Civic Intelligence

Lead San Diego Inc.

990 • Fiscal year 2023 • EIN 95-3699122

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 24, 2024

Organization ProfileSDCHAMBER.ORG/LEAD
402 West Broadway 1000San Diego, CA 92101

(619) 544-1300

Siviq Scores

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

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.32x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

96th percentile

$340,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 47.7% of source-year revenue.

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

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Flat

$1,091,355

Flat from 2023

Net Assets

Flat

$861,229

Flat from 2023

Liabilities

Flat

$230,126

Flat from 2023

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin78th percentile

Revenue

Flat

$712,398

Flat from 2023

Expenses

Flat

$541,835

Flat from 2023

Net Income

Flat

$170,563

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $119,424Liabilities 2011: $46,197Net Assets 2011: $73,2272011Assets 2012: $162,080Liabilities 2012: $60,818Net Assets 2012: $101,2622012Assets 2013: $213,914Liabilities 2013: $67,354Net Assets 2013: $146,5602013Assets 2014: $222,309Liabilities 2014: $69,080Net Assets 2014: $153,2292014Assets 2015: $181,894Liabilities 2015: $58,664Net Assets 2015: $123,2302015Assets 2016: $199,944Liabilities 2016: $211,418Net Assets 2016: -$11,4742016Assets 2017: $323,336Liabilities 2017: $226,373Net Assets 2017: $96,9632017Assets 2018: $525,260Liabilities 2018: $212,077Net Assets 2018: $313,1832018Assets 2019: $627,893Liabilities 2019: $218,005Net Assets 2019: $409,8882019Assets 2020: $814,570Liabilities 2020: $286,926Net Assets 2020: $527,6442020Assets 2021: $942,711Liabilities 2021: $308,186Net Assets 2021: $634,5252021Assets 2022: $983,362Liabilities 2022: $292,696Net Assets 2022: $690,6662022Assets 2023: $1,091,355Liabilities 2023: $230,126Net Assets 2023: $861,2292023Assets 2023: $1,091,355Liabilities 2023: $230,126Net Assets 2023: $861,2292023Assets 2024: $1,265,229Liabilities 2024: $273,181Net Assets 2024: $992,0482024

Highlighted filing

2023

Assets$1,091,355
Liabilities$230,126
Net Assets$861,229
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $697,863Expenses 2011: $671,910Net Income 2011: $25,9532011Revenue 2012: $707,898Expenses 2012: $679,677Net Income 2012: $28,2212012Revenue 2013: $712,111Expenses 2013: $668,014Net Income 2013: $44,0972013Revenue 2014: $697,860Expenses 2014: $693,283Net Income 2014: $4,5772014Revenue 2015: $683,528Expenses 2015: $713,388Net Income 2015: -$29,8602015Revenue 2016: $626,066Expenses 2016: $669,830Net Income 2016: -$43,7642016Revenue 2017: $682,390Expenses 2017: $575,444Net Income 2017: $106,9462017Revenue 2018: $682,359Expenses 2018: $530,565Net Income 2018: $151,7942018Revenue 2019: $644,041Expenses 2019: $547,181Net Income 2019: $96,8602019Revenue 2020: $633,651Expenses 2020: $515,895Net Income 2020: $117,7562020Revenue 2021: $636,776Expenses 2021: $529,895Net Income 2021: $106,8812021Revenue 2022: $592,112Expenses 2022: $535,971Net Income 2022: $56,1412022Revenue 2023: $712,398Expenses 2023: $541,835Net Income 2023: $170,5632023Revenue 2023: $712,398Expenses 2023: $541,835Net Income 2023: $170,5632023Revenue 2024: $701,296Expenses 2024: $570,477Net Income 2024: $130,8192024

Highlighted filing

2023

Revenue$712,398
Expenses$541,835
Net Income$170,563
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 24, 2024
Return Version
2023v5.1
Gross Receipts
$816,489
Mission and Program Overview

Mission

Lead's programs & events build community through people - enhancing their personal & organizational success & the success of the region. Armed with a better understanding of issues, participants integrate quickly into the community & become vibrant, inspired, active leaders who serve us all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$942,259$1,044,859▲ $102,600
Accounts Receivable$21,977$26,178▲ $4,201
Investments Other Securities$18,320$19,238▲ $918
Prepaid Expenses and Deferred Charges$806$1,080▲ $274
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$983,362$1,091,355▲ $107,993
Liabilities
Deferred Revenue$232,485$146,598▼ $85,887
Accounts Payable and Accrued Expenses$60,211$83,528▲ $23,317
Total Liabilities$292,696$230,126▼ $62,570
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$672,346$841,991▲ $169,645
Net Assets With Donor Restrictions$18,320$19,238▲ $918
Total Net Assets Fund Balance$690,666$861,229▲ $170,563
Total Liabilities and Net Assets / Fund Balance$983,362$1,091,355▲ $107,993

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,739$2,739

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$18,321-▲ $1,836$918$19,239
2022$20,817-▼ $1,616$880$18,321
2021$18,562-▲ $3,084$829$20,817
2020$17,351-▲ $2,034$824$18,562
2019$15,637-▲ $2,275$561$17,351
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Kerri Verbeke KapichChair
Trevor BlairImmediate Past Chair
Nancy Rohland-heinrichVa Chair
Jerry SandersPresident & CEO
Jason PaguioVice Chair
Adolfo VenturaDirector
Brittany Santos-deriegDirector
David GlanzerDirector
Dennis DubardDirector
Dennis KeckDirector
Erica OpstadDirector
Hernan Luis Y PradoDirector
Idara OgunsajuDirector
Jeff GattasDirector
Kari PeltersDirector
Ken BarnesDirector
Kendall HelmDirector
Leon ClarkDirector
Margie Newman TsayDirector
Monique RodriguezDirector
Nikki ClayDirector
Rosa Maria HernandezDirector
Shana WilsonDirector
Steven JonesDirector
Tamara CraverDirector
Timothy ShieldsDirector
Tonya L TorosianDirector
Jaymie BradfordCOO & Executive
Gerardo GodinezFinance Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$344,280
Program Service Revenue
$423,029
Investment Income
$47,594
Other Revenue
$-102,505
All Other Contributions
$40,250
Change in Net Assets
$170,563

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$15,000
Other Non Cash Contri Table$6,000
Other Non Cash Contri Table$4,590
Total Noncash Contributions$25,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$391,886
Other Expenses$149,949
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$318,331--$318,331
Other Employee Benefits$40,318--$40,318
Occupancy$38,641--$38,641
Fees for Services Other$32,134--$32,134
Payroll Taxes$24,978--$24,978
Pension Plan Contributions$8,259--$8,259
Other Expenses$3,193--$3,193
Travel$3,009--$3,009
All Other Expenses$2,987--$2,987
Office Expenses$2,697--$2,697
Conferences and Meetings$574--$574
Total Functional Expenses$541,835$0$0$541,835
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$104,091
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visionary Awards$304,030-$5,281-
Total Events$304,030-$104,091$-104,091
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
Annual disclosure for covered persons
Yes
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
No

Governance Explanations

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

“Prior to filing, drafts of the 990 are shared with the ceo, coo, and the finance committee.”

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

“Lead san diego expects the primary interest of employees and directors to be the individuals lead serves. A conflict of interest occurs when the interests of an employee, director or another party actually or potentially affect lead san diego in a negative way as defined in section 8.9 of lead san diego's bylaws. Prior to consummating any such transaction, the individual must obtain approval by vote of a majority of the directors then in office without counting the vote of the individual involved. If approval is not obtained, the director in question may be required to do such things an pay such damages as, in the discretion of hte court, will provide an equitable and fair remedy to lead san diego. All board members and employees are made aware on a yearly basis that these by-laws are in effect.”

Form 990, Part VI, Section C, Line 19

“Lead makes all documents and audited financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lead San Diego Inc
EIN
95-3699122
Phone
6195441300
Address
402 WEST BROADWAY 1000, SAN DIEGO, CA 92101

Signing Officer

Name
Jerry Sanders
Title
President & CEO
Phone
6195441300
Signed
2024-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Sanders
Formed
1981
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
28

Preparer

Firm
Jgd & Associates Llp
Address
9191 TOWNE CENTRE DRIVE 340, SAN DIEGO, CA 92122-1274
Preparer
Daniel P Schreiber
Phone
8585871000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's processes for oversight of the audit of its financial statements and selection of an independent accountant have not changed from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“Lead san diego is a non-profit corporation organized under the laws of the state of california and is exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. The organization does not have any unrecognized tax benefits at december 31, 2023 and 2022. The organization recognizes interest and penalties associated with tax matters as part of operating expenses and includes accrued interest and penalties with the related tax liability in the consolidated statements of financial position. No such amounts are included in the consolidated financial statements for the years ended december 31, 2023 and 2022.”

PART V, LINE 4:

“To maintain purchasing power(real value) of the endowment funds and disburse 5% annually based on market value over previous 36 months. If the market declines, distributions are limited to income received such as interest and dividends.”

Raw XML AppendixShowing 400 of 688 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt060211
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt083528
IRS990/AccountsReceivableGrp/BOYAmt021977
IRS990/AccountsReceivableGrp/EOYAmt026178
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LEAD'S PROGRAMS & EVENTS BUILD COMMUNITY THROUGH PEOPLE - ENHANCING THEIR PERSONAL & ORGANIZATIONAL SUCCESS & THE SUCCESS OF THE REGION. ARMED WITH A BETTER UNDERSTANDING OF ISSUES, PARTICIPANTS INTEGRATE QUICKLY INTO THE COMMUNITY & BECOME VIBRANT, INSPIRED, ACTIVE LEADERS WHO SERVE US ALL.
IRS990/AllOtherContributionsAmt040250
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02987
IRS990/AllOtherExpensesGrp/TotalAmt02987
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0JUANICE REYNA
IRS990/BooksInCareOfDetail/PhoneNum06195441374
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0402 WEST BROADWAY SUITE 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0942259
IRS990/CashNonInterestBearingGrp/EOYAmt01044859
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0574
IRS990/ConferencesMeetingsGrp/TotalAmt0574
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0304030
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0344280
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt047594
IRS990/CYOtherExpensesAmt0149949
IRS990/CYOtherRevenueAmt0-102505
IRS990/CYProgramServiceRevenueAmt0423029
IRS990/CYRevenuesLessExpensesAmt0170563
IRS990/CYSalariesCompEmpBnftPaidAmt0391886
IRS990/CYTotalExpensesAmt0541835
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0712398
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0232485
IRS990/DeferredRevenueGrp/EOYAmt0146598
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FOR MORE THAN 35 YEARS, LEAD SAN DIEGO HAS SERVED AS AN INCUBATOR FOR COMMUNITY LEADERSHIP. LEAD IS THE ONLY ORGANIZATION IN THE SAN DIEGO/NOTHERN BAJA CALIFORNIA REGION SOLELLY DEDICATED TO DEVELOPING ENGAGED CIVIC AND COMMUNITY LEADERS. WITH A PORTFOLIO OF UNPARALLELED PROGRAMS DESIGNED FOR INDIVIDUALS AT VARIOUS LEVELS OF PROFESSIONAL DEVELOPMENT AND COMMUNITY INVOLVEMENT, LEAD SAN DIEGO FILLS THE REGION'S LEADERSHIP PIPELINE BY PROVIDING BALANCED EDUCATION AND DIALOGUE ON ISSUES OF CRITICAL REGIONAL IMPORTANCE, HELPING A CROSS-SECTION OF LEADERS BECOME BETTER INFORMED AND ACTIVE PARTICIPANTS IN WORK THAT POSITIVELY IMPACTS OUR COMMUNITIES. THROUGH LEAD'S VARIOUS PROGRAMS, FORUMS, ALUMNI ASSOCIATION MEMBERSHIP AND THE ANNUAL VISIONARY AWARDS, WHICH IS SOUTHERN CALIFORNIA'S PREMIER LEADERSHIP RECOGNITION EVENT, LEAD PERSONALLY REACHED APPOXIMATELY 1,400 MEMBERS DURING THE YEAR. THOUSANDS MORE ARE REACHED EACH YEAR VIA LEAD SAN DIEGO'S WEBSITE AND REGULAR E-COMMUNICATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt018320
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt019238
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0541835
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt032134
IRS990/FeesForServicesOtherGrp/TotalAmt032134
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt038.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt138.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/PersonNm0KERRI VERBEKE KAPICH
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON PAGUIO
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm3TREVOR BLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm4LEON CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm5NIKKI CLAY
IRS990/Form990PartVIISectionAGrp/PersonNm6TAMARA CRAVER
IRS990/Form990PartVIISectionAGrp/PersonNm7DENNIS DUBARD
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFF GATTAS
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID GLANZER
IRS990/Form990PartVIISectionAGrp/PersonNm10GERARDO GODINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm11KENDALL HELM
IRS990/Form990PartVIISectionAGrp/PersonNm12ROSA MARIA HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVEN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14DENNIS KECK
IRS990/Form990PartVIISectionAGrp/PersonNm15HERNAN LUIS Y PRADO
IRS990/Form990PartVIISectionAGrp/PersonNm16IDARA OGUNSAJU
IRS990/Form990PartVIISectionAGrp/PersonNm17ERICA OPSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm18KARI PELTERS
IRS990/Form990PartVIISectionAGrp/PersonNm19MONIQUE RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm20NANCY ROHLAND-HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm21TIMOTHY SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm22TONYA L TOROSIAN
IRS990/Form990PartVIISectionAGrp/PersonNm23ADOLFO VENTURA
IRS990/Form990PartVIISectionAGrp/PersonNm24BRITTANY SANTOS-DERIEG
IRS990/Form990PartVIISectionAGrp/PersonNm25MARGIE NEWMAN TSAY
IRS990/Form990PartVIISectionAGrp/PersonNm26SHANA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm27JERRY SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm28JAYMIE BRADFORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27340000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt28219002
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10FINANCE REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20VA CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt28COO & EXECUTIVE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0304030
IRS990/FundraisingDirectExpensesAmt0104091
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0816489
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt047594
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047594
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt018320
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt019238
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02739
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02739
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LEAD'S PROGRAMS & EVENTS BUILD COMMUNITY THROUGH PEOPLE - ENHANCING THEIR PERSONAL & ORGANIZATIONAL SUCCESS & THE SUCCESS OF THE REGION. ARMED WITH A BETTER UNDERSTANDING OF ISSUES, PARTICIPANTS INTEGRATE QUICKLY INTO THE COMMUNITY & BECOME VIBRANT, INSPIRED, ACTIVE LEADERS WHO SERVE US ALL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0690666
IRS990/NetAssetsOrFundBalancesEOYAmt0861229
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-104091
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-104091
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0672346
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0841991
IRS990/NoncashContributionsAmt020000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt038641
IRS990/OccupancyGrp/TotalAmt038641
IRS990/OfficeExpensesGrp/ProgramServicesAmt02697
IRS990/OfficeExpensesGrp/TotalAmt02697
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040318
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040318
IRS990/OtherExpensesGrp/Desc0EVENT COSTS
IRS990/OtherExpensesGrp/Desc1BANKING FEES
IRS990/OtherExpensesGrp/Desc2CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ProgramServicesAmt050566
IRS990/OtherExpensesGrp/ProgramServicesAmt110648
IRS990/OtherExpensesGrp/ProgramServicesAmt25500
IRS990/OtherExpensesGrp/ProgramServicesAmt33193
IRS990/OtherExpensesGrp/TotalAmt050566
IRS990/OtherExpensesGrp/TotalAmt110648
IRS990/OtherExpensesGrp/TotalAmt25500
IRS990/OtherExpensesGrp/TotalAmt33193
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT TRUE UP
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01586
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01586
IRS990/OtherRevenueTotalAmt01586
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0318331
IRS990/OtherSalariesAndWagesGrp/TotalAmt0318331
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt024978
IRS990/PayrollTaxesGrp/TotalAmt024978
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08259
IRS990/PensionPlanContributionsGrp/TotalAmt08259
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0806
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01080
IRS990/PrincipalOfficerNm0JERRY SANDERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0423029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0423029
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0370897
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011906
IRS990/PYOtherExpensesAmt0152124
IRS990/PYOtherRevenueAmt0-103890
IRS990/PYProgramServiceRevenueAmt0313199
IRS990/PYRevenuesLessExpensesAmt056141
IRS990/PYSalariesCompEmpBnftPaidAmt0383847
IRS990/PYTotalExpensesAmt0535971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0592112
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0170563

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,091,355
Liabilities
$230,126
Net assets
$861,229
Revenue
$712,398
Expenses
$541,835
Net income
$170,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.27$0.99$0.70$0.57$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.23$0.86$0.71$0.54$0.17
2023Summary only. Only limited summary data is available for this year.$1.09$0.23$0.86$0.71$0.54$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.29$0.69$0.59$0.54$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.31$0.63$0.64$0.53$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.29$0.53$0.63$0.52$0.12
2019Summary only. Only limited summary data is available for this year.$0.63$0.22$0.41$0.64$0.55$0.10
2018Summary only. Only limited summary data is available for this year.$0.53$0.21$0.31$0.68$0.53$0.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.23$0.10$0.68$0.58$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.21$0.01$0.63$0.67$0.04
2015Summary only. Only limited summary data is available for this year.$0.18$0.06$0.12$0.68$0.71$0.03
2014Summary only. Only limited summary data is available for this year.$0.22$0.07$0.15$0.70$0.69$0.00
2013Summary only. Only limited summary data is available for this year.$0.21$0.07$0.15$0.71$0.67$0.04
2012Summary only. Only limited summary data is available for this year.$0.16$0.06$0.10$0.71$0.68$0.03
2011Summary only. Only limited summary data is available for this year.$0.12$0.05$0.07$0.70$0.67$0.03