Civic Intelligence

Sustained Leaders

990 • Fiscal year 2023 • EIN 86-2223346

Jun 01, 2022 to May 31, 2023 • Filed on Nov 15, 2023

10533 Verna Trail WFort Worth, TX 76108

(303) 916-9661

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$124,978

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

96th percentile

161%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$760,315

Up $468,693 (+161%) from 2022

Net Assets

Up

$760,315

Up $468,693 (+161%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$1,132,865

Up $466,694 (+70%) from 2022

Expenses

Up

$664,172

Up $289,623 (+77%) from 2022

Net Income

Up

$468,693

Up $177,071 (+61%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2022: $291,622Liabilities 2022: $0Net Assets 2022: $291,6222022Assets 2023: $760,315Liabilities 2023: $0Net Assets 2023: $760,3152023Assets 2024: $807,400Liabilities 2024: $0Net Assets 2024: $807,4002024Assets 2025: $1,390,189Liabilities 2025: $0Net Assets 2025: $1,390,1892025

Highlighted filing

2023

Assets$760,315
Liabilities$0
Net Assets$760,315

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2022: $666,171Expenses 2022: $374,549Net Income 2022: $291,6222022Revenue 2023: $1,132,865Expenses 2023: $664,172Net Income 2023: $468,6932023Revenue 2024: $925,755Expenses 2024: $878,670Net Income 2024: $47,0852024Revenue 2025: $1,950,039Expenses 2025: $1,462,378Net Income 2025: $487,6612025

Highlighted filing

2023

Revenue$1,132,865
Expenses$664,172
Net Income$468,693
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,132,865
Mission and Program Overview

Mission

SustainED Leaders seeks to empower education leaders to lead continuous instructional improvement in schools by building teacher and staff capacity to plan and facilitate learning experiences that accelerate the learning and growth of every child.

SustainED Leaders seeks to create sustainable change in education by investing in the development of leaders at every level-- teacher leaders, assistant principals, principals and central office leaders. Our programs specialize in deepening leaders' ability to lead continuous instructional improvement in schools by implementing evidence-based practices and research-based curriculum. We partner with districts and schools in building leaders' capacity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$261,622$699,575▲ $437,953
Accounts Receivable-$60,740-
Pledges and Grants Receivable$30,000--
Total Assets$291,622$760,315▲ $468,693
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$141,622$660,315▲ $518,693
Net Assets With Donor Restrictions$150,000$100,000▼ $50,000
Total Net Assets Fund Balance$291,622$760,315▲ $468,693
Total Liabilities and Net Assets / Fund Balance$291,622$760,315▲ $468,693
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jacob StainbrookExecutive DirectorFT$124,978$124,978

Board Members and Trustees

NameTitle
Anson JacksonBoard Chair
Rosemary PerlmeterVice Chair
Dee ChamblissBoard member
Ellen Pryorboard member
Josie Hernandez-Guitierrezboard member
Milan Sevakboard member
Allen AndersonSecretary
Ellen WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$550,200
Program Service Revenue
$582,665
Investment Income
$0
Other Revenue
$0
All Other Contributions
$550,200
Change in Net Assets
$468,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$570,641
Other Expenses$93,531
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$337,416$19,489-$356,905
Current Officers, Directors, Trustees, and Key Employees$98,000$42,000$0$140,000
Fees for Services Other$49,243$0-$49,243
Payroll Taxes$34,947$4,935-$39,882
Other Employee Benefits$25,425$3,591-$29,016
Travel$16,649--$16,649
Office Expenses$7,675--$7,675
Information Technology$3,204$3,205-$6,409
Pension Plan Contributions$4,239$599-$4,838
Conferences and Meetings$407$2,438-$2,845
Advertising-$2,750$0$2,750
Insurance-$1,978-$1,978
Other Expenses$0$245$0$245
Total Functional Expenses$577,205$86,967$0$664,172
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
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 draft 990 was sent in advance to all board members prior to review and vote for approval at our November board meeting (which was delayed from October...hence the delay in filing).

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

Each board member reviews and signs the Conflict of Interest policy to disclose any conflicts on an annual basis.

Form 990, Part VI, Section B, Line 15

Compensation of the Executive Director was reviewed by the finance committee which provided recommendations to the Board. The compensation was based on comparative data for education non-profits in our region. We looked at the metrics such as staff size and budget, but also recognized that nearly all our staff are former school principals so district salaries also influenced the comparative data. The board delegates the authority for salaries for other key employees to the Executive Director. The board does approve the overall budget for salaries as well as the number of employees each year.

Form 990, Part VI, Section C, Line 19

We did not make our governing documents, conflict of interest policy and financial statements during the year public, but they are available upon request. We are publishing an annual report this month which will be available on our website.

Filing and Contact Details

Filer

Filer Name
Sustained Leaders
EIN
86-2223346
Phone
3039169661
Address
10533 Verna Trail W, Fort Worth, TX 76108

Signing Officer

Name
Jacob Stainbrook
Title
Executive Director
Phone
3039169661
Signed
2023-11-15

Organization Details

Principal Officer
Jacob Stainbrook
Formed
2021
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 5

SustainED Leaders uses a PEO, Justworks, for payroll and access to better benefits, so SustainED Leaders is not considered the employer of record. Justworks also provides accounting for the payments to both employees and consultants. The W-2s for the employees and 1099s for the consultants and stipends were issued by Justworks who filed all the employment IRS reports under their EIN.

Form 990, Part V, Line 1A

SustainED Leaders uses a PEO, Justworks, for payroll and access to better benefits, so SustainED Leaders is not considered the employer of record. Justworks also provides accounting for the payments to both employees and consultants. The W-2s for the employees and 1099s for the consultants and stipends were issued by Justworks who filed all the employment IRS reports under their EIN.

Form 990, Part IX, Line 11G

Other Services representing payments to consultants who worked part time supporting programs. The amount also includes stipends paid to mentor principals who supported the the aspiring leaders in the SMU residency program.

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IRS990/Desc0Leadership Pipelines consisted of three primary programs. (1) Coaching Aspiring Principals enrolled in ed leadership Masters programs at SMU Simmons School of Education. Key Accomplishments: In the 22/23 school year SustainED Leaders staff led the second year residency including monthly professional learning sessions and individual leader coaching session every 3 weeks for 23 resident leaders. For the 23 aspiring leaders in the residency program: 100% passed the state of Texas 268 and PASL exams for principal certification and 96% secured school leadership roles for the 22/23 school year. (2) Arlington ISD Leadership pipeline in partnership with the district to develop roles and training for 1,100 teacher leaders as well as professional learning to support assistant principals and aspiring principals. (3) Dallas ISD Future Principals Institute: worked in partnership with the LEAD department to develop eight training modules including professional learning, practice labs and assessment.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0582665
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Our second program Developing Leaders to Lead Continuous Improvement was expanded this year to also include implementing research-based curriculum (in ELA or Math or both) in nearly all of the eight schools we worked with. Additionally we participated in the Texas Education Agency's priority that encourages all districts to adopt a research based framework for both ELA and Math, and worked with two districts on developing a Math framework.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0298913
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0234340
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0517171
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt097019
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0149000
IRS990/PYRevenuesLessExpensesAmt0291622
IRS990/PYSalariesCompEmpBnftPaidAmt0277530
IRS990/PYTotalExpensesAmt0374549
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0666171
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0468693
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0348325
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Amounts in Total Support, line 10 for other income represent Program Fees received from districts and schools for providing program services.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0550200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0517171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01067371
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0582665
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0149000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0731665
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01067371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0550200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0517171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01067371
IRS990ScheduleA/TotalSupportAmt01799036
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
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SustainED Leaders uses a PEO, Justworks, for payroll and access to better benefits, so SustainED Leaders is not considered the employer of record. Justworks also provides accounting for the payments to both employees and consultants. The W-2s for the employees and 1099s for the consultants and stipends were issued by Justworks who filed all the employment IRS reports under their EIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SustainED Leaders uses a PEO, Justworks, for payroll and access to better benefits, so SustainED Leaders is not considered the employer of record. Justworks also provides accounting for the payments to both employees and consultants. The W-2s for the employees and 1099s for the consultants and stipends were issued by Justworks who filed all the employment IRS reports under their EIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The draft 990 was sent in advance to all board members prior to review and vote for approval at our November board meeting (which was delayed from October...hence the delay in filing).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each board member reviews and signs the Conflict of Interest policy to disclose any conflicts on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation of the Executive Director was reviewed by the finance committee which provided recommendations to the Board. The compensation was based on comparative data for education non-profits in our region. We looked at the metrics such as staff size and budget, but also recognized that nearly all our staff are former school principals so district salaries also influenced the comparative data. The board delegates the authority for salaries for other key employees to the Executive Director. The board does approve the overall budget for salaries as well as the number of employees each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5We did not make our governing documents, conflict of interest policy and financial statements during the year public, but they are available upon request. We are publishing an annual report this month which will be available on our website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Services representing payments to consultants who worked part time supporting programs. The amount also includes stipends paid to mentor principals who supported the the aspiring leaders in the SMU residency program.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part V, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0291622
IRS990/TotalAssetsEOYAmt0760315
IRS990/TotalAssetsGrp/BOYAmt0291622
IRS990/TotalAssetsGrp/EOYAmt0760315
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0550200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086967
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0577205
IRS990/TotalFunctionalExpensesGrp/TotalAmt0664172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0291622
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0760315
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0577205
IRS990/TotalProgramServiceRevenueAmt0582665

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