Civic Intelligence

Leadership Monterey County

990EZ • Fiscal year 2023 • EIN 82-3480238

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilewww.leadershipmc.com
123 Capitol Street BSalinas, CA 93901

(831) 216-3000

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

322%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

1.7%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$27,222

Flat from 2023

Net Assets

$27,222

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Flat

$75,138

Flat from 2023

Expenses

Flat

$54,368

Flat from 2023

Net Income

Flat

$20,770

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$60K$40K$20K$0Assets 2018: $16,485Liabilities 2018: $02018Assets 2019: $10,987Net Assets 2019: $10,9872019Assets 2020: $41,462Net Assets 2020: $41,4622020Assets 2021: $30,258Net Assets 2021: $30,2582021Assets 2022: $6,452Net Assets 2022: $6,4522022Assets 2023: $27,222Net Assets 2023: $27,2222023Assets 2023: $27,222Liabilities 2023: $02023Assets 2024: $13,111Net Assets 2024: $13,1112024

Highlighted filing

2023

Assets$27,222
Liabilities-
Net Assets$27,222
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2018: $60,560Expenses 2018: $49,325Net Income 2018: $11,2352018Revenue 2019: $53,313Expenses 2019: $58,811Net Income 2019: -$5,4982019Revenue 2020: $53,770Expenses 2020: $23,295Net Income 2020: $30,4752020Revenue 2021: $3,000Expenses 2021: $14,204Net Income 2021: -$11,2042021Revenue 2022: $73,850Expenses 2022: $97,656Net Income 2022: -$23,8062022Revenue 2023: $75,138Expenses 2023: $54,368Net Income 2023: $20,7702023Revenue 2023: $75,138Expenses 2023: $54,368Net Income 2023: $20,7702023Revenue 2024: $81,615Expenses 2024: $95,726Net Income 2024: -$14,1112024

Highlighted filing

2023

Revenue$75,138
Expenses$54,368
Net Income$20,770
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$75,138
Mission and Program Overview

Mission

Leadership Monterey County builds awareness of local business and community concerns and encourages involvement and stewardship to help shape the future of Monterey County. It is a comprehensive focus on important community issues.

Program Services

DescriptionGrantsExpenses
Leadership Monterey County (LMC) builds awareness of local business and community concerns and encourages involvement and stewardship to help shape the future of Monterey County. It is a comprehensive focus on important community issues.-$24,953
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Manny EscarcegaTreasurer-$0--
Jeana ArnoldChairman-$0--
Kendra HowellChair.-$0--
Janine BouyeaVice Chair-$0--
Anna VelazquezDirector-$0--
Brad LevangDirector-$0--
Monica LalSecretary-$0--
Paul FarmerExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Leadership Monterey County
EIN
82-3480238
Phone
8312163000
Address
123 Capitol Street B, Salinas, CA 93901

Signing Officer

Name
Paul Farmer
Title
Executive Director
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Steinbruner Hill CPAs
Address
928 E Blanco Road Ste 200, Salinas, CA 93901
Preparer
Chris Steinbruner
Phone
8312226111
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $224”

Other Expenses.1003

“Information Technology $731”

Other Expenses.1

“Bank Fees $109”

Other Expenses.2

“Auto expense $93”

Raw XML Appendix170 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Manny Escarcega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeana Arnold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kendra Howell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janine Bouyea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anna Velazquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Brad Levang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Monica Lal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Paul Farmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3vice chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01157
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Leadership Monterey County builds awareness of local business and community concerns and encourages involvement and stewardship to help shape the future of Monterey County. It is a comprehensive focus on important community issues.
IRS990EZ/ProgramServiceRevenueAmt072750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Leadership Monterey County (LMC) builds awareness of local business and community concerns and encourages involvement and stewardship to help shape the future of Monterey County. It is a comprehensive focus on important community issues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054368
IRS990EZ/TotalProgramServiceExpensesAmt024953
IRS990EZ/TotalRevenueAmt075138
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.leadershipmc.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033246
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0225825
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053770
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IRS990ScheduleA/Total509Grp/TotalAmt0259071
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0259071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Auto expense $93
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Farmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leadership Monterey County
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0823480238
ReturnHeader/Filer/PhoneNum08312163000
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 Capitol Street B
ReturnHeader/Filer/USAddress/CityNm0Salinas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462638405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steinbruner Hill CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0928 E Blanco Road Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salinas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08312226111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Steinbruner
ReturnHeader/ReturnTs02024-11-15T13:25:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,222
Liabilities
-
Net assets
$27,222
Revenue
$75,138
Expenses
$54,368
Net income
$20,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$13.1$81.6$95.7$14.1
2023Detailed filing. Detailed filing data is available for this year.$27.2$27.2$75.1$54.4$20.8
2023Summary only. Only limited summary data is available for this year.$27.2$0.00$75.1$54.4$20.8
2022Detailed filing. Detailed filing data is available for this year.$6.45$6.45$73.9$97.7$23.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$30.3$3.00$14.2$11.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$41.5$53.8$23.3$30.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$11.0$53.3$58.8$5.50
2018Summary only. Only limited summary data is available for this year.$16.5$0.00$60.6$49.3$11.2