Civic Intelligence

Taking the Lead

990EZ • Fiscal year 2020 • EIN 81-5053328

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 16, 2021

406 W Pennsylvania Ave No 200Towson, MD 21204

(443) 690-1176

Siviq Scores

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

Liabilities / Assets

86th percentile

0.42x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

29th percentile

-8.8%

Higher net margin than 29% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$17,450

No earlier filing loaded for comparison.

Net Assets

$10,167

No earlier filing loaded for comparison.

Liabilities

$7,283

No earlier filing loaded for comparison.

Revenue

$69,767

No earlier filing loaded for comparison.

Expenses

$75,916

No earlier filing loaded for comparison.

Net Income

-$6,149

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2020: $17,450Liabilities 2020: $7,283Net Assets 2020: $10,1672020Assets 2021: $45,037Liabilities 2021: $7,283Net Assets 2021: $37,7542021Assets 2023: $34,454Liabilities 2023: $7,283Net Assets 2023: $27,1712023Assets 2024: $34,285Liabilities 2024: $7,282Net Assets 2024: $27,0032024

Highlighted filing

2020

Assets$17,450
Liabilities$7,283
Net Assets$10,167

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $69,767Expenses 2020: $75,916Net Income 2020: -$6,1492020Revenue 2021: $95,714Expenses 2021: $68,127Net Income 2021: $27,5872021Revenue 2023: $178,836Expenses 2023: $220,493Net Income 2023: -$41,6572023Revenue 2024: $196,928Expenses 2024: $198,763Net Income 2024: -$1,8352024

Highlighted filing

2020

Revenue$69,767
Expenses$75,916
Net Income-$6,149
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 16, 2021
Return Version
2020v4.1
Gross Receipts
$69,767
Mission and Program Overview

Mission

Taking the Lead, Inc. provides to individuals with disabilities the skills to be independent and successful at home, in the community and in the workplace by using animal assisted therapy and activities.

Program Services

DescriptionGrantsExpenses
TAKING THE LEAD (TTL) PROVIDES ANIMAL ASSISTED THERAPY TO VETERANS, ADULTS AND CHILDREN WITH DISABILITIES TO HELP THEM ACHIEVE INDEPENDENCE AND SUCCEED AT HOME, IN THE COMMUNITY, SCHOOL AND WORKPLACE. DURING 2020 TTL HAS PROVIDED SERVICES TO 10 VETERANS AND 45 ADULTS AND CHILDREN WITH DISABILITIES. TTL PROVIDES SERVICES IN THE BALTIMORE COUNTY MARYLAND AND SOUTHERN PENNSYLVANIA AREAS. THE TTL PROFESSIONAL STAFF IS ASSISTED BY A STRONG VOLUNTEER BASE OF 12 INDIVIDUALS.$0$72,590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONCHITA WHITAKERPresident/TreasuserPT$0--
GARY ROBBINSDirector-$0--
DORIS BARNESVice-PresidentPT$0--
MARY REITHLINGSCHOEFERSecretary-$0--
LIBBY BAUMMER-KNOPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Taking the Lead Inc
EIN
81-5053328
Phone
4436901176
Address
406 W PENNSYLVANIA AVE NO 200, TOWSON, MD 21204

Signing Officer

Name
Conchita Whitaker
Title
President
Phone
4436901176
Signed
2021-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Jl Kenneally & Company Pa
Address
660 KENILWORTH DR STE 104, TOWSON, MD 21204-2353
Preparer
Frances B Allman CPA
Phone
4103219558
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising and promotion. Amount: 36. Description: bank service charges. Amount: 300. Description: computer and internet. Amount: 2,765. Description: business licenses and permits. Amount: 412. Description: medical supplies. Amount: 60. Description: veterinary care. Amount: 3,562. Description: insurance. Amount: 2,269. Description: office supplies. Amount: 761. Description: horse care expenses. Amount: 2,604. Description: tack and horse equipment. Amount: 863. Description: education and training. Amount: 701. Description: operating expense uncategorized exp. Amount: 1,735. Description: payroll services. Amount: 170. Description: porta potty rental. Amount: 360. Description: uniforms. Amount: 505. Description: travel. Amount: 368. Description: repairs and maintenance. Amount: 370. Description: kennel. Amount: 477. Description: horse lease. Amount: 19,200. Total to form 990-ez, line 16: 37,518.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: loan payable. Beg. Of year amount: 17,497. End of year amount: 7,283.

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOWSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONCHITA WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY ROBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DORIS BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY REITHLINGSCHOEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LIBBY BAUMMER-KNOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TREASUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037518
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TAKING THE LEAD, INC. PROVIDES TO INDIVIDUALS WITH DISABILITIES THE SKILLS TO BE INDEPENDENT AND SUCCESSFUL AT HOME, IN THE COMMUNITY AND IN THE WORKPLACE BY USING ANIMAL ASSISTED THERAPY AND ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt048870
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TAKING THE LEAD (TTL) PROVIDES ANIMAL ASSISTED THERAPY TO VETERANS, ADULTS AND CHILDREN WITH DISABILITIES TO HELP THEM ACHIEVE INDEPENDENCE AND SUCCEED AT HOME, IN THE COMMUNITY, SCHOOL AND WORKPLACE. DURING 2020 TTL HAS PROVIDED SERVICES TO 10 VETERANS AND 45 ADULTS AND CHILDREN WITH DISABILITIES. TTL PROVIDES SERVICES IN THE BALTIMORE COUNTY MARYLAND AND SOUTHERN PENNSYLVANIA AREAS. THE TTL PROFESSIONAL STAFF IS ASSISTED BY A STRONG VOLUNTEER BASE OF 12 INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 36. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 300. DESCRIPTION: COMPUTER AND INTERNET. AMOUNT: 2,765. DESCRIPTION: BUSINESS LICENSES AND PERMITS. AMOUNT: 412. DESCRIPTION: MEDICAL SUPPLIES. AMOUNT: 60. DESCRIPTION: VETERINARY CARE. AMOUNT: 3,562. DESCRIPTION: INSURANCE. AMOUNT: 2,269. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 761. DESCRIPTION: HORSE CARE EXPENSES. AMOUNT: 2,604. DESCRIPTION: TACK AND HORSE EQUIPMENT. AMOUNT: 863. DESCRIPTION: EDUCATION AND TRAINING. AMOUNT: 701. DESCRIPTION: OPERATING EXPENSE UNCATEGORIZED EXP. AMOUNT: 1,735. DESCRIPTION: PAYROLL SERVICES. AMOUNT: 170. DESCRIPTION: PORTA POTTY RENTAL. AMOUNT: 360. DESCRIPTION: UNIFORMS. AMOUNT: 505. DESCRIPTION: TRAVEL. AMOUNT: 368. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 370. DESCRIPTION: KENNEL. AMOUNT: 477. DESCRIPTION: HORSE LEASE. AMOUNT: 19,200. TOTAL TO FORM 990-EZ, LINE 16: 37,518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 17,497. END OF YEAR AMOUNT: 7,283.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONCHITA WHITAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04436901176
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAKING THE LEAD INC
ReturnHeader/Filer/BusinessNameControlTxt0TAKI
ReturnHeader/Filer/EIN0815053328
ReturnHeader/Filer/PhoneNum04436901176
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JL KENNEALLY & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0660 KENILWORTH DR STE 104
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ReturnHeader/PreparerPersonGrp/PhoneNum04103219558
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES B ALLMAN CPA
ReturnHeader/ReturnTs02021-11-16T16:15:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CONCHITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITAKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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