Civic Intelligence

Leadership Morgan Hill

990EZ • Fiscal year 2020 • EIN 77-0386749

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 21, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

4th percentile

-302%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-9.3%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-84%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$466,469

Down $47,985 (-9.3%) from 2019

Net Assets

Down

$466,469

Down $46,616 (-9.1%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$16,892

Down $87,528 (-84%) from 2019

Expenses

Up

$67,845

Up $3,235 (+5.0%) from 2019

Net Income

Down

-$50,953

Down $90,763 (-228%) from 2019

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

2020

Assets$466,469
Liabilities-
Net Assets$466,469

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

2020

Revenue$16,892
Expenses$67,845
Net Income-$50,953
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 21, 2021
Return Version
2020v4.0
Gross Receipts
$19,952
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$67,845-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA McNEALPresident-$0--
BYRON KELLEYTreasurer-$0--
DANIEL SANIDADVice President-$0--
VICTOR GAXIOLASecretary-$0--
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
Treasurer
Signed
2021-09-21
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 $4469

Other Expenses.1012

Insurance $1380

Other Expenses.1

Facilitator $19200

Other Expenses.2

Marketing & Recruiting Costs $18516

Other Expenses.3

Leadership Program Costs $14753

Other Expenses.4

Class Projects Expenses $4951

Other Expenses.5

Opening Retreat $1452

Other Expenses.6

Board Expenses $1395

Other Expenses.7

Class Expense-Meals $974

Other Expenses.8

Class Expense-Misc. $585

Other Expenses.9

Credit Card Fee's $94

Other Expenses.10

Alumi Event Costs $41

Other Expenses.11

Bank Service Charges $35

Other Assets.1005

Accounts Receivable - Beginning $2730 Accounts Receivable - Ending $0

Raw XML Appendix168 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/BOYAmt0514692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0466469
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-50953
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0517422
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0466469
IRS990EZ/FundraisingGrossIncomeAmt04020
IRS990EZ/GrossReceiptsAmt019952
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0517422
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0466469
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0517422
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0466469
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/PersonNm0SANDRA McNEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BYRON KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL SANIDAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICTOR GAXIOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02730
IRS990EZ/OtherExpensesTotalAmt067845
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Encouragement and support of community citizen's leadership development.
IRS990EZ/ProgramServiceRevenueAmt015900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leadership-To discover and train the leaders of tomorrow in analyzing community issues
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03060
IRS990EZ/SpecialEventsNetIncomeLossAmt0960
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt067845
IRS990EZ/TotalProgramServiceExpensesAmt067845
IRS990EZ/TotalRevenueAmt016892
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEADERSHIPMORGANHILL.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010178
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073107
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt083285
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052464
IRS990ScheduleA/Total509Grp/TotalAmt083285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052464
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Facilitator $19200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Marketing & Recruiting Costs $18516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Leadership Program Costs $14753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Class Projects Expenses $4951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Opening Retreat $1452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board Expenses $1395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Class Expense-Meals $974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Class Expense-Misc. $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Fee's $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Alumi Event Costs $41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Service Charges $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $2730 Accounts Receivable - 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/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BYRON KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-21
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/ReturnTs02021-09-25T12:07:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BYRON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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