Civic Intelligence

American Leadership Forum-Great Valley Chapter Inc.

990 • Fiscal year 2019 • EIN 77-0450770

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 05, 2019

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

87th percentile

0.33x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$81,346

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$376,192

Up $12,656 (+3.5%) from 2018

Net Assets

Down

$251,892

Down $43,044 (-15%) from 2018

Liabilities

Up

$124,300

Up $55,700 (+81%) from 2018

Revenue

Up

$239,311

Up $50,525 (+27%) from 2018

Expenses

Up

$282,355

Up $35,729 (+14%) from 2018

Net Income

Up

-$43,044

Up $14,796 (+26%) from 2018

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

2019

Assets$376,192
Liabilities$124,300
Net Assets$251,892

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

2019

Revenue$239,311
Expenses$282,355
Net Income-$43,044
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 5, 2019
Return Version
2018v3.1
Gross Receipts
$265,768
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 to social and economic development of the Central Valley while simultaneously providing personal growth opportunities for the diverse network of the valley's leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$300,783$232,363▼ $68,420
Cash and Non-Interest-Bearing Accounts$51,190$90,874▲ $39,684
Accounts Receivable$10,750$51,917▲ $41,167
Prepaid Expenses and Deferred Charges-$225-
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-
Total Assets$363,536$376,192▲ $12,656
Other Assets Total$813$813→ $0
Liabilities
Deferred Revenue$67,800$123,500▲ $55,700
Accounts Payable and Accrued Expenses$800$800→ $0
Total Liabilities$68,600$124,300▲ $55,700
Net Assets / Fund Balance
Unrestricted Net Assets$294,936$251,892▼ $43,044
Total Net Assets Fund Balance$294,936$251,892▼ $43,044
Total Liabilities and Net Assets / Fund Balance$363,536$376,192▲ $12,656

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$26,425$26,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Wendy SpencerExecutive DirectorPT$81,346$81,346

Board Members and Trustees

NameTitle
Tom BowerChairman
John YarboroughImm. Past Chair
Kelly McMurrayVice Chair
Christine SchweiningerDirector
Erika MendozaDirector
Ken MonroeDirector
Kimberly HernandezDirector
Lee LorDirector
Mike DanielDirector
Monica OjciusDirector
Nicholas HattenDirector
Steve AshmanDirector
See LeeSecretary
Kenni FriedmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,325
Program Service Revenue
$113,495
Investment Income
$6,571
Other Revenue
$63,920
All Other Contributions
$55,325
Change in Net Assets
$-43,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$143,282
Other Expenses$139,073
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$56,942$24,404-$81,346
Other Salaries and Wages-$50,033-$50,033
Payroll Taxes$6,190$5,713-$11,903
Occupancy$5,073$4,683-$9,756
Fees for Services Accounting$2,732$2,522-$5,254
Fees for Services Management$2,595$2,396-$4,991
Travel$1,675$1,546-$3,221
All Other Expenses$1,556$1,462-$3,018
Insurance$1,507$1,391-$2,898
Other Expenses$1,144$1,056-$2,200
Office Expenses$829$765-$1,594
Fees for Services Other$111$102-$213
Total Functional Expenses$183,474$98,881$0$282,355
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$90,377
Fundraising Direct Expenses$26,457
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$90,377$90,377$10,713$79,664
Total Events$90,377$90,377$26,457$63,920
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
2019-12-05
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3

Preparer

Firm
Johnson & Associates CPAs Inc
Address
631 15TH ST, MODESTO, CA 95354
Preparer
Michelle N Matos
Phone
2092361040
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01391
IRS990/InsuranceGrp/ProgramServicesAmt01507
IRS990/InsuranceGrp/TotalAmt02898
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06571
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0300783
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0232363
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026425
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt026425
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Facilitation 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0294936
IRS990/NetAssetsOrFundBalancesEOYAmt0251892
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt063920
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04683
IRS990/OccupancyGrp/ProgramServicesAmt05073
IRS990/OccupancyGrp/TotalAmt09756
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0765
IRS990/OfficeExpensesGrp/ProgramServicesAmt0829
IRS990/OfficeExpensesGrp/TotalAmt01594
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0813
IRS990/OtherAssetsTotalGrp/EOYAmt0813
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program Expenses
IRS990/OtherExpensesGrp/Desc1Outside Services
IRS990/OtherExpensesGrp/Desc2Program Fees
IRS990/OtherExpensesGrp/Desc3Utilities
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02808
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11056
IRS990/OtherExpensesGrp/ProgramServicesAmt097729
IRS990/OtherExpensesGrp/ProgramServicesAmt13043
IRS990/OtherExpensesGrp/ProgramServicesAmt22348
IRS990/OtherExpensesGrp/ProgramServicesAmt31144
IRS990/OtherExpensesGrp/TotalAmt097729
IRS990/OtherExpensesGrp/TotalAmt15851
IRS990/OtherExpensesGrp/TotalAmt22348
IRS990/OtherExpensesGrp/TotalAmt32200
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050033
IRS990/OtherSalariesAndWagesGrp/TotalAmt050033
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05713
IRS990/PayrollTaxesGrp/ProgramServicesAmt06190
IRS990/PayrollTaxesGrp/TotalAmt011903
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0225
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Alumni Giving
IRS990/ProgramServiceRevenueGrp/Desc1Class Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1103250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1103250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034268
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021909
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0158147
IRS990/PYOtherRevenueAmt043709
IRS990/PYProgramServiceRevenueAmt088900
IRS990/PYRevenuesLessExpensesAmt0-57840
IRS990/PYSalariesCompEmpBnftPaidAmt088479
IRS990/PYTotalExpensesAmt0246626
IRS990/PYTotalRevenueAmt0188786
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-43044
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0103250
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0274071
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011521
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071466
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79320
IRS990ScheduleA/PublicSupportPY170Pct00.87200
IRS990ScheduleA/PublicSupportTotal170Amt0274071
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043448
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0274071
IRS990ScheduleA/TotalSupportAmt0345537
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

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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
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
2019Detailed filing. Detailed filing data is available for this year.$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