Civic Intelligence

Leadership Morgan Hill

990EZ • Fiscal year 2018 • EIN 77-0386749

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 12, 2019

PO Box 1316Morgan Hill, CA 95038

(408) 840-9036

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.

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

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

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

Assets

Up

$425,229

Up $33,282 (+8.5%) from 2017

Net Assets

Up

$424,504

Up $40,357 (+11%) from 2017

Liabilities

Down

$725

Down $7,075 (-91%) from 2017

Revenue

Up

$97,499

Up $19,994 (+26%) from 2017

Expenses

Down

$57,142

Down $4,816 (-7.8%) from 2017

Net Income

Up

$40,357

Up $24,810 (+160%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $183,338Liabilities 2011: $752011Assets 2012: $197,453Liabilities 2012: $02012Assets 2013: $230,865Liabilities 2013: $2,7252013Assets 2014: $316,954Liabilities 2014: $02014Assets 2015: $362,991Net Assets 2015: $362,9912015Assets 2016: $375,760Liabilities 2016: $7,160Net Assets 2016: $368,6002016Assets 2017: $391,947Liabilities 2017: $7,800Net Assets 2017: $384,1472017Assets 2018: $425,229Liabilities 2018: $725Net Assets 2018: $424,5042018Assets 2019: $514,454Liabilities 2019: $1,369Net Assets 2019: $513,0852019Assets 2020: $466,469Net Assets 2020: $466,4692020Assets 2021: $518,344Liabilities 2021: $0Net Assets 2021: $518,3442021Assets 2022: $550,892Liabilities 2022: -$8,418Net Assets 2022: $559,3102022Assets 2023: $539,193Liabilities 2023: $1,016Net Assets 2023: $538,1772023

Highlighted filing

2018

Assets$425,229
Liabilities$725
Net Assets$424,504

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $86,807Expenses 2011: $82,575Net Income 2011: $4,2322011Revenue 2012: $61,292Expenses 2012: $47,102Net Income 2012: $14,1902012Revenue 2013: $84,782Expenses 2013: $54,095Net Income 2013: $30,6872013Revenue 2014: $103,550Expenses 2014: $60,750Net Income 2014: $42,8002014Revenue 2015: $124,536Expenses 2015: $78,499Net Income 2015: $46,0372015Revenue 2016: $103,076Expenses 2016: $94,395Net Income 2016: $8,6812016Revenue 2017: $77,505Expenses 2017: $61,958Net Income 2017: $15,5472017Revenue 2018: $97,499Expenses 2018: $57,142Net Income 2018: $40,3572018Revenue 2019: $104,420Expenses 2019: $64,610Net Income 2019: $39,8102019Revenue 2020: $16,892Expenses 2020: $67,845Net Income 2020: -$50,9532020Revenue 2021: $114,241Expenses 2021: $62,366Net Income 2021: $51,8752021Revenue 2022: $119,869Expenses 2022: $88,927Net Income 2022: $30,9422022Revenue 2023: $95,286Expenses 2023: $97,830Net Income 2023: -$2,5442023

Highlighted filing

2018

Revenue$97,499
Expenses$57,142
Net Income$40,357
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 12, 2019
Return Version
2018v3.1
Gross Receipts
$103,473
Mission and Program Overview

Mission

Encouragement and support of community citizen's leadership development.

Program Services

DescriptionGrantsExpenses
Leadership-To discover and train the leaders of tomorrow in analyzing community issues$56,492-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BYRON KELLEYPresident-$0--
TIM HANSENTreasurer-$0--
SANDRA McNEALVice President-$0--
LOREN BURKSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
L.e.a.d. Event$86,881$86,881$5,974$80,907
Total Events$86,881$86,881$5,974$80,907
Filing and Contact Details

Filer

Filer Name
Leadership Morgan Hill
EIN
77-0386749
Phone
4088409036
Address
PO BOX 1316, MORGAN HILL, CA 95038

Signing Officer

Name
Byron Kelley
Title
President
Signed
2019-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Lee A Olson EA Inc
Address
16360 Monterey Rd Ste 210, Morgan Hill, CA 95037
Preparer
Lee a Olson Ea
Phone
4087797674
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2945

Other Expenses.1012

Insurance $1400

Other Expenses.1

Facilitator $20400

Other Expenses.2

Leadership Program Costs $13231

Other Expenses.3

Class Projects Expenses $8650

Other Expenses.4

Opening Retreat $2792

Other Expenses.5

Class Expense-Misc. $2569

Other Expenses.6

Class Expense-Meals $2258

Other Expenses.7

Board Expenses $1640

Other Expenses.8

Marketing & Recruiting Costs $385

Other Expenses.9

Alumi Event Costs $174

Other Expenses.10

Bank Service Charges $48

Total Liabilities.1

Deferred Revenue - Beginning $7800 Deferred Revenue - Ending $0

Raw XML Appendix177 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRYON KELLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04088409036
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1316
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGAN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0391947
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0425229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt040357
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0391947
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0425229
IRS990EZ/FundraisingGrossIncomeAmt086881
IRS990EZ/GrossReceiptsAmt0103473
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt056
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0384147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0424504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0384147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0424504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BYRON KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA McNEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOREN BURKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056492
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Encouragement and support of community citizen's leadership development.
IRS990EZ/ProgramServiceRevenueAmt016536
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leadership-To discover and train the leaders of tomorrow in analyzing community issues
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05974
IRS990EZ/SpecialEventsNetIncomeLossAmt080907
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0725
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057142
IRS990EZ/TotalProgramServiceExpensesAmt056492
IRS990EZ/TotalRevenueAmt097499
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEADERSHIPMORGANHILL.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010178
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047682
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0159976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0170154
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052464
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047682
IRS990ScheduleA/Total509Grp/TotalAmt0170154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047682
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0170154
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05974
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0L.E.A.D. EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086881
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt080907
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05974
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Facilitator $20400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Leadership Program Costs $13231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class Projects Expenses $8650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Opening Retreat $2792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Class Expense-Misc. $2569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Class Expense-Meals $2258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Expenses $1640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Marketing & Recruiting Costs $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Alumi Event Costs $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Service Charges $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Revenue - Beginning $7800 Deferred Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BYRON KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP MORGAN HILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0fka THE VISION MORGAN HILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0770386749
ReturnHeader/Filer/PhoneNum04088409036
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1316
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770017517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lee A Olson EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016360 Monterey Rd Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04087797674
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE A OLSON EA
ReturnHeader/ReturnTs02019-06-12T14:11:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.39$0.01$5.38$0.95$0.98$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.08$5.59$1.20$0.89$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$1.14$0.62$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$4.66$0.17$0.68$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.01$5.13$1.04$0.65$0.40
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.25$0.97$0.57$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.08$3.84$0.78$0.62$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.07$3.69$1.03$0.94$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$3.63$1.25$0.78$0.46
2014Summary only. Only limited summary data is available for this year.$3.17$0.00$1.04$0.61$0.43
2013Summary only. Only limited summary data is available for this year.$2.31$0.03$0.85$0.54$0.31
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$0.61$0.47$0.14
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$0.87$0.83$0.04