Civic Intelligence

Patrice and Rita Leary Foundation Inc

EIN 13-3857084 • Spencer, IA

PO Box 999Spencer, IA 51301
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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

3639%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$20,000

Higher top officer pay than 90% of similar nonprofits.

<$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $295,468 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $295,468 (-100%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,114

Down $19,434 (-172%) from 2015

Expenses

Up

$287,190

Up $258,506 (+901%) from 2015

Net Income

Down

-$295,304

Down $277,940 (-1601%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2011: $292,448Liabilities 2011: $02011Assets 2012: $299,095Liabilities 2012: $02012Assets 2013: $291,268Liabilities 2013: $02013Assets 2014: $313,409Liabilities 2014: $0Net Assets 2014: $313,4092014Assets 2015: $295,468Liabilities 2015: $0Net Assets 2015: $295,4682015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: $19,427Expenses 2011: $18,981Net Income 2011: $4462011Revenue 2012: $25,851Expenses 2012: $18,880Net Income 2012: $6,9712012Revenue 2013: $11,729Expenses 2013: $19,100Net Income 2013: -$7,3712013Revenue 2014: $41,065Expenses 2014: $18,714Net Income 2014: $22,3512014Revenue 2015: $11,320Expenses 2015: $28,684Net Income 2015: -$17,3642015Revenue 2016: -$8,114Expenses 2016: $287,190Net Income 2016: -$295,3042016

Highlighted filing

2016

Revenue-$8,114
Expenses$287,190
Net Income-$295,304
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$8,114
Expenses
$287,190
Net income
-$295,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$2.87$2.95
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.11$0.29$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.41$0.19$0.22
2013Summary only. Only limited summary data is available for this year.$2.91$0.00$0.12$0.19$0.07
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.26$0.19$0.07
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.19$0.19$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESE M SORENSENDirector-$20,000-$20,000
KATHERINE DUCHEN SMITHDirector/Pres-$0--
BEVERLY PEARSONDirector/V.Pres-$0--
CHRISTOPHER A BJORNSTADSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Patrice and Rita Leary Foundation Inc
EIN
13-3857084
Address
PO BOX 999, SPENCER, IA 51301

Signing Officer

Name
Christopher a Bjornstad
Title
Secretary
Signed
2017-02-09
Discuss with paid preparer
Yes

Preparer

Firm
CornwallAveryBjornstadScott
Address
407 Grand Avenue, Spencer, IA 51301
Preparer
John M Bjornstad
Phone
7122621630
Raw XML Appendix295 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ST JOESPH CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01838 HWY 86
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11305 OKOBOJI AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051351
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151351
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0260000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09857
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0489
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0250632
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0250143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0489
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0260000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0250143
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0250632
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0489
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CLOSING EXPENSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05211
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0FOUNDATION DISPOSED OF ITS ASSETS AND DISSOLVED.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0164
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11477
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CORP FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER A BJORNSTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICE AND RITA LEARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0133857084
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 999
ReturnHeader/Filer/USAddress/CityNm0SPENCER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CornwallAveryBjornstadScott
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0407 Grand Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spencer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051301
ReturnHeader/PreparerPersonGrp/PhoneNum07122621630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Bjornstad
ReturnHeader/ReturnTs02017-02-09T14:06:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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