Civic Intelligence

American Leadership Forum-Great Valley Chapter Inc.

990 • Fiscal year 2021 • EIN 77-0450770

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

1935 G StreetModesto, CA 95354

(209) 526-3091

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

61%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

43%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$445,604

Up $169,053 (+61%) from 2020

Net Assets

Up

$387,417

Up $180,710 (+87%) from 2020

Liabilities

Down

$58,187

Down $11,657 (-17%) from 2020

Revenue

Up

$384,372

Up $115,582 (+43%) from 2020

Expenses

Down

$203,662

Down $110,313 (-35%) from 2020

Net Income

Up

$180,710

Up $225,895 (+500%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,762,707Liabilities 2011: $972,713Net Assets 2011: $789,9942011Assets 2012: $1,788,051Liabilities 2012: $927,260Net Assets 2012: $860,7912012Assets 2013: $736,309Liabilities 2013: $100,807Net Assets 2013: $635,5022013Assets 2014: $622,467Liabilities 2014: $93,646Net Assets 2014: $528,8212014Assets 2015: $449,773Liabilities 2015: $142,827Net Assets 2015: $306,9462015Assets 2016: $467,305Liabilities 2016: $10,323Net Assets 2016: $456,9822016Assets 2017: $425,247Liabilities 2017: $72,471Net Assets 2017: $352,7762017Assets 2018: $363,536Liabilities 2018: $68,600Net Assets 2018: $294,9362018Assets 2019: $376,192Liabilities 2019: $124,300Net Assets 2019: $251,8922019Assets 2020: $276,551Liabilities 2020: $69,844Net Assets 2020: $206,7072020Assets 2021: $445,604Liabilities 2021: $58,187Net Assets 2021: $387,4172021Assets 2022: $304,213Liabilities 2022: $80,435Net Assets 2022: $223,7782022Assets 2023: $274,126Liabilities 2023: $162,362Net Assets 2023: $111,7642023Assets 2024: $327,069Liabilities 2024: $128,198Net Assets 2024: $198,8712024

Highlighted filing

2021

Assets$445,604
Liabilities$58,187
Net Assets$387,417

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,538,002Expenses 2011: $1,445,045Net Income 2011: $92,9572011Revenue 2012: $939,121Expenses 2012: $868,324Net Income 2012: $70,7972012Expenses 2013: $883,5672013Revenue 2014: $594,633Expenses 2014: $747,444Net Income 2014: -$152,8112014Revenue 2015: $668,275Expenses 2015: $890,150Net Income 2015: -$221,8752015Revenue 2016: $629,840Expenses 2016: $479,804Net Income 2016: $150,0362016Revenue 2017: $299,483Expenses 2017: $268,571Net Income 2017: $30,9122017Revenue 2018: $188,786Expenses 2018: $246,626Net Income 2018: -$57,8402018Revenue 2019: $239,311Expenses 2019: $282,355Net Income 2019: -$43,0442019Revenue 2020: $268,790Expenses 2020: $313,975Net Income 2020: -$45,1852020Revenue 2021: $384,372Expenses 2021: $203,662Net Income 2021: $180,7102021Revenue 2022: $154,336Expenses 2022: $306,727Net Income 2022: -$152,3912022Revenue 2023: $195,497Expenses 2023: $307,510Net Income 2023: -$112,0132023Revenue 2024: $202,059Expenses 2024: $123,667Net Income 2024: $78,3922024

Highlighted filing

2021

Revenue$384,372
Expenses$203,662
Net Income$180,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$384,372
Mission and Program Overview

Mission

Facilitation in order to bring together a diverse network of the valley's leaders, helping them to collaborate to improve the central valley's social and economic development, the quality of life, and opportunities for the people of the central valley, as well as helping these leaders to experience personal growth that increases their leadership capacity.

A collaboration to improve the social and economic development of central valley while simultaneously providing personal growth opportunities for diverse network of valley leaders

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$206,707$387,417▲ $180,710
Investments in Publicly Traded Securities$228,116$249,073▲ $20,957
Cash and Non-Interest-Bearing Accounts$47,623$146,281▲ $98,658
Accounts Receivable-$50,250-
Total Assets$276,551$445,604▲ $169,053
Other Assets Total$812--
Liabilities
Unsecured Notes Loans Payable-$35,179-
Mortgage Notes Payable Secured by Investment Property$30,099--
Accounts Payable and Accrued Expenses-$12,868-
Deferred Revenue$39,745$10,000▼ $29,745
Other Liabilities-$140-
Total Liabilities$69,844$58,187▼ $11,657
Net Assets / Fund Balance
Total Net Assets Fund Balance$206,707$387,417▲ $180,710
Total Liabilities and Net Assets / Fund Balance$276,551$445,604▲ $169,053
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly McmurrayChairperson
John YarboroughPast Chair
Erika MendozaVice Chair
Andre GriggsDirector
Cori LuceroDirector
Jamie NanceDirector
Ken MonoreDirector
Kimberly HernandezDirector
Lorie LiddicoatDirector
Steve AshmanDirector
Amy WolfeExecutive Director
Monica Ojcius XSecretary
Kenni FriedmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,381
Program Service Revenue
$150,230
Investment Income
$55,662
Other Revenue
$30,099
Change in Net Assets
$180,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$121,015
Other Expenses$82,647
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$56,280$24,120-$80,400
Other Salaries and Wages-$31,926-$31,926
Fees for Services Other$7,382$6,815-$14,197
Occupancy$4,535$4,186-$8,721
Payroll Taxes$4,518$4,171-$8,689
Office Expenses$3,431$3,168-$6,599
Fees for Services Accounting$3,097$2,858-$5,955
Information Technology$2,164$1,998-$4,162
Insurance$1,572$1,452-$3,024
Other Expenses$496$458-$954
All Other Expenses-$90-$90
Total Functional Expenses$118,388$85,274$0$203,662
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$36,513$36,513$1,146$35,367
Raffle$13,900$13,900-$13,900
Total Events$50,413$50,413$1,146$49,267
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

Draft of form 990 is provided to executive director and finance commitee by cpa for initial review and disscussion. Questons are addressed and the final recommendation for approval is made by the finance committee to the board of directors for approval prior to finalization and filing.

Conflict of interest policy compliance Part VI line 12C

At the start of every board meeting , officers and directors are asked to diclose any new conflicts of interest that may have arisen since the previous meeting. If a conflict exist, the individual completes an updated disclosure form. New forms are completed by each board member annually.

Form 990 availability to public Part VI line 18

Information available to public upon request at the organizations offices.

Governing documents etc available to public Part VI line 19

Information available to public upon request at the organizations offices.

Filing and Contact Details

Filer

Filer Name
American Leadership Forum Great Valley Chapter Inc
EIN
77-0450770
Address
1935 G Street, Modesto, CA 95354

Signing Officer

Name
Amy Wolfe
Title
Excutive Direct
Phone
2095225103
Signed
2021-11-11
Discuss with paid preparer
No

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
5

Preparer

Firm
Gallagher Gatewood
Address
3501 TULLY ROAD SUITE B, MODESTO, CA 95356
Preparer
Cathy L Gatewood
Phone
2095263091
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IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc3UTILITIES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11532
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2458
IRS990/OtherExpensesGrp/ProgramServicesAmt033251
IRS990/OtherExpensesGrp/ProgramServicesAmt11662
IRS990/OtherExpensesGrp/ProgramServicesAmt2496
IRS990/OtherExpensesGrp/TotalAmt033251
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/OtherExpensesGrp/TotalAmt23194
IRS990/OtherExpensesGrp/TotalAmt3954
IRS990/OtherLiabilitiesGrp/EOYAmt0140
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN
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IRS990/OtherRevenueTotalAmt030099
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031926
IRS990/OtherSalariesAndWagesGrp/TotalAmt031926
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04171
IRS990/PayrollTaxesGrp/ProgramServicesAmt04518
IRS990/PayrollTaxesGrp/TotalAmt08689
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541700
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0150230
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IRS990/PYContributionsGrantsAmt017468
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01106
IRS990/PYOtherExpensesAmt0155552
IRS990/PYOtherRevenueAmt083854
IRS990/PYProgramServiceRevenueAmt0166362
IRS990/PYRevenuesLessExpensesAmt0-45185
IRS990/PYSalariesCompEmpBnftPaidAmt0158423
IRS990/PYTotalExpensesAmt0313975
IRS990/PYTotalRevenueAmt0268790
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0180710
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0150230
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0206707
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0387417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0148381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040272
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69190
IRS990ScheduleA/PublicSupportPY170Pct00.80250
IRS990ScheduleA/PublicSupportTotal170Amt0283490
IRS990ScheduleA/SubstantialContributorsTotAmt012224
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0148381
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IRS990ScheduleA/TotalSupportAmt0409718
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt0140
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013900
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01146
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS PROVIDED TO EXECUTIVE DIRECTOR AND FINANCE COMMITEE BY CPA FOR INITIAL REVIEW AND DISSCUSSION. QUESTONS ARE ADDRESSED AND THE FINAL RECOMMENDATION FOR APPROVAL IS MADE BY THE FINANCE COMMITTEE TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FINALIZATION AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE START OF EVERY BOARD MEETING , OFFICERS AND DIRECTORS ARE ASKED TO DICLOSE ANY NEW CONFLICTS OF INTEREST THAT MAY HAVE ARISEN SINCE THE PREVIOUS MEETING. IF A CONFLICT EXIST, THE INDIVIDUAL COMPLETES AN UPDATED DISCLOSURE FORM. NEW FORMS ARE COMPLETED BY EACH BOARD MEMBER ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION AVAILABLE TO PUBLIC UPON REQUEST AT THE ORGANIZATIONS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION AVAILABLE TO PUBLIC UPON REQUEST AT THE ORGANIZATIONS OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0276551
IRS990/TotalAssetsEOYAmt0445604
IRS990/TotalAssetsGrp/BOYAmt0276551
IRS990/TotalAssetsGrp/EOYAmt0445604
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0148381
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085274
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118388
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069844
IRS990/TotalLiabilitiesEOYAmt058187
IRS990/TotalLiabilitiesGrp/BOYAmt069844
IRS990/TotalLiabilitiesGrp/EOYAmt058187
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0206707
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0150230
IRS990/TotalReportableCompFromOrgAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.33$0.13$0.20$0.20$0.12$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.16$0.11$0.20$0.31$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.08$0.22$0.15$0.31$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.06$0.39$0.38$0.20$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.07$0.21$0.27$0.31$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.12$0.25$0.24$0.28$0.04
2018Summary only. Only limited summary data is available for this year.$0.36$0.07$0.29$0.19$0.25$0.06
2017Summary only. Only limited summary data is available for this year.$0.43$0.07$0.35$0.30$0.27$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.01$0.46$0.63$0.48$0.15
2015Summary only. Only limited summary data is available for this year.$0.45$0.14$0.31$0.67$0.89$0.22
2014Summary only. Only limited summary data is available for this year.$0.62$0.09$0.53$0.59$0.75$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.10$0.64$0.88
2012Summary only. Only limited summary data is available for this year.$1.79$0.93$0.86$0.94$0.87$0.07
2011Summary only. Only limited summary data is available for this year.$1.76$0.97$0.79$1.54$1.45$0.09