Civic Intelligence

Leadership Training and Education Fund

990 • Fiscal year 2018 • EIN 91-2156057

Jun 01, 2017 to May 31, 2018 • Filed on Mar 15, 2019

Organization ProfileN/A
4399 Santa Anita Ave No 150El Monte, CA 91731

(510) 337-3050

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$685,929

Up $223,245 (+48%) from 2017

Net Assets

Up

$684,630

Up $222,618 (+48%) from 2017

Liabilities

Up

$1,299

Up $627 (+93%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin75th percentile

Revenue

Up

$1,334,771

Up $215,285 (+19%) from 2017

Expenses

Up

$1,112,153

Up $96,106 (+9.5%) from 2017

Net Income

Up

$222,618

Up $119,179 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$685,929
Liabilities$1,299
Net Assets$684,630
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$1,334,771
Expenses$1,112,153
Net Income$222,618
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Mar 15, 2019
Return Version
2017v2.3
Gross Receipts
$1,334,771
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$462,012$684,630▲ $222,618
Cash and Non-Interest-Bearing Accounts$312,942$487,839▲ $174,897
Accounts Receivable$96,288$134,961▲ $38,673
Savings and Temporary Cash Investments$50,082$60,009▲ $9,927
Prepaid Expenses and Deferred Charges$3,372$3,120▼ $252
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$462,684$685,929▲ $223,245
Liabilities
Accounts Payable and Accrued Expenses$672$1,299▲ $627
Total Liabilities$672$1,299▲ $627
Net Assets / Fund Balance
Total Net Assets Fund Balance$462,012$684,630▲ $222,618
Total Liabilities and Net Assets / Fund Balance$462,684$685,929▲ $223,245
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Andrew Gross-gaitanTrustee
David HuertaTrustee
Denise SolisTrustee
Dick DottsTrustee
Jim BeardTrustee
Raphael LeibTrustee
Tim BrekkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,334,716
Investment Income
$55
Other Revenue
$0
Change in Net Assets
$222,618

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,334,771
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,334,771
Total Revenue per Form 990
$1,334,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,112,153
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 Management$30,000--$30,000
Fees for Services Accounting$19,166--$19,166
Fees for Services Legal$12,000--$12,000
Insurance$3,804--$3,804
Other Expenses$1,830--$1,830
Total Functional Expenses$1,112,153$0$0$1,112,153

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,112,153
Total Expenses per Audited Statements$1,112,153
Total Expenses per Form 990$1,112,153
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 11B

“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
4399 SANTA ANITA AVE NO 150, EL MONTE, CA 91731

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
5103373050
Signed
2019-03-15
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Vavrinek Trine Day & Co Llp
Address
1900 S NORFOLK ST SUITE 225, SAN MATEO, CA 94403
Preparer
Melissa Evjenth
Phone
9094664410
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.”

Raw XML Appendix373 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/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01112153
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01334771
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01112153
IRS990ScheduleD/TotalRevenuePerForm990Amt01334771
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01334771
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01112153
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 11B
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/TotalAssetsBOYAmt0462684
IRS990/TotalAssetsEOYAmt0685929
IRS990/TotalAssetsGrp/BOYAmt0462684
IRS990/TotalAssetsGrp/EOYAmt0685929
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01112153
IRS990/TotalFunctionalExpensesGrp/TotalAmt01112153
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0672
IRS990/TotalLiabilitiesEOYAmt01299
IRS990/TotalLiabilitiesGrp/BOYAmt0672
IRS990/TotalLiabilitiesGrp/EOYAmt01299
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0462012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0684630
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01112153
IRS990/TotalProgramServiceRevenueAmt01334716
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt055
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01334716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01334771
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0462684
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0685929
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0EL MONTE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091731
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP TRAINING & EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0912156057
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt04399 SANTA ANITA AVE NO 150
ReturnHeader/Filer/USAddress/CityNm0EL MONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091731
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A8923EACCE2D6A4F1290DCBC04922AB836540ED7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0017B807396221ABF991BD2C11E815DCCEE88D7D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.244.255.234
ReturnHeader/FilingSecurityInformation/IPDt02019-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:22:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952648289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VAVRINEK TRINE DAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 S NORFOLK ST SUITE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094403
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA EVJENTH
ReturnHeader/ReturnTs02019-03-15T14:22:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$685,929
Liabilities
$1,299
Net assets
$684,630
Revenue
$1,334,771
Expenses
$1,112,153
Net income
$222,618
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
2018Detailed filing. Detailed filing data is available for this year.$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