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Nonprofiteer
← THE LEADERSHIP ACADEMY INC

Form 990 for tax year 2022

Filed by THE LEADERSHIP ACADEMY INC.

Totals

Total revenue
$12,334,988
Total expenses
$9,543,276
Contributions and grants received
$9,367,812
Grants paid
$0
Program service revenue
$2,958,713
Investment income
$598
Other revenue
$7,865
Total assets, end of year
$11,200,901
Total liabilities, end of year
$819,401
Net assets or fund balances, end of year
$10,381,500
Program services expenses (Part IX)
$7,385,342
Management and general expenses
$1,822,042
Fundraising expenses
$335,892
Program service expenses (Part III)
$7,385,342

Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $9,367,812

  • 2a · Program service revenue: FEES & CONTRACTS FROM GOV'T AGENCIES

    total $2,958,713 · related or exempt $2,958,713

  • 3 · Investment income

    total $598 · excluded $598

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $7,865 · excluded $7,865

  • 11e · Other revenue, total

    $7,865

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,516,571 · program services $1,174,653 · management and general $288,493 · fundraising $53,425

  • 6 · Compensation of disqualified persons

    total $81,225 · program services $81,225

  • 7 · Other salaries and wages

    total $3,182,768 · program services $2,446,886 · management and general $620,900 · fundraising $114,982

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $819,342 · program services $634,618 · management and general $155,862 · fundraising $28,862

  • 10 · Payroll taxes

    total $352,600 · program services $273,105 · management and general $67,074 · fundraising $12,421

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $136,543 · management and general $136,543

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,445,786 · program services $2,021,751 · management and general $332,084 · fundraising $91,951

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $339,436 · program services $262,908 · management and general $64,571 · fundraising $11,957

  • 14 · Information technology

    total $184,517 · program services $142,917 · management and general $35,100 · fundraising $6,500

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $157,342 · program services $121,869 · management and general $29,931 · fundraising $5,542

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $214,260 · program services $165,954 · management and general $40,758 · fundraising $7,548

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $8,212 · management and general $8,212

  • 23 · Insurance

    total $51,894 · program services $40,195 · management and general $9,871 · fundraising $1,828

  • 24a · Other expenses: PAYROLL PROCESSING FEES

    total $27,912 · management and general $27,912

  • 24b · Other expenses: PROGRAM SUPPPLIES

    total $23,208 · program services $17,976 · management and general $4,415 · fundraising $817

  • 24c · Other expenses: PROFESSIONAL DEVELOPMENT

    total $1,660 · program services $1,285 · management and general $316 · fundraising $59

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $814 · end of year $2,245

  • 2 · Savings and temporary cash investments

    beginning of year $5,321,833 · end of year $7,856,215

  • 3 · Pledges and grants receivable

    beginning of year $1,734,426 · end of year $1,831,809

  • 4 · Accounts receivable

    beginning of year $1,321,229 · end of year $1,348,928

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $262,602 · end of year $142,113

  • 10a · Land, buildings and equipment: cost or other basis

    $1,331,515

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,312,690

  • 10c · Land, buildings and equipment, net

    beginning of year $46,845 · end of year $18,825

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $100,464 · end of year $766

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,198,137 · end of year $819,401

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,847,786 · end of year $4,456,460

  • 28 · Net assets with donor restrictions

    beginning of year $3,742,290 · end of year $5,925,040

Mission and programs · 2022

Mission

THE LEADERSHIP ACADEMY BUILDS THE CAPACITY OF EDUCATIONAL LEADERS, AT EVERY LEVEL OF THE SYSTEM, TO CONFRONT INEQUITIES AND CREATE THE CONDITIONS NECESSARY FOR ALL STUDENTS TO THRIVE.

Activities or mission (Part I)

TO BUILD THE CAPACITY OF EDUCATIONAL LEADERS, AT EVERY LEVEL OF THE SYSTEM, TO CONFRONT INEQUITIES AND CREATE THE CONDITIONS NECESSARY FOR ALL STUDENTS TO THRIVE.

  • THE LEADERSHIP ACADEMY SUPPORTS GREATER ACADEMIC SUCCESS FOR STUDENTS THROUGH HIGH QUALITY SCHOOL AND DISTRICT LEADERSHIP PROGRAMS. IT DOES THIS BY BUILDING THE CAPACITY OF EDUCATION SYSTEMS ACROSS THE COUNTRY TO DEVELOP AND SUPPORT ITS' OWN LEADERS. THE LEADERSHIP ACADEMY ACHIEVES THIS THROUGH SEVERAL LEADERSHIP INITIATIVES OFFERED TO SCHOOLS NATIONALLY. PREPARING ASPIRING LEADERS - DEVELOPS LEADERS THROUGH A 14-MONTH LEADERSHIP DEVELOPMENT MODEL WHICH EQUIPS FUTURE PRINCIPALS TO CREATE THRIVING SCHOOLS THAT ADVANCE IMPROVED TEACHING AND LEARNING PRACTICES. SUPPORTING CURRENT SCHOOL LEADERS - PARTNERS WITH DISTRICTS AND STATES TO IMPLEMENT A STRATEGIC APPROACH TO PROFESSIONAL DEVELOPMENT BY ENGAGING IN STRATEGIC PLANNING, CURRICULUM DESIGN AND DELIVERY AND PROGRAM ASSESSMENT. SUPPORTING LEADERSHIP TEAMS - HELPS SCHOOL PRINCIPALS TO POSSESS THE ABILITY AND CAPACITY TO EFFECTIVELY COLLABORATE WITH THEIR FELLOW SCHOOL LEADERS AND TEACHERS TO SHARE RESPONSIBILITY AND ACCOUNTABILITY FOR SCHOOL IMPROVEMENT AND STUDENT achievement. SUPPORTING DISTRICT LEADERS - BUILDS DISTRICT LEADERS AND PRINCIPAL SUPERVISOR'S CAPACITY TO SUPPORT AND DEVELOP EFFECTIVE PRINCIPALS AND TO MANAGE SCHOOL LEADER PERFORMANCE. COACHING - PROVIDES LEADERSHIP COACHING, COACH TRAINING AND STRATEGIC CONSULTING FOR COACHING PROGRAMS TO HELP DISTRICTS, STATES, CHARTER SCHOOL, AND OTHER EDUCATION-FOCUSED ORGANIZATIONS THAT WORK WITH SCHOOLS TO LEVERAGE THE ROLE OF THE PRINCIPAL AS IT INFLUENCES STUDENT ACHIEVEMENT.

    Expenses $7,385,342 · Revenue $2,958,713

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Nancy B Gutierrez

    PRESIDENT & CEO

    Total calculated
    $324,239
    From this org
    $304,817
    From related orgs
    $0
    Other
    $19,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,817
    Bonus
    $35,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $16,522
    Filer's total
    $324,239
  • Michelle Jarney

    CHIEF LEARNING & STRATEGY OFF.

    Total calculated
    $216,896
    From this org
    $178,568
    From related orgs
    $0
    Other
    $38,328
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,568
    Bonus
    $10,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $35,428
    Filer's total
    $216,896
  • Mary Rice-Boothe

    CHIEF ACCESS & EQUITY OFFICER

    Total calculated
    $214,801
    From this org
    $179,400
    From related orgs
    $0
    Other
    $35,401
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,400
    Bonus
    $10,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,401
    Filer's total
    $214,801
  • Mary Jo Dunnington

    CHIEF OPERATING OFFICER

    Total calculated
    $204,722
    From this org
    $179,400
    From related orgs
    $0
    Other
    $25,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,400
    Bonus
    $10,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $22,422
    Filer's total
    $204,722
  • Philip Benowitz

    ASSOC. VP, CLIENT ENGAGEMENT

    Total calculated
    $182,293
    From this org
    $147,400
    From related orgs
    $0
    Other
    $34,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,400
    Bonus
    $3,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,893
    Filer's total
    $182,293
  • Marianna Valdez

    ASSOC. VP, RES. EVAL. & IMPACT

    Total calculated
    $175,579
    From this org
    $143,000
    From related orgs
    $0
    Other
    $32,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $3,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $29,679
    Filer's total
    $175,579
  • Carol Learned Miller

    CHIEF OF STAFF

    Total calculated
    $171,567
    From this org
    $168,667
    From related orgs
    $0
    Other
    $2,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,667
    Bonus
    $10,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $0
    Filer's total
    $171,567
  • David Baiz

    Executive Director of Programs

    Total calculated
    $170,837
    From this org
    $154,900
    From related orgs
    $0
    Other
    $15,937
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,900
    Bonus
    $3,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $13,037
    Filer's total
    $170,837
  • Nicole Cathey

    NAT'AL DESIGNER & FACILITATOR

    Total calculated
    $167,207
    From this org
    $144,826
    From related orgs
    $0
    Other
    $22,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,826
    Bonus
    $3,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,381
    Filer's total
    $167,207
  • Rachel Scott

    SR. DIR. LEARNING Services

    Total calculated
    $166,166
    From this org
    $127,918
    From related orgs
    $0
    Other
    $38,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,918
    Bonus
    $3,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $35,348
    Filer's total
    $166,166
  • Jessica Cihal

    SR. DIR. LEARNING & Strategy

    Total calculated
    $153,026
    From this org
    $127,400
    From related orgs
    $0
    Other
    $25,626
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,400
    Bonus
    $3,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,626
    Filer's total
    $153,026
  • Anthony King 0822 - 1222

    EXEC. DIR. OF EXTERNAL ENGMT.

    Total calculated
    $78,776
    From this org
    $63,749
    From related orgs
    $0
    Other
    $15,027
    Hours/week
    40
  • Jonathan Moses

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Donald F Donahue

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Dr John Garcia III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Katherine Bibb Hubbard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Erik W Kahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Kendra Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Hector Montenegro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Darline Robles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sy Sternberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Scott D Widmeyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7:
SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349304936

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