Civic Intelligence

Leadership Training and Education Fund

990 • Fiscal year 2015 • EIN 91-2156057

Jun 01, 2014 to May 31, 2015 • Filed on Apr 11, 2016

Organization ProfileN/A
1640 South Loop RoadAlameda, CA 94502

(510) 337-3050

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$337,847

Down $62,786 (-16%) from 2014

Net Assets

Up

$336,696

Up $135,380 (+67%) from 2014

Liabilities

Down

$1,151

Down $198,166 (-99%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin72nd percentile

Revenue

Up

$956,574

Up $227,626 (+31%) from 2014

Expenses

Up

$821,194

Up $115,320 (+16%) from 2014

Net Income

Up

$135,380

Up $112,306 (+487%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $165,810Liabilities 2011: $18,413Net Assets 2011: $147,3972011Assets 2012: $207,331Liabilities 2012: $73,760Net Assets 2012: $133,5712012Assets 2013: $429,866Liabilities 2013: $251,624Net Assets 2013: $178,2422013Assets 2014: $400,633Liabilities 2014: $199,317Net Assets 2014: $201,3162014Assets 2015: $337,847Liabilities 2015: $1,151Net Assets 2015: $336,6962015Assets 2016: $368,954Liabilities 2016: $10,381Net Assets 2016: $358,5732016Assets 2017: $462,684Liabilities 2017: $672Net Assets 2017: $462,0122017Assets 2018: $685,929Liabilities 2018: $1,299Net Assets 2018: $684,6302018Assets 2019: $1,032,502Liabilities 2019: $2,499Net Assets 2019: $1,030,0032019Assets 2020: $977,728Liabilities 2020: $2,445Net Assets 2020: $975,2832020Assets 2021: $601,523Liabilities 2021: $1,194Net Assets 2021: $600,3292021Assets 2022: $1,448,281Liabilities 2022: $38,920Net Assets 2022: $1,409,3612022Assets 2023: $1,846,966Liabilities 2023: $37,322Net Assets 2023: $1,809,6442023Assets 2024: $1,368,501Liabilities 2024: $398,908Net Assets 2024: $969,5932024

Highlighted filing

2015

Assets$337,847
Liabilities$1,151
Net Assets$336,696
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $545,055Expenses 2011: $640,432Net Income 2011: -$95,3772011Revenue 2012: $568,392Expenses 2012: $582,218Net Income 2012: -$13,8262012Revenue 2013: $718,445Expenses 2013: $673,774Net Income 2013: $44,6712013Revenue 2014: $728,948Expenses 2014: $705,874Net Income 2014: $23,0742014Revenue 2015: $956,574Expenses 2015: $821,194Net Income 2015: $135,3802015Revenue 2016: $984,669Expenses 2016: $962,792Net Income 2016: $21,8772016Revenue 2017: $1,119,486Expenses 2017: $1,016,047Net Income 2017: $103,4392017Revenue 2018: $1,334,771Expenses 2018: $1,112,153Net Income 2018: $222,6182018Revenue 2019: $1,570,422Expenses 2019: $1,225,049Net Income 2019: $345,3732019Revenue 2020: $1,804,935Expenses 2020: $1,859,655Net Income 2020: -$54,7202020Revenue 2021: $1,539,132Expenses 2021: $1,914,086Net Income 2021: -$374,9542021Revenue 2022: $2,340,970Expenses 2022: $1,572,576Net Income 2022: $768,3942022Revenue 2023: $2,790,849Expenses 2023: $2,079,009Net Income 2023: $711,8402023Revenue 2024: $2,820,047Expenses 2024: $3,660,098Net Income 2024: -$840,0512024

Highlighted filing

2015

Revenue$956,574
Expenses$821,194
Net Income$135,380
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Apr 11, 2016
Return Version
2014v6.0
Gross Receipts
$956,574
Mission and Program Overview

Mission

To provide training classes and reimburse costs incurred in releasing employees for leadership training and education programs.

SEE PART III (A)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$201,316$336,696▲ $135,380
Cash and Non-Interest-Bearing Accounts$267,872$199,777▼ $68,095
Accounts Receivable$88,329$93,761▲ $5,432
Savings and Temporary Cash Investments$41,235$41,263▲ $28
Prepaid Expenses and Deferred Charges$3,197$3,046▼ $151
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$400,633$337,847▼ $62,786
Liabilities
Accounts Payable and Accrued Expenses$199,317$1,151▼ $198,166
Total Liabilities$199,317$1,151▼ $198,166
Net Assets / Fund Balance
Total Net Assets Fund Balance$201,316$336,696▲ $135,380
Total Liabilities and Net Assets / Fund Balance$400,633$337,847▼ $62,786
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Andrew Gross-gaitanTrustee
David CotaTrustee
David HuertaTrustee
Denise SolisTrustee
Dick DottsTrustee
Jim BeardTrustee
Ray MagnussenTrustee
Tim BrekkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$956,546
Investment Income
$28
Other Revenue
$0
Change in Net Assets
$135,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$956,574
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$956,574
Total Revenue per Form 990
$956,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$821,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$37,981--$37,981
Fees for Services Management$14,400--$14,400
Fees for Services Legal$12,499--$12,499
Insurance$3,622--$3,622
Other Expenses$701--$701
Total Functional Expenses$821,194$0$0$821,194

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$821,194
Total Expenses per Audited Statements$821,194
Total Expenses per Form 990$821,194
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the administrative office.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any sub committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“Chair and co-chair review the form.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Leadership Training & Education Fund
EIN
91-2156057
Phone
5103373050
Address
1640 SOUTH LOOP ROAD, ALAMEDA, CA 94502

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
5103373050
Signed
2016-04-11
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Hemming Morse Llp
Address
155 BOVET ROAD SUITE 600, SAN MATEO, CA 94402
Phone
4158364000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees of the organization assumes responsibility for the audit of the organization's financial statements and the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Additionally, the trust administrator believes it is no longer subject to income tax examinations for fiscal years prior to may 31, 2012.”

Raw XML Appendix371 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0728948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0718445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0568392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0545055
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03517414
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0821194
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0956574
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. ADDITIONALLY, THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO MAY 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0821194
IRS990ScheduleD/TotalRevenuePerForm990Amt0956574
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0956574
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0821194
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY SUB COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHAIR AND CO-CHAIR REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0400633
IRS990/TotalAssetsEOYAmt0337847
IRS990/TotalAssetsGrp/BOYAmt0400633
IRS990/TotalAssetsGrp/EOYAmt0337847
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0821194
IRS990/TotalFunctionalExpensesGrp/TotalAmt0821194
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0199317
IRS990/TotalLiabilitiesEOYAmt01151
IRS990/TotalLiabilitiesGrp/BOYAmt0199317
IRS990/TotalLiabilitiesGrp/EOYAmt01151
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0201316
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0336696
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0821194
IRS990/TotalProgramServiceRevenueAmt0956546
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0956546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0956574
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0400633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0337847
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP TRAINING & EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0912156057
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300702322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMMING MORSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 BOVET ROAD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum04158364000
ReturnHeader/ReturnTs02016-04-11T13:41:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,847
Liabilities
$1,151
Net assets
$336,696
Revenue
$956,574
Expenses
$821,194
Net income
$135,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.40$0.97$2.82$3.66$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.04$1.81$2.79$2.08$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.04$1.41$2.34$1.57$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$1.54$1.91$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$1.80$1.86$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.57$1.23$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.68$1.33$1.11$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$1.12$1.02$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$0.98$0.96$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.96$0.82$0.14
2014Summary only. Only limited summary data is available for this year.$0.40$0.20$0.20$0.73$0.71$0.02
2013Summary only. Only limited summary data is available for this year.$0.43$0.25$0.18$0.72$0.67$0.04
2012Summary only. Only limited summary data is available for this year.$0.21$0.07$0.13$0.57$0.58$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.02$0.15$0.55$0.64$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits