2025-07-14T12:29:01-05:00 2024-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS - 16TH FL NEW YORK NY 10018 990 2024-01-01 431645180 CFLEADS CFLE 6179360991 PO BOX 509 ACCORD MA 02018 MARY L THOMAS CEO 6179360991 2025-07-14 1 0 MIKE SCHALL P02024184 2126618640 2025-07-11 2024 2025-03-06 01:10:19Z MARY L THOMAS PO BOX 509 ACCORD MA 02018 2229555 0 X WWW.CFLEADS.ORG X 1993 MO HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES. 14 14 15 14 0 0 6586631 1795554 185225 143900 252900 269320 12000 20781 7036756 2229555 162388 617000 0 0 1412817 1805195 0 0 190567 1319786 1500327 2894991 3922522 4141765 -1692967 13359975 12019443 135457 197414 13224518 11822029 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 1938787 500000 GALVANIZE ACTION ON ISSUES:RELEASED PUBLIC FACING REPORT ENTITLED CFLEADS ECONOMIC MOBILTY REPORT: PATHWAYS TO PROGRESS. THE INAUGURAL REPORT HIGHLIGHTS THE WORK OF COMMUNITY FOUNDATIONS ENGAGED IN CFLEADS PROGRAMMING, PARTICULARLY THE ECONOMIC MOBILITY PORTFOLIO OF ACTIVITIES. IN 2024: (4) ECONOMIC MOBILITY REGIONAL CONVENINGS; (2) 12-MONTH EMAN COHORTS COMPRISED OF 10 COMMUNITY FOUNDATIONS EACH, FOLLOWING AN EXTENSICE OUTREACH AND INTERVIEW PROCESS. SUPPORTED BY THE GATES FOUNDATION. 896873 117000 120157 BUILD ORGANIZATIONAL CAPACITY: CONTINUED TO BUILD UNDERSTANDING OF COMMUNITY LEADERSHIP AMONG COMMUNITY FOUNDATION BOARDS, SENIOR STAFF, AND PARTNERS THROUGH PEER CONNECTIONS AND STRUCTURED NETWORKING OPPORTUNITIES. THE EXECUTIVE LEADERSHIP INSTITUTE (ELI) FOR CEOS 2024 COHORT CONDUCTED 3 IN-PERSON CONVENINGS. THE ELI FOR VPS COMPLETED TWO MEETINGS OF ITS 2023-2024 COHORT, AND ENGAGED A NEW BATCH OF VPS IN ITS 2024-2025 CLASS - WITH TWO MEETINGS HELD IN 2024 AND THE FINAL CONVENING SCHEDULED FOR EARLY 2025. PREPARATION WORK ENSUED FOR THE PLANNED 2025 CONVENING OF THE ELI FOR ALUMS, DURING THE CFLEADS FORUM EVENT. 169246 23743 SHARE KNOWLEDGE: CONTINUED TO INCREASE 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, PUBLISHED/SHARED RESOURCES AND NEWSLETTERS RELATED TO COMMUNITY LEADERSHIP AND COMMUNITY FOUNDATIONS' WORK. HOSTED "THE GATHERING," AN EVENT DESIGNED EXCLUSIVELY FOR AFRICAN-AMERICAN COMMUNITY FOUNDATION CEOS. 87348 PARTNERSHIP DEVELOPMENT, INITIATIVES, AND PROGRAMS AIMED AT STRENGTHENING FIELD-WIDE IMPACT; SUPPORTING COLLECTIVE ACTION AMONG COMMUNITY FOUNDATIONS ON KEY ISSUES OF COMMON CONCERN/INTEREST; BUILDING INFRASTRUCTURE TO EXPAND COMMUNITY LEADERSHIP CAPACITY AT COMMUNITY FOUNDATION OF ALL SIZES ACROSS THE UNITED STATES AND THE AMERICAS. 87348 3092254 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 33 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X KEISHA WALKER 6172269900 PO BOX 509 ACCORD MA 02018 ISAIAH OLIVER CHAIR 1.15 X X 0 0 0 FELECIA LUCKY SECRETARY 1.15 X X 0 0 0 RANDY ROYSTER TREASURER 1.15 X X 0 0 0 ROSE BRADSHAW VICE-CHAIR 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 GILLIGAN DIRECTOR 0.90 X 0 0 0 LISA SCHROEDER DIRECTOR 0.90 X 0 0 0 PEDRO RAMOS DIRECTOR 0.90 X 0 0 0 SHELLY O'QUINN DIRECTOR 0.90 X 0 0 0 SIMEON BANISTER DIRECTOR 0.90 X 0 0 0 DAVID CICILLINE DIRECTOR 0.45 X 0 0 0 MICHELLE FOSTER DIRECTOR 0.10 X 0 0 0 TONIA WELLONS DIRECTOR 0.10 X 0 0 0 MARY L THOMAS CEO 40.00 X 297803 0 14774 LEONARD BROCK VP-LEARNING & IMPACT 40.00 X 178569 0 14978 MEGHAN CUMMINGS SR VP OF STRATEGY 40.00 X 142948 0 9958 LEONARD BARTEL VP-LEARNING & IMPACT 40.00 X 121089 0 9050 DANA KLEIN DIR DEV. & MARKETING 40.00 X 100613 0 4418 841022 0 53178 5 0 1 0 LISA SCHALLA 5367 MINNEHAHA AVE 422 MINNEAPOLIS MN 55417 CONSULTING 116799 1 1795554 1795554 PROGRAM FEES 900099 143900 143900 143900 269320 269320 OTHER INCOME 900099 20781 20781 20781 2229555 143900 0 290101 X 500000 500000 117000 117000 506123 381093 62515 62515 985229 748328 156428 80473 69047 52355 10676 6016 121795 91235 18430 12130 123001 93359 17877 11765 108325 108325 85798 85798 28360 28360 547123 470936 76187 15549 11243 2882 1424 51917 39271 7672 4974 637756 568147 60783 8826 14332 10840 2118 1374 DUES AND SUBSCRIPTIONS 11167 8447 1650 1070 3922522 3092254 639701 190567 4584844 1189650 2293901 2847212 2070139 2208613 100000 1077 873 39417 4310218 5733474 13359975 12019443 81686 125464 53771 71950 135457 197414 X 7233791 7287044 5990727 4534985 13224518 11822029 13359975 12019443 -1692967 290478 0 X 0 1 X 1 0 X 1530167 9213354 663993 6586631 1795554 19789699 1530167 9213354 663993 6586631 1795554 19789699 6808142 12981557 67404 263344 269320 600068 3450 87816 56632 12000 20781 180679 20570446 631724 0.63110 0.53180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2491673 290478 290478 2201195 28360 28360 2229555 3894162 0 3894162 28360 28360 3922522 PART X, LINE 2: CFLEADS DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2021 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION GRANTMAKING 117000 0 0 0 0 0 0 117000 0 117000 BRAZIL MAPPING GRANT 117000 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 ACT OF ALEXANDRIA 201 N UNION STREET SUITE 110 ALEXANDRIA VA 22314 264322369 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 046012492 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK COMMUNITY FOUNDATION FOR A GREATER RICHMOND 3409 MOORE STREET RICHMOND VA 23230 237009135 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK COMMUNITY FOUNDATION OF GREATER BUFFALO 726 EXCHANGE STREET 525 BUFFALO NY 14210 222743917 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK COMMUNITY FOUNDATION OF GREATER DUBUQUE 700 LOCUST STREET DUBUQUE IA 52001 421526614 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 566047886 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK INNOVIA FOUNDATION 818 W RIVERSIDE AVENUE SUITE 650 SPOKANE WA 992010909 910941053 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK NORTH TEXAS COMMUNITY FOUNDATION 777 MAIN STREET SUITE 2850 FORT WORTH TX 76102 752267767 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK ROCHESTER AREA COMMUNITY FOUNDATION 500 EAST AVENUE ROCHESTER NY 14607 237250641 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK SCRANTON AREA FOUNDATION 612 JEFFERSON AVENUE SCRANTON PA 18510 232890364 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK 10 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 MARY L THOMAS CEO 283640 0 14163 0 0 0 14774 0 0 0 312577 0 0 0 LEONARD BROCK VP-LEARNING & IMPACT 175069 0 3500 0 0 0 9967 0 5011 0 193547 0 0 0 MEGHAN CUMMINGS SR VP OF STRATEGY 137948 0 5000 0 0 0 9583 0 375 0 152906 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 470,936. MANAGEMENT AND GENERAL EXPENSES 76,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 547,123.