Take the Lead INC: Nonprofit Profile, Financials & Form 990 (EIN 13-3729133)

Revenue by fiscal year
FY2020	$957K
FY2021	$1.2M
FY2022	$1.1M
FY2023	$1.1M
FY2024	$1.5M

Expenses by fiscal year
FY2020	$887K
FY2021	$462K
FY2022	$636K
FY2023	$527K
FY2024	$548K

Net assets by fiscal year
FY2020	$7.0M
FY2021	$8.4M
FY2022	$7.4M
FY2023	$8.6M
FY2024	$10.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1993.

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

Where the money goes

74 cents of each dollar spent went to programs.

74%

14%

12%

Program services 74% · $406K Management & general 14% · $76K Fundraising 12% · $66K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation

Thomas Bradley

Trustee

$0Pt VII · Sec A

Pamela Beale

Executive Director

$0Pt VII · Sec A

Dorothy Collier

Trustee

$0Pt VII · Sec A

Susan Sprung

Secretary

$0Pt VII · Sec A

Harry Booker

Trustee

$0Pt VII · Sec A

Paul Campanella

Treasurer

$0Pt VII · Sec A

Theresa Hundt

Trustee

$0Pt VII · Sec A

George Milutinovich

Trustee

$0Pt VII · Sec A

See Take the Lead 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 15aNo

Programs and updates

Helps dog sport participants facing life-threatening illness with medical, funeral, and living expenses.

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Provided by the organization

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2 programs · $406K · in their own filed words · FY2024

01

Assistance program to improve the quality of life of individuals suffering from aids,other terminal illnesses and COVID-19.

$372Kprogram expense

02

Assistance program to aid hurricane victims and other federal designated disaster areas.

$33Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid

Grants received · FY2025

American Shetland Sheepdog Association FoundationFY2025$6K

Total grants receivedfrom 1 funder$6K

Grants paid · 21 grants · $2.0M · 2020–2024

Unitemized GrantFY2024$167,385

Unitemized GrantFY2024$92,575

Unitemized GrantFY2024$33,953

Unitemized GrantFY2024$33,462

Unitemized GrantFY2023$184,846

Unitemized GrantFY2023$57,511

Unitemized GrantFY2023$38,447

Unitemized GrantFY2023$37,519

Unitemized GrantFY2022$203,951

Unitemized GrantFY2022$137,629

Unitemized GrantFY2022$54,356

Unitemized GrantFY2022$30,445

Unitemized GrantFY2021$123,731

Unitemized GrantFY2021$64,136

Unitemized GrantFY2021$24,728

Unitemized GrantFY2021$22,167

Unitemized GrantFY2020$438,580

Unitemized GrantFY2020$178,478

See all 21 grants →

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.5M

Ln 12

Gifts and grantsLn 1h$660K

Investment incomeLn 3$642K

Other incomeLn 4–11$115K

Money outPt IX

$548K

Ln 25

Programscol B$406K

Managementcol C$76K

Fundraisingcol D$66K

Owns and owesPt X

$10.1M

net assets · Ln 32

Cash and savingsLn 1–2$458K

Total assetsLn 16$10.1M

LiabilitiesLn 26$12K

PeoplePt VI, VII

13

listed · VII A

PaidVII A0

Voting boardVI 1a12

IndependentVI 1b12

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$660K

Fees for servicesLn 2g$93K

Investment incomeLn 3$642K

Other incomeLn 4–11$115K

Gains on assetsLn 7$512K

Total revenueLn 12$1.5M

Assets in detailPt X, end of year

CashLn 1$275K

SavingsLn 2$182K

Cash and savings togetherLn 1–2$458K

InvestmentsLn 11–13$9.6M

Land, buildings, equipmentLn 10c$7K

Other assetsLn 15$9K

Total assetsLn 16$10.1M

LiabilitiesLn 26$12K

Net assetsLn 32$10.1M

OperationsPt I, VI

EmployeesI 52

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13Yes

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$465K	$458K
InvestmentsLn 11–13	$8.1M	$9.6M
Land, buildings, equipmentLn 10c	$10K	$7K
Total assetsLn 16	$8.6M	$10.1M
LiabilitiesLn 26	$23K	$12K
Net assetsLn 32	$8.6M	$10.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$328K	$328K
Other salaries and wagesLn 7	$72K	$72K
Payroll taxesLn 10	$6K	$6K
Legal feesLn 11b	$125		$125
Accounting feesLn 11c	$14K		$14K
Office expensesLn 13	$22K		$22K
OccupancyLn 16	$4K		$4K
TravelLn 17	$6K		$6K
Depreciation, depletion and amortizationLn 22	$3K		$3K
InsuranceLn 23	$5K		$5K
Other expenses (24a–d)Ln 24	$84K		$22K	$62K
All other expensesLn 24e	$4K			$4K
Total functional expensesLn 25	$548K	$406K	$76K	$66K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$1.5M	$548K	$963K	$10.1M	990 PDF
FY2023	$1.1M	$527K	$582K	$8.6M	990 PDF
FY2022	$1.1M	$636K	$433K	$7.4M	990 PDF
FY2021	$1.2M	$462K	$719K	$8.4M	990 PDF
FY2020	$957K	$887K	$70K	$7.0M	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 FY2024 990 (6 parts)

Part I · Summary $1,510,298 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $520,266$659,873

I-9 Program service revenuePrior year $104,850$92,900

I-10 Investment incomePrior year $407,151$642,143

I-11 Other revenuePrior year $77,415$115,382

I-12 Total revenuePrior year $1,109,682$1,510,298

I-13 Grants and similar amounts paidPrior year $318,666$327,801

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $75,459$78,022

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $133,175$141,811

I-18 Total expensesPrior year $527,300$547,634

I-19 Revenue less expensesPrior year $582,382$962,664

Part VI · Governance 12 of 12 board members independent, 3 to look at

VI-1a Voting members of the governing body12

VI-1b Independent voting members12

VI-12a Written conflict of interest policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-13 Written whistleblower policyYes

Part VIII · Statement of revenue $1,510,298 across 8 lines filed

VIII-1f All other contributions, gifts and grants$659,873

VIII-1h Total contributions, gifts and grants$659,873

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $92,900$92,900

VIII-3 Investment incomeExcluded from tax $129,749$129,749

VIII-7 Net gain or loss on sales of assetsExcluded from tax $512,394$512,394

VIII-8 Net income from fundraising eventsExcluded from tax $115,372$115,372

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10$10

VIII-12 Total revenueRelated to mission $92,910 · Unrelated business $0 · Excluded from tax $757,515$1,510,298

Part IX · Statement of functional expenses $547,634 across 12 lines filed

IX-2 Grants to domestic individualsPrograms $327,801$327,801

IX-7 Other salaries and wagesPrograms $72,340$72,340

IX-10 Payroll taxesPrograms $5,682$5,682

IX-11b Legal feesManagement $125$125

IX-11c Accounting feesManagement $14,240$14,240

IX-13 Office expensesManagement $21,689$21,689

IX-16 OccupancyManagement $4,419$4,419

IX-17 TravelManagement $6,220$6,220

IX-22 Depreciation, depletion and amortizationManagement $2,818$2,818

IX-23 InsuranceManagement $4,810$4,810

IX-24 Other expenses (24a–d)Management $21,550 · Fundraising $62,254$83,804

IX-24e All other expensesFundraising $3,686$3,686

IX-25 Total functional expensesPrograms $405,823 · Management $75,871 · Fundraising $65,940$547,634

Part X · Balance sheet $10,092,725 assets, 13 lines filed

X-1 Cash, non-interest-bearingStart of year $330,422$275,111

X-2 Savings and temporary cash investmentsStart of year $134,402$182,456

X-9 Prepaid expenses and deferred charges$2,806

X-10c Land, buildings and equipment, netStart of year $10,037$7,219

X-11 Publicly traded securitiesStart of year $8,143,291$9,616,422

X-15 Other assetsStart of year $17,849$8,711

X-16 Total assetsStart of year $8,636,001$10,092,725

X-17 Accounts payable and accrued expensesStart of year $4,233$2,400

X-25 Other liabilitiesStart of year $18,318$9,147

X-26 Total liabilitiesStart of year $22,551$11,547

X-27 Net assets without donor restrictionsStart of year $8,613,450$10,081,178

X-32 Total net assets or fund balancesStart of year $8,613,450$10,081,178

X-33 Total liabilities and net assetsStart of year $8,636,001$10,092,725

Part XI · Reconciliation of net assets $10,081,178 net assets at year end

XI-1 Total revenue$1,510,298

XI-2 Total expenses$547,634

XI-3 Revenue less expenses$962,664

XI-4 Net assets at start of year$8,613,450

XI-5 Net unrealized gains (losses) on investments$505,064

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$10,081,178

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Take the Lead INC

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Take the Lead INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV