2026-08-14T08:33:08-05:00 2025-12-31 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2025-01-01 431645180 CFLEADS CFLE 6179360991 PO BOX 509 ACCORD MA 02018 MARY L THOMAS CEO 6179360991 2026-08-14 1 MIKE SCHALL P02024184 2126857000 2026-08-11 2025 2025-03-06 01:10:19Z MARY L THOMAS PO BOX 509 ACCORD MA 02018 4418682 0 X WWW.CFLEADS.ORG X 1993 MO HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES. 14 14 14 14 0 0 1795554 3918849 143900 182187 269320 317646 20781 0 2229555 4418682 617000 490575 0 0 1805195 1974602 0 0 230722 1500327 2270197 3922522 4735374 -1692967 -316692 12019443 12099154 197414 208601 11822029 11890553 X CFLEADS ENVISONS A WORLD IN WHICH COMMUNITY FOUNDATIONS ARE VITAL PARTNERS IN BUILDING COMMUNITIES WHERE ALL RESIDENTS ARE PROSPEROUS, HEALTHY AND SECURE. OUR MISSION IS TO HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES BY ADVANCING EFFECTIVE PRACTICES, SHARING KNOWLEDGE AND GALVANIZING ACTION ON CRITICAL ISSUES OF OUR TIME. 0 0 2275093 479575 GALVANIZE ACTION ON ISSUES:CONTINUED TO BUILD UNDERSTANDING AMONG COMMUNITY FOUNDATIONS OF CRITICAL ISSUES FACING COMMUNITIES (I.E. ECONOMIC MOBILITY, COMMUNITY SAFETY, SUSTAINABLE DEVELOPMENT GOALS, ETC.); FACILITATED THE ADOPTION OF INTERNAL PRACTICES AT COMMUNITY FOUNDATIONS THAT INCREASE EXTERNAL EFFECTIVENESS ON THESE ISSUES; SPURRED COLLECTIVE ACTION ON ISSUES OF COMMON CONCERN; AND BUILT ON MOMENTUM FROM LAUNCH/DISSEMINATION OF THE CFLEADS ECONOMIC MOBILTY REPORT: PATHWAYS TO PROGRESS, HIGHLIGHTING THE WORK OF COMMUNITY FOUNDATIONS ENGAGED IN CFLEADS PROGRAMMING, PARTICULARLY THE ECONOMIC MOBILITY PORTFOLIO OF ACTIVITIES. 948563 11000 159407 BUILDING ORGANIZATIONAL CAPACITY:CONTINUED TO BUILD UNDERSTANDING OF COMMUNITY LEADERSHIP AMONG COMMUNITY FOUNDATION BOARDS, SENIOR STAFF, AND PARTNERS THROUGH PEER CONNECTIONS, IN-PERSON CONVENINGS, AND STRUCTURED NETWORKING OPPORTUNITIES. THE EXECUTIVE LEADERSHIP INSTITUTE (ELI) FOR CEOS FACILITATED IN-PERSON CONVENINGS WITH 12 NEW CEOS. THE ELI FOR VPS FACILITATED COHORT SESSIONS WITH 16 NEW COMMUNITY FOUNDATION VPS. 2025 ALSO SAW THE LAUNCH OF THE COMMUNITY LEADERSHIP LAB (VIRTUAL) CONVENING WITH OVER 35 REGISTRANTS. LASTLY, THE 2025 FORUM INCLUDED THE PARTICIPATION OF OVER 140 CF LEADERS, REPRESENTING OVER 60 COMMUNITY FOUNDATIONS. 450536 8780 SHARING KNOWLEDGE:CONTINUED TO INCREASE FIELD UNDERSTANDING OF THE VALUE OF COMMUNITY LEADERSHIP AS A CORE ORGANIZING STRATEGY FOR COMMUNITY IMPACT. CFLEADS IN-PERSON AND COHORT-BASED PROGRAMS REACHED 722 INDIVIDUALS, ACROSS 47 STATES, AND SERVING 337 COMMUNITY FOUNDATIONS. ADDITIONALLY, CFLEADS HOSTED WEBINARS AND PRESENTED AT REGIONAL AND NATIONAL CONFERENCES, WITH TOPICS INCLUDING CFLEADS' FELLOWSHIP INFORMATION SESSION, INTRODUCTION TO COMMUNITY SAFETY FOR CFS, LEADING WITH OUR VALUES (A 3-PART SERIES), COMMUNITY FOUNDATION LEADERSHIP ROUNDTABLE: SUPPORTING OUR IMMIGRANT COMMUNITIES, AND A VARIETY OF OTHERS. (CONTINUED ON SCH O)THE ORGANIZATION 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. 211821 14000 ORGANZING FOR IMPACT: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. CFLEADS PROGRAMS SERVED OVER 300 CFS, REPRESENTING 47 STATES, WITH 19 IN-PERSON MEETINGS, 26 VIRTUAL CONVENINGS, 11 WEBINARS, AND 1,538 PARTICIPANTS - INCLUDING THE VERY SUCCESSFUL LAUNCH OF THE CIVIC HEALTH BODY OF WORK. 211821 14000 3886013 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 34 0 1 14 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 ROSE BRADSHAW CHAIR ELECT 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 STUART COMSTOCK-GARY DIRECTOR 0.90 X 0 0 0 EILEEN CONNOLLY-KEESLER DIRECTOR 0.90 X 0 0 0 LISA SCHROEDER 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 0.90 X 0 0 0 MICHELLE FOSTER DIRECTOR 0.90 X 0 0 0 TONIA WELLONS DIRECTOR 0.90 X 0 0 0 ANNA MARIA CHAVEZ DIRECTOR (JOINED 4/25) 0.90 X 0 0 0 DAN TEMPLIN DIRECTOR (JOINED 9/25) 0.90 X 0 0 0 ELLEN GILLIGAN DIRECTOR (THROUGH 4/25) 0.45 X 0 0 0 MARY L THOMAS CEO 40.00 X 304435 0 29745 KEISHA WALKER DIRECTOR OF FINANCE 40.00 X 129053 0 19723 LEONARD BROCK SVP, SYSTEMS CHANGE & POLICY 40.00 X 186090 0 28180 SARAH ORIGER DIRECTOR OF PARTNERSHIPS & INNOVATION 40.00 X 129000 0 14694 KYUMON MURRELL DIRECTOR OF COMMUNITY LEADERSHIP 40.00 X 120877 0 13392 AMANDA HARTIGAN DIRECTOR OF PROGRAMS 40.00 X 121545 0 5613 DANA KLEIN DIRECTOR OF DEVELOPMENT & MARKETING 40.00 X 104515 0 18563 1095515 0 129910 7 0 1 0 LISA SCHALLA 5367 MINNEHAHA AVE 422 MINNEAPOLIS MN 55417 CONSULTING 128175 1 3918849 19001 3918849 PROGRAM FEES 900099 182187 182187 182187 317646 317646 4418682 182187 0 317646 X 450000 450000 29575 29575 11000 11000 697226 486450 125301 85475 988500 834709 58903 94888 76697 62181 6713 7803 81579 70079 2597 8903 130600 103374 13229 13997 56824 56824 2847 2847 32775 32775 1019794 784910 234884 23404 10196 11825 1383 61589 48514 6496 6579 1024198 961654 54029 8515 33046 20988 10558 1500 DUES AND SUBSCRIPTIONS 15720 12383 1658 1679 4735374 3886013 618639 230722 1189650 1173951 2847212 3745595 2208613 959158 1077 39417 12422 5733474 6208028 12019443 12099154 125464 144068 71950 64533 197414 208601 X 7287044 8967532 4534985 2923021 11822029 11890553 12019443 12099154 -316692 385216 0 X 0 1 X 1 0 X 9213354 663993 6586631 1795554 3918849 22178381 9213354 663993 6586631 1795554 3918849 22178381 8155791 14022590 67404 263344 269320 317646 917714 87816 56632 12000 20781 177229 23273324 753333 0.60250 0.63110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4741548 385216 385216 4356332 32775 29575 62350 4418682 4673024 0 4673024 32775 29575 62350 4735374 PART X, LINE 2: CFLEADS DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP 29,575. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP 29,575. 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION GRANTMAKING 11000 0 0 0 0 0 0 11000 0 11000 BRAZIL MAPPING GRANT 11000 WIRE TRANSFER 0 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 COMMUNITY FOUNDATION BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 841171836 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK FAIRFIELD COUNTY'S COMMUNITY FOUNDATION 40 RICHARDS AVENUE 4TH FLOOR NORWALK CT 06854 061083893 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK FOUNDATION FOR APPALACHIAN KENTUCKY 420 MAIN STREET HAZARD KY 41701 611329396 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK GREATER MILWAUKEE FOUNDATION 2153 N DR MARTIN LUTHER KING JR DRIVE SUITE 4000 MILWAUKEE WI 53212 396036407 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK KALAMAZOO COMMUNITY FOUNDATION 402 E MICHIGAN AVENUE KALAMAZOO MI 49007 383333202 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK THE PITTSBURGH FOUNDATION 5 PPG PLACE SUITE 250 PITTSBURGH PA 15222 250965466 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK THE WINSTON-SALEM FOUNDATION 751 W 4TH STREET 200 WINSTONSALEM NC 27101 566037615 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK WICHITA FOUNDATION 303 S BROADWAY SUITE 100 WICHITA KS 67202 481022361 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK YELLOW SPRINGS COMMUNITY FOUNDATION 201 S WALNUT STREET YELLOW SPRINGS OH 45387 237372791 501(C)(3) 50000 0 PROGRAMMATIC-ECONOMIC MOBILITY ACTION NETWORK 9 SCHOLARSHIP 11 29575 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 289918 0 14517 0 0 0 18266 0 11479 0 334180 0 0 0 LEONARD BROCK SVP, SYSTEMS CHANGE & POLICY 179090 0 7000 0 0 0 11480 0 16700 0 214270 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 46,037. MANAGEMENT AND GENERAL EXPENSES 114,870. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,907. CONSULTANTS: PROGRAM SERVICE EXPENSES 738,873. MANAGEMENT AND GENERAL EXPENSES 120,014. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 858,887.