American Leadership Forum Mountain Valley Chapter
Nonprofit profile at a glance
- EIN
- 911792774
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Sacramento, CA, USA
- Phone
- 9169205669
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Humanities Organizations
Reported finances
- Revenue
- $938,810
- Expenses
- $917,263
- Assets
- $961,483
- Liabilities
- $308,804
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- BONNIE FERREIRA (CEO)
Highest reported compensation
- BONNIE FERREIRA (CEO): $226,729 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to unite boundary-crossing leaders from a diversity ofsectors throughout the greater sacramento region; strengthen theirleadership capacity through deepening relationships and transformativeexperiences; and serve the community by working collaboratively tomake significant positive contributions.
What it reported doing in 2024
In 2016, the american leadership forum spearheaded a series of dialogue around implicit bias. More than 40 senior fellows, from a variety of sectors, participated in two six-week series to learn about cognitive science and understand our own biases. Senior fellows learned techniques tested and true which minimize bias in our brains and allow us to address bias in the workplace and inside institutions. In 2017, this dialogue was developed into a two-part training workshop designed for nonprofits, for-profit entities, public sector leaders and individuals who wish to better understand the cognitive science behind our unconscious biases. In 2018, beyond bias was developed as an accompanying training that includes a deep dive into interventions across personal, interpersonal, institutional and structural levels. These trainings are tailored for each audience and provide the basis for effective dialogue on race and equity for institutions that want to transform their cultures. We provided 15 trainings and had over 400 participants. We continue to provide diversity equity and inclusion training as well as belonging.
Operating model
- Revenue model
- Earned-program. 71% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 83
- Accountability: 84
- Sustainability: 37
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 72.2%; rating input score 72
- Program expense ratio: 74.4%; rating input score 74
- Fundraising efficiency: $3.78 raised per $1 spent on fundraising; rating input score 12; 12th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 8 controls in place; rating input score 62
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 2.3%; rating input score 43; 43rd percentile among comparable filings
- Total-asset coverage ratio: 1.05; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0.32; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 24.7%; rating input score 10; 10th percentile among comparable filings
Growth
- Program expense growth: -0.5% per year; rating input score 0; 16th percentile among comparable filings
- Revenue growth: 1.7% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: 3.9% per year; rating input score 100; 34th percentile among comparable filings
Details
- Where the money goes: 72.2% of revenue deployed · 74.4% of spending went to programs
- Governance: 16 of 16 board members independent · 5 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $683K in reported program spending
- Leadership: top reported pay $227K · 17 people listed · 3 of 6 pay-setting controls reported
- Consistency: 29 of 29 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 10 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 12/100.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 43/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- High — Sustainability: Officer compensation ratio scored 10/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.