Civic Intelligence

Special Education Leader Fellowship

990 • Fiscal year 2021 • EIN 83-2083196

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 27, 2022

4640 South Carrollton Avenue No 1New Orleans, LA 70019

(504) 579-4344

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.85x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.30x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

36th percentile

5.3%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$81,261

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$669,114

No earlier filing loaded for comparison.

Net Assets

$100,303

No earlier filing loaded for comparison.

Liabilities

$568,811

No earlier filing loaded for comparison.

Revenue

$1,891,871

No earlier filing loaded for comparison.

Expenses

$1,791,568

No earlier filing loaded for comparison.

Net Income

$100,303

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.

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2021: $669,114Liabilities 2021: $568,811Net Assets 2021: $100,3032021Assets 2022: $485,574Liabilities 2022: $127,719Net Assets 2022: $357,8552022Assets 2023: $313,362Liabilities 2023: $946,636Net Assets 2023: -$633,2742023Assets 2024: $1,158,348Liabilities 2024: $848,696Net Assets 2024: $309,6522024

Highlighted filing

2021

Assets$669,114
Liabilities$568,811
Net Assets$100,303

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $1,891,871Expenses 2021: $1,791,568Net Income 2021: $100,3032021Revenue 2022: $2,932,339Expenses 2022: $2,675,287Net Income 2022: $257,0522022Revenue 2023: $3,246,275Expenses 2023: $4,282,047Net Income 2023: -$1,035,7722023Revenue 2024: $3,306,160Expenses 2024: $2,342,234Net Income 2024: $963,9262024

Highlighted filing

2021

Revenue$1,891,871
Expenses$1,791,568
Net Income$100,303
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 27, 2022
Return Version
2020v4.2
Gross Receipts
$1,891,871
Mission and Program Overview

Mission

Special education leader fellowship (self) was created to meet the need for high-quality special educational programming in schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$535,534-
Accounts Receivable-$133,580-
Total Assets$0$669,114▲ $669,114
Liabilities
Deferred Revenue-$238,162-
Unsecured Notes Loans Payable-$200,000-
Accounts Payable and Accrued Expenses-$130,649-
Total Liabilities$0$568,811▲ $568,811
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$100,303-
Total Net Assets Fund Balance$0$100,303▲ $100,303
Total Liabilities and Net Assets / Fund Balance$0$669,114▲ $669,114
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aqua StovallExecutive DirectorFT$73,285$7,976$81,261
Laura Maria RomanoskyDirector of FinanceFT$33,177$1,965$35,142

Board Members and Trustees

NameTitle
Jay AltmanPresident
Lauren RhimVice President
Chris WindonMember
Dana BrinsonMember
Kaylan ConnallyMember
Tiffany Cheng NyaggahMember
Rob GardaSecretary
Josh DensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,343,249
Program Service Revenue
$548,622
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,213,117
Change in Net Assets
$100,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,891,871
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,891,871
Total Revenue per Form 990
$1,891,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,005,639
Other Expenses$785,929
Total Fundraising Expense$73,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$464,026$107,748$27,864$599,638
Other Salaries and Wages$542,608$40,074$4,950$587,632
Current Officers, Directors, Trustees, and Key Employees$84,527$129,873$24,876$239,276
Other Employee Benefits$143,122$33,058$2,551$178,731
Fees for Services Accounting-$68,018$13,169$81,187
Occupancy$1,000$49,951-$50,951
Office Expenses$12,095$11,268$10$23,373
Insurance$3,000$9,567-$12,567
Advertising$3,465$7,575-$11,040
Travel$2,678$695-$3,373
Other Expenses$1,711$369-$369
Fees for Services Legal-$259-$259
Total Functional Expenses$1,258,232$459,916$73,420$1,791,568

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,791,568
Total Expenses per Audited Statements$1,791,568
Total Expenses per Form 990$1,791,568
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The tax return is reviewed by the board before the return is filed.

Form 990, Part VI, Section B, Line 12C

Board annually completes conflict of interest forms and it is reviewed by board.

Form 990, Part VI, Section B, Line 15

The board reviews various comparability survey data and follows the employee review process for all executive team members. They vote in executive session to approve.

Form 990, Part VI, Section C, Line 18

The organization provides information upon request.

Form 990, Part VI, Section C, Line 19

The organization provides information upon request.

Filing and Contact Details

Filer

Filer Name
Special Education Leadership Fellowship
EIN
83-2083196
Phone
5045794344
Address
4640 SOUTH CARROLLTON AVENUE NO 1, NEW ORLEANS, LA 70019

Signing Officer

Name
Jay Altman
Title
Board Chair
Phone
5044592189
Signed
2022-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Altman
Formed
2020
Legal Domicile
La
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional development: program service expenses 121,147. Management and general expenses 3,600. Fundraising expenses 0. Total expenses 124,747. Organization development: program service expenses 151,581. Management and general expenses 0. Fundraising expenses 0. Total expenses 151,581. Instructional services: program service expenses 191,298. Management and general expenses 0. Fundraising expenses 4,890. Total expenses 196,188. Other services: program service expenses 0. Management and general expenses 104,148. Fundraising expenses 22,974. Total expenses 127,122.

Financial Statement Notes

PART X, LINE 2:

Self is exempt from income taxes under section 501 (c) 3 of the internal revenue code and similar provisions of the louisiana revenue and taxation code. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. Self files informational returns in the u.s. Federal jurisdiction. The statute of limitations for federal purposes is generally three years. No open tax years are currently under examination.

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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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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01791568
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01891871
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SELF IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C) 3 OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS OF THE LOUISIANA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. SELF FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS GENERALLY THREE YEARS. NO OPEN TAX YEARS ARE CURRENTLY UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01791568
IRS990ScheduleD/TotalRevenuePerForm990Amt01891871
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01891871
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01791568
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE BOARD BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD ANNUALLY COMPLETES CONFLICT OF INTEREST FORMS AND IT IS REVIEWED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS VARIOUS COMPARABILITY SURVEY DATA AND FOLLOWS THE EMPLOYEE REVIEW PROCESS FOR ALL EXECUTIVE TEAM MEMBERS. THEY VOTE IN EXECUTIVE SESSION TO APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES INFORMATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES INFORMATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 121,147. MANAGEMENT AND GENERAL EXPENSES 3,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,747. ORGANIZATION DEVELOPMENT: PROGRAM SERVICE EXPENSES 151,581. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,581. INSTRUCTIONAL SERVICES: PROGRAM SERVICE EXPENSES 191,298. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,890. TOTAL EXPENSES 196,188. OTHER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 104,148. FUNDRAISING EXPENSES 22,974. TOTAL EXPENSES 127,122.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0669114
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0669114
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01343249
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt073420
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0459916
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01258232
IRS990/TotalFunctionalExpensesGrp/TotalAmt01791568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0568811
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0568811
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0100303
IRS990/TotalOtherCompensationAmt09941
IRS990/TotalProgramServiceExpensesAmt01258232
IRS990/TotalProgramServiceRevenueAmt0548622
IRS990/TotalReportableCompFromOrgAmt0106462
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0548622
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01891871
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0669114
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0695
IRS990/TravelGrp/ProgramServicesAmt02678
IRS990/TravelGrp/TotalAmt03373
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0200000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04640 SOUTH CARROLLTON AVENUE NO 100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070019
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0HTTPS://WWW.SELFNOLA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY ALTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05044592189
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIAL EDUCATION LEADERSHIP FELLOWSHIP
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0832083196
ReturnHeader/Filer/PhoneNum05045794344
ReturnHeader/Filer/USAddress/AddressLine1Txt04640 SOUTH CARROLLTON AVENUE NO 1
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN
ReturnHeader/ReturnTs02022-05-03T17:29:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALTMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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