Leadership Institute in Arlington, Virginia (VA)

Leadership Institute
Employer Identification Number (EIN)	510235174
Name of Organization	Leadership Institute
In Care of Name	Joseph R Metzger
Address	1101 N Highland St, Arlington, VA 22201-2807
Activities	Study and research (non scientific), Discussion groups, forums, panels lectures, etc.
Subsection	Charitable Organization, Educational Organization
Ruling Date	06/1987
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2014
Assets	$10,000,000 to $49,999,999
Income	$10,000,000 to $49,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$20,865,164
Amount of Income	$16,039,153
Form 990 Revenue Amount	$14,894,507
National Taxonomy of Exempt Entities (NTEE)	Public, Society Benefit - Multipurpose and Other: Leadership Development

Non-representatives - add comments:

Amount of income in 2014: $16,039,153

Leadership Institute:	$16,039,153
Other organizations performing similar types of work:	$273,454

Assets in 2014: $20,865,164

This organization:	$20,865,164
Other organizations performing similar types of work:	$343,438

Expenses in 2013: $12,443,201

Leadership Institute:	$12,443,201
Other organizations performing similar types of work:	$268,322

Income to expenses ratio in 2013: 1.3

Leadership Institute:	1.3
Other organizations performing similar types of work:	1.1

Expenses allocated to program services in 2007: 75.4%

This organization:	75.4%
Other organizations performing similar types of work:	86.9%

Number of employees in 2013: 124

This organization:	124
Other organizations performing similar types of work:	5

Employees paid over $100,000 in 2013: 7.3%

Leadership Institute:	7.3%
Other organizations performing similar types of work:	0.0%

Grants share in income in 2013: 91.4%

Leadership Institute:	91.4%
Other organizations performing similar types of work:	26.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	Yes
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	Yes	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	Yes
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	No	No
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	Yes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	Yes	Yes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	No	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	Yes
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		129	151
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		125	124
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	No	No
Has it filed a Form 990-T for this year?		No	No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$1,357,511	$1,605,423
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$166,607	$267,463
Total number of individuals who received more than $100,000 of reportable compensation from the organization	7	9
Total number of independent contractors who received more than $100,000 of compensation from the organization	0	0

	2011	2012	2013
Statement of Revenue
Total revenue	$9,168,949	$11,750,817	$10,981,090
Contributions, Gifts, Grants and Other Similar Amounts	$8,297,087	$10,872,158	$10,040,661
Program Service Revenue	$425,229	$395,925	$314,372
Educational Support Services		$354,568	$314,372
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$133,902	$135,268	$91,356
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$295,522	$323,775	$406,442
Gross rents (Real / Personal)	$295,522 / $0	$323,775 / $0	$406,442 / $0
Less: rental expenses (Real / Personal)	$0 / $0	$0 / $0	$0 / $0
Rental income or (loss) (Real / Personal)	$295,522 / $0	$323,775 / $0	$406,442 / $0
Net gain/loss from sales of assets other than inventory	$0	$0	$31,533
Gross amount from sales of assets other than inventory (Securities / Other)	$0 / $0	$0 / $0	$483,096 / $0
Less: cost or other basis and sales expenses (Securities / Other)	$0 / $0	$0 / $0	$451,563 / $0
Gain or (loss) (Securities / Other)	$0 / $0	$0 / $0	$31,533 / $0
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$17,209	$23,691	$96,726
900099		$23,691	$96,726
All other revenue		$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$8,877,767	$11,954,255	$12,443,201
Grants and other assistance to domestic organizations and domestic governments		$154,200	$77,254
Grants and other assistance to domestic individuals		$0	$22,215
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$909,843	$1,196,924	$1,365,349
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$2,529,253	$2,726,292	$3,195,254
Pension plan accruals and contributions		$189,314	$76,656
Other employee benefits		$486,113	$440,724
Payroll taxes	$267,832	$308,777	$332,346
Fees for services (non-employees)
Management		$0	$0
Legal		$42,309	$0
Accounting		$0	$0
Lobbying		$0	$0
Professional fundraising services	$53,216	$39,500	$43,000
Investment management fees		$0	$0
Other		$524,432	$516,021
Advertising and promotion		$100,069	$78,795
Office expenses		$145,390	$156,054
Information technology		$319,785	$298,482
Royalties		$0	$0
Occupancy		$509,702	$559,007
Travel		$803,784	$768,295
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$195,558	$334,209
Interest		$359	$5,187
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$636,379	$535,708
Insurance		$35,314	$34,250
Other expenses		$57,484	$2,049,303
Other expenses		$571,123	$1,454,936
Other expenses		$1,334,758	$37,920
Other expenses		$1,521,578	$56,149
Other expenses		$55,111	$6,087

	2011	2012	2013
Balance Sheet
Total assets	$19,690,103	$19,590,212	$19,426,449
Cash - non-interest-bearing		$683,280	$712,526
Savings and temporary cash investments		$0	$0
Pledges and grants receivable, net		$0	$263,273
Accounts receivable, net		$896,833	$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$0	$0
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$618,312	$624,939
Land, buildings, and equipment: cost or other basis		$11,643,776	$11,311,760
Investments - publicly traded securities		$0	$3,298,063
Investments - other securities		$2,996,794	$50,000
Investments - program-related		$2,751,217	$0
Intangible assets		$0	$0
Other assets		$0	$3,165,888
Total liabilities	$4,389,698	$4,477,941	$4,504,375
Accounts payable and accrued expenses		$604,190	$727,187
Grants payable		$0	$0
Deferred revenue		$0	$58,960
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$3,873,751	$3,718,228
Total net assets or fund balances	$15,300,405	$15,112,271	$14,922,074
Unrestricted net assets		$12,274,995	$14,872,074
Temporarily restricted net assets		$2,787,276	$0
Permanently restricted net assets		$50,000	$50,000
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
Public Support	$43,203,573
Subtotal Support	$44,712,672
Gifts, grants, contributions, and membership fees received	$44,712,672
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$1,509,099
Total Support	$46,512,308
Public Support	$44,712,672
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$1,636,243
Net income from unrelated business activities, whether or not the business is regularly carried on	$0
Other income. Do not include gain or loss from the sale of capital assets	$163,393
Gross receipts from related activities, etc.	$314,372

	2000	2001	2002	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$8,230,655	$8,230,655	$5,882,118	$16,683,954	$10,682,689
Contributions, gifts, grants, and similar amounts received	$7,675,814	$7,675,814	$5,485,262	$15,927,550	$9,559,109
Contributions to donor advised funds				$2,046,697	$98,455
Direct public support	$7,675,814	$7,675,814	$5,485,262	$13,880,853	$9,460,654
Indirect public support	$0	$0	$0	$0	$0
Government contributions (grants)	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$64,443	$64,443	$174,397	$303,874	$291,908
Membership dues and assessments	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$0	$0	$210,334	$0	$0
Dividends and interest from securities	$323,707	$323,707	$0	$359,242	$577,045
Net rental income or (loss)	$70,790	$70,790	$115,348	$57,091	$172,500
Gross rents	$157,178	$157,178	$115,348	$57,091	$172,500
Less: rental expenses	$86,388	$86,388	$0	$0	$0
Other investment income	$0	$0	$0	$13,628	$59,990
Gain or (loss) from sales of assets other than inventory	$72,770	$72,770	$-243,196	$0	$0
Gross amount from sales of assets other than inventory	$2,023,961	$2,023,961	$5,434,801	$0	$0
Less: cost or other basis and sales expenses	$1,951,191	$1,951,191	$5,677,997	$0	$0
Net income or (loss) from special events and activities	$0	$0	$14,739	$16,399	$14,049
Gross revenue	$0	$0	$14,739	$16,399	$14,049
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0
Other revenue	$23,131	$23,131	$125,234	$6,170	$8,088
Total expenses	$8,110,986	$8,110,986	$6,637,481	$9,905,407	$11,397,416
Program services	$4,645,770	$4,645,770	$4,992,114	$7,550,875	$8,592,764
Management and general	$1,336,713	$1,336,713	$599,081	$602,701	$970,771
Fundraising	$2,128,503	$2,128,503	$1,046,286	$1,751,831	$1,833,881
Payments to affiliates	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$7,138,918	$7,138,918	$6,132,511	$20,493,012	$20,989,630
Excess or (deficit) for the year	$119,669	$119,669	$-755,363	$6,778,547	$-714,727
Net assets or fund balances at beginning of year	$7,713,587	$7,713,587	$6,938,859	$12,389,626	$20,493,012
Other changes in net assets or fund balances	$-694,338	$-694,338	$-50,985	$1,324,839	$1,211,345

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$11,397,416	$8,592,764	$970,771	$1,833,881
Grants paid from donor advised funds		$249,598
Other grants and allocations		$39,521
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$235,000	$94,000	$94,000	$47,000
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$4,232,635	$3,229,473	$401,014	$602,148
Pension plan contributions not included above	$297,837	$221,561	$33,000	$43,276
Employee benefits not included above	$487,496	$374,626	$61,425	$51,445
Payroll taxes	$366,364	$272,538	$40,593	$53,233
Professional fundraising fees	$60,000	$0	$0	$60,000
Accounting fees	$0	$0	$0	$0
Legal fees	$0	$0	$0	$0
Supplies	$300,932	$222,708	$31,570	$46,654
Telephone	$81,274	$58,188	$14,393	$8,693
Postage and shipping	$963,857	$705,314	$4,000	$254,543
Occupancy	$395,682	$293,940	$65,496	$36,246
Equipment rental and maintenance	$0	$0	$0	$0
Printing and publications	$1,191,831	$875,610	$3,548	$312,673
Travel	$721,103	$600,903	$22,500	$97,700
Conferences, conventions, and meetings	$116,667	$63,069	$24,045	$29,553
Interest	$0	$0	$0	$0
Depreciation, depletion, etc.	$355,907	$323,654	$12,798	$19,455
Other expenses not covered above	$1,301,712	$968,061	$162,389	$171,262

	2000	2001	2002	2006	2007
Balance Sheets
Total assets	$12,208,752	$12,208,752	$10,447,059	$23,478,339	$25,110,455
Cash - non-interest-bearing	$539,400	$539,400	$706,045	$3,018,595	$1,368,643
Savings and temporary cash investments	$247,673	$247,673	$0	$0	$0
Accounts receivable less allowance for doubtful accounts	$161,239	$161,239	$72,772	$0	$0
Pledges receivable less allowance for doubtful accounts	$397,200	$397,200	$0	$0	$0
Grants receivable	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)				$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$27,000	$27,000	$28,250	$0	$0
Inventories for sale or use	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$2,500	$2,500	$7,895	$12,788	$7,379
Investments - publicly-traded securities				$14,234,454	$0
Investments - other securities	$2,998,983	$2,998,983	$2,272,136	$0	$17,779,633
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0
Investments - other	$0	$0	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$7,834,088	$7,834,088	$7,100,695	$6,088,240	$5,865,935
Other assets, including program-related investments	$669	$669	$259,266	$124,262	$88,865
Total liabilities	$5,069,834	$5,069,834	$4,314,548	$2,985,327	$4,120,825
Accounts payable and accrued expenses	$862,284	$862,284	$403,115	$307,390	$217,777
Grants payable	$0	$107,418	$702,190	$2,360,505	$3,605,211
Deferred revenue	$0	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0
Mortgages and other notes payable	$629,820	$629,820	$2,279,750	$0	$0
Other liabilities	$3,577,730	$3,470,312	$929,493	$317,432	$297,837
Total liabilities and net assets/fund balances	$12,208,752	$12,208,752	$10,447,059	$23,478,339	$25,110,455
Total net assets or fund balances	$7,138,918	$7,138,918	$6,132,511	$20,493,012	$20,989,630

	2000	2001	2002	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$8,230,655	$8,230,655	$5,882,118	$16,683,954	$10,682,689
Total revenue, gains, and other support per audited financial statements	$7,664,302	$7,664,302	$5,882,118	$18,008,793	$11,894,034
Other expenses	$-694,338	$-694,338	$0	$1,324,839	$1,211,345
Net unrealized gains on investments	$-694,338	$-694,338	$0	$1,324,839	$1,211,345
Donated services and use of facilities	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0
Other revenue	$-127,985	$-127,985	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0
Other	$-127,985	$-127,985	$0	$0	$0

	2000	2001	2002	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$8,110,986	$8,110,986	$6,637,481	$9,905,407	$11,397,416
Total expenses and losses per audited financial statements	$8,238,971	$8,238,971	$6,637,481	$9,905,407	$11,397,416
Other revenue	$127,985	$127,985	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0
Other	$127,985	$127,985	$0	$0	$0
Other expenses	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
40	$235,000	$33,750	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	11
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	89

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$763,594	$359,986
Program service revenue
Program service revenue 1	000000	$0	00	$0	$186,128
Program service revenue 2	000000	$0	00	$0	$105,780
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	00	$0	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$577,045	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	Income exempt from debt-financed (section 514) provisions because at least 85% of the use of the property is for the organization's exempt purposes (Note: This code is only for income from the 15% or less non-exempt purpose use.) (section 514(b)(1)(A))	$172,500	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$59,990
Gain or (loss) from sales of assets other than inventory	000000	$0	00	$0	$0
Net income or (loss) from special events	000000	$0	Income from an activity that is not regularly carried on (section 512(a)(1))	$14,049	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$8,088

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$191,154	$27,848	$0
$173,882	$24,582	$0
$137,431	$19,415	$0
$123,500	$17,025	$0
$124,038	$0	$0

Total number of other employees paid over $50,000	14

Total number of other employees paid over $50,000

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	Yes
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$5
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$4,698,378
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that receives a substantial part of its support from a governmental unit or from the general public

	1999	2000	2001	2005	2006
Support Schedule
Total	$7,318,485	$7,318,485	$7,757,942	$12,919,984	$16,596,836
Gifts, grants, and contributions received	$7,187,997	$7,187,997	$7,133,924	$12,273,982	$15,927,550
Membership fees received	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$67,517	$67,517	$116,421	$438,183	$303,874
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$31,507	$31,507	$372,774	$192,767	$359,242
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0
Other income	$31,464	$31,464	$134,823	$15,052	$6,170

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Congressional Hispanic Caucus Institute Inc	300 M St Se 501, Washington, DC 20003-3400	DC	1978-05	$17,300,972
2	Leadership Institute	1101 N Highland St, Arlington, VA 22201-2807	VA	1987-06	$16,039,153
3	Leadership Howard County Inc	6760 Alexander Bell Drive, Columbia, MD 21046-2191	MD	1988-01	$725,293
4	Coro Southern California Inc	1000 N Alameda Street-Suite 240, Los Angeles, CA 90012-1804	CA	1994-07	$607,374
5	Greater Missouri Leadership Foundation Inc	503 E Nifong Blvd Ste 112, Columbia, MO 65201-3763	MO	1994-07	$122,904
6	Leadership Mahoning Valley Inc	11 Central Sq Ste 1600, Youngstown, OH 44503-1592	OH	1985-02	$86,445
7	Leadership Anaheim Inc	201 E Center St, Anaheim, CA 92807	CA	1997-03	$30,275
8	Council Of State Governments, American Probation & Parole Assn In	2760 Research Park Dr, Lexington, KY 40511-8482	KY	1993-11	$1,322,987
9	Congressional Award Foundation, Wyoming Congressional Award Council	PO BOX 462, Encampment, WY 82325-0462	WY	1986-07	$389,494
10	Gabriel Center For Servant-Leadership Inc	123 Church St Ste 150, Marietta, GA 30060	GA	2007-12	$273,454
11	The Center For Asian Pacific American Women	1750 Montgomery St, San Francisco, CA 94111-1000	CA	1995-10	$266,651
12	Financial Women International Foundation	1027 Roselawn Ave W, Roseville, MN 55113-6406	MN	1926-11	$140,026
13	Speak United Inc	221 N Juliette Ave, Manhattan, KS 66502-5991	KS	2002-10	$49,890
14	Arab-American Secular Coalition	P O Box 1152, Bellevue, WA 98009	WA	2008-12	$0
15	North Georgia Rapids Inc	PO BOX 2716, Blairsville, GA 30514-2716	GA	2000-09	$0

Number of organizations performing similar types of work

California	3
District of Columbia	1
Georgia	2
Kansas	1
Kentucky	1
Maryland	1

Minnesota	1
Missouri	1
Ohio	1
Virginia	1
Washington	1
Wyoming	1

Total

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