2026-03-03T12:27:39-06:00 2025-06-30 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2024-07-01 521627257 LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION INC LEAD 3018813333 6010 EXECUTIVE BOULEVARD 200 ROCKVILLE MD 208523872 DANA PAULEY PRESIDENT & CEO 3018813333 2026-02-26 1 1 STEVEN M BRAUNSTEIN P00086901 3016526700 2026-02-26 2024 2025-03-06 01:10:19Z DANA PAULEY 6010 EXECUTIVE BOULEVARD 200 ROCKVILLE MD 208523872 1362900 0 X WWW.LEADERSHIPMONTGOMERYMD.ORG X 1989 MD SEE PART III, LINE 1. 13 13 12 100 0 0 299970 433712 851969 557836 77884 133080 10402 13211 1240225 1137839 42587 46035 0 0 800202 860087 0 0 95260 519518 584670 1362307 1490792 -122082 -352953 1960063 1910455 615915 903984 1344148 1006471 X TO CONNECT AND PREPARE LEADERS TO BUILD THRIVING AND INCLUSIVE WORKPLACES AND COMMUNITIES. 1 0 261167 76575 MEMBERS ARE GRADUATES WHO PAY ANNUAL DUES TO LEADERSHIP MONTGOMERY. THEY ENJOY THE OPPORTUNITY TO CONTINUE INVOLVEMENT IN THE ORGANIZATION THROUGH MEMBER PROGRAMS, ACTIVITIES, AND SERVICES. BENEFITS OF LEADERSHIP MONTGOMERY MEMBERSHIP INCLUDE THE MEMBER DIRECTORY AND DISCOUNTS ON PROGRAMS. MEMBERSHIP ACTIVITIES INCLUDE COMMUNITY SERVICE, COMMUNITY CONVERSATIONS AND EDUCATIONAL ACTIVITIES. 324858 46035 396940 USING MONTGOMERY COUNTY AS THE CLASSROOM, LEADERSHIP MONTGOMERY'S LEADERSHIP PROGRAMS PROVIDES HANDS-ON LEARNING OPPORTUNITIES AND A FORUM TO DISCUSS THE ISSUES AND CHALLENGES FACING THE COUNTY. THE LEADERSHIP PROGRAM IS DESIGNED TO CULTIVATE THE INFORMED AND SKILLED LEADERSHIP NEEDED TO IMPACT POSITIVE CHANGE IN ORGANIZATIONS AND INSTITUTIONS ACROSS MONTGOMERY COUNTY. PROGRAM SESSIONS EXPLORE SOCIAL AND ECONOMIC ISSUES SUCH AS TRANSPORTATION, EDUCATION, PUBLIC SAFETY, AND SUSTAINABILITY, AS WELL AS COMMUNITY RESOURCES, OPPORTUNITIES AND CHALLENGES. 127317 33128 LEADERSHIP MONTGOMERY'S CORPORATE ENGAGEMENT WORK CONNECTS BUSINESSES AND PROFESSIONALS TO LEARNING SPACES AND OPPORTUNITIES FOR COMMUNITY ENGAGEMENT IN MONTGOMERY COUNTY. THROUGH CORPORATE ENGAGEMENT, LEADERSHIP MONTGOMERY PROVIDES COMPANIES AND EMPLOYEES WITH INFORMATION AND GUIDANCE AND MANAGES STRATEGIES. 281675 47857 SPECIAL PROGRAMS - LM'S REAL INCLUSION PROGRAM EXAMINES THE SYSTEMIC BELIEFS, PRACTICES, AND POLICIES THAT HAVE PERPETUATED RACIAL INEQUITIES AND SITUATES THAT ANALYSIS WITHIN THE CONTEXT OF ORGANIZATIONAL LEADERSHIP. THIS PROGRAM IS DESIGNED TO PROVIDE ORGANIZATIONS THE AWARENESS, SKILLS AND STRUCTURES NEEDED TO IDENTIFY AND IMPLEMENT PRACTICES THAT LEAD TO RACIALLY EQUITABLE OUTCOMES. LM'S CORPORATE VOLUNTEER COUNCIL PROGRAM (CVC) CONNECTS BUSINESSES AND PROFESSIONALS TO STRUCTURED VOLUNTEER AND COMMUNITY ENGAGEMENT OPPORTUNITIES IN MONTGOMERY COUNTY. THE CVC PROGRAM PROVIDES COMPANIES AND THEIR EMPLOYEES WITH INFORMATION AND GUIDANCE AS WELL AS MANAGES SERVICE OPPORTUNITIES ACROSS THE COUNTY. THE CVC SERVES BUSINESSES OF ALL SIZES THAT WANT TO ENGAGE THEIR EMPLOYEES IN STRUCTURED VOLUNTEER AND COMMUNITY ENGAGEMENT OPPORTUNITIES. 90852 3336 LEADERSHIP MONTGOMERY ASSUMED FISCAL SPONSORSHIP OVER MONTGOMERY MOVING FORWARD ("MMF") TO HELP MANAGE FUNDS FOR THE PURPOSE OF PURSUING THE OBJECTIVES FOR WHICH MMF IS ESTABLISHED. THE AGREEMENT IS EFFECTIVE THROUGH JUNE 30, 2025. LEADERSHIP MONTGOMERY ASSUMED RESPONSIBILITY OF ALL ACTIVITIES CONDUCTED BY MMF. 372527 51193 1085869 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X DANA PAULEY 3018813333 6010 EXECUTIVE BOULEVARD SUITE 200 ROCKVILLE MD 20852 KELLY CAPLAN VICE CHAIR & CHAIR OF DEVE 2.00 X X 0 0 0 SHUAA TAJAMMUL BOARD MEMBER 2.00 X X 0 0 0 CAROLINA CLAVIJO CHAIR, FINANCE 2.00 X 0 0 0 GUSTAVO MATHEUS CHAIR, GOVERNANCE 2.00 X 0 0 0 DEBBI JARVIS CHAIR, RACE EQUITY 2.00 X X 0 0 0 JAY MURPHY SECRETARY 2.00 X X 0 0 0 AMY RAY BOARD MEMBER 2.00 X 0 0 0 MATT BROWN BOARD MEMBER 2.00 X 0 0 0 STACEY ORMSBY BOARD MEMBER 2.00 X 0 0 0 BOB VOLLINGER BOARD MEMBER 2.00 X 0 0 0 WILL ELLIS BOARD MEMBER 2.00 X X 0 0 0 CATHY MATTHEWS BOARD MEMBER 2.00 X 0 0 0 TONY SPEARMAN-LEACH BOARD MEMBER 2.00 X 0 0 0 DANA PAULEY PRESIDENT & CEO, EX-OFFICI 40.00 X 174393 0 8720 SARAH BURNETT SENIOR DIRECTOR 40.00 X 106557 0 0 280950 0 8720 1 0 1 0 0 117872 315840 433712 TUITION & FEES 900099 357955 357955 MEMBERSHIP DUES 900099 89165 89165 RACE EQUITY CONSULTING 900099 77440 77440 EVENT FEES 900099 29940 29940 ADMINISTRATION FEE 900099 3336 3336 557836 43377 43377 7070 0 7070 7070 7070 314764 225061 89703 89703 89703 MISCELLANEOUS 900099 6141 6141 6141 1137839 557836 0 146291 46035 46035 183113 109868 27467 45778 590439 480608 77071 32760 23708 19419 3266 1023 2648 2492 91 65 60179 45723 8500 5956 77114 77114 10131 10131 1858 731 1127 1813 1813 12547 3023 9524 190 190 175150 120011 45461 9678 614 483 131 3644 434 3210 4125 4125 6940 6940 PROGRAM RESULTS STUDY 178083 178083 FACILITY RENTAL/ EVENT 69954 69510 444 CREDIT CARD FEES 22427 22427 SUBSCRIPTIONS 17473 5093 12380 2607 2543 64 1490792 1085869 309663 95260 22839 306965 540103 3216 19350 40275 15921 5348 58220 50124 15036 8096 1033491 997059 310107 552712 1960063 1910455 88542 61801 11875 59481 153680 150113 361818 632589 615915 903984 X 819849 561270 524299 445201 1344148 1006471 1960063 1910455 -352953 15276 0 X X 0 1 X 1 0 X 594732 490833 597200 299970 433712 2416447 594732 490833 597200 299970 433712 2416447 647476 1768971 17199 20764 41016 56169 43377 178525 34415 24242 29925 31346 13211 133139 2728111 4193057 0.64840 0.63920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 128661 17197 6297 139561 119340 15823 6502 128661 114151 11886 6697 119340 145032 -24527 6354 114151 115700 35732 6400 145032 0.72000 0.28000 0 0 51470 43374 8096 6750 6750 0 8096 ROU ASSET 552712 552712 LEASE LIABILITY 627990 REFUNDABLE ADVANCE 4599 632589 X 1178072 15276 35088 50364 1127708 10131 10131 1137839 1515749 35088 35088 1480661 10131 10131 1490792 PART X, LINE 2: LEADERSHIP MONTGOMERY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. LEADERSHIP MONTGOMERY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, LEADERSHIP MONTGOMERY IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2022 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART V, LINE 4: THE STEPHEN GARFF MARRIOTT EMERGING LEADERS SCHOLARSHIP FUND'S PURPOSE IS TO ENSURE THAT THERE ARE WELL QUALIFIED PARTICIPANTS IN THE EMERGING LEADERS PROGRAM AT LM, REGARDLESS OF THEIR ABILITY TO PAY. 1 MARRIOTT MINORITY SCHOLARSHIPS 21 45542 PART 1, LINE 2 THE ORGANIZATION HAS A COMMITTEE THAT AWARDS THE GRANT FUNDS. THEY ALSO REMAIN INVOLVED AFTER THE GRANT HAS BEEN GIVEN IN MONITORING HOW IT HAS BEEN SPENT. SCHOLARSHIPS ARE AWARDED BASED ON NEED. POTENTIAL RECIPIENTS SUBMIT FINANCIAL INFORMATION WHICH IS REVIEWED BY A COMMITTEE. SCHOLARSHIPS ARE AWARDED BASED ON THE SALARY OF THE POTENTIAL RECIPIENT, AND THAT INFORMATION IS KEPT ON FILE BY LM. THE COMMITTEE DETERMINES IN ADVANCE A MATRIX OF SALARY LEVELS AND SCHOLARSHIPS THAT CAN BE AWARDED FOR EACH SALARY LEVEL. X X X 0 0 0 0 0 0 0 0 0 DANA PAULEY PRESIDENT & CEO, EX-OFFICI 174393 0 0 0 0 0 8720 0 0 0 183113 0 0 0 FORM 990, PART III, LINE 2 LEADERSHIP MONTGOMERY ASSUMED FISCAL SPONSORSHIP OVER MONTGOMERY MOVING FORWARD ("MMF") TO HELP MANAGE FUNDS FOR THE PURPOSE OF PURSUING THE OBJECTIVES FOR WHICH MMF IS ESTABLISHED. THE AGREEMENT IS EFFECTIVE THROUGH JUNE 30, 2025. LEADERSHIP MONTGOMERY ASSUMED RESPONSIBILITY OF ALL ACTIVITIES CONDUCTED BY MMF. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PAY DUES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE 990 WAS GIVEN TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ANNUALLY REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE ORGANIZATION REVIEWS THOSE ANNUAL DISCLOSURES. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE CONFLICTED PERSON IS RECUSED FROM VOTING ON THE MATTER. THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS ALSO APPLIES TO EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15A IN A CLOSED SESSION, THE EXECUTIVE COMMITTEE MAKES SALARY DETERMINATIONS, WHICH INCLUDE DISCUSSION OF COMPARABLE SALARIES AND PERFORMANCE REVIEW. BOTH THE INFORMATION USED AND THE FINAL DECISION ARE DOCUMENTED. THE LAST REVIEW TOOK PLACE IN JUNE 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE CURRENT TAX YEAR.