Civic Intelligence

Frederick H Leonhardt Foundation

990PF • Fiscal year 2020 • EIN 13-6123271

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 07, 2020

PO Box 27650Albuquerque, NM 87125

(505) 247-2400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.00x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.00x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Net Margin

81st percentile

82%

Higher net margin than 81% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

100th percentile

$126,796

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Up

$8,806,807

Up $2,429,515 (+38%) from 2016

Net Assets

$8,806,180

No earlier filing loaded for comparison.

Liabilities

Down

$627

Down $3,842 (-86%) from 2016

Revenue

Up

$2,953,049

Up $2,492,608 (+541%) from 2016

Expenses

Down

$525,679

Down $66,792 (-11%) from 2016

Net Income

Up

$2,427,370

Up $2,559,400 (+1938%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $6,741,096Liabilities 2011: $3,5992011Assets 2012: $6,508,064Liabilities 2012: $3,7302012Assets 2013: $6,566,974Liabilities 2013: $3,9352013Assets 2014: $6,541,938Liabilities 2014: $4,2432014Assets 2015: $6,507,633Liabilities 2015: $4,3442015Assets 2016: $6,377,292Liabilities 2016: $4,4692016Assets 2020: $8,806,807Liabilities 2020: $627Net Assets 2020: $8,806,1802020Assets 2021: $8,270,322Liabilities 2021: $6,116Net Assets 2021: $8,264,2062021Assets 2022: $8,019,891Liabilities 2022: $7,920Net Assets 2022: $8,011,9712022Assets 2023: $7,829,621Liabilities 2023: $8,0772023Assets 2024: $7,692,733Liabilities 2024: $5,1932024Assets 2025: $7,489,184Liabilities 2025: $4,822Net Assets 2025: $7,484,3622025

Highlighted filing

2020

Assets$8,806,807
Liabilities$627
Net Assets$8,806,180

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $468,737Expenses 2011: $481,706Net Income 2011: -$12,9692011Revenue 2012: $315,442Expenses 2012: $550,224Net Income 2012: -$234,7822012Revenue 2013: $382,779Expenses 2013: $324,074Net Income 2013: $58,7052013Revenue 2014: $516,087Expenses 2014: $543,771Net Income 2014: -$27,6842014Revenue 2015: $531,908Expenses 2015: $566,314Net Income 2015: -$34,4062015Revenue 2016: $460,441Expenses 2016: $592,471Net Income 2016: -$132,0302016Revenue 2020: $2,953,049Expenses 2020: $525,679Net Income 2020: $2,427,3702020Revenue 2021: $139,683Expenses 2021: $681,614Net Income 2021: -$541,9312021Revenue 2022: $308,656Expenses 2022: $560,891Net Income 2022: -$252,2352022Revenue 2023: $326,251Expenses 2023: $516,678Net Income 2023: -$190,4272023Revenue 2024: $463,599Expenses 2024: $594,603Net Income 2024: -$131,0042024Revenue 2025: $483,840Expenses 2025: $652,873Net Income 2025: -$169,0332025

Highlighted filing

2020

Revenue$2,953,049
Expenses$525,679
Net Income$2,427,370
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 7, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK H LEONHARDT IIDirect, Pres-$98,000$28,796$126,796
MARTINA GAMEZDirector/ As-$36,613$17,797$54,410
BARBARA ROWEDirector, VP-$0--
Filing and Contact Details

Filer

Filer Name
The Frederick H Leonhardt
EIN
13-6123271
Phone
5052472400
Address
PO BOX 27650, ALBUQUERQUE, NM 87125

Signing Officer

Name
Frederick H Leonhardt Ii
Title
Direct, Pres, Treas
Phone
5052472400
Signed
2020-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Baca & Howard Pc
Address
2155 LOUISIANA NE SUITE 7000, ALBUQUERQUE, NM 87110-5484
Preparer
John Howard CPA
Phone
5052003800
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1609855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02725647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt162404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02725647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04483131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1672259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG-TERM -SEE ATTACHED RBC DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT-TERM-SEE ATTACHED RBC DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02799772
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt062404
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02427370
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0228
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08806408
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06379038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08806180
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0417198
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0417198
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0417198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0475025
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt057827
IRS990PF/DistributableAmountGrp/TotalTaxAmt057827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt057827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt057827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt057827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt053827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt010093376
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05973
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0627
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06379038
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08806180
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt045344
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035980
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02913840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08330332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09617208
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt046895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt047202
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0548
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0307
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03425279
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0440188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0440188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06385011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08806807
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010093376
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0627
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06385011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08806807
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06379038
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08806180
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09645171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0520230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09124941
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0144678
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0475025
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09500493
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09645171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt098000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt028796
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt217797
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK H LEONHARDT II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA ROWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARTINA GAMEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECT, PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/ AS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 27650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 27650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21526 TAPIA SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd087125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd187125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd287105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0505141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0534054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0525390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0470293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0401057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0543056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0518292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.061101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt028913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09500493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09346985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09545113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09093061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08887849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09396107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0466610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.265848
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0466610
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0466610
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0466610
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false

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