Civic Intelligence

Center for Higher Ambition Leadership Inc

990 • Fiscal year 2015 • EIN 90-0875514

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

25 Burlington Mall Road 5th FloorBurlington, MA 01803

(781) 328-3900

Siviq Scores

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

Liabilities / Assets

87th percentile

0.77x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.57x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$160,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

126%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$779,955

Up $184,089 (+31%) from 2014

Net Assets

Up

$177,983

Up $149,575 (+527%) from 2014

Liabilities

Up

$601,972

Up $34,514 (+6.1%) from 2014

Revenue

Up

$1,054,458

Up $588,108 (+126%) from 2014

Expenses

Up

$904,883

Up $364,758 (+68%) from 2014

Net Income

Up

$149,575

Up $223,350 (+303%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2012: $349,023Liabilities 2012: $157,578Net Assets 2012: $191,4452012Assets 2013: $393,094Liabilities 2013: $290,911Net Assets 2013: $102,1832013Assets 2014: $595,866Liabilities 2014: $567,458Net Assets 2014: $28,4082014Assets 2015: $779,955Liabilities 2015: $601,972Net Assets 2015: $177,9832015Assets 2016: $828,036Liabilities 2016: $685,819Net Assets 2016: $142,2172016Assets 2017: $1,132,145Liabilities 2017: $945,799Net Assets 2017: $186,3462017Assets 2018: $1,087,834Liabilities 2018: $682,994Net Assets 2018: $404,8402018Assets 2019: $1,226,025Liabilities 2019: $714,088Net Assets 2019: $511,9372019Assets 2020: $1,600,133Liabilities 2020: $960,052Net Assets 2020: $640,0812020Assets 2021: $1,076,909Liabilities 2021: $1,074,870Net Assets 2021: $2,0392021Assets 2022: $520,928Liabilities 2022: $1,303,536Net Assets 2022: -$782,6082022Assets 2023: $749,997Liabilities 2023: $734,615Net Assets 2023: $15,3822023Assets 2024: $559,844Liabilities 2024: $387,985Net Assets 2024: $171,8592024

Highlighted filing

2015

Assets$779,955
Liabilities$601,972
Net Assets$177,983

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $300,000Expenses 2012: $108,555Net Income 2012: $191,4452012Revenue 2013: $75,000Expenses 2013: $164,262Net Income 2013: -$89,2622013Revenue 2014: $466,350Expenses 2014: $540,125Net Income 2014: -$73,7752014Revenue 2015: $1,054,458Expenses 2015: $904,883Net Income 2015: $149,5752015Revenue 2016: $1,292,057Expenses 2016: $1,327,823Net Income 2016: -$35,7662016Revenue 2017: $1,683,748Expenses 2017: $1,639,619Net Income 2017: $44,1292017Revenue 2018: $2,475,924Expenses 2018: $2,257,430Net Income 2018: $218,4942018Revenue 2019: $3,357,883Expenses 2019: $3,250,786Net Income 2019: $107,0972019Revenue 2020: $3,228,417Expenses 2020: $3,100,273Net Income 2020: $128,1442020Revenue 2021: $3,669,886Expenses 2021: $4,307,928Net Income 2021: -$638,0422021Revenue 2022: $2,125,782Expenses 2022: $2,570,168Net Income 2022: -$444,3862022Revenue 2023: $2,547,236Expenses 2023: $1,749,246Net Income 2023: $797,9902023Revenue 2024: $2,053,007Expenses 2024: $1,896,530Net Income 2024: $156,4772024

Highlighted filing

2015

Revenue$1,054,458
Expenses$904,883
Net Income$149,575
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.1
Gross Receipts
$1,054,458
Mission and Program Overview

Mission

The corporation is organized exclusively for charitable, educational and scientific purposes. The mission is to develop and disseminate practical knowledge about how to most effectively lead and manage "higher ambition" institutions.

The corporation is organized exclusively for charitable, educational and scientific purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$194,552$378,519▲ $183,967
Cash and Non-Interest-Bearing Accounts$378,643$350,658▼ $27,985
Rtn Earn Endowment Incm Other Fnds$28,408$177,983▲ $149,575
Prepaid Expenses and Deferred Charges$22,671$50,778▲ $28,107
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$595,866$779,955▲ $184,089
Liabilities
Deferred Revenue$518,750$514,792▼ $3,958
Accounts Payable and Accrued Expenses$48,708$81,926▲ $33,218
Other Liabilities$0$5,254▲ $5,254
Total Liabilities$567,458$601,972▲ $34,514
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,408$177,983▲ $149,575
Total Liabilities and Net Assets / Fund Balance$595,866$779,955▲ $184,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Russell a EisenstatExecutive Director & ClerkFT$160,000$160,000
Michael BeerPresidentPT$60,000$60,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,054,458
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,054,458
Change in Net Assets
$149,575

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
Other Non Cash Contri Table1$33,00033% RENT DONTATED BY
Total Noncash Contributions1$33,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$520,576
Salaries, Compensation, and Employee Benefits$384,307
Total Fundraising Expense$47,223
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$334,300--$334,300
Other Salaries and Wages$260,943$24,827$37,499$323,269
Conferences and Meetings$95,658--$95,658
Pension Plan Contributions$26,094$2,483$3,750$32,327
Travel$24,964$1,084$2,827$28,875
Payroll Taxes$19,417$1,808$3,147$24,372
Office Expenses$14,808$2,444-$17,252
Fees for Services Accounting-$6,030-$6,030
Other Employee Benefits$3,905$434-$4,339
Other Expenses$33,000$1,005-$1,005
Advertising$628--$628
Insurance-$602-$602
Total Functional Expenses$813,717$43,943$47,223$904,883
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$5,254
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

REVIEWED BY BOARD.

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

The organizatoin performs a periodic review on the implementation of conflict of interest policy.

Form 990, Part VI, Section C, Line 19

Information is available by request.

Filing and Contact Details

Filer

Filer Name
Center for Higher Ambition Leadership
EIN
90-0875514
Phone
7813283900
Address
25 BURLINGTON MALL ROAD 5TH FLOOR, BURLINGTON, MA 01803

Signing Officer

Name
Russell a Eisenstat
Title
Executive Director & Clerk
Phone
7813283900
Signed
2016-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Beer
Formed
2012
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
0

Preparer

Firm
Yoshida & Sokolski Pc
Address
20 MALL ROAD SUITE 322, BURLINGTON, MA 01803-4126
Preparer
David R Yoshida CPA
Phone
7812731010
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Outside contract services: program service expenses 334,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 334,300.

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt05254
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUSSELL A EISENSTAT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR & CLERK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0160000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0RENT
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt033% RENT DONTATED BY
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt033000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATOIN PERFORMS A PERIODIC REVIEW ON THE IMPLEMENTATION OF CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION IS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 334,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0595866
IRS990/TotalAssetsEOYAmt0779955
IRS990/TotalAssetsGrp/BOYAmt0595866
IRS990/TotalAssetsGrp/EOYAmt0779955
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01054458
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047223
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043943
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0813717
IRS990/TotalFunctionalExpensesGrp/TotalAmt0904883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0567458
IRS990/TotalLiabilitiesEOYAmt0601972
IRS990/TotalLiabilitiesGrp/BOYAmt0567458
IRS990/TotalLiabilitiesGrp/EOYAmt0601972
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028408
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0177983
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0813717
IRS990/TotalReportableCompFromOrgAmt0220000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01054458
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0595866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0779955
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt02827
IRS990/TravelGrp/ManagementAndGeneralAmt01084
IRS990/TravelGrp/ProgramServicesAmt024964
IRS990/TravelGrp/TotalAmt028875
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019 SOUTH MEADOW RIDGE
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001742
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.HIGHERAMBITION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL A EISENSTAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR & CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum07813283900
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTER FOR HIGHER AMBITION LEADERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0900875514
ReturnHeader/Filer/PhoneNum07813283900
ReturnHeader/Filer/USAddress/AddressLine1Txt025 BURLINGTON MALL ROAD 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043014517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOSHIDA & SOKOLSKI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 MALL ROAD SUITE 322
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018034126
ReturnHeader/PreparerPersonGrp/PhoneNum07812731010
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R YOSHIDA CPA
ReturnHeader/ReturnTs02016-07-06T14:57:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.39$0.17$2.05$1.90$0.16
2023Summary only. Only limited summary data is available for this year.$0.75$0.73$0.02$2.55$1.75$0.80
2022Summary only. Only limited summary data is available for this year.$0.52$1.30$0.78$2.13$2.57$0.44
2021Summary only. Only limited summary data is available for this year.$1.08$1.07$0.00$3.67$4.31$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.96$0.64$3.23$3.10$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.71$0.51$3.36$3.25$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.68$0.40$2.48$2.26$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.95$0.19$1.68$1.64$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.69$0.14$1.29$1.33$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.60$0.18$1.05$0.90$0.15
2014Summary only. Only limited summary data is available for this year.$0.60$0.57$0.03$0.47$0.54$0.07
2013Summary only. Only limited summary data is available for this year.$0.39$0.29$0.10$0.08$0.16$0.09
2012Summary only. Only limited summary data is available for this year.$0.35$0.16$0.19$0.30$0.11$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits