Civic Intelligence

Scottsdale Leadership Inc

EIN 86-0822647 • 501(c)3 • Scottsdale, AZ

Profile

Leadership development training for current and emerging community leaders, including seminars, workshops, and field trips conducted in the city of scottsdale arizona.

10533 E Lakeview DriveScottsdale, AZ 85258

scottsdaleleadership.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

100th percentile

$103,785

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-20%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Up

$225,108

Up $38,403 (+21%) from 2023

Liabilities

Up

$10,621

Up $10,457 (+6376%) from 2023

Net Assets

Up

$214,487

Up $27,946 (+15%) from 2023

Revenue

Up

$475,041

Up $115,658 (+32%) from 2023

Expenses

Up

$447,735

Up $41,098 (+10%) from 2023

Net Income

Up

$27,306

Up $74,560 (+158%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $261,954Liabilities 2011: $4,950Net Assets 2011: $257,0042011Assets 2012: $293,848Liabilities 2012: $26,500Net Assets 2012: $267,3482012Assets 2013: $348,706Liabilities 2013: $16,200Net Assets 2013: $332,5062013Assets 2014: $352,253Liabilities 2014: $2,731Net Assets 2014: $349,5222014Assets 2015: $383,019Liabilities 2015: $8,971Net Assets 2015: $374,0482015Assets 2016: $294,021Liabilities 2016: $14,661Net Assets 2016: $279,3602016Assets 2017: $248,268Liabilities 2017: $6,176Net Assets 2017: $242,0922017Assets 2018: $249,725Liabilities 2018: $3,933Net Assets 2018: $245,7922018Assets 2019: $285,933Liabilities 2019: $5,282Net Assets 2019: $280,6512019Assets 2020: $289,010Liabilities 2020: $24,803Net Assets 2020: $264,2072020Assets 2021: $380,799Liabilities 2021: $196,740Net Assets 2021: $184,0592021Assets 2022: $233,746Liabilities 2022: $824Net Assets 2022: $232,9222022Assets 2023: $186,705Liabilities 2023: $164Net Assets 2023: $186,5412023Assets 2024: $225,108Liabilities 2024: $10,621Net Assets 2024: $214,4872024

Highlighted filing

2024

Assets$225,108
Liabilities$10,621
Net Assets$214,487

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $299,9592011Expenses 2012: $309,3282012Revenue 2013: $335,686Expenses 2013: $270,528Net Income 2013: $65,1582013Revenue 2014: $356,307Expenses 2014: $339,291Net Income 2014: $17,0162014Revenue 2015: $412,011Expenses 2015: $387,485Net Income 2015: $24,5262015Revenue 2016: $293,729Expenses 2016: $388,517Net Income 2016: -$94,7882016Revenue 2017: $318,250Expenses 2017: $357,519Net Income 2017: -$39,2692017Revenue 2018: $336,194Expenses 2018: $332,494Net Income 2018: $3,7002018Revenue 2019: $336,188Expenses 2019: $301,329Net Income 2019: $34,8592019Revenue 2020: $287,506Expenses 2020: $303,950Net Income 2020: -$16,4442020Revenue 2021: $227,426Expenses 2021: $308,605Net Income 2021: -$81,1792021Revenue 2022: $401,168Expenses 2022: $351,569Net Income 2022: $49,5992022Revenue 2023: $359,383Expenses 2023: $406,637Net Income 2023: -$47,2542023Revenue 2024: $475,041Expenses 2024: $447,735Net Income 2024: $27,3062024

Highlighted filing

2024

Revenue$475,041
Expenses$447,735
Net Income$27,306

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.11$2.14$4.75$4.48$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$3.59$4.07$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.01$2.33$4.01$3.52$0.50
2021Detailed filing. Detailed filing data is available for this year.$3.81$1.97$1.84$2.27$3.09$0.81
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.25$2.64$2.88$3.04$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.05$2.81$3.36$3.01$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.04$2.46$3.36$3.32$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.06$2.42$3.18$3.58$0.39
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.15$2.79$2.94$3.89$0.95
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.09$3.74$4.12$3.87$0.25
2014Detailed filing. Detailed filing data is available for this year.$3.52$0.03$3.50$3.56$3.39$0.17
2013Summary only. Only limited summary data is available for this year.$3.49$0.16$3.33$3.36$2.71$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.27$2.67$3.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.05$2.57$3.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$480,193
Mission and Program Overview

Mission

Leadership development training for current and emerging community leaders, including seminars, workshops and field trips conducted in the city of scottsdale arizona

Leadership development training for current and emerging community leaders, including seminars, workshops, and field trips conducted in the city of scottsdale arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,649$104,620▲ $22,971
Savings and Temporary Cash Investments$70,363$73,670▲ $3,307
Investments in Publicly Traded Securities$30,874$32,058▲ $1,184
Prepaid Expenses and Deferred Charges-$10,000-
Inventories for Sale or Use$1,002$3,649▲ $2,647
Intangible Assets$2,778$1,111▼ $1,667
Total Assets$186,705$225,108▲ $38,403
Other Assets Total$39--
Liabilities
Deferred Revenue-$10,000-
Other Liabilities$164$621▲ $457
Total Liabilities$164$10,621▲ $10,457
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$186,541$214,487▲ $27,946
Total Net Assets Fund Balance$186,541$214,487▲ $27,946
Total Liabilities and Net Assets / Fund Balance$186,705$225,108▲ $38,403

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,244$2,244
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee Ann WittExecutive DirectorFT$92,332$7,970$100,302

Board Members and Trustees

NameTitle
Sarah KearneyPast President
Michael WillsPresident
Joanna PeytonPresident Elect
Alleson DunawayDirector
Ann PorterDirector
Chad ArrudaDirector
Colleen KatzDirector
Erin KrivanekDirector
Jane BlackerDirector
Jason GlennDirector
Jim KollendaDirector
Karen ArmknechtDirector
Kris CanoDirector
Larry HewittDirector
Lyric NaquinDirector
Nick AlamshawDirector
Stephanie TippettDirector
Erin GeraceSecretary
Matt WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,894
Program Service Revenue
$201,067
Investment Income
$4,319
Other Revenue
$23,761
All Other Contributions
$225,329
Change in Net Assets
$27,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$242,283
Other Expenses$201,152
Total Fundraising Expense$15,773
Grants and Similar Amounts Paid$4,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$145,376--$145,376
Other Salaries and Wages$91,037$17,069$5,690$113,796
Current Officers, Directors, Trustees, and Key Employees$81,521$15,285$5,095$101,901
Payroll Taxes$12,730$2,387$796$15,913
Office Expenses$5,528$6,909$1,382$13,819
Fees for Services Accounting-$11,100-$11,100
Occupancy$8,640$1,620$540$10,800
Other Employee Benefits$6,240$1,170$390$7,800
Information Technology$6,231$1,168$389$7,788
Travel$1,928$2,935-$4,863
Grants to Domestic Individuals$4,300--$4,300
Pension Plan Contributions$2,298$431$144$2,873
Insurance$1,278$1,399$33$2,710
Depreciation Depletion$1,667--$1,667
Fees for Services Other-$1,665-$1,665
Other Expenses--$1,314$1,314
Advertising$50--$50
Total Functional Expenses$368,824$63,138$15,773$447,735
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,230
Gaming Gross Income$11,450
Gaming Direct Expenses$3,100
Fundraising Direct Expenses$1,602
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$28,595$17,230$1,602$15,628
Total Events$28,595$17,230$1,602$15,628
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$621
Credit Card Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The executive director of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.

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

At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.

Form 990, Part VI, Section B, Line 15

The executive commitee reviews the compensation for all officers by comparing their compensation to the compensation of individuals in like positions in comparable organizations using forms 990, compensation studies, and other available data. The committee then approves any changes in compensation based on this information.

Form 990, Part VI, Section C, Line 19

The organization will provide, in a timely manner, governing documents, including its conflict of interest policy, when requested in writing or in person.

Filing and Contact Details

Filer

Filer Name
Scottsdale Leadership Inc
EIN
86-0822647
Phone
4806276710
Address
10533 E LAKEVIEW DRIVE, SCOTTSDALE, AZ 85258

Signing Officer

Name
Lee Ann Witt
Title
Executive Director
Phone
4806276710
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Ann Witt
Formed
1986
Legal Domicile
Az
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
170

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 0, Grants and allocations 0, Revenue 0 PART III, LINE 4a CONTINUATION - THE CULMINATION OF THE CLASS YEAR IS COMPLETING A SUSTAINABLE COMMUNITY PROJECT UTILIZING THE COMPILATION OF LEADERSHIP LESSONS LEARNED FOR OUR PROJECT LEAD IT FORWARD PLIF PROGRAM. THIS HIGH-IMPACT PROGRAM ASSISTS DOZENS OF NONPROFIT AND CIVIC ORGANIZATIONS IN MEETING UNFULFILLED NEEDS. THIS YEAR OUR FOCUS WAS ON HOMELESSNESS RESULTING IN 3195 VOLUNTEER HOURS, 73,000 RAISED WITH 24,000 IN IN-KIND DONATIONS IMPACTING OVER 260,000 COMMUNITY MEMBERS

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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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