Civic Intelligence

Leota Braun Charitable Foundation I

EIN 03-0388873 • 501(c)3 • Rockford, OH

Profile

To serve the parkway local school (ohio) district including the communities of rockford, willshire and mendon as a foundation for which funds can be established to benefit the residents of this area.

PO Box 364Rockford, OH 45882

www.leotabraun.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$415,989

Up $56,055 (+16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$415,989

Up $56,055 (+16%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$168,128

Up $76,054 (+83%) from 2023

Expenses

Down

$112,073

Down $14,757 (-12%) from 2023

Net Income

Up

$56,055

Up $90,811 (+261%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $122,576Net Assets 2010: $122,5762010Assets 2011: $71,510Net Assets 2011: $71,5102011Assets 2012: $102,575Net Assets 2012: $102,5752012Assets 2013: $128,499Liabilities 2013: $0Net Assets 2013: $128,4992013Assets 2014: $145,198Liabilities 2014: $0Net Assets 2014: $145,1982014Assets 2015: $142,130Liabilities 2015: $0Net Assets 2015: $142,1302015Assets 2016: $160,562Liabilities 2016: $0Net Assets 2016: $160,5622016Assets 2017: $229,980Liabilities 2017: $0Net Assets 2017: $229,9802017Assets 2018: $260,544Liabilities 2018: $0Net Assets 2018: $260,5442018Assets 2019: $397,866Liabilities 2019: $0Net Assets 2019: $397,8662019Assets 2020: $423,879Liabilities 2020: $0Net Assets 2020: $423,8792020Assets 2021: $407,398Liabilities 2021: $0Net Assets 2021: $407,3982021Assets 2022: $394,690Liabilities 2022: $0Net Assets 2022: $394,6902022Assets 2023: $359,934Liabilities 2023: $0Net Assets 2023: $359,9342023Assets 2024: $415,989Net Assets 2024: $415,9892024

Highlighted filing

2024

Assets$415,989
Liabilities-
Net Assets$415,989
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $93,463Expenses 2010: $48,161Net Income 2010: $45,3022010Revenue 2011: $51,058Expenses 2011: $102,125Net Income 2011: -$51,0672011Revenue 2012: $76,620Expenses 2012: $45,556Net Income 2012: $31,0642012Revenue 2013: $110,363Expenses 2013: $84,439Net Income 2013: $25,9242013Revenue 2014: $75,134Expenses 2014: $58,434Net Income 2014: $16,7002014Revenue 2015: $51,424Expenses 2015: $54,492Net Income 2015: -$3,0682015Revenue 2016: $67,811Expenses 2016: $49,387Net Income 2016: $18,4242016Revenue 2017: $101,949Expenses 2017: $32,523Net Income 2017: $69,4262017Revenue 2018: $59,187Expenses 2018: $28,623Net Income 2018: $30,5642018Revenue 2019: $295,795Expenses 2019: $158,473Net Income 2019: $137,3222019Revenue 2020: $104,927Expenses 2020: $78,914Net Income 2020: $26,0132020Revenue 2021: $95,475Expenses 2021: $111,956Net Income 2021: -$16,4812021Revenue 2022: $27,571Expenses 2022: $40,279Net Income 2022: -$12,7082022Revenue 2023: $92,074Expenses 2023: $126,830Net Income 2023: -$34,7562023Revenue 2024: $168,128Expenses 2024: $112,073Net Income 2024: $56,0552024

Highlighted filing

2024

Revenue$168,128
Expenses$112,073
Net Income$56,055
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$415,989
Liabilities
-
Net assets
$415,989
Revenue
$168,128
Expenses
$112,073
Net income
$56,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.16$4.16$1.68$1.12$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.92$1.27$0.35
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.28$0.40$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.95$1.12$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$1.05$0.79$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$2.96$1.58$1.37
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.59$0.29$0.31
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.02$0.33$0.69
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.68$0.49$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.51$0.54$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.75$0.58$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.10$0.84$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.77$0.46$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$0.51$1.02$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.23$0.93$0.48$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$168,545
Mission and Program Overview

Mission

To serve the parkway local school (ohio) district including the communities of rockford, willshire and mendon as a foundation for which funds can be established to benefit the residents of this area.

Program Services

DescriptionGrantsExpenses
GRANTS MADE AS PART OF VARIOUS FUNDS' SPECIFIED PURPOSES AS REQUIRED BY THE ORGANIZATION WITHIN THE DONOR'S FUND INITIAL CONTRACT.$112,073$112,073
N/A--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN KRALLSecretary-$0--
FRED GETZTrustee-$0--
MICHELLE KIMMELVice-Preside-$0--
DONNA BATESTrustee-$0--
LISA SHEPPARDPresident-$0--
HEIDI WALLSTrustee-$0--
LEAH THOMPSONTrustee-$0--
RYAN TWIGGTrustee-$0--
MELANIE SHINDELDECKERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Leota Braun Charitable Foundation I
EIN
03-0388873
Phone
4193051741
Address
PO BOX 364, ROCKFORD, OH 45882

Signing Officer

Name
Melanie Shindeldecker
Title
Treasurer
Phone
4193051741
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Shultz Huber & Associates Inc
Address
595 FOX RD, VAN WERT, OH 45891-2457
Preparer
Steven S Samples
Phone
4192382000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: grants distributed cash contribution: 112,073”

Form 990-ez, Part III

“To serve the parkway local school (ohio) district including the communities of rockford, willshire and mendon as a foundation for which funds can be established to benefit the residents of this area.”

Form 990-ez, Part III, Line 31

“Grants made as part of various funds' specified purposes as required by the organization within the donor's fund initial contract.”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04193051741
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045882
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0359934
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IRS990EZ/ExcessOrDeficitForYearAmt056055
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IRS990EZ/GrossReceiptsAmt0168545
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt022434
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN KRALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED GETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE KIMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA SHEPPARD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE THE PARKWAY LOCAL SCHOOL (OHIO) DISTRICT INCLUDING THE COMMUNITIES OF ROCKFORD, WILLSHIRE AND MENDON AS A FOUNDATION FOR WHICH FUNDS CAN BE ESTABLISHED TO BENEFIT THE RESIDENTS OF THIS AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0112073
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt0417
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112073
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IRS990EZ/TotalRevenueAmt0168128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEOTABRAUN.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt074346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0443727
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0489497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: GRANTS DISTRIBUTED CASH CONTRIBUTION: 112,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SERVE THE PARKWAY LOCAL SCHOOL (OHIO) DISTRICT INCLUDING THE COMMUNITIES OF ROCKFORD, WILLSHIRE AND MENDON AS A FOUNDATION FOR WHICH FUNDS CAN BE ESTABLISHED TO BENEFIT THE RESIDENTS OF THIS AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS MADE AS PART OF VARIOUS FUNDS' SPECIFIED PURPOSES AS REQUIRED BY THE ORGANIZATION WITHIN THE DONOR'S FUND INITIAL CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04193051741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
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ReturnHeader/Filer/PhoneNum04193051741
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S SAMPLES
ReturnHeader/ReturnTs02025-05-15T08:06:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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