Lead Institute Inc

Nonprofit profile at a glance

EIN
453539638
IRS 990-EZ coverage
2019–2020
Forms available
Form 990-EZ 2020
Location
Atlanta, GA, USA
Phone
4048213282
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Management & Technical Assistance

Official website

Reported finances

Revenue
$132,402
Expenses
$128,113
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Margaret Elizabeth Head (Executive Director & Secretary)
  • Chris A York (Former Executive Director (now Retired))

People named in this filing

  • Margaret Elizabeth Head (Executive Director & Secretary)
  • Mac Joye (Chairman & Director)
  • Spence McClelland (Treasurer & Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To equip nonprofit leaders with business capacity training

What it reported doing in 2020

Ten Month Training Program - LEAD's primary program provides more than 55 hours of facilitated classroom content over the course of ten months. Participants learn to clarify strategy, improve fundraising, engage the Board, and manage administrative details. 110+ organizations have graduated from the Ten Month Program. This year we also began a project to refresh our curriculum for virtual delivery.

Operating model

Revenue model
Donor-supported. 86% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 97% 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.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 100
  • Sustainability: 16
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.7%; rating input score 62
  • Program expense ratio: 63.7%; rating input score 64

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 3.2%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 67.9%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -11.1% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 5.9% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: -200% per year; rating input score 0; 0th percentile among comparable filings

Details

  • Where the money goes: 61.7% of revenue deployed · 63.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $82K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 5 filed schedules
  • Filing history: 2 filing years from 2019 to 2020
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.