LEADERSHIP GEORGIA FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEADERSHIP GEORGIA FOUNDATION INC (EIN 58-1329285)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349312724
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:42:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 Lakes Parkway Suite 105 | AddressLine1Txt |
| City | Lawrenceville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581329285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leadership Georgia Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 4042232294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3348 Peachtree Rd NE Ste 700 700 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Walt Farrell | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4042232294 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Walt | PersonFirstNm |
| Person Last | Farrell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Luke Burnett | PreparerPersonNm |
| PTIN | P01079018 | PTIN |
| Phone | 5055022746 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Charlie May | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3348 Peachtree Rd NE Ste 700 700 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,697,240 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.leadershipgeorgia.com/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | Bring leaders of diverse communities together & focus on opportunities in cities in Georgia | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $143,382 | PYContributionsGrantsAmt |
| CY Contributions Grants | $280,392 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $201,700 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $243,679 | CYProgramServiceRevenueAmt |
| PY Investment Income | $282,395 | PYInvestmentIncomeAmt |
| CY Investment Income | $569,332 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $627,477 | PYTotalRevenueAmt |
| CY Total Revenue | $1,093,403 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,230 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,541 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $445,948 | PYOtherExpensesAmt |
| CY Other Expenses | $563,846 | CYOtherExpensesAmt |
| PY Total Expenses | $451,748 | PYTotalExpensesAmt |
| CY Total Expenses | $596,276 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $175,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $497,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,029,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,913,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $123,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,775 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,905,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,693,511 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Leadership Georgia Foundation (LGF) brings recognized leaders of diverse communities together for programs which focus attention on opportunities facing cities in Georgia. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $355,078 | ExpenseAmt |
| Grant | $1,200 | GrantAmt |
| Revenue | $243,679 | RevenueAmt |
| Desc | Leadership Georgia brings recognized leaders of diverse communities together for programs which focus attention on the opportunities facing cities in Georgia. Education and skills are the main basis. | Desc |
| Total Program Service Expenses | $355,078 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Walt Ferrell | PersonNm |
| Phone | 4042232294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3348 Peachtree Rd NE Ste 700 700 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jennifer Evans | ||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Charlie May | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Teresa MacCartney | ||||||
| VP | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Walt Farrell | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jamie Alfriend | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Bentley | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Patrick Lucas | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jerald Mitchel | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Russell Smith | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Amy Carter | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dave Dunaway | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Drew Echols | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chandra Harris | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dax Lopez | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Cohen | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Camila Knowles | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Melinda Robinson-Moffett | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Sneed | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $137,586 | FundraisingAmt |
| All Other Contributions | $142,806 | AllOtherContributionsAmt |
| Total Contributions | $280,392 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Alumni Dues | 900099 | $133,679 | $133,679 |
| Participant Fees | 900099 | $110,000 | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $243,679 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,628 | TotalRevenueColumnAmt |
| Exclusion | $127,628 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,907,976 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,466,272 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $441,704 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $441,704 | TotalRevenueColumnAmt |
| Exclusion | $441,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $137,565 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $137,586 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $137,565 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,093,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $243,679 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $569,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200 | TotalAmt |
| Program Services | $1,200 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,515 | TotalAmt |
| Management And General | $27,515 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,230 | TotalAmt |
| Fundraising | $31,230 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,704 | TotalAmt |
| Management And General | $46,704 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,229 | TotalAmt |
| Program Services | $38,845 | ProgramServicesAmt |
| Management And General | $39,384 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,234 | TotalAmt |
| Program Services | $9,010 | ProgramServicesAmt |
| Management And General | $38,224 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,107 | TotalAmt |
| Management And General | $5,107 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,192 | TotalAmt |
| Program Services | $145,521 | ProgramServicesAmt |
| Management And General | $8,360 | ManagementAndGeneralAmt |
| Fundraising | $1,311 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,754 | TotalAmt |
| Program Services | $46,834 | ProgramServicesAmt |
| Management And General | $19,920 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,644 | TotalAmt |
| Program Services | $729 | ProgramServicesAmt |
| Management And General | $2,915 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Supplies | $68,474 | $63,424 | $5,050 |
| Food Expense | $53,006 | $49,515 | $3,491 |
| Other Expenses | $11,987 | $11,987 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,276 | TotalAmt |
| Program Services | $355,078 | ProgramServicesAmt |
| Management And General | $208,657 | ManagementAndGeneralAmt |
| Fundraising | $32,541 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,790 | BOYAmt |
| EOY | $556,635 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,890 | BOYAmt |
| EOY | $40,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,716 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,328 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,031 | BOYAmt |
| EOY | $7,388 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,824,077 | BOYAmt |
| EOY | $5,737,430 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,079 | BOYAmt |
| EOY | $571,763 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,029,467 | BOYAmt |
| EOY | $6,913,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,716 | BOYAmt |
| EOY | $29,750 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,800 | BOYAmt |
| EOY | $190,025 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,516 | BOYAmt |
| EOY | $219,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,715,460 | BOYAmt |
| EOY | $6,482,182 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,491 | BOYAmt |
| EOY | $211,329 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,905,951 | BOYAmt |
| EOY | $6,693,511 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,029,467 | BOYAmt |
| EOY | $6,913,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $497,127 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $290,433 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $617,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $736,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $280,392 | CurrentTaxYearAmt |
| Total | $2,097,342 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $617,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $736,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $280,392 | CurrentTaxYearAmt |
| Total | $2,097,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,963 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,066,379 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,628 | CurrentTaxYearAmt |
| Total | $588,351 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $247,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,150 | CurrentTaxYearMinus2YearsAmt |
| Total | $280,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,966,547 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,374,326 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Fundraising Event - 2018 Amount: $ 247,218. 2019 Amount: $ 33,150. Other Income - 2018 Amount: $ 486. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,479,156 | BeginningYearBalanceAmt |
| Contributions | $17,110 | ContributionsAmt |
| Investment Earnings Or Losses | $812,927 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,309,193 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,089,370 | BeginningYearBalanceAmt |
| Contributions | $850 | ContributionsAmt |
| Investment Earnings Or Losses | $626,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237,758 | OtherExpendituresAmt |
| End Year Balance | $5,479,156 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,407,881 | BeginningYearBalanceAmt |
| Contributions | $470 | ContributionsAmt |
| Investment Earnings Or Losses | $824,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $143,000 | OtherExpendituresAmt |
| End Year Balance | $5,089,370 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,596,789 | BeginningYearBalanceAmt |
| Contributions | $14,966 | ContributionsAmt |
| Investment Earnings Or Losses | -$203,874 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,407,881 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,973,788 | BeginningYearBalanceAmt |
| Contributions | $118,380 | ContributionsAmt |
| Investment Earnings Or Losses | $504,621 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,596,789 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97068 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02932 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,416 | DepreciationAmt |
| Book Value | $584 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,912 | DepreciationAmt |
| Book Value | $6,804 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,388 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Government securities | Desc |
| Book Value | $571,763 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $571,763 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,335,932 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $290,433 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $290,433 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,045,499 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,704 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,200 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $47,904 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,093,403 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $548,372 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $548,372 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $47,904 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $47,904 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $596,276 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Board designated endowment funds are available for program expenditures suject to to board approval. Permanent endowment funds are subject to income on principal to be used for scholarships for Leadership Georgia tuition. There were no scholarships funded from the endowment during 2020. Form 990, Schedule D, Part V, Lines 2a-2c: In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 12/31/2020. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions |
| Part XI, Line 4b - Other Adjustments: | Scholarships and Financial Aid 1,200. |
| Part XII, Line 4b - Other Adjustments: | Scholarships and Financial Aid 1,200. Investment Management Fees 46,704. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catalyst Associates LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 Bourne Place | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Professional Fundraiser | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $252,001 | GrossReceiptsAmt |
| Retained By Contractor | $31,230 | RetainedByContractorAmt |
| Net To Organization | $220,771 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $252,001 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $31,230 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $220,771 | TotalNetToOrganizationAmt |
| Licensed States | GA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $275,151 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $137,586 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $137,565 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,425 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $65,223 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,793 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,124 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $275,151 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $137,586 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $137,565 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,425 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $65,223 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,793 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,124 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $137,565 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catalyst Company LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Relationship | RelationshipDescriptionTxt |
| Transaction | $31,230 | TransactionAmt |
| Transaction | Fundraising Services | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | Executive Board consists of Chairman, President, VP, and Treasurer. This committee shall report to the Chairman and shall function as a management committee with the primary responsibility of developing and implementing the LGF Program with direct supervision of the President of LGF and the overall direction of the Board of Trustees. |
| Form 990, Part VI, Section B, line 11b | Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. If any staff or trustee or member of his or her family has or is about to assume an interest or other outside relationship which might result in a conflict of interest, it is the staff's or the trustee's responsibility to immediately give all pertinent info to the Chairman, who shall then report all info to the executive committee of the board of trustees. The Chairman should notify the remaining members of the executive committee for any conflict they are involved in or aware for an independent review. |
| Form 990, Part VI, Section B, line 15 | The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part IX, line 11g | Contract Labor: Program service expenses 38,845. Management and general expenses 39,384. Fundraising expenses 0. Total expenses 78,229. |
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