Civic Intelligence

Leadership Monterey Peninsula Inc

EIN 77-0343488 • 501(c)3 • Monterey, CA

Profile

Providing education in connection with leadership development specific to monterey county, california

19 Upper Ragsdale DriveMonterey, CA 93940

leadershipmonterey.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.92x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

88th percentile

$20,422

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-73%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$7,124

Down $19,554 (-73%) from 2015

Liabilities

Down

$13,660

Down $3,778 (-22%) from 2015

Net Assets

Down

-$6,536

Down $15,776 (-171%) from 2015

Revenue

Down

$68,687

Down $14,419 (-17%) from 2015

Expenses

Up

$84,463

Up $11,724 (+16%) from 2015

Net Income

Down

-$15,776

Down $26,143 (-252%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2012: $12,113Liabilities 2012: $11,7812012Assets 2013: $14,823Liabilities 2013: $18,1782013Assets 2014: $16,268Liabilities 2014: $17,3952014Assets 2015: $26,678Liabilities 2015: $17,438Net Assets 2015: $9,2402015Assets 2016: $7,124Liabilities 2016: $13,660Net Assets 2016: -$6,5362016

Highlighted filing

2016

Assets$7,124
Liabilities$13,660
Net Assets-$6,536

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $78,150Expenses 2012: $92,604Net Income 2012: -$14,4542012Revenue 2013: $81,219Expenses 2013: $84,906Net Income 2013: -$3,6872013Revenue 2014: $85,340Expenses 2014: $83,112Net Income 2014: $2,2282014Revenue 2015: $83,106Expenses 2015: $72,739Net Income 2015: $10,3672015Revenue 2016: $68,687Expenses 2016: $84,463Net Income 2016: -$15,7762016

Highlighted filing

2016

Revenue$68,687
Expenses$84,463
Net Income-$15,776

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Gross Receipts
$68,687
Mission and Program Overview

Mission

Providing education in connection with leadership development specific to monterey county, california

Program Services

DescriptionGrantsExpenses
PROVIDING EDUCATION FOR LEADERSHIP DEVELOPMENT$61,509-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen CsejteyExecutive DiPT$20,422-$20,422
Charles BrownDirector-$0--
Timothy FlanaganGeneral Mana-$0--
Jennifer MartineauVolunteer-$0--
Paola BallAssistant Di-$0--
Dawn WilsonSecretary-$0--
Ian OglesbyPresident-$0--
Eric Tao PhDTreasurer-$0--
Ratna AnagolDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leadership Monterey Peninsula Inc
EIN
77-0343488
Phone
8316595189
Address
19 Upper Ragsdale Drive, Monterey, CA 93940

Signing Officer

Name
Jennifer Martineau
Title
Volunteer
Signed
2017-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Ward Accountancy Inc
Address
10 Bonifacio Plaza, Monterey, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1886

Other Expenses.1002

Office Expenses $7989

Other Expenses.1007

Conferences, Conventions, and Meetings $25

Other Expenses.1008

Interest $1219

Other Expenses.1012

Insurance $1519

Other Expenses.1

Theft Loss $16000

Other Expenses.2

Program Services Expense $6955

Other Expenses.3

Rent $5726

Other Expenses.4

Dues & Subscriptions $1740

Other Expenses.6

Visa/MC Charges $611

Other Expenses.7

Alumni Relations $417

Other Expenses.9

Worker's Compensation $331

Other Expenses.10

Fundraising Expense $137

Other Expenses.11

Paypal Fees $33

Other Expenses.12

Bank Fees $10

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2781 Accounts Payable and Accrued Expenses - Ending $1215

Total Liabilities.1

Monterey County Bank Loan - Beginning $14657 Monterey County Bank Loan - Ending $12445

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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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Volunteer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leadership Monterey Peninsula Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0770343488
ReturnHeader/Filer/PhoneNum08316595189
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ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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