LEADERSHIP MONTGOMERY INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEADERSHIP MONTGOMERY INC (EIN 63-1009269)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349202538
- Schema version
- 2017v2.3
- 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 | 2018-11-14T11:20:35-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 INTERSTATE CT | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631009269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADERSHIP MONTGOMERY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 3342622261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN CLARK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3342622261 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D CLYNTON HART JR CPA | PreparerPersonNm |
| PTIN | P00191509 | PTIN |
| Phone | 3342712200 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.136.244.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 10:46:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1C4810B5319DD293F2DA90C2F34FBB007D307061 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.LEADERSHIPMONTGOMERY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $187,495 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $54,359 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $107,109 | ProgramServiceRevenueAmt |
| Membership Dues | $23,250 | MembershipDuesAmt |
| Investment Income | $2,777 | InvestmentIncomeAmt |
| Total Revenue | $187,495 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $3,538 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $75,746 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $14,060 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,712 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $118,332 | OtherExpensesTotalAmt |
| Total Expenses | $216,388 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$28,893 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $480,345 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $6,941 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $458,393 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,568 | BOYAmt |
| EOY | $397,203 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,777 | BOYAmt |
| EOY | $61,190 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,345 | BOYAmt |
| EOY | $458,393 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,345 | BOYAmt |
| EOY | $458,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO TRAIN, EDUCATE, AND GATHER COMMUNITY LEADERS TO IMPROVE THE WELFARE OF THE MONTGOMERY, ALABAMA COMMUNITY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO IDENTIFY AND INTRODUCE THE RECOGNIZED AND FUTURE LEADERS OF THE AREA AND GIVE THEM AN INTENSE LOOK AT THE MONTGOMERY COMMUNITY....ITS STRENGTHS AND WEAKNESSES. SELECTED CANDIDATES PARTICIPATE IN SEMINARS, LECTURES, GROUP DISCUSSIONS AND RETREATS, ADDRESSING SUCH ISSUES AS GOV'T, ECONOMIC DEVELOPMENT AND EDUCATION. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $3,538 | GrantsAndAllocationsAmt |
| Program Service Expenses | $216,388 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $216,388 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ROSEMARY BLACKMON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BEN BRUCE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARISSA CRAYTON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| XAVIER HARRIS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIKE JENKINS IV | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS KWON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| VALERIE LEE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREA MCCAIN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIMMY POOL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES PRICE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIKE RANIERI | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERON ROSE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN KEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3038 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3342712200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $98,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,609 | CurrentTaxYearAmt |
| Total | $657,166 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,609 | CurrentTaxYearAmt |
| Total | $657,166 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $657,166 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,777 | CurrentTaxYearAmt |
| Total | $11,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $668,276 | TotalSupportAmt |
| Public Support CY170 | 0.98340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,302. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,475. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,777. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LEGACY SCHOLARSHIP. GRANTEE NAME: GENNICE BURCH. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AWARD. DATE OF GIFT: 07/07/17. AMOUNT GIVEN: 788. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: TORCHBEARERS SCHOLARSHIP. GRANTEE NAME: JENNIFER ADAMS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AWARD. DATE OF GIFT: 07/07/17. AMOUNT GIVEN: 687. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: TORCHBEARERS SCHOLARSHIP. GRANTEE NAME: MADELINE BURKHARDT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AWARD. DATE OF GIFT: 07/07/17. AMOUNT GIVEN: 687. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: TORCHBEARERS SCHOLARSHIP. GRANTEE NAME: MARTIN MCKAY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AWARD. DATE OF GIFT: 07/07/17. AMOUNT GIVEN: 688. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: TORCHBEARERS SCHOLARSHIP. GRANTEE NAME: JENNIFER STEWART. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: AWARD. DATE OF GIFT: 07/07/17. AMOUNT GIVEN: 688. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,538. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 16,346. DESCRIPTION: BANK FEES. AMOUNT: 4,745. DESCRIPTION: CONFERENCES, MEETINGS, SPECIAL EVENTS. AMOUNT: 1,225. DESCRIPTION: INSURANCE. AMOUNT: 763. DESCRIPTION: ADVERTISING. AMOUNT: 8,057. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 35. DESCRIPTION: STAFF DEVELOPMENT. AMOUNT: 194. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,046. DESCRIPTION: PAYROLL TAXES. AMOUNT: 8,207. DESCRIPTION: DUES AND MEMBERSHIP. AMOUNT: 344. DESCRIPTION: CLASS EXPENSES. AMOUNT: 38,956. DESCRIPTION: PROGRAM AND EVENTS. AMOUNT: 37,392. DESCRIPTION: ALUMNI EVENTS. AMOUNT: 22. TOTAL TO FORM 990-EZ, LINE 16: 118,332. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | AMOUNT: 6,941. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: VANGUARD INVESTMENTS. BEG. OF YEAR AMOUNT: 52,777. END OF YEAR AMOUNT: 61,190. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |