Leadership Montgomery Educational Foundation Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
TO CONNECT AND PREPARE LEADERS TO BUILD THRIVING AND INCLUSIVE WORKPLACES AND COMMUNITIES.
- Income
- $1.1 million
- Spending
- $1.5 million
- Spent on programs
- 73%
- Reserves
- 4.5 months of spending
- Largest source of income
- fees for its services, 49%
- Employees
- 12
- Volunteers
- 100
- Highest pay
- $183,113, president & ceo, ex-offici
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 55 out of 100. Higher than 22% of charities in its peer group (public benefit, $1m to $10m).
Reserves
20 of 35Spendable reserves would cover 4.5 months of spending.
Debt
10 of 20It owes 47% of what it owns.
Living within its means
0 of 15Spending exceeded income by 31% of income.
Income trend
10 of 15Income fell 8% on the year before.
Spending floor
15 of 1573% of spending went to programs and raising each dollar of donations cost 22 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 70% of charities in its peer group (public benefit, $1m to $10m).
Independent board
25 of 2513 of 13 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (5)
- $261,167 spent. 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.
- $324,858 spent. 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.
- $127,317 spent. 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.
- $281,675 spent. 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.
- $90,852 spent. 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 1990.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
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