Civic Intelligence

The Lee@Anthony Revocable Trust

990PF • Fiscal year 2023 • EIN 27-6994607

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 30, 2024

Organization Profile
917 Highland Ridge DrManhattan, KS 66503

(620) 364-8411

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-9.0%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$823,332

Up $7,737 (+0.9%) from 2022

Net Assets

Up

$823,332

Up $7,737 (+0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin84th percentile

Revenue

Down

$21,555

Down $2,132 (-9.0%) from 2022

Expenses

Up

$13,818

Up $94 (+0.7%) from 2022

Net Income

Down

$7,737

Down $2,226 (-22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0Assets 2017: $795,538Liabilities 2017: $0Net Assets 2017: $795,5382017Assets 2018: $781,589Liabilities 2018: $0Net Assets 2018: $781,5892018Assets 2020: $811,221Liabilities 2020: $0Net Assets 2020: $811,2212020Assets 2021: $805,632Liabilities 2021: $0Net Assets 2021: $805,6322021Assets 2022: $815,595Liabilities 2022: $0Net Assets 2022: $815,5952022Assets 2023: $823,332Liabilities 2023: $0Net Assets 2023: $823,3322023Assets 2024: $828,045Liabilities 2024: $0Net Assets 2024: $828,0452024

Highlighted filing

2023

Assets$823,332
Liabilities$0
Net Assets$823,332
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$40K$20K$0-$20KRevenue 2017: $14,897Expenses 2017: $14,847Net Income 2017: $502017Revenue 2018: -$874Expenses 2018: $18,029Net Income 2018: -$18,9032018Revenue 2020: $21,529Expenses 2020: $12,725Net Income 2020: $8,8042020Revenue 2021: $23,367Expenses 2021: $14,708Net Income 2021: $8,6592021Revenue 2022: $23,687Expenses 2022: $13,724Net Income 2022: $9,9632022Revenue 2023: $21,555Expenses 2023: $13,818Net Income 2023: $7,7372023Revenue 2024: $20,933Expenses 2024: $16,220Net Income 2024: $4,7132024

Highlighted filing

2023

Revenue$21,555
Expenses$13,818
Net Income$7,737
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN K JOYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lee Anthony Revocable Trust
EIN
27-6994607
Address
917 HIGHLAND RIDGE DR, MANHATTAN, KS 66503

Signing Officer

Name
Bryan K Joy
Title
Trustee
Phone
6203648411
Signed
2024-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Mikoleit Inc
Address
7630 SW 21st St, TOPEKA, KS 66615
Preparer
Allen H Joy
Phone
7852718113
Raw XML Appendix248 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0825
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0BRYAN K JOY
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO COMPENSATION IS TAKEN.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0573027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0648214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08460
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03746
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04831
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3244
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06293
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt021555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06293
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 SHS AMPLIFY ONLINE RETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-3244
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0823332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0815595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0823332
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044554
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044554
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044554
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044796
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0242
IRS990PF/DistributableAmountGrp/TotalTaxAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0898519
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0815595
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0294777
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0250305
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0250305
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0520818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0573027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0648214
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0823332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0815595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0823332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0898519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0815595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0823332
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0815595
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0823332
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0909556
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0272541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0637015
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044796
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0895913
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0909556
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRYAN K JOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0917 HIGHLAND RIDGE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MANHATTAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd066503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRYAN K JOY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0917 HIGHLAND RIDGE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MANHATTAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06203648411
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION GIVES GRANTS TO LOCAL SCHOOLS AND ORGANIZATIONS TO FURTHER EDUCATIONAL PROGRAMS AND SUPPORT THE COMMUNITY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION GIVE GRANTS TO LOCAL MUNICIPALITIES TO USE FOR EXPENSES IN OPERATING COMMUNITY BUILDINGS AND YOUTH PROGRAMS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STUDENTS AND/OR OTHER ORGANIZATIONS INTERESTED IN APPLYING FOR SCHOLARSHIP OR A GRANT WILL DO SO IN THE FORM AND MANNER AS INSTRUCTED WHEN APPLICATION IS MADE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRYAN K JOY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06203648411
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0917 HIGHLAND RIDGE DR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MANHATTAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066503
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TO BE DETERMINED BY TRUSTEE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY BUILDING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TARGETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CITY OF LEROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NEOSHO LODGE 27
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SCC TRAP CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0310 MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1310 MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2310 MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LE ROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LE ROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LE ROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd266857
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06700
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/DistributableAsAdjustedAmt044554
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044554
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISOR FEES CNB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISOR FEES SCHWAB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES SCHWAB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SAFE DEPOSIT BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03163
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13109
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt312
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN K JOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06203648411
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE ANTHONY REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0276994607
ReturnHeader/Filer/USAddress/AddressLine1Txt0917 HIGHLAND RIDGE DR
ReturnHeader/Filer/USAddress/CityNm0MANHATTAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203643818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mikoleit Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07630 SW 21st St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOPEKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066615
ReturnHeader/PreparerPersonGrp/PhoneNum07852718113
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allen H Joy
ReturnHeader/ReturnTs02024-09-10T20:39:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$823,332
Liabilities
$0
Net assets
$823,332
Revenue
$21,555
Expenses
$13,818
Net income
$7,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.22$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.24$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.23$0.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.22$0.13$0.09
2018Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.01$0.18$0.19
2017Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.15$0.15$0.00