Fieldstone Leadership Network
- Assets
- $568.0k
- Revenue
- $169.4k
- Investments
- $514.8k
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 06/2014
- Data as of
- 12/2022
- EIN
- 33-0103025
Organization Overview
Fieldstone Leadership Network is located in Newport Beach, CA. The organization was established in 2014. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fieldstone Leadership Network is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Fieldstone Leadership Network generated $169.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (16.5%) each year. All expenses for the organization totaled $201.0k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (38.4%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
LEARNING GROUPSOUR COMPREHENSIVE SIX-MONTH PROGRAM OFFERS A UNIQUE OPPORTUNITY TO ACQUIRE ADVANCED SKILLS IN NONPROFIT MANAGEMENT, ENCOMPASSING THE LATEST MODELS AND STRATEGIES. PARTICIPANTS WILL WORK CLOSELY WITH INDUSTRY EXPERTS AND PEERS, FOCUSING ON THE SPECIFIC ISSUES ENCOUNTERED BY THEIR RESPECTIVE ORGANIZATIONS. THE PROGRAM MAINTAINS STRICT CONFIDENTIALITY, CREATING A SECURE AND SUPPORTIVE ENVIRONMENT FOR THE 43 HAND-PICKED ATTENDEES WHO FORMED THREE COHESIVE COHORTS.
CROSSROADS & TURNING POINTSTHIS PROGRAM IS CURATED TO PROVIDE TIMELY AND CUTTING-EDGE RESEARCH ON PRESSING ISSUES ENCOUNTERED IN THE SOCIAL SECTOR AND THRIVES ON THE ACTIVE PARTICIPATION OF OUR NONPROFIT NETWORK MEMBERS, WHO PLAY A CRUCIAL ROLE IN SHAPING THE TOPICS COVERED.THROUGH THIS ROBUST SPEAKER SERIES, PARTICIPANTS GAIN ACCESS TO THE LATEST TRENDS, INNOVATIVE STRATEGIES, AND EMERGING BEST PRACTICES THAT DIRECTLY ADDRESS THE CHALLENGES FACED BY THE SOCIAL SECTOR. THE PRESENTATIONS AND DISCUSSIONS ENABLE NONPROFIT LEADERS AND EXECUTIVES TO STAY AT THE FOREFRONT OF INDUSTRY DEVELOPMENTS AND MAKE INFORMED DECISIONS THAT DRIVE POSITIVE CHANGE WITHIN THEIR ORGANIZATIONS.THE EXECUTIVE MANAGEMENT LEADERSHIP SPEAKER SERIES FOSTERS A COLLABORATIVE AND INCLUSIVE ENVIRONMENT, ENCOURAGING ACTIVE ENGAGEMENT AND DIALOGUE AMONG 57 PARTICIPANTS. IT SERVES AS A PLATFORM FOR NETWORKING, IDEA EXCHANGE, AND THE FORMATION OF MEANINGFUL CONNECTIONS WITHIN THE NONPROFIT COMMUNITY.
EXECUTIVE COACHINGINTRODUCING A YEAR-LONG PROGRAM FOR 10 NONPROFIT EXECUTIVES AND 10 TRAINED COACHES. THIS EXCLUSIVE PROGRAM FOSTERS A CONFIDENTIAL ONE-ON-ONE RELATIONSHIP, PROVIDING MONTHLY MEETINGS AND CONVERSATIONS TAILORED TO EACH LEADER'S UNIQUE NEEDS. THE PROGRAM IS OPEN TO NONPROFIT ORGANIZATION LEADERS WHO ARE DEDICATED TO PERSONAL AND PROFESSIONAL GROWTH.IN ADDITION, ALL COACHES IN THE PROGRAM REGULARLY COME TOGETHER FOR QUARTERLY MEETINGS, CREATING A COLLABORATIVE SPACE TO EXCHANGE INSIGHTS, EXPERIENCES, AND BEST PRACTICES. THIS COLLECTIVE KNOWLEDGE-SHARING ENSURES THAT THE COACHES STAY ABREAST OF THE LATEST INDUSTRY TRENDS AND CONTINUE TO ENHANCE THEIR COACHING SKILLS.OVERALL, THIS COMPREHENSIVE PROGRAM OFFERS A HOLISTIC APPROACH TO SUPPORT NONPROFIT EXECUTIVES, COMBINING PERSONALIZED GUIDANCE, CONFIDENTIAL DISCUSSIONS, AND A COMMUNITY OF PEERS, ALL WITHIN A YEAR-LONG ENGAGEMENT.
LEADERSHIP READING GROUPA NINE-MONTH PROGRAM METICULOUSLY CRAFTED TO EXPLORE LEADERSHIP THROUGH THE LENS OF LITERATURE, FOSTERING A COMMUNITY OF WELL-READ NONPROFIT LEADERS. THIS UNIQUE PROGRAM CULTIVATES TRUSTED RELATIONSHIPS AMONG 16 PARTICIPANTS BY ENCOURAGING THE SHARING OF DIVERSE PERSONAL PERSPECTIVES.AT THE HEART OF THE PROGRAM IS A DEDICATED PROFESSIONAL FACILITATOR WHO ASSISTS MEMBERS IN DEVELOPING ESSENTIAL SKILLS FOR FACILITATING LITERARY DISCUSSIONS, EMPOWERING THEM TO USE LITERATURE AS A POWERFUL TOOL FOR LEADERSHIP DEVELOPMENT. THROUGH THIS FACILITATION, PARTICIPANTS ENHANCE THEIR PERSONAL SKILLS, ENABLING THEM TO ENGAGE IN MEANINGFUL AND THOUGHT-PROVOKING DISCUSSIONS ON VARIOUS WORKS OF FICTION, NON-FICTION, AND PRESCRIPTIVE NON-FICTION.WITH A DELIBERATE FOCUS ON LEADERSHIP, PARTICIPANTS EXPLORE THESE LITERARY WORKS IN A PURPOSEFUL MANNER, ANALYZING THEMES, CHARACTERS, AND NARRATIVES THROUGH A LEADERSHIP LENS. BY DELVING INTO A RICH ARRAY OF LITERATURE, THE PROGRAM
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steve Perry Chairman | 1 | $0 | |
Rick Haugen Treasurer | 1 | $0 | |
Robin Stropko Secretary | 24 | $52,323 | |
Jaclyn Duarte Executive Director | 40 | $85,817 | |
Cathi Workman Director | 1 | $0 | |
Valerie Amador Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $120,050 |
| Interest on Savings | $8 |
| Dividends & Interest | $14,890 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$14,114 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $48,566 |
| Total Revenue | $169,400 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $123,983 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $19,352 |
| Interest | $0 |
| Taxes | $9,577 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $1,189 |
| Printing and publications | $719 |
| Other expenses | $21,942 |
| Total operating and administrative expenses | $201,032 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $201,032 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $31,256 |
| Savings and temporary cash investments | $19,171 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,695 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $567,966 |
| Accounts payable and accrued expenses | $1,318 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,318 |