Civic Intelligence

Journey to Lead Inc

EIN 87-2199937 • 501(c)3 • Annapolis, MD

Profile

To accelerate the diversity and trajectory of women in leadership by connecting the world's most promising emerging talent with the most impactful women leaders.

821 Chesapeake Avenue 5859Annapolis, MD 21403

www.journeytolead.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$179,375

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

88th percentile

40%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-8.9%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,200,811

Up $624,345 (+40%) from 2023

Liabilities

Down

$33,735

Down $126,285 (-79%) from 2023

Net Assets

Up

$2,167,076

Up $750,630 (+53%) from 2023

Revenue

Down

$1,901,651

Down $185,447 (-8.9%) from 2023

Expenses

Up

$1,218,778

Up $39,510 (+3.4%) from 2023

Net Income

Down

$682,873

Down $224,957 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $790,017Liabilities 2021: $2,928Net Assets 2021: $787,0892021Assets 2022: $651,435Liabilities 2022: $174,084Net Assets 2022: $477,3512022Assets 2023: $1,576,466Liabilities 2023: $160,020Net Assets 2023: $1,416,4462023Assets 2024: $2,200,811Liabilities 2024: $33,735Net Assets 2024: $2,167,0762024

Highlighted filing

2024

Assets$2,200,811
Liabilities$33,735
Net Assets$2,167,076

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $790,000Expenses 2021: $2,911Net Income 2021: $787,0892021Revenue 2022: $916,780Expenses 2022: $1,217,999Net Income 2022: -$301,2192022Revenue 2023: $2,087,098Expenses 2023: $1,179,268Net Income 2023: $907,8302023Revenue 2024: $1,901,651Expenses 2024: $1,218,778Net Income 2024: $682,8732024

Highlighted filing

2024

Revenue$1,901,651
Expenses$1,218,778
Net Income$682,873

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 17, 2023
Return Version
2022v5.0
Gross Receipts
$916,780
Mission and Program Overview

Mission

To accelerate the diversity and trajectory of women in leadership by connecting the world's most promising emerging talent with the most impactful women leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$732,480$569,253▼ $163,227
Rtn Earn Endowment Incm Other Fnds$787,089$477,351▼ $309,738
Savings and Temporary Cash Investments-$64,575-
Prepaid Expenses and Deferred Charges$57,537$17,607▼ $39,930
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$790,017$651,435▼ $138,582
Liabilities
Accounts Payable and Accrued Expenses$2,828$174,084▲ $171,256
Unsecured Notes Loans Payable$100--
Total Liabilities$2,928$174,084▲ $171,156
Net Assets / Fund Balance
Total Net Assets Fund Balance$787,089$477,351▼ $309,738
Total Liabilities and Net Assets / Fund Balance$790,017$651,435▼ $138,582
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie SchlosserExecutive DirectorPT$43,750$43,750

Board Members and Trustees

NameTitle
Nina Easton SchrieferChair
Lisa CaputoBoard Member
Susan LyneBoard Member
Chip DipaulaBoard Member, Treasurer
Beverly Kirk OutgoingExecutive Director
Patricia a SellersSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Sellerseaston Media INCProgram Development, Creation & Fundrais821 CHESAPEAKE AVENUE UNIT 5859, Annapolis, MD 21403$671,250
Revenue and Support

Revenue Composition

Contributions and Grants
$914,094
Program Service Revenue
$0
Investment Income
$2,686
Other Revenue
$0
All Other Contributions
$914,094
Change in Net Assets
$-301,219

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$73,094Market Price
Total Noncash Contributions1$73,094-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,153,537
Salaries, Compensation, and Employee Benefits$64,462
Total Fundraising Expense$36,786
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$503,438$6,500-$509,938
Fees for Services Management-$134,250$33,563$167,813
Travel$139,939$165-$140,104
Other Salaries and Wages$44,759$11,936$2,984$59,679
Office Expenses$50,117$7,097-$57,214
Fees for Services Accounting-$29,595-$29,595
Other Expenses$26,332$29,000-$26,332
Fees for Services Legal-$10,594-$10,594
Information Technology-$9,139-$9,139
All Other Expenses-$6,458-$6,458
Payroll Taxes$3,587$957$239$4,783
Insurance-$2,830-$2,830
Advertising-$1,167-$1,167
Interest-$500-$500
Total Functional Expenses$931,025$250,188$36,786$1,217,999
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY MORE THAN 35% OWNED BY TWO BOARD MEMBERS EACHIndependent Contractor Agreement, Reviewed and Approved by Independent Board Members.No$617,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
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 A, Line 8B

There are no committees with authority to act on behalf of the governing body.

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

Form 990 is electronically submitted to the board members asking for comments or questions.

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

The organization met with legal counsel to create policy. Policy is monitored regularly.

Form 990, Part VI, Section B, Line 15A

The board reviewed current market salaries from similarly situated organizations prior to reviewing and approving the compensation for executive director.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Journey to Lead Inc
EIN
87-2199937
Phone
8028920001
Address
821 CHESAPEAKE AVENUE 5859, ANNAPOLIS, MD 21403

Signing Officer

Name
Nina Easton Schriefer
Title
Chair
Phone
8028920001
Signed
2023-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nina Easton Schriefer
Formed
2021
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Cst Group Cpas Pc
Address
10740 PARKRIDGE BLVD 5TH FLOOR, RESTON, VA 20191
Preparer
John M Persil
Phone
7033912000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 0. Management and general expenses 6,500. Fundraising expenses 0. Total expenses 6,500. Program development and creation: program service expenses 503,438. Management and general expenses 0. Fundraising expenses 0. Total expenses 503,438.

Raw XML Appendix389 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.

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IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SELLERSEASTON MEDIA INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ENTITY MORE THAN 35% OWNED BY TWO BOARD MEMBERS EACH
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0617250
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONTRACTOR AGREEMENT, REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS.
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt073094
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B).
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS ELECTRONICALLY SUBMITTED TO THE BOARD MEMBERS ASKING FOR COMMENTS OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MET WITH LEGAL COUNSEL TO CREATE POLICY. POLICY IS MONITORED REGULARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWED CURRENT MARKET SALARIES FROM SIMILARLY SITUATED ORGANIZATIONS PRIOR TO REVIEWING AND APPROVING THE COMPENSATION FOR EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500. PROGRAM DEVELOPMENT AND CREATION: PROGRAM SERVICE EXPENSES 503,438. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 503,438.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
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/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0790017
IRS990/TotalAssetsEOYAmt0651435
IRS990/TotalAssetsGrp/BOYAmt0790017
IRS990/TotalAssetsGrp/EOYAmt0651435
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0914094
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt036786
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0250188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0931025
IRS990/TotalFunctionalExpensesGrp/TotalAmt01217999
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02928
IRS990/TotalLiabilitiesEOYAmt0174084
IRS990/TotalLiabilitiesGrp/BOYAmt02928
IRS990/TotalLiabilitiesGrp/EOYAmt0174084
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0787089
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0477351
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0931025
IRS990/TotalReportableCompFromOrgAmt043750
IRS990/TotalRevenueGrp/ExclusionAmt02686
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0916780
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0790017
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0651435
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0165
IRS990/TravelGrp/ProgramServicesAmt0139939
IRS990/TravelGrp/TotalAmt0140104
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0100
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0821 CHESAPEAKE AVENUE 5859
IRS990/USAddress/CityNm0ANNAPOLIS
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021403
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://WWW.JOURNEYTOLEAD.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA EASTON SCHRIEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08028920001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOURNEY TO LEAD INC
ReturnHeader/Filer/BusinessNameControlTxt0JOUR
ReturnHeader/Filer/EIN0872199937
ReturnHeader/Filer/PhoneNum08028920001
ReturnHeader/Filer/USAddress/AddressLine1Txt0821 CHESAPEAKE AVENUE 5859
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541019610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CST GROUP CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010740 PARKRIDGE BLVD 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020191
ReturnHeader/PreparerPersonGrp/PhoneNum07033912000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M PERSIL
ReturnHeader/ReturnTs02023-11-17T15:59:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EASTON SCHRIEFER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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