2024-12-19T13:48:37-06:00 2024-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2023-07-01 341927317 CLEVELAND LEADERSHIP CENTER CLEV 2165922254 1240 HURON ROAD E SUITE 450 CLEVELAND OH 44115 BECKY RUPPERT MCMAHON PRESIDENT & CEO 2165922400 2024-12-05 1 0 SUSAN D KRANTZ P00233254 2168310733 2024-11-26 2023 2024-10-15 13:58:12Z BECKY RUPPERT MCMAHON 1240 HURON ROAD E SUITE 450 CLEVELAND OH 44115 2419234 0 X WWW.CLEVELEADS.ORG X 2000 OH CLEVELAND LEADERSHIP CENTER BUILDS A CONTINUUM OF CIVIC LEADERS COMMITTED TO OUR COMMUNITY'S EXCELLENCE BY SERVING AS A CATALYST FOR CIVIC ENGAGEMENT. CLC'S ROBUST PORTFOLIO OF PROGRAMS DEVELOPS LEADERS THROUGH EXPERIENCES THAT INSPIRE AND CONNECT INDIVIDUALS TO TRANSFORM CLEVELAND. PARTICIPANTS - FROM HIGH SCHOOL STUDENTS TO RETIREES - EMBRACE CIVIC ACTION BY COMMITTING TIME, EFFORT, TALENT AND/OR NETWORKS TO ISSUES AND CHALLENGES FACING NONPROFIT ORGANIZATIONS, GOVERNMENT, THE PRIVATE SECTOR, AND THE BROADER NORTHEAST OHIO COMMUNITY. 39 39 17 288 0 0 957545 1199656 1526869 1068303 84456 146987 3414 4288 2572284 2419234 0 0 0 0 1326635 1476471 0 0 197731 684103 901311 2010738 2377782 561546 41452 4423580 4424376 1203013 1077340 3220567 3347036 X THE MISSION OF THE CLEVELAND LEADERSHIP CENTER IS ACTIVE AND CONTINUOUSLY INSPIRING: CLEVELAND LEADERSHIP CENTER BUILDS A CONTINUUM OF CIVIC LEADERS COMMITTED TO OUR COMMUNITY'S EXCELLENCE BY SERVING AS A CATALYST FOR CIVIC ENGAGEMENT. 0 0 452816 488345 LEADERSHIP CLEVELAND (LC) EMPOWERS RECOGNIZED, SENIOR-LEVEL POSITIONAL LEADERS WITH KNOWLEDGE, SKILLS, AND RELATIONSHIPS TO ADVANCE AND DEEPEN THEIR COMMUNITY IMPACT. THE TEN-MONTH PROGRAM ENGAGES PARTICIPANTS THROUGH A HIGHLY INTERACTIVE, INTENTIONALLY DESIGNED LEADERSHIP CURRICULUM SO PARTICIPANTS DEVELOP A BROADER AND MORE DIVERSE NETWORK AND EXPERIENCE OPPORTUNITIES TO ADDRESS KEY COMMUNITY ISSUES THROUGH CIVIC ENGAGEMENT. PARTICIPANTS DEVOTE 13 FULL DAYS TO THE PROGRAM. THE LC2 FELLOWS PROGRAM CREATES AN OPPORTUNITY FOR LC ALUMNI TO FOCUS ON A SPECIFIC CIVIC ISSUE AND IDENTIFY AND DELIVER A TANGIBLE OUTCOME AIMED AT CREATING LONG-TERM, POSITIVE, SUSTAINABLE CHANGE IN CLEVELAND. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 260724 233995 CLEVELAND BRIDGE BUILDERS (CBB) ENABLES MID-CAREER PROFESSIONALS OF ALL AGES TO PREPARE FOR MEANINGFUL, FULFILLING, AND IMPACTFUL ENGAGEMENT IN THE COMMUNITY. THE 10-MONTH PROGRAM PROVIDES A UNIQUE ENVIRONMENT THAT FOSTERS TEAMWORK, GROWTH, AND LEARNING THROUGH EXPERIENTIAL COLLABORATION, HANDS-ON EXPERIENCES, AND INTERACTIVE CIVIC EDUCATION THAT RESULTS IN A TRULY TRANSFORMATIVE EXPERIENCE. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 82202 46145 CIVIC LEADERSHIP INSTITUTE (CLI) IS A SERIES OF SIX SHORT, WEEKLY SESSIONS DESIGNED TO INCREASE THE CIVIC KNOWLEDGE BASE AND ENGAGEMENT FOR PEOPLE OF ALL AGES AND CAREER STAGES THAT SEEK A BETTER UNDERSTANDING OF THE COMMUNITY'S CIVIC INFRASTRUCTURE, ARE NEW TO THE AREA, OR ARE STARTING A NEW ASSIGNMENT. FACILITATORS ARE INDIVIDUALS INVOLVED IN CIVIC MATTERS AT THE HIGHEST LEVELS. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 202818 12125 LOOK UP TO CLEVELAND (LUTC) ALLOWS HIGH SCHOOL LEADERS FROM ACROSS NORTHEASTERN OHIO TO DEVELOP LEADERSHIP SKILLS, ACQUIRE AN UNDERSTANDING OF THE COMMUNITY, AND GAIN A BETTER APPRECIATION OF DIVERSITY. IN ADDITION TO A SCHOOL YEAR PROGRAM FOR JUNIORS, LUTC OFFERS SUMMER PROGRAMMING FOR RISING JUNIORS AND SENIORS; CAREER COMPASS WORKSHOPS TO ILLUSTRATE CAREER OPTIONS AND PATHWAYS TO STUDENTS IN THE CLEVELAND METROPOLITAN SCHOOL DISTRICT; AND DELIVERS DARE2LEAD ANTI-BULLYING WORKSHOPS THAT TRAIN STUDENTS AS PEER LEADERS AND FULLY ENGAGES STUDENTS AND THEIR EDUCATORS. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 585814 171352 CLEVELAND LEADERSHIP CENTER ALUMNI ASSOCIATION BRINGS TOGETHER ALUMNI OF ALL THE CLEVELAND LEADERSHIP CENTER PROGRAMS TO TAKE ON A RANGE OF CIVIC ENGAGEMENT AND EDUCATIONAL ACTIVITIES, WHILE CONTINUING TO DEEPEN COLLABORATIVE RELATIONSHIPS THAT FURTHER CLC'S MISSION. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 152977 29625 CAMPUS CLEVELAND (CC) ATTRACTS, RETAINS, AND RECLAIMS THE NEXT GENERATION OF CLEVELAND'S LEADERS BY ENGAGING COLLEGE STUDENTS IN CIVIC, NEIGHBORHOOD, AND PROFESSIONAL OPPORTUNITIES. CAMPUS CLEVELAND SUMMER PROGRAM CONNECTS INTERNS FROM LARGE AND SMALL CORPORATIONS AND NONPROFIT ORGANIZATIONS MORE DEEPLY TO THE COMMUNITY DURING THEIR WORK EXPERIENCE; AND SCHOOL-YEAR PROGRAMMING ENGAGES STUDENTS AT DOZENS OF COLLEGES ACROSS NORTHEAST OHIO IN CLEVELAND'S CIVIC, BUSINESS, CULTURAL, AND COMMUNITY ASSETS TO ENCOURAGE THEM TO REMAIN IN THE REGION. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 115664 61525 ONBOARD CLEVELAND (OBC) IS A LEADERSHIP AND CIVIC DEVELOPMENT EXPERIENCE THAT HELPS EARLY-CAREER PROFESSIONALS ENHANCE COMMUNICATION SKILLS, STRENGTHEN WORKPLACE PRESENCE, AND CREATE AN AWARENESS OF THE CIVIC REALM. IT BUILDS CONNECTIONS AMONG EMPLOYEES, THEIR ORGANIZATIONS, AND CIVIC ENGAGEMENT OPPORTUNITIES. (REVENUE DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) 230235 25191 LEGACY LEADERS (LL) AND ADVANCED LEADERSHIP INSTITUTE (ALI): LEGACY LEADERS IDENTIFIES EXPERIENCED LEADERS WHO ARE IN OR APPROACHING RETIREMENT AND ENGAGES THEM WITH EDUCATION AND ACTION ON RELEVANT CIVIC ISSUES TO DRIVE LONG-TERM POSITIVE CHANGE FOR NORTHEAST OHIO. LEGACY LEADER PARTICIPANTS ARE A KEY COMPONENT OF THE ADVANCE LEADERSHIP INSTITUTE, WHICH BRINGS TOGETHER THREE GENERATIONS OF LEADERS (LL, ESTABLISHED LEADERS, AND EMERGING LEADERS) TO EXPLORE SOLUTIONS TO FIVE CHALLENGING ISSUES THAT HAVE CONFRONTED CLEVELAND FOR DECADES: EDUCATION, HEALTH, HOUSING, PUBLIC SAFETY, AND WORKFORCE DEVELOPMENT. (REVENUE AS STATED DOES NOT INCLUDE GRANTS AND CONTRIBUTIONS.) THE GEORGE GUND FOUNDATION GRANTED SCHOLARSHIP FUNDS FOR CLC PROGRAM PARTICIPANTS MEETING GRANT RESTRICTIONS. THESE FUNDS WERE PARTIALLY DISTRIBUTED TO APPROVED PARTICIPANTS. THE REMAINING FUNDS WILL BE DISTRIBUTED ACCORDING TO GRANT RESTRICTIONS TO PARTICIPANTS IN CLC PROGRAMS UNTIL ALL FUNDS ARE DEPLETED. 1287508 299818 2083250 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X BECKY BORDEN 2165922254 1240 HURON RD STE 450 CLEVELAND OH 44115 WILLIAM CASTER BOARD CHAIR 1.00 X X 0 0 0 KIP BOLLIN BOARD VICE-CHAIR 1.00 X X 0 0 0 ANGELA MCDONALD FISHER BOARD VICE-CHAIR 1.00 X X 0 0 0 JOHN BEER CO-TREASURER 1.00 X X 0 0 0 ROBIN DAVENPORT CO-TREASURER 1.00 X X 0 0 0 MARC BYRNES EMERITUS TRUSTEE 1.00 X 0 0 0 THOMAS HOPKINS EMERITUS TRUSTEE 1.00 X 0 0 0 IRA KAPLAN EMERITUS TRUSTEE 1.00 X 0 0 0 LAWRENCE OSCAR EMERITUS TRUSTEE 1.00 X 0 0 0 THOMAS STEVENS EMERITUS TRUSTEE 1.00 X 0 0 0 EDDIE TAYLOR EMERITUS TRUSTEE 1.00 X 0 0 0 DEBBIE BERRY EX-OFFICIO TRUSTEE 1.00 X 0 0 0 DEBBIE LEWIS EX-OFFICIO TRUSTEE 1.00 X 0 0 0 TIFFANY SCRUGS EX-OFFICIO TRUSTEE 1.00 X 0 0 0 LISA B KUNKLE SECRETARY 1.00 X X 0 0 0 CATHY BELK TRUSTEE 1.00 X 0 0 0 GINGER MLAKAR TRUSTEE 1.00 X 0 0 0 LISA ROSE TRUSTEE 1.00 X 0 0 0 FIONA CHAMBERS TRUSTEE 1.00 X 0 0 0 BLAINE GRIFFIN TRUSTEE 1.00 X 0 0 0 DAVID HELLER TRUSTEE 1.00 X 0 0 0 MARGARET MCKENZIE TRUSTEE 1.00 X 0 0 0 JENNIFER ANSBERRY TRUSTEE 1.00 X 0 0 0 NIC BARLAGE TRUSTEE 1.00 X 0 0 0 AKRAM BOUTROS TRUSTEE 1.00 X 0 0 0 ELIZABETH GROVE TRUSTEE 1.00 X 0 0 0 ERIN GAY MIYOSHI TRUSTEE 1.00 X 0 0 0 DREW STELZER TRUSTEE 1.00 X 0 0 0 INDIA BIRDSONG-TERRY TRUSTEE 1.00 X 0 0 0 GREGG MURESAN TRUSTEE 1.00 X 0 0 0 NIGAMANTH SRIDHAR TRUSTEE 1.00 X 0 0 0 THOMAS FELTON TRUSTEE 1.00 X 0 0 0 ART HALL TRUSTEE 1.00 X 0 0 0 BRIAN LANE TRUSTEE 1.00 X 0 0 0 DAMIAN THOMAS TRUSTEE 1.00 X 0 0 0 JAMES WATERS TRUSTEE 1.00 X 0 0 0 MARC SANCHEZ TRUSTEE 1.00 X 0 0 0 RICHARD FEDOROVICH TRUSTEE 1.00 X 0 0 0 SHELLY M PEET TRUSTEE 1.00 X 0 0 0 STUART ROSENBERG TRUSTEE 1.00 X 0 0 0 MARK SUTHERLAND TRUSTEE 1.00 X 0 0 0 KRISTEN WARZOCHA TRUSTEE 1.00 X 0 0 0 CIPRIANO BEREDO TRUSTEE 1.00 X 0 0 0 MICKI BYRNES TRUSTEE 1.00 X 0 0 0 ETHAN KARP TRUSTEE 1.00 X 0 0 0 ROBERT J KLONK TRUSTEE 1.00 X 0 0 0 BRIAN MARITA TRUSTEE 1.00 X 0 0 0 RICHARD T WALLACK TRUSTEE 1.00 X 0 0 0 MARIANNE CROSLEY PRESIDENT & CEO 40.00 X 194201 0 16260 RACHEL CIOMCIA EXEC. VP 40.00 X 115029 0 9836 MICHAEL BENNETT VP OF EXTERNAL AFFAIRS 40.00 X 112000 0 4602 421230 0 30698 3 0 1 0 GCP REAL ESTATE HOLDINGS LLC 1240 HURON ROAD E STE 300 CLEVELAND OH 44115 RENT FOR THE OFFICE SPACE 105157 1 1199656 1199656 PROGRAM REVENUE 611710 1068303 1068303 1068303 146987 146987 OTHER INCOME 900099 4288 4288 4288 2419234 1068303 0 151275 195000 165769 9672 19559 1043735 886215 51965 105555 142722 122605 6778 13339 95014 80496 4844 9674 24212 23779 433 29149 27272 335 1542 25929 22041 1287 2601 112636 95747 5589 11300 97031 92200 10 4821 16961 14785 720 1456 1753 1490 87 176 22961 19518 1139 2304 12083 10271 600 1212 CATERING AND REFRESHMEN 209758 209758 0 0 CONSULTING AND OUTSIDE 146846 131863 4894 10089 FACILITY EQUIPMENT AND 64464 64464 0 0 PARKING 39866 35465 1456 2945 97662 79512 7425 10725 2377782 2083250 96801 197731 545027 242325 241731 215525 25200 11450 24163 28041 177797 131440 58897 46357 2689985 3091684 838577 788994 4423580 4424376 10726 41270 323316 214984 868971 821086 1203013 1077340 X 1578764 1471232 1641803 1875804 3220567 3347036 4423580 4424376 X 41452 75017 10000 X X 0 1 X 1 0 X 1038070 1466958 1183729 957545 1199656 5845958 1038070 1466958 1183729 957545 1199656 5845958 712775 5133183 14282 5853 28612 36107 146987 231841 4826 7364 6042 3414 4288 25934 6103733 5274823 0.84100 0.85260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1045415 107392 106031 1258838 988376 8390 57149 8500 1045415 1129847 13910 -155381 988376 709105 92700 328042 1129847 396538 313117 -550 709105 0.00000 1.00000 0.00000 0 0 93366 58113 35253 84431 73327 11104 46357 INVESTMENTS 1382979 F INVESTMENTS - RESTRICTED FOR SCHOLARSHIPS 560811 F INVESTMENTS - BOARD DESIGNATED ENDOWMENT 170201 F INVESTMENTS - ENDOWMENT 977693 F 3091684 RESTRICTED CASH-AGENCY FUNDS 3614 OPERATING RIGHT OF USE ASSET 785380 788994 CAPITAL LEASES 12175 AGENCY FUND 3614 OPERATING LEASE LIABILITY 805297 821086 X 2571885 75017 77634 152651 2419234 0 2419234 2445416 67634 67634 2377782 0 2377782 PART V, LINE 4: THIS ENDOWMENT FUND WILL PROVIDE CLC WITH THE FINANCIAL FLEXIBILITY TO DEVELOP INNOVATIVE AND ENTREPRENEURIAL OPPORTUNITIES THAT HELP MOVE OUR COMMUNITY FORWARD. FUNDS WILL KEEP PROGRAMMING AT THE CUTTING EDGE OF INNOVATION, EXPAND THE CONTINUUM OF LEADERS AND HELP DEEPEN THEIR IMPACT, AND CREATE ADDITIONAL CUSTOMIZED PROJECTS AND PROGRAMMING IN RESPONSE TO THE EVER-INCREASING REQUESTS TO LAUNCH NEW INITIATIVES THAT ADDRESS EMERGING TOPICS AND TRENDS. THE CLC ENDOWMENT FUND WILL HELP: 1. MARSHAL AND DEPLOY CIVIC AND INTELLECTUAL CAPITAL TO ADDRESS PRESSING NEEDS IN RESPONSE TO COMMUNITY REQUESTS. 2. INCUBATE, TEST AND IMPLEMENT NEW INITIATIVES THAT CAN HAVE LONG-TERM IMPACT, BUT ARE NOT IMMEDIATELY SELF-SUFFICIENT. 3. EXPAND OFFERINGS TO PROVIDE MORE TRANSFORMATIVE EXPERIENCES FOR LEADERS OF ALL AGES. 4. PROMOTE CIVIC LEADERSHIP AND COLLABORATION AS IMPERATIVES IN MOVING THE REGION FORWARD. PART X, LINE 2: AS OF JULY 1, 2022 AND FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THE ORGANIZATION HAD NOT ENGAGED IN ANY ACTIVITY WHICH MANAGEMENT CONSIDERS TO BE ACTIVITY THAT COULD RESULT IN A LOSS OF ITS 501(C)(3) IRS DESIGNATION. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THERE WAS NO TAX INTEREST OR PENALTIES REFLECTED IN THE STATEMENT OF ACTIVITIES OR IN THE STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION FOLLOWS GAAP FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATIONS INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE ORGANIZATIONS ACTIVITIES, THE ORGANIZATION BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. X 0 0 0 0 0 0 0 0 0 MARIANNE CROSLEY PRESIDENT & CEO 194201 0 0 0 0 0 8033 0 8227 0 210461 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW, FEEDBACK AND REVISIONS. THE FINANCE COMMITTEE MEETS FOR FORMAL REVIEW AND APPROVAL OF THE FORM 990; THEN THE FINANCE COMMITTEE CHAIRS PRESENT FORM 990 TO THE EXECUTIVE COMMITTEE BEFORE IT IS FILED WITH THE IRS. THE FORM 990 IS MADE AVAILABLE TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS A CONFLICT OF INTEREST FORM ANNUALLY TO THE FULL BOARD AND ALL EMPLOYEES, DURING THE FIRST TWO MONTHS OF THE FISCAL YEAR. THE ORGANIZATION SENDS ANNUAL DISCLOSURE FORMS TO THE FULL BOARD, DURING THE LAST TWO MONTHS OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE/COMPENSATION COMMITTEE AND CLC CHAIR CONDUCT ANNUAL REVIEW OF CEO PERFORMANCE, SET GOALS, AND DETERMINE COMPENSATION BASED ON AVAILABLE AND RELEVANT COMPENSATION SURVEYS AS BENCHMARKS TO DETERMINE COMPETITIVE PRACTICES. THE HUMAN RESOURCE/COMPENSATION COMMITTEE ACTIVELY REPORTS TO THE CHAIR AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: DONATED TRAVEL VOUCHERS NOT USED DURING THE CURRENT YEAR 10,000. FORM 990, PART XII, LINE 2C: CLEVELAND LEADERSHIP CENTER DID NOT CHANGE EITHER THE OVERSIGHT OF THE AUDIT PROCESS OR THE PROCESS FOR THE SELECTION OF THE INDEPENDENT AUDITOR DURING THE TAX YEAR.