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Lead PA FY2021 filing

Philadelphia, PAUnknown exempt organization EIN 83-3208722Revenue $189K in FY2021

On file with the IRSleadpa.org100 S Broad St 3022588 Ste · Philadelphia, PA

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Cultivating the next generation of progressive leaders across the Commonwealth of PA

54¢ of each $1 spent went to programs.
$173K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $57K a year · 12% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
54%
of spending
Worth a look: 54% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$173K
to officers and key staff · 46% of spending
Concern: pay to officers and key staff is 46% of spending; over 30%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $224K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$189K
-64% vs prior year
Spent
$372K
To programs
54%
Net assets
$115K
By yearFY2020–FY2024
Revenue
$189K
FY2021▼ -64%
Tap a bar for its year
Revenue by fiscal year
FY2020$518K
FY2021$189K
FY2022$487K
FY2023$605K
FY2024$515K
Expenses
$372K
FY2021▲ +56%
Tap a bar for its year
Expenses by fiscal year
FY2020$238K
FY2021$372K
FY2022$355K
FY2023$502K
FY2024$560K
Net assets
$115K
FY2021▼ -62%
Tap a bar for its year
Net assets by fiscal year
FY2020$299K
FY2021$115K
FY2022$247K
FY2023$350K
FY2024$306K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

54 cents of each dollar spent went to programs.

Program services 54% · $200K Management & general 41% · $154K Fundraising 5% · $18K

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; $173K paid to officers and key staff.

Part VII, Section A · reportable compensation
Cai S Morris
Exec Director
$91,407Pt VII · Sec A
Oliver Truong
Co-Exec Direct
$81,681Pt VII · Sec A
Erin K Rogers
Secretary
$0Pt VII · Sec A
Silas Russel
President
$0Pt VII · Sec A
$0Pt VII · Sec A
J Cadorette
Secretary
$0Pt VII · Sec A
Meagan Llerena
Vice President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Oliver Truong$123,600$103,000$105,069$81,681—
Cai S Morris$120,600$100,000$104,275$91,407—
Matt Goldfine————$112,047

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 Lead PA 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

Develops future progressive leaders throughout Pennsylvania.

Questions for Lead PA

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Provided by the organization

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3 programs · $200K · in their own filed words · FY2021
01

Professional development trainings including Ready to Manage trained

$154Kprogram expense
02

Political candidate trainings Ready to Lead training candidates for

$36Kprogram expense
03

Recruitment of advocate trainings Ready to Scout trained local leaders

$10Kprogram 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
The Pipeline FundFY2024$134K
PA Alliance ActionFY2024$90K
Total grants receivedfrom 2 funders$224K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$189K
Ln 12
Gifts and grantsLn 1h$134K
Other incomeLn 4–11$41K
Fees for servicesLn 2g$13K
Money outPt IX
$372K
Ln 25
Programscol B$200K
Managementcol C$154K
Fundraisingcol D$18K
Owns and owesPt X
$115K
net assets · Ln 32
Cash and savingsLn 1–2$115K
Total assetsLn 16$115K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$134K
Noncash giftsLn 1g$30K
Fees for servicesLn 2g$13K
Investment incomeLn 3$1K
Other incomeLn 4–11$41K
Total revenueLn 12$189K
Assets in detailPt X, end of year
SavingsLn 2$115K
Cash and savings togetherLn 1–2$115K
Total assetsLn 16$115K
LiabilitiesLn 26$0
Net assetsLn 32$115K
OperationsPt I, VI
EmployeesI 53
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 FY21End FY21
Cash and savingsLn 1–2$298K$115K
Total assetsLn 16$298K$115K
LiabilitiesLn 26$0$0
Net assetsLn 32$298K$115K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$264K$161K$88K$15K
Other employee benefitsLn 9$17K$10K$6K$891
Payroll taxesLn 10$22K$13K$7K$1K
Legal feesLn 11b$9K$9K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$37K$12K$24K
Advertising and promotionLn 12$712$712
Office expensesLn 13$3K$3K
TravelLn 17$4K$4K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$8K$3K$4K$123
Total functional expensesLn 25$372K$200K$154K$18K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $515K$560K−$44K$306K 990 PDF
FY2023 $605K$502K$103K$350K 990 PDF
FY2022 $487K$355K$132K$247K 990 PDF
FY2021 Viewing $189K$372K−$183K$115K 990 PDF
FY2020 $518K$238K$279K$299K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants M · Noncash O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $188,814 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $514,500$133,500
I-9 Program service revenuePrior year $2,620$13,225
I-10 Investment income$1,220
I-11 Other revenue$40,869
I-12 Total revenuePrior year $517,120$188,814
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $211,613$303,117
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $26,518$69,149
I-18 Total expensesPrior year $238,131$372,266
I-19 Revenue less expensesPrior year $278,989−$183,452
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
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 $188,814 across 8 lines filed
VIII-1f All other contributions, gifts and grants$133,500
VIII-1g Noncash contributions (included above)$30,000
VIII-1h Total contributions, gifts and grants$133,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,225$13,225
VIII-3 Investment incomeExcluded from tax $1,220$1,220
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $40,869$40,869
VIII-12 Total revenueRelated to mission $54,094 · Excluded from tax $1,220$188,814
Part IX · Statement of functional expenses $372,266 across 11 lines filed
IX-7 Other salaries and wagesPrograms $160,876 · Management $88,091 · Fundraising $15,333$264,300
IX-9 Other employee benefitsPrograms $10,488 · Management $5,880 · Fundraising $891$17,259
IX-10 Payroll taxesPrograms $13,122 · Management $7,185 · Fundraising $1,251$21,558
IX-11b Legal feesManagement $9,040$9,040
IX-11c Accounting feesManagement $4,360$4,360
IX-11g Other fees for servicesPrograms $12,500 · Management $24,014$36,514
IX-12 Advertising and promotionFundraising $712$712
IX-13 Office expensesManagement $3,303$3,303
IX-17 TravelManagement $4,062$4,062
IX-23 InsuranceManagement $3,460$3,460
IX-24 Other expenses (24a–d)Programs $3,151 · Management $4,424 · Fundraising $123$7,698
IX-25 Total functional expensesPrograms $200,137 · Management $153,819 · Fundraising $18,310$372,266
Part X · Balance sheet $114,757 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $298,209$114,757
X-16 Total assetsStart of year $298,209$114,757
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $298,209$114,757
X-32 Total net assets or fund balancesStart of year $298,209$114,757
X-33 Total liabilities and net assetsStart of year $298,209$114,757
Part XI · Reconciliation of net assets $114,757 net assets at year end
XI-1 Total revenue$188,814
XI-2 Total expenses$372,266
XI-3 Revenue less expenses−$183,452
XI-4 Net assets at start of year$298,209
XI-10 Net assets at end of year$114,757

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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