector
Dr Juan MejiaDirector
Dr Kent WillisDirector
Justin HoltDirector
Kay LattaDirector
Kimberly ParkDirector
Latoya YoungDirector
Lee TrammellDirector
Michelle CutlerDirector
Nathan KelleyDirector
Rita FryerDirector
Tim ConnorDirector
Linda CooperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,467
Program Service Revenue
$132,006
Investment Income
$87
Other Revenue
$0
All Other Contributions
$106,467
Change in Net Assets
$-3,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,056
Salaries, Compensation, and Employee Benefits$73,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$67,988--$67,988
Travel$16,237--$16,237
Information Technology$10,904$2,670-$13,574
All Other Expenses$9,294$2,420-$11,714
Occupancy-$8,623-$8,623
Advertising$7,731--$7,731
Fees for Services Accounting-$6,200-$6,200
Other Expenses$3,380$2,090-$5,470
Payroll Taxes$5,262--$5,262
Insurance$446$734-$1,180
Office Expenses$168$121-$289
Total Functional Expenses$216,430$25,876$0$242,306
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Dr. Juan Mejia and Leah Wansley are both employed by Tyler Junior College. Laura Jackson, Christi Khalaf, and Katy Cline are both employed by The University of Texas at Tyler.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the form 990 will be distributed to the board members and discussed at the next board meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers, directors, trustees and key employees are required to complete a conflict of interest survey every year, and disclose any possible conflicts.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation is reviewed by the board

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation is reviewed by the board.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Documents are made available by request to the executive director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are made available by request to the executive director.

Filing and Contact Details

Filer

Filer Name
Leadership Tyler Inc
EIN
75-2340612
Phone
9035359242
Address
315 North Broadway Suite 202, Tyler, TX 75702

Signing Officer

Name
Smittee Root
Title
Executive Director
Signed
2019-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Smittee Root
Formed
1990
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
1
Volunteers
225

Preparer

Firm
Gollob Morgan Peddy PC
Address
1001 ESE Loop 323 Ste 300, Tyler, TX 75701-9609
Preparer
Kevin R Cashion
Phone
9035340088
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Executive Orientation Series - The Leadership Tyler Executive Orientation Series is designed to quickly familiarize new-to-the-area senior executives (and their spouses) to the community and its resources so that they become more knowledgeable about this area and its business practices. Leadership Tyler strives for EOS participants to feel proud and excited about this area and to foster a sense of investment in Tylers growth. There were eight new executives and four spouses that participated in the program. The Executive Orientation Series offers program participants the following opportunities:1. Learn about Tyler/Smith County, including its history, business environment, political/civic structures, cultural, recreational and other resources. 2. Interact with a cross-section of key local and regional leaders and decision makers. 3. Meet other executive/professional individuals and their spouses. OTHER PROGRAM SERVICES 5: ALUMNI COUNCIL PROVIDES MEMBERS WITH CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES IN THE COMMUNITY.

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IRS990/Form990PartVIISectionAGrp/PersonNm5LEAH WANSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6Michelle Cutler
IRS990/Form990PartVIISectionAGrp/PersonNm7Todd Buchanan
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IRS990/Form990PartVIISectionAGrp/PersonNm13SHANNON DACUS
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IRS990/Form990PartVIISectionAGrp/PersonNm15JUSTIN HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm16LAURA JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm17Joshua Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm18Dr Juan Mejia
IRS990/Form990PartVIISectionAGrp/PersonNm19Christi Khalaf
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRIS MOLINA
IRS990/Form990PartVIISectionAGrp/PersonNm21Dr Kent Willis
IRS990/Form990PartVIISectionAGrp/PersonNm22Debby Gunter
IRS990/Form990PartVIISectionAGrp/PersonNm23Lee Trammell
IRS990/Form990PartVIISectionAGrp/PersonNm24Smittee Root
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7PResident Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Executive Dir.
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IRS990/OtherExpensesGrp/Desc1TRAINING & SPEAKERS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3OUTSIDE SERVICES
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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.$2.34$0.65$1.69$3.72$3.09$0.62
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.79$1.06$3.54$3.67$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.66$1.34$3.34$3.28$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.09$1.29$3.30$3.04$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.29$1.02$2.11$2.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.25$1.06$2.48$2.34$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.13$0.92$2.37$2.42$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.06$0.98$2.39$2.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.06$1.02$2.45$2.63$0.18
2016Summary only. Only limited summary data is available for this year.$1.26$0.06$1.20$2.10$2.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.10$2.24$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$2.19$2.02$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.20$1.17$1.69$1.64$0.05
2012Summary only. Only limited summary data is available for this year.$1.21$0.08$1.13$2.04$1.96$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.17$1.05$1.59$1.85$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.07$1.30$2.05$1.89$0.15