Civic Intelligence

Leadership Training and Education Fund

990 • Fiscal year 2023 • EIN 91-2156057

Jun 01, 2022 to May 31, 2023 • Filed on Apr 09, 2024

Organization ProfileN/A
1055 Park View Dr Ste 111Covina, CA 91724

(510) 337-3050

Siviq Scores

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

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

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

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,846,966

Up $398,685 (+28%) from 2022

Net Assets

Up

$1,809,644

Up $400,283 (+28%) from 2022

Liabilities

Down

$37,322

Down $1,598 (-4.1%) from 2022

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin79th percentile

Revenue

Up

$2,790,849

Up $449,879 (+19%) from 2022

Expenses

Up

$2,079,009

Up $506,433 (+32%) from 2022

Net Income

Down

$711,840

Down $56,554 (-7.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2023

Assets$1,846,966
Liabilities$37,322
Net Assets$1,809,644
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$2,790,849
Expenses$2,079,009
Net Income$711,840
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 9, 2024
Return Version
2022v5.0
Gross Receipts
$2,790,849
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,409,361$1,809,644▲ $400,283
Cash and Non-Interest-Bearing Accounts$1,183,136$1,386,015▲ $202,879
Accounts Receivable$263,728$296,044▲ $32,316
Prepaid Expenses and Deferred Charges$1,417$164,907▲ $163,490
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,448,281$1,846,966▲ $398,685
Liabilities
Other Liabilities$36,415$35,044▼ $1,371
Accounts Payable and Accrued Expenses$2,505$2,278▼ $227
Total Liabilities$38,920$37,322▼ $1,598
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,409,361$1,809,644▲ $400,283
Total Liabilities and Net Assets / Fund Balance$1,448,281$1,846,966▲ $398,685
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jim BeardChairman
Andrew Gross GaitanCo-chairman
David HuertaTrustee
Dick DottsTrustee
Mark E OlivasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,788,551
Investment Income
$2,298
Other Revenue
$0
Change in Net Assets
$711,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,790,849
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,790,849
Total Revenue per Form 990
$2,790,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,079,009
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-$37,545-$37,545
Fees for Services Accounting-$35,971-$35,971
Fees for Services Legal-$13,121-$13,121
Insurance-$4,499-$4,499
Other Expenses$1,980,764$2,355-$2,355
Total Functional Expenses$1,980,764$98,245$0$2,079,009

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,079,009
Total Expenses per Audited Statements$2,079,009
Total Expenses per Form 990$2,079,009
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$35,044
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
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
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
1055 PARK VIEW DR STE 111, COVINA, CA 91724

Signing Officer

Name
James Beard
Title
Chairman
Phone
5103373050
Signed
2024-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Beard
Formed
2000
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
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 Appendix369 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/TotalAmt010046308
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02079009
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED REVENUE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02790849
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/TotalExpensesPerForm990Amt02079009
IRS990ScheduleD/TotalLiabilityAmt035044
IRS990ScheduleD/TotalRevenuePerForm990Amt02790849
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02790849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02079009
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01448281
IRS990/TotalAssetsEOYAmt01846966
IRS990/TotalAssetsGrp/BOYAmt01448281
IRS990/TotalAssetsGrp/EOYAmt01846966
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01980764
IRS990/TotalFunctionalExpensesGrp/TotalAmt02079009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038920
IRS990/TotalLiabilitiesEOYAmt037322
IRS990/TotalLiabilitiesGrp/BOYAmt038920
IRS990/TotalLiabilitiesGrp/EOYAmt037322
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01409361
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01809644
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01980764
IRS990/TotalProgramServiceRevenueAmt02788551
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02298
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02788551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02790849
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01448281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01846966
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0COVINA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091724
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP TRAINING & EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0912156057
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt01055 PARK VIEW DR STE 111
ReturnHeader/Filer/USAddress/CityNm0COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091724
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY CPA
ReturnHeader/ReturnTs02024-04-10T14:03:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEARD
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,846,966
Liabilities
$37,322
Net assets
$1,809,644
Revenue
$2,790,849
Expenses
$2,079,009
Net income
$711,840
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
2023Detailed filing. Detailed filing data is available for this year.$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