Civic Intelligence

Lola Leu Foundation 080016777400

990PF • Fiscal year 2021 • EIN 20-7548727

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 16, 2022

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(402) 434-1322

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

78th percentile

40%

Higher net margin than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

4.8%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

290%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,009,728

Up $184,297 (+4.8%) from 2020

Net Assets

Up

$4,009,728

Up $184,297 (+4.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin78th percentile

Revenue

Up

$458,933

Up $341,250 (+290%) from 2020

Expenses

Up

$274,555

Up $14,041 (+5.4%) from 2020

Net Income

Up

$184,378

Up $327,209 (+229%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,087,744Liabilities 2015: $02015Assets 2019: $3,980,912Liabilities 2019: $02019Assets 2020: $3,825,431Liabilities 2020: $0Net Assets 2020: $3,825,4312020Assets 2021: $4,009,728Liabilities 2021: $0Net Assets 2021: $4,009,7282021Assets 2022: $3,834,198Liabilities 2022: $0Net Assets 2022: $3,834,1982022Assets 2023: $3,984,939Liabilities 2023: $12023Assets 2024: $4,223,123Liabilities 2024: $0Net Assets 2024: $4,223,1232024

Highlighted filing

2021

Assets$4,009,728
Liabilities$0
Net Assets$4,009,728
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $134,848Expenses 2015: $242,962Net Income 2015: -$108,1142015Revenue 2019: $317,931Expenses 2019: $248,169Net Income 2019: $69,7622019Revenue 2020: $117,683Expenses 2020: $260,514Net Income 2020: -$142,8312020Revenue 2021: $458,933Expenses 2021: $274,555Net Income 2021: $184,3782021Revenue 2022: $148,684Expenses 2022: $314,976Net Income 2022: -$166,2922022Revenue 2023: $486,374Expenses 2023: $335,438Net Income 2023: $150,9362023Revenue 2024: $518,611Expenses 2024: $280,253Net Income 2024: $238,3582024

Highlighted filing

2021

Revenue$458,933
Expenses$274,555
Net Income$184,378
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 16, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN DEBRIETrustee-$0--
FATHER JAMES O' KANETrustee-$0--
FATHER NEAL HOCKTrustee-$0--
US BANK N ATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDIOCESE OF GRAND ISLANDGENERAL OPERATINGPCGRAND ISLAND, NE, US$165,363
Paid GrantDIOCESE OF RAPID CITYGENERAL OPERATINGPCRAPID CITY, SD, US$61,161
Filing and Contact Details

Filer

Filer Name
Lola Leu Foundation
EIN
20-7548727
Phone
4024341322
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Brian Debrie
Title
Trustee
Phone
4024341322
Signed
2022-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6457667L107 MATCH GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6579466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6787918A105 TELADOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6887612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69595112103 MICRON TECHNOLOGY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7078409V104 S P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7192556V106 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72009066101 AIRBNB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7322266L106 COUPA SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7589400J107 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7676680R206 RINGCENTRAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7730063P105 EXACT SCIENCES CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7870450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7988339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80461202103 INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt076873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1113604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt375000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt489660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5277500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt698000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7245000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8118000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt940090
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7670700400 NUVEEN PREFERRED SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt852469F721 WESTERN ASSET INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt913161T401 CALVERT SHORT DURATI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0101415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1124207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2108974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt372166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt489366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5275815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt697520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7241469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8116837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0125912
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0233021
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0358933
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0358933
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0233021
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0226524
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0226524
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125912
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0184378
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01152035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0233021
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0318889
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt037971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042190
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02043
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03341
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0233243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0274555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0358903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0458933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06719
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040014
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048031
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432017-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-07-29

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,009,728
Liabilities
$0
Net assets
$4,009,728
Revenue
$458,933
Expenses
$274,555
Net income
$184,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.52$0.28$0.24
2023Summary only. Only limited summary data is available for this year.$3.98$0.00$0.49$0.34$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.15$0.31$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.46$0.27$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.12$0.26$0.14
2019Summary only. Only limited summary data is available for this year.$3.98$0.00$0.32$0.25$0.07
2015Summary only. Only limited summary data is available for this year.$4.09$0.00$0.13$0.24$0.11