The Advanced Leadership Institute Inc

Nonprofit profile at a glance

EIN
853695252
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Pittsburgh, PA, USA
Phone
4129261600
Rating
78
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Leadership Development

Official website

Reported finances

Revenue
$2,434,778
Expenses
$2,399,515
Assets
$4,523,468
Liabilities
$613,052

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • Evan Frazier (President)
  • Alexis Steals (Vice President - Operations)

Highest reported compensation

  • Evan Frazier (President): $326,298 total reported compensation
  • Alexis Steals (Vice President - Operations): $187,562 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 strengthen companies, institutions, and communities by cultivating leadership through world class executive education programs tailored to support, develop, and retain Black leaders and their allies.

What it reported doing in 2024

National Executive Leadership Academy - The National Executive Leadership Academy, which welcomed its first cohort in 2023, is a program of TALIs, in cooperation with Carnegie Mellon University, that provides world-class executive education to a national audience. This program also, is designed to help advance the careers of Black executive leaders and their allies. Through the National Executive Leadership Academy, TALI is creating ladders of opportunity for participants as they seek to make a positive impact in their chosen fields. The Academy delivered this executive development program to a cohort of 16 experienced executives covering objectives and expectations, expanding personal influence and sponsors, creating operational impact, thriving in the organization, strategic leadership, leading high performing teams and building on success.

Operating model

Revenue model
Donor-supported. 72% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% 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 revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 91
  • Accountability: 91
  • Sustainability: 44
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.4%; rating input score 74
  • Program expense ratio: 74.2%; rating input score 74
  • Fundraising efficiency: $7.86 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 92.9%; rating input score 93; 23rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • 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: Pass

Sustainability

  • Operating margin: 1.4%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 1.89; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 53; 53rd percentile among comparable filings
  • Officer compensation ratio: 21.4%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 34.8% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: -22% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 2.8% per year; rating input score 100; 23rd percentile among comparable filings

Details

  • Where the money goes: 74.4% of revenue deployed · 74.2% of spending went to programs
  • Governance: 13 of 14 board members independent · 7 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $1.8M in reported program spending
  • Leadership: top reported pay $326K · 15 people listed · 5 of 6 pay-setting controls reported
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 4 filing years from 2021 to 2024
  • 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.
  • 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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 39/100.
  • Review — Accountability: Governance controls: Document-retention policy not reported.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 53/100.