Civic Intelligence

Onward Leadership Training

990EZ • Fiscal year 2023 • EIN 85-3507377

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 02, 2024

Organization ProfileN/A
6633 Veneto PlaceRancho Cucamonga, CA 91701

(661) 599-4528

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

41st percentile

-0.5%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

98th percentile

$100,764

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 62.2% of source-year revenue.

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

Asset Growth

42nd percentile

-2.9%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

76th percentile

38%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$30,150

Down $890 (-2.9%) from 2022

Net Assets

Down

$30,150

Down $890 (-2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin41st percentile

Revenue

Up

$161,904

Up $44,363 (+38%) from 2022

Expenses

Up

$162,794

Up $4,685 (+3.0%) from 2022

Net Income

Up

-$890

Up $39,678 (+98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$80K$60K$40K$20K$0Assets 2020: $1,988Liabilities 2020: $0Net Assets 2020: $1,9882020Assets 2021: $71,608Liabilities 2021: $0Net Assets 2021: $71,6082021Assets 2022: $31,040Liabilities 2022: $0Net Assets 2022: $31,0402022Assets 2023: $30,150Liabilities 2023: $0Net Assets 2023: $30,1502023Assets 2024: $18,269Net Assets 2024: $18,2692024

Highlighted filing

2023

Assets$30,150
Liabilities$0
Net Assets$30,150
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

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

$200K$100K$0-$100KRevenue 2020: $2,000Expenses 2020: $12Net Income 2020: $1,9882020Revenue 2021: $97,357Expenses 2021: $27,737Net Income 2021: $69,6202021Revenue 2022: $117,541Expenses 2022: $158,109Net Income 2022: -$40,5682022Revenue 2023: $161,904Expenses 2023: $162,794Net Income 2023: -$8902023Revenue 2024: $121,125Expenses 2024: $133,006Net Income 2024: -$11,8812024

Highlighted filing

2023

Revenue$161,904
Expenses$162,794
Net Income-$890
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 2, 2024
Return Version
2023v5.1
Gross Receipts
$161,904
Mission and Program Overview

Mission

Religious services and gatherings

Program Services

DescriptionGrantsExpenses
TWICE PER MONTH GATHERINGS, LEADERSHIP DEVELOPMENTAND SPIRITUAL CARE COHORTS, SPIRITUAL RETREATS$0$162,793
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORY FENNExecutive DirectorFT$92,500$8,264$100,764
JEFF GOKEEChairman-$0--
EMILY HAMILTONSecretary-$0--
DALLAS DEWITTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Onward Leadership Training
EIN
85-3507377
Phone
6615994528
Address
6633 VENETO PLACE, RANCHO CUCAMONGA, CA 91701

Signing Officer

Name
Jeff Gokee
Title
Chairman
Phone
6615994528
Signed
2024-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Lake & Associates CPA
Address
7005 N MAPLE AVE STE 101, FRESNO, CA 93720
Preparer
Richard Lake
Phone
5593239000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADVERTISING 1914.”

Form 990EZ, Part I, Line 16

“ENTERTAINMENT 123.”

Form 990EZ, Part I, Line 16

“EVENTS 257.”

Form 990EZ, Part I, Line 16

“DONOR RELATIONS 6801.”

Form 990EZ, Part I, Line 16

“Mileage reimbursement 3187.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 8292.”

Form 990EZ, Part I, Line 16

“PASTORAL CARE 4144.”

Form 990EZ, Part I, Line 16

“Outside contractors 8775.”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES 7362.”

Form 990EZ, Part I, Line 16

“Payroll processing fees 753.”

Form 990EZ, Part I, Line 16

“FUNDRAISING FEES 409.”

Form 990EZ, Part I, Line 16

“RETREAT EXPENSES 14492.”

Form 990EZ, Part I, Line 16

“SUPPLIES 1372.”

Form 990EZ, Part I, Line 16

“TRAVEL 782.”

Form 990EZ, Part I, Line 16

“MEALS 888.”

Form 990EZ, Part I, Line 16

“Volunteer appreciation 2479.”

Raw XML Appendix187 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/PersonNm0CORY FENN
IRS990EZ/BooksInCareOfDetail/PhoneNum06615994528
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06633 VENETO PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO CUCAMONGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031040
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0149522
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-890
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031040
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0161904
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031040
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt392500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt38264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF GOKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DALLAS DEWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORY FENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RELIGIOUS SERVICES AND GATHERINGS
IRS990EZ/ProgramServiceRevenueAmt012382
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TWICE PER MONTH GATHERINGS, LEADERSHIP DEVELOPMENTAND SPIRITUAL CARE COHORTS, SPIRITUAL RETREATS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0162793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0100764
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0162794
IRS990EZ/TotalProgramServiceExpensesAmt0162793
IRS990EZ/TotalRevenueAmt0161904
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0149522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0366420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012382
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0378802
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0161904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/Total509Grp/TotalAmt0378802
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378802
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 1914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENTERTAINMENT 123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENTS 257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONOR RELATIONS 6801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MILEAGE REIMBURSEMENT 3187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSES 8292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PASTORAL CARE 4144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OUTSIDE CONTRACTORS 8775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL TAXES 7362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL PROCESSING FEES 753.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FUNDRAISING FEES 409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RETREAT EXPENSES 14492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES 1372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TRAVEL 782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEALS 888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15VOLUNTEER APPRECIATION 2479.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF GOKEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06615994528
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONWARD LEADERSHIP TRAINING
ReturnHeader/Filer/BusinessNameControlTxt0ONWA
ReturnHeader/Filer/EIN0853507377
ReturnHeader/Filer/PhoneNum06615994528
ReturnHeader/Filer/USAddress/AddressLine1Txt06633 VENETO PLACE
ReturnHeader/Filer/USAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942616759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAKE & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07005 N MAPLE AVE STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093720
ReturnHeader/PreparerPersonGrp/PhoneNum05593239000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD LAKE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-02T13:59:55-07:00
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
$30,150
Liabilities
$0
Net assets
$30,150
Revenue
$161,904
Expenses
$162,794
Net income
-$890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.21$1.33$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.62$1.63$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.18$1.58$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.97$0.28$0.70
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.00$0.02