Civic Intelligence

Leonard Family Foundation

990PF • Fiscal year 2015 • EIN 25-6823063

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

c/o S Roth MLB 1701 Market StPhiladelphia, PA 19103

(215) 963-4659

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$4,764,967

No earlier filing loaded for comparison.

Net Assets

$4,764,964

No earlier filing loaded for comparison.

Liabilities

$3

No earlier filing loaded for comparison.

Revenue

$532,612

No earlier filing loaded for comparison.

Expenses

$587,982

No earlier filing loaded for comparison.

Net Income

-$55,370

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,764,967Liabilities 2015: $3Net Assets 2015: $4,764,9642015Assets 2016: $4,428,122Liabilities 2016: $0Net Assets 2016: $4,428,1222016Assets 2017: $4,258,943Liabilities 2017: $0Net Assets 2017: $4,258,9432017Assets 2019: $3,873,308Liabilities 2019: $0Net Assets 2019: $3,873,3082019Assets 2020: $3,710,257Liabilities 2020: $0Net Assets 2020: $3,710,2572020Assets 2021: $3,829,699Liabilities 2021: $0Net Assets 2021: $3,829,6992021Assets 2022: $3,771,247Liabilities 2022: $0Net Assets 2022: $3,771,2472022Assets 2023: $3,856,445Liabilities 2023: $0Net Assets 2023: $3,856,4452023Assets 2024: $4,172,997Liabilities 2024: $0Net Assets 2024: $4,172,9972024

Highlighted filing

2015

Assets$4,764,967
Liabilities$3
Net Assets$4,764,964

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $532,612Expenses 2015: $587,982Net Income 2015: -$55,3702015Revenue 2016: $259,281Expenses 2016: $596,126Net Income 2016: -$336,8452016Revenue 2017: $506,710Expenses 2017: $675,890Net Income 2017: -$169,1802017Revenue 2019: $481,416Expenses 2019: $580,953Net Income 2019: -$99,5372019Revenue 2020: $651,579Expenses 2020: $814,630Net Income 2020: -$163,0512020Revenue 2021: $447,226Expenses 2021: $327,784Net Income 2021: $119,4422021Revenue 2022: $274,229Expenses 2022: $332,681Net Income 2022: -$58,4522022Revenue 2023: $188,406Expenses 2023: $103,208Net Income 2023: $85,1982023Revenue 2024: $453,736Expenses 2024: $137,184Net Income 2024: $316,5522024

Highlighted filing

2015

Revenue$532,612
Expenses$587,982
Net Income-$55,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William LeonardTrustee-$0--
Judith V LeonardTrustee-$0--
Christopher A LeonardTrustee-$0--
Deborah A PerezTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leonard Family Foundation
EIN
25-6823063
Phone
2159634659
Address
c/o S Roth MLB 1701 Market St, Philadelphia, PA 19103

Signing Officer

Name
William Leonard
Title
Trustee
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Morgan Lewis & Bockius LLP
Address
1701 Market Street, Philadelphia, PA 19103-2921
Preparer
Sheryl Roth
Phone
2159635000
Raw XML Appendix380 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William Leonard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judith V Leonard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christopher A Leonard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Deborah A Perez
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Francis J Mirabello
IRS990PF/StatementsRegardingActyGrp/PhoneNum02159635248
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Assistance to abused and homeless people
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support of Hawaiian charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Educational supplies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Las Palmas Elementary School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Mission Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Orange Co Union Rescue Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WEBCO Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4S Cal Alcohol Drug Recovery Fdn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Anaheim Hills Elementary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Golfe Fore Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 Calle Puente
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt127700 Medical Center Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 4007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32840 Mokumoa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 3453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56450 Serrano Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt632531 N Scottsdale Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Clemente
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Mission Viejo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Honolulu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Costa Mesa
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0272788
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0272788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0301376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0239917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0225964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0518959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0196071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0196071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01571188
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0284972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0301376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0239917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0225964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0518959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0557760
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0284972
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01767259
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01482287
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Morgan Lewis Bockius
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01236
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02473
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01237
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BBH - ADR Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt094
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025392
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brown Brothers Harriman
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023868
TaxesSchedule/TaxesDetail/Amt02787
TaxesSchedule/TaxesDetail/Amt12236
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02787
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Leonard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leonard Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0256823063
ReturnHeader/Filer/PhoneNum02159634659
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o S Roth MLB 1701 Market St
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morgan Lewis & Bockius LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 Market Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191032921
ReturnHeader/PreparerPersonGrp/PhoneNum02159635000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheryl Roth
ReturnHeader/ReturnTs02016-05-12T11:02:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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