Civic Intelligence

American Leadership Forum-Great Valley Chapter Inc.

990 • Fiscal year 2018 • EIN 77-0450770

Jul 01, 2017 to Jun 30, 2018 • Filed on May 07, 2019

Organization ProfileN/A
821 13th StreetModesto, CA 95354

(209) 522-5103

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.19x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$50,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

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

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Flat

$363,536

Flat from 2018

Net Assets

Flat

$294,936

Flat from 2018

Liabilities

Flat

$68,600

Flat from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin12th percentile

Revenue

Flat

$188,786

Flat from 2018

Expenses

Flat

$246,626

Flat from 2018

Net Income

Flat

-$57,840

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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 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

2018

Assets$363,536
Liabilities$68,600
Net Assets$294,936
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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 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

2018

Revenue$188,786
Expenses$246,626
Net Income-$57,840
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 7, 2019
Return Version
2017v2.2
Gross Receipts
$195,060
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.

To receive, acquire, hold, manage, administer, and expend property funds for charitable, educational, and public purposes relative to the central valley of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$310,099$300,783▼ $9,316
Cash and Non-Interest-Bearing Accounts$82,648$51,190▼ $31,458
Accounts Receivable$32,500$10,750▼ $21,750
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$425,247$363,536▼ $61,711
Other Assets Total-$813-
Liabilities
Deferred Revenue$71,342$67,800▼ $3,542
Other Liabilities$1,129--
Accounts Payable and Accrued Expenses-$800-
Total Liabilities$72,471$68,600▼ $3,871
Net Assets / Fund Balance
Unrestricted Net Assets$352,776$294,936▼ $57,840
Total Net Assets Fund Balance$352,776$294,936▼ $57,840
Total Liabilities and Net Assets / Fund Balance$425,247$363,536▼ $61,711

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$26,425$26,425
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy HalseyFormer Exec DirectorPT$50,000$50,000

Board Members and Trustees

NameTitle
John YarboroughChairman
Catherine LarsenDirector
Donna AlleyDirector
Kelly McMurrayDirector
Moses ZapienDirector
Nicholas HattenDirector
Oscar Cabello JrDirector
Scott BiedermannDirector
Tom BowerDirector
Kenni FriedmanSecretary
Ken MonroeVice Chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$34,268
Program Service Revenue
$88,900
Investment Income
$21,909
Other Revenue
$43,709
All Other Contributions
$34,268
Change in Net Assets
$-57,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,147
Salaries, Compensation, and Employee Benefits$88,479
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$35,000$15,000-$50,000
Other Salaries and Wages-$31,385-$31,385
Occupancy$4,813$4,442-$9,255
Payroll Taxes$3,689$3,405-$7,094
Fees for Services Management$3,236$2,988-$6,224
Fees for Services Accounting$2,673$2,467-$5,140
Office Expenses$2,046$1,888-$3,934
All Other Expenses$2,514$692-$3,206
Other Expenses$1,360$1,255-$2,615
Insurance$1,175$1,084-$2,259
Travel$1,056$975-$2,031
Total Functional Expenses$177,946$68,680$0$246,626
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,983
Fundraising Direct Expenses$6,274
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$49,983$49,983$6,274$43,709
Total Events$49,983$49,983$6,274$43,709
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Draft of form 990 is provided to executive director and board chair by cpa to share with governing board for review and approval prior to finalization and filing.”

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

“Information available to public upon request at the organization's offices.”

Filing and Contact Details

Filer

Filer Name
American Leadership Forum -
EIN
77-0450770
Phone
2095225103
Address
821 13th Street, Modesto, CA 95354

Signing Officer

Name
Wendy Spencer
Title
Executive Director
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
2

Preparer

Firm
Johnson & Associates CPAs Inc
Address
631 15TH ST, MODESTO, CA 95354
Preparer
Michelle N Matos
Phone
2092361040
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IRS990/MissionDesc0The organization was created with a mission to support activities and organizations that promote the economic, social, and environmental well-being of california's great central valley (the valley). The organization was created as a regional intermediary with a board mandate to engage in a number of strategies that would increase the long-term sustainability of the valley. The work of the organization has evolved and grown, as has the region it serves. The organization has consistently worked to remove the barriers between people, ideas, and plans, and to encourage leaders to plan comprehensively and with an understanding of the importance of building a foundation on a regional level. Over the years, the work of the organization has included programs in land use planning, agricultural land preservation, energy conservation, digital literacy and leadership development and training on multiple levels.
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IRS990/OtherExpensesGrp/Desc1Grant Fund Expenses
IRS990/OtherExpensesGrp/Desc2Outside Services
IRS990/OtherExpensesGrp/Desc3Utilities
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11255
IRS990/OtherExpensesGrp/ProgramServicesAmt099226
IRS990/OtherExpensesGrp/ProgramServicesAmt117800
IRS990/OtherExpensesGrp/ProgramServicesAmt23358
IRS990/OtherExpensesGrp/ProgramServicesAmt31360
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IRS990/OtherExpensesGrp/TotalAmt117800
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03405
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IRS990/PayrollTaxesGrp/TotalAmt07094
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064895
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Garden Party
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Draft of form 990 is provided to executive director and board chair by cpa to share with governing board for review and approval prior to finalization and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information available to public upon request at the organization's offices.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0363536
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,536
Liabilities
$68,600
Net assets
$294,936
Revenue
$188,786
Expenses
$246,626
Net income
-$57,840
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.07$0.29$0.19$0.25$0.06
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