Civic Intelligence

Lead Pa Institute

EIN 85-3429918 • 501(c)3 • Philadelphia, PA

Profile

Research and Public Education

PO Box 22588Philadelphia, PA 19110

www.leadpa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.08x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

1.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$239,305

Down $5,932 (-2.4%) from 2023

Liabilities

Down

$18,117

Down $105,486 (-85%) from 2023

Net Assets

Up

$221,188

Up $99,554 (+82%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin80th percentile

Revenue

Up

$361,113

Up $151,903 (+73%) from 2023

Expenses

Up

$261,559

Up $63,536 (+32%) from 2023

Net Income

Up

$99,554

Up $88,367 (+790%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $234,553Liabilities 2022: $124,106Net Assets 2022: $110,4472022Assets 2023: $245,237Liabilities 2023: $123,603Net Assets 2023: $121,6342023Assets 2024: $239,305Liabilities 2024: $18,117Net Assets 2024: $221,1882024

Highlighted filing

2024

Assets$239,305
Liabilities$18,117
Net Assets$221,188
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $258,514Expenses 2022: $148,067Net Income 2022: $110,4472022Revenue 2023: $209,210Expenses 2023: $198,023Net Income 2023: $11,1872023Revenue 2024: $361,113Expenses 2024: $261,559Net Income 2024: $99,5542024

Highlighted filing

2024

Revenue$361,113
Expenses$261,559
Net Income$99,554
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,305
Liabilities
$18,117
Net assets
$221,188
Revenue
$361,113
Expenses
$261,559
Net income
$99,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.18$2.21$3.61$2.62$1.00
2023Detailed filing. Detailed filing data is available for this year.$2.45$1.24$1.22$2.09$1.98$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.35$1.24$1.10$2.59$1.48$1.10
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$361,113
Mission and Program Overview

Mission

Research and Public Education

Leadership training and comprehensive professional development for activists, advocates and prospective leaders of nonprofits across the Commonwealth of PA

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$245,237$231,805▼ $13,432
Accounts Receivable-$7,500-
Total Assets$245,237$239,305▼ $5,932
Liabilities
Accounts Payable and Accrued Expenses$123,603$18,117▼ $105,486
Total Liabilities$123,603$18,117▼ $105,486
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,634$218,387▲ $96,753
Net Assets With Donor Restrictions-$2,801-
Total Net Assets Fund Balance$121,634$221,188▲ $99,554
Total Liabilities and Net Assets / Fund Balance$245,237$239,305▼ $5,932
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Oliver TruongCo Exec DirectFT$139,512$139,512
C Smith MorrisExec DirectorFT$136,422$136,422

Board Members and Trustees

NameTitle
Jess CadoretteChairperson
E K RogersOfficer
Jude HuseinOfficer
Tyler TitusOfficer
Nirav SanghaniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$360,762
Program Service Revenue
$0
Investment Income
$351
Other Revenue
$0
All Other Contributions
$360,762
Change in Net Assets
$99,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$261,559
Total Fundraising Expense$7,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$85,376$134,128$6,832$226,336
Office Expenses$3,420$5,373$274$9,067
Travel$1,915$3,008$153$5,076
Fees for Services Legal$1,723$2,708$138$4,569
Fees for Services Accounting$1,509$2,370$121$4,000
Insurance$894$1,404$72$2,370
Other Expenses$23$38$2$63
Total Functional Expenses$98,662$155,001$7,896$261,559
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lead PA Institute
EIN
85-3429918
Phone
7177017111
Address
PO Box 22588, PHILADELPHIA, PA 19110

Signing Officer

Name
Cai Smith Morris
Title
Executive Director
Phone
7177017111
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cai Smith Morris
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Miller Dixon Drake PC
Address
701 N 2nd St, Harrisburg, PA 17102
Preparer
Alexander R Reber
Phone
7172342250
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“The Institute does not employee individuals. Instead, it reimburses Lead PA C4 for management and employee costs that are allocated to the Institute”

Form 990 Line VI Line 11B

“Form 990 is provided to the full board to review and approve before filing”

Form 990 Part IV Line 12C

“All board members must complete the annual disclosure forms and any potentional conflicts are discussed on an as needed basis”

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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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IRS990/TotalLiabilitiesGrp/EOYAmt018117
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121634
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0221188
IRS990/TotalOtherCompensationAmt031734
IRS990/TotalProgramServiceExpensesAmt098663
IRS990/TotalRevenueGrp/ExclusionAmt0351
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0361113
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0245237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0239305
IRS990/TotReportableCompRltdOrgAmt0244200
IRS990/TravelGrp/FundraisingAmt0153
IRS990/TravelGrp/ManagementAndGeneralAmt03008
IRS990/TravelGrp/ProgramServicesAmt01915
IRS990/TravelGrp/TotalAmt05076
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 22588
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019110
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cai Smith Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07177017111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lead PA Institute
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0853429918
ReturnHeader/Filer/PhoneNum07177017111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 22588
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201977693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miller Dixon Drake PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 N 2nd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harrisburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017102
ReturnHeader/PreparerPersonGrp/PhoneNum07172342250
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander R Reber
ReturnHeader/ReturnTs02025-11-13T11:23:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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