2024-10-23T08:06:14-05:00 2023-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS - 16TH FL NEW YORK NY 10018 990 2023-01-01 431645180 CFLEADS CFLE 6179360991 PO BOX 509 ACCORD MA 02018 MARY L THOMAS CEO 6179360991 2024-10-23 1 0 MIKE SCHALL P02024184 2126618640 2024-10-21 2023 2024-10-15 13:58:12Z MARY L THOMAS PO BOX 509 ACCORD MA 02018 8049736 0 X WWW.CFLEADS.ORG X 1993 MO HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES. 10 10 12 10 0 0 663993 6586631 120930 185225 68569 252900 56632 12000 910124 7036756 309000 162388 0 0 1247918 1412817 0 0 51005 1328890 1319786 2885808 2894991 -1975684 4141765 9350373 13359975 560205 135457 8790168 13224518 X WE HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES BY ADVANCING EFFECTIVE PRACTICES, SHARING KNOWLEDGE AND GALVANIZING ACTION ON CRITICAL ISSUES OF OUR TIME. 0 0 370586 55429 SHARE KNOWLEDGE: INCREASED FIELD UNDERSTANDING OF THE VALUE OF COMMUNITY LEADERSHIP AS A CORE ORGANIZING STRATEGY FOR COMMUNITY IMPACT. HOSTED WEBINARS AND PRESENTED AT REGIONAL AND NATIONAL CONFERENCES. PUBLISHED BLOG POSTS, RESOURCES, AND NEWSLETTERS RELATED TO COMMUNITY LEADERSHIP AND COMMUNITY FOUNDATIONS' WORK. HOSTED A TWO-DAY IN-PERSON NATIONAL GATHERING FOR COMMUNITY FOUNDATIONS, FEATURING EDUCATIONAL AND MOTIVATIONAL SESSIONS, NATIONAL CONTENT EXPERTS, AND PROMINENT LEADERS IN THE FIELD. THE THEME OF THE GATHERING WAS "LEADING THROUGH CHANGE." 909372 162388 129796 BUILD ORGANIZATIONAL CAPACITY: CONTINUED TO BUILD UNDERSTANDING OF COMMUNITY LEADERSHIP AMONG COMMUNITY FOUNDATION BOARDS, SENIOR STAFF, AND PARTNERS. CREATED STRONG PEER CONNECTIONS AMONG COMMUNITY FOUNDATIONS. INFLUENCED THE ADOPTION OF COMMUNITY LEADERSHIP PRACTICES. CONCLUDED COHORT 7 OF EXECUTIVE LEADERSHIP INSTITUTE (ELI) FOR CEOS AND CONVENED FIRST AND SECOND MEETINGS OF COHORT 8. CONCLUDED ELI FOR VPS COHORT AND LAUNCHED A NEW COHORT, CONVENING ONE MEETING. FACILITATED ELI ALUMNI NETWORK CALLS FOR CEOS AND VPS. CONCLUDED PILOT OF ELI FOR CFOS. 656800 GALVANIZE COMMUNITY FOUNDATION ACTION ON CRITICAL COMMUNITY ISSUES:RELEASED PUBLIC-FACING REPORT, ADVANCING ECONOMIC MOBILITY IN OUR COMMUNITIES. THIS REPORT DOCUMENTS THE RESULTS OF SIX COMMUNITY FOUNDATIONS ACROSS THE COUNTRY COMING TOGETHER TO ADVANCE ECONOMIC MOBILITY IN THEIR COMMUNITIES, USING A RACIAL EQUITY LENS. CONDUCTED EXTENSIVE OUTREACH TO THE COMMUNITY FOUNDATION FIELD TO INFORM THE NEXT PHASE OF CFLEADS' ECONOMIC MOBILITY WORK, SUPPORTED BY THE BILL & MELINDA GATES FOUNDATION. LAUNCHED THE ECONOMIC MOBILITY BLOG AND ONLINE SEMINAR SERIES. 90191 ORGANIZATION FOR IMPACT:MANAGED THE ACTIVITIES OF CONNECTING COMMUNITIES IN THE AMERICAS, AN INITIATIVE BETWEEN U.S., LATIN AMERICAN, SOUTH AMERICAN, AND CANADIAN COMMUNITY FOUNDATIONS TO BUILD STRONG TRANSNATIONAL COMMUNITIES. MADE GRANTS, FACILITATED PEER LEARNING, SUPPORTED TRAVEL EXCHANGES, AND HOSTED A CONVENING IN MEXICO. 90191 2026949 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X LISETTE HOLMES 6172269900 PO BOX 509 ACCORD MA 02018 ISAIAH OLIVER CHAIR 1.15 X X 0 0 0 ROSE BRADSHAW CHAIR-ELECT 1.15 X X 0 0 0 FELECIA L LUCKY SECRETARY 1.15 X X 0 0 0 RANDY ROYSTER TREASURER 1.15 X X 0 0 0 STUART COMSTOCK-GAY DIRECTOR 0.90 X 0 0 0 EILEEN CONNOLLY-KEESLER DIRECTOR 0.90 X 0 0 0 ELLEN M GILLIGAN DIRECTOR 0.90 X 0 0 0 CARRIE PICKETT-ERWAY DIRECTOR (FORMER) 0.90 X 0 0 0 SHELLY O'QUINN DIRECTOR 0.90 X 0 0 0 PEDRO RAMOS DIRECTOR 0.90 X 0 0 0 LISA SCHRODER DIRECTOR 0.90 X 0 0 0 MARY L THOMAS CEO 40.00 X 165330 0 8862 STERLING SPEIRN INTERIM CEO 40.00 X 129808 0 0 LISETTE HOLMES SR DIR OF FIN & ADMIN 40.00 X 152029 0 24465 LEONARD BARTEL VP-LEARNING & IMPACT 40.00 X 123146 0 31141 LEONARD BROCK VP-LEARNING & IMPACT 40.00 X 169321 0 31131 CAROLINE MERENDA CHIEF OF STAFF 40.00 X 124924 0 25479 864558 0 121078 6 0 1 0 LISA SCHALLA 5367 MINNEHAHA AVE 422 MINNEAPOLIS MN 55417 CONSULTING 122497 1 267400 6319231 6586631 PROGRAM FEES 900099 185225 185225 185225 263344 263344 1002536 1012980 -10444 -10444 -10444 OTHER INCOME 900099 12000 12000 12000 7036756 185225 0 264900 X 74000 74000 40388 40388 48000 48000 302612 224092 57384 21136 847979 707672 124165 16142 73669 62670 9164 1835 94039 80368 11675 1996 94518 80112 11775 2631 83373 83373 63269 63269 22596 22596 726958 341469 385489 12246 9346 2534 366 48723 39480 7698 1545 32887 26648 5196 1043 307204 274448 29159 3597 10032 8129 1585 318 DUES AND SUBSCRIPTIONS 12498 10127 1975 396 2894991 2026949 817037 51005 2795992 4584844 2106474 2293901 434000 2070139 35526 100000 3624 873 3974757 4310218 9350373 13359975 534323 81686 25882 53771 560205 135457 X 6922489 7233791 1867679 5990727 8790168 13224518 9350373 13359975 4141765 292585 0 X X 0 1 X 1 0 X 7500530 1530167 9213354 663993 6586631 25494675 7500530 1530167 9213354 663993 6586631 25494675 11674794 13819881 67404 263344 330748 320 3450 87816 56632 12000 160218 25985641 641364 0.53180 0.65260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 7288953 292585 292585 6996368 40388 40388 7036756 2854603 0 2854603 40388 40388 2894991 PART X, LINE 2: CFLEADS DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ASSISTANCE 40,388. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ASSISTANCE 40,388. 0 SOUTH AMERICA GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION GRANTMAKING 48000 0 0 0 0 0 0 48000 0 48000 BRAZIL MAPPING GRANT 48000 WIRE TRANSFER 0 2 0 0 0 0 0 0 PART I, LINE 2: CFLEADS PROVIDES GRANTS TO COMMUNITY FOUNDATIONS IN THE US AND THE AMERICAS IN SUPPORT OF CFLEADS' MISSION. GRANTEES ARE GENERALLY EXPECTED TO TAKE PART IN LEARNING CONVENINGS AND ARE REQUIRED TO SUBMIT REPORTS THAT DOCUMENT THEIR GRANT ACTIVITIES AND EXPENDITURES. 1 AYITI COMMUNITY TRUST 685 NE 126TH STREET NORTH MIAMI FL 33161 814814751 501(C)(3) 24000 0 CONNECTING HAITIAN COMMUNITIES COMMUNITY FDN OF GRTR DUBUQUE 700 LOCUST STREET DUBUQUE IA 52001 421526614 501(C)(3) 24000 0 BUILDING BRIDGES FOR THE FUTURE SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 746065414 501(C)(3) 24000 0 BUILDING BRIDGES FOR THE FUTURE 3 SCHOLARSHIPS 19 40388 PART I, LINE 2: CFLEADS PROVIDES GRANTS TO COMMUNITY FOUNDATIONS IN THE US AND THE AMERICAS IN SUPPORT OF CFLEADS' MISSION. GRANTEES ARE GENERALLY EXPECTED TO TAKE PART IN LEARNING CONVENINGS AND ARE REQUIRED TO SUBMIT REPORTS THAT DOCUMENT THEIR GRANT ACTIVITIES AND EXPENDITURES. X X X 0 0 0 0 0 0 0 0 0 LEONARD BROCK VP-LEARNING & IMPACT 167321 0 2000 0 0 0 17372 0 13759 0 200452 0 0 0 LISETTE HOLMES SR DIR OF FIN & ADMIN 149529 0 2500 0 0 0 14013 0 10452 0 176494 0 0 0 MARY L THOMAS CEO 165330 0 0 0 0 0 2280 0 6582 0 174192 0 0 0 LEONARD BARTEL VP-LEARNING & IMPACT 121646 0 1500 0 0 0 12750 0 18391 0 154287 0 0 0 CAROLINE MERENDA CHIEF OF STAFF 121924 0 3000 0 0 0 12900 0 12579 0 150403 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF CFLEADS (BOARD) VESTS IN THE AUDIT COMMITTEE THE AUTHORITY TO APPROVE CFLEADS' IRS FORM 990 ON ITS BEHALF. ANNUALLY, THE COMMITTEE SHALL REVIEW AND APPROVE CFLEADS' IRS FORM 990 AND CIRCULATE IT TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A BOARD APPROVED CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. ADDITIONALLY, EACH BOARD MEMBER IS REMINDED DURING THE VOTING PROCESS THAT THEY MUST RECUSE THEMSELVES IF THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A MARKET RATE SALARY RANGE WAS SET FOR THE PRESIDENT/CEO AND WAS BASED ON THE MEDIANS OF SIMILAR POSITIONS FROM CREDIBLE SOURCES, INCLUDING SALARY SURVEYS AND 990 RETURNS (INCLUDING THE COUNCIL ON FOUNDATIONS, GUIDESTAR AND THE 990S OF SIMILAR ORGANIZATIONS). FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 341,469. MANAGEMENT AND GENERAL EXPENSES 385,489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 726,958. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS.