Leadership Transformations INC FY2020 filing

Tax-deductible

Lexington, MA501(c)(3)ReligionEIN 01-0779814Revenue $950K in FY2020

On file with the IRSleadershiptransformations.org12 Brookside Ave, 02421-7115 · Lexington, MATax-exempt since Jul 2003Publicly supported charity — 170(b)(1)(A)(vi)

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Our vision is for churches and Christian organizations to be filled with leaders who place spiritual formation, discernment, and renewal above all other leadership priorities. Our mission is to cultivate vibrant spirituality and attentive discernment among Christian leaders.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$187K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $78K a year · 7% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$187K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $293K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$268K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$950K
Spent
$798K
To programs
79%
Net assets
$583K
By yearFY2020–FY2025
Revenue
$950K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$950K
FY2021$999K
FY2022$1.1M
FY2023$1.4M
FY2024$1.3M
FY2025$1.2M
Expenses
$798K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$798K
FY2021$936K
FY2022$1.0M
FY2023$1.2M
FY2024$1.2M
FY2025$1.2M
Net assets
$583K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$583K
FY2021$647K
FY2022$692K
FY2023$830K
FY2024$911K
FY2025$800K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $631K Management & general 15% · $118K Fundraising 6% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $187K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Vice President
$118,500Pt VII · Sec A
President
$68,840Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Richard Anderson’s $143K as Executive Vice President is at the 74th percentile of top reported officer pay among 1636 $1–10M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Richard Anderson$143,271$139,322$135,488$125,061$113,472$118,500
Steve Macchia$89,315$86,010$81,297$74,573$67,035$68,840

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Leadership Transformations INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Cultivates vibrant spirituality and attentive discernment among Christian leaders.

Provided by the organization

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1 program · $631K · in their own filed words · FY2020
01

Developing church and ministry leaders, training spiritual directors, spiritual mentoring and coaching for pastors and ministry leaders, and facilitating spiritually renewing retreats for Christian leaders and teams.

$631Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$950K
Ln 12
Gifts and grantsLn 1h$511K
Fees for servicesLn 2g$428K
Investment incomeLn 3$11K
Money outPt IX
$798K
Ln 25
Programscol B$631K
Managementcol C$118K
Fundraisingcol D$50K
Owns and owesPt X
$583K
net assets · Ln 32
Cash and savingsLn 1–2$236K
Total assetsLn 16$851K
LiabilitiesLn 26$268K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$511K
Government grantsLn 1e$104K
Fees for servicesLn 2g$428K
Investment incomeLn 3$11K
Total revenueLn 12$950K
Assets in detailPt X, end of year
SavingsLn 2$236K
Cash and savings togetherLn 1–2$236K
InvestmentsLn 11–13$373K
Total assetsLn 16$851K
LiabilitiesLn 26$268K
Net assetsLn 32$583K
OperationsPt I, VI
EmployeesI 512
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$204K$236K
InvestmentsLn 11–13$323K$373K
Total assetsLn 16$739K$851K
LiabilitiesLn 26$307K$268K
Net assetsLn 32$432K$583K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$259K$202K$39K$18K
Other salaries and wagesLn 7$287K$236K$30K$20K
Pension plan contributionsLn 8$37K$28K$6K$4K
Other employee benefitsLn 9$22K$17K$3K$2K
Payroll taxesLn 10$17K$13K$3K$2K
Accounting feesLn 11c$13K$13K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$32K$13K$18K$955
Information technologyLn 14$22K$16K$3K$2K
OccupancyLn 16$7K$5K$995$199
TravelLn 17$8K$7K$1K$573
InsuranceLn 23$6K$5K$942$628
Other expenses (24a–d)Ln 24$84K$84K
Total functional expensesLn 25$798K$631K$118K$50K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.2M−$13K$800K 990 PDF
FY2024 $1.3M$1.2M$82K$911K 990 PDF
FY2023 $1.4M$1.2M$137K$830K 990 PDF
FY2022 $1.1M$1.0M$45K$692K 990 PDF
FY2021 $999K$936K$64K$647K 990 PDF
FY2020 Viewing $950K$798K$151K$583K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $949,543 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $427,628$510,521
I-9 Program service revenuePrior year $517,394$428,242
I-10 Investment incomePrior year $25,024$10,780
I-11 Other revenue$0
I-12 Total revenuePrior year $970,046$949,543
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $552,952$622,619
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $321,038$175,823
I-18 Total expensesPrior year $873,990$798,442
I-19 Revenue less expensesPrior year $96,056$151,101
Part VI · Governance 5 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $949,543 across 6 lines filed
VIII-1e Government grants$104,156
VIII-1f All other contributions, gifts and grants$406,365
VIII-1h Total contributions, gifts and grants$510,521
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $428,242$428,242
VIII-3 Investment incomeExcluded from tax $10,780$10,780
VIII-12 Total revenueRelated to mission $428,242 · Unrelated business $0 · Excluded from tax $10,780$949,543
Part IX · Statement of functional expenses $798,442 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $202,402 · Management $38,821 · Fundraising $17,586$258,809
IX-7 Other salaries and wagesPrograms $236,420 · Management $30,337 · Fundraising $20,131$286,888
IX-8 Pension plan contributionsPrograms $28,096 · Management $5,620 · Fundraising $3,746$37,462
IX-9 Other employee benefitsPrograms $16,648 · Management $3,330 · Fundraising $2,220$22,198
IX-10 Payroll taxesPrograms $12,947 · Management $2,589 · Fundraising $1,726$17,262
IX-11c Accounting feesManagement $12,985$12,985
IX-12 Advertising and promotionPrograms $3,785$3,785
IX-13 Office expensesPrograms $13,410 · Management $17,610 · Fundraising $955$31,975
IX-14 Information technologyPrograms $16,147 · Management $3,229 · Fundraising $2,153$21,529
IX-16 OccupancyPrograms $5,437 · Management $995 · Fundraising $199$6,631
IX-17 TravelPrograms $6,720 · Management $1,092 · Fundraising $573$8,385
IX-23 InsurancePrograms $4,708 · Management $942 · Fundraising $628$6,278
IX-24 Other expenses (24a–d)Programs $84,255$84,255
IX-25 Total functional expensesPrograms $630,975 · Management $117,550 · Fundraising $49,917$798,442
Part X · Balance sheet $850,723 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $204,107$236,481
X-4 Accounts receivableStart of year $137,970$156,561
X-8 Inventories for sale or useStart of year $3,722$3,722
X-9 Prepaid expenses and deferred chargesStart of year $69,641$80,620
X-11 Publicly traded securitiesStart of year $323,386$373,339
X-16 Total assetsStart of year $738,826$850,723
X-17 Accounts payable and accrued expensesStart of year $45,201$53,621
X-19 Deferred revenueStart of year $261,634$214,010
X-26 Total liabilitiesStart of year $306,835$267,631
X-27 Net assets without donor restrictionsStart of year $392,294$559,898
X-28 Net assets with donor restrictionsStart of year $39,697$23,194
X-32 Total net assets or fund balancesStart of year $431,991$583,092
X-33 Total liabilities and net assetsStart of year $738,826$850,723
Part XI · Reconciliation of net assets $583,092 net assets at year end
XI-1 Total revenue$949,543
XI-2 Total expenses$798,442
XI-3 Revenue less expenses$151,101
XI-4 Net assets at start of year$431,991
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$583,092

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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