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Nonprofiteer
← THE LEADERSHIP ACADEMY INC

Form 990 for tax year 2023

Filed by THE LEADERSHIP ACADEMY INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 12 May 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$6,238,445 changed to $6,278,937
Investment income
$486 changed to $40,978

Listed only on the earlier return

  • Donald F Donahue
  • Dr John Garcia III
  • Marianna Valdez

Listed only on the later return

  • Javaid Siddiqi
  • Jeanny Pak
  • Marianna Fischer
  • Mark Kornblau
  • Robert Wise Jr

Listed under a different title

  • Sy Sternberg: DIRECTOR then DIRECTOR (THRU 12/2023)

Totals

Total revenue
$6,238,445
Total expenses
$8,796,664
Contributions and grants received
$2,607,784
Grants paid
$0
Program service revenue
$3,620,887
Investment income
$486
Other revenue
$9,288
Total assets, end of year
$8,504,418
Total liabilities, end of year
$640,645
Net assets or fund balances, end of year
$7,863,773
Program services expenses (Part IX)
$6,437,251
Management and general expenses
$2,209,709
Fundraising expenses
$149,704
Program service expenses (Part III)
$6,437,251

Program services were 73.2% 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

    $2,607,784

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

    total $3,620,887 · related or exempt $3,620,887

  • 3 · Investment income

    total $486 · excluded $486

  • 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 $9,288 · excluded $9,288

  • 11e · Other revenue, total

    $9,288

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 $1,632,032 · program services $1,194,509 · management and general $409,744 · fundraising $27,779

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $3,039,459 · program services $2,224,625 · management and general $763,098 · fundraising $51,736

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $819,356 · program services $599,699 · management and general $205,711 · fundraising $13,946

  • 10 · Payroll taxes

    total $348,130 · program services $254,801 · management and general $87,403 · fundraising $5,926

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $144,400 · management and general $144,400

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,515,461 · program services $1,237,894 · management and general $248,779 · fundraising $28,788

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $249,865 · program services $182,882 · management and general $62,730 · fundraising $4,253

  • 14 · Information technology

    total $127,791 · program services $93,532 · management and general $32,084 · fundraising $2,175

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $507,652 · program services $371,558 · management and general $127,453 · fundraising $8,641

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $244,318 · program services $178,820 · management and general $61,339 · fundraising $4,159

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,586 · management and general $1,586

  • 23 · Insurance

    total $43,599 · program services $31,911 · management and general $10,946 · fundraising $742

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $87,812 · program services $64,271 · management and general $22,046 · fundraising $1,495

  • 24b · Other expenses: PAYROLL PROCESSING FEES

    total $31,449 · management and general $31,449

  • 24c · Other expenses: PROFESSIONAL DEVELOPMENT

    total $3,754 · program services $2,749 · management and general $941 · fundraising $64

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

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

  • 2 · Savings and temporary cash investments

    beginning of year $7,856,215 · end of year $4,870,252

  • 3 · Pledges and grants receivable

    beginning of year $1,831,809 · end of year $1,289,618

  • 4 · Accounts receivable

    beginning of year $1,348,928 · end of year $2,077,958

  • 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 $142,113 · end of year $189,257

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

    $1,388,598

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

    $1,314,276

  • 10c · Land, buildings and equipment, net

    beginning of year $18,825 · end of year $74,322

  • 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 $766 · end of year $766

  • 17 · Accounts payable and accrued expenses

    beginning of year $819,401 · end of year $640,645

  • 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 $4,456,460 · end of year $5,511,469

  • 28 · Net assets with donor restrictions

    beginning of year $5,925,040 · end of year $2,352,304

Mission and programs · 2023

Mission

HARNESSING LEADERSHIP AS A LEVER FOR CHANGE, WE PARTNER WITH EDUCATION LEADERS THROUGH PROFESSIONAL LEARNING AND COACHING TO TRANSFORM SCHOOLS AND ACCELERATE LEARNING FOR ALL STUDENTS.

Activities or mission (Part I)

SEE SCHEDULE O

  • 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 $6,437,251 · Revenue $3,620,887

As filed on the 2023 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
    $365,300
    From this org
    $332,646
    From related orgs
    $0
    Other
    $32,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,646
    Bonus
    $45,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $29,754
    Filer's total
    $365,300

  • Michelle Jarney

    CHIEF LEARNING & STRATEGY OFF.

    Total calculated
    $231,354
    From this org
    $184,882
    From related orgs
    $0
    Other
    $46,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,882
    Bonus
    $13,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $43,572
    Filer's total
    $231,354

  • Anthony King

    EXEC. DIR. OF EXTERNAL ENGMT.

    Total calculated
    $230,417
    From this org
    $183,981
    From related orgs
    $0
    Other
    $46,436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,981
    Bonus
    $13,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $43,536
    Filer's total
    $230,417

  • Mary Rice-Boothe

    CHIEF ACCESS & EQUITY OFFICER

    Total calculated
    $229,371
    From this org
    $185,714
    From related orgs
    $0
    Other
    $43,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,714
    Bonus
    $13,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $43,657
    Filer's total
    $229,371

  • Mary Jo Dunnington

    CHIEF OPERATING OFFICER

    Total calculated
    $218,464
    From this org
    $185,975
    From related orgs
    $0
    Other
    $32,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,975
    Bonus
    $13,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $29,589
    Filer's total
    $218,464

  • David Baiz

    Executive Director of Programs

    Total calculated
    $205,953
    From this org
    $186,225
    From related orgs
    $0
    Other
    $19,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,225
    Bonus
    $13,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $16,828
    Filer's total
    $205,953

  • Philip Benowitz

    ASSOC. VP, CLIENT ENGAGEMENT

    Total calculated
    $195,796
    From this org
    $152,152
    From related orgs
    $0
    Other
    $43,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,152
    Bonus
    $5,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $43,644
    Filer's total
    $195,796

  • Nicole Cathey

    NAT'AL DESIGNER & FACILITATOR

    Total calculated
    $187,540
    From this org
    $154,913
    From related orgs
    $0
    Other
    $32,627
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,913
    Bonus
    $5,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $29,727
    Filer's total
    $187,540

  • Kendra Washington Bass

    NAT'AL DESIGNER & FACILITATOR

    Total calculated
    $183,066
    From this org
    $137,852
    From related orgs
    $0
    Other
    $45,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,852
    Bonus
    $5,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $42,314
    Filer's total
    $183,066

  • Marianna Valdez

    ASSOC. VP, RES. EVAL. & IMPACT

    Total calculated
    $179,900
    From this org
    $147,300
    From related orgs
    $0
    Other
    $32,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,300
    Bonus
    $5,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $29,700
    Filer's total
    $179,900

  • Michele Shannon

    SR. DIR. LEARNING SERVICES

    Total calculated
    $163,201
    From this org
    $140,460
    From related orgs
    $0
    Other
    $22,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,460
    Bonus
    $4,000
    Other
    $0
    Deferred
    $2,900
    Nontaxable benefits
    $19,841
    Filer's total
    $163,201

  • Carol Learned Miller

    CHIEF OF STAFF

    Total calculated
    $146,523
    From this org
    $143,623
    From related orgs
    $0
    Other
    $2,900
    Hours/week
    32

  • 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 · Independent compensation consultant
  • 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
2023
Filed
9 April 2025
IRS schema version
2023v6.0
Source object
202501329349303950

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