Civic Intelligence

Ralph & Eleanor Leatherby Family Foundation

990PF • Fiscal year 2021 • EIN 33-0409041

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
28100 Modjeska Canyon RoadModjeska Canyon, CA 92676

(714) 342-2814

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.01x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

23rd percentile

-2.0%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

55%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$658,387

Down $13,685 (-2.0%) from 2020

Net Assets

Down

$657,839

Down $13,504 (-2.0%) from 2020

Liabilities

Down

$548

Down $181 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin12th percentile

Revenue

Up

$47,709

Up $16,974 (+55%) from 2020

Expenses

Down

$61,213

Down $25,401 (-29%) from 2020

Net Income

Up

-$13,504

Up $42,375 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.0M$500K$0-$500KAssets 2013: $815,119Liabilities 2013: -$190Net Assets 2013: $815,3092013Assets 2014: $752,108Liabilities 2014: $0Net Assets 2014: $752,1082014Assets 2015: $714,962Liabilities 2015: $443Net Assets 2015: $714,5192015Assets 2016: $666,821Liabilities 2016: $230Net Assets 2016: $666,5912016Assets 2017: $730,092Liabilities 2017: $173Net Assets 2017: $729,9192017Assets 2018: $732,221Liabilities 2018: $252Net Assets 2018: $731,9692018Assets 2019: $727,955Liabilities 2019: $733Net Assets 2019: $727,2222019Assets 2020: $672,072Liabilities 2020: $729Net Assets 2020: $671,3432020Assets 2021: $658,387Liabilities 2021: $548Net Assets 2021: $657,8392021Assets 2022: $647,637Liabilities 2022: $561Net Assets 2022: $647,0762022Assets 2023: $611,355Liabilities 2023: $0Net Assets 2023: $611,3552023Assets 2024: $592,343Liabilities 2024: $0Net Assets 2024: $592,3432024

Highlighted filing

2021

Assets$658,387
Liabilities$548
Net Assets$657,839
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$100K$0-$100KRevenue 2013: $98,542Expenses 2013: $148,274Net Income 2013: -$49,7322013Revenue 2014: $52,040Expenses 2014: $115,241Net Income 2014: -$63,2012014Revenue 2015: $46,158Expenses 2015: $83,747Net Income 2015: -$37,5892015Revenue 2016: $31,291Expenses 2016: $79,219Net Income 2016: -$47,9282016Revenue 2017: $112,141Expenses 2017: $48,813Net Income 2017: $63,3282017Revenue 2018: $28,345Expenses 2018: $26,295Net Income 2018: $2,0502018Revenue 2019: $31,686Expenses 2019: $36,433Net Income 2019: -$4,7472019Revenue 2020: $30,735Expenses 2020: $86,614Net Income 2020: -$55,8792020Revenue 2021: $47,709Expenses 2021: $61,213Net Income 2021: -$13,5042021Revenue 2022: $30,605Expenses 2022: $41,368Net Income 2022: -$10,7632022Revenue 2023: $25,836Expenses 2023: $61,557Net Income 2023: -$35,7212023Revenue 2024: $26,847Expenses 2024: $45,859Net Income 2024: -$19,0122024

Highlighted filing

2021

Revenue$47,709
Expenses$61,213
Net Income-$13,504
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL LEATHERBYSec-Trea-$0--
JOANN LEATHERBYPresident-$0--
KATHRYN GILLINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STATEMENT AGENERAL SUPPORT-MODJESKA CANYON, CA, US$55,000
Filing and Contact Details

Filer

Filer Name
Ralph & Eleanor Leatherby
EIN
33-0409041
Phone
7143422814
Address
28100 MODJESKA CANYON ROAD, MODJESKA CANYON, CA 92676

Signing Officer

Name
Joann Leatherby
Title
President
Phone
9493338136
Signed
2022-11-02

Preparer

Firm
Financial Advocates Inc
Address
120 W 5TH ST 220, SANTA ANA, CA 92701
Preparer
Maggie W Wu
Phone
7142410212
Raw XML Appendix279 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt036064
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt048605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt073631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt073631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0165704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt048605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043563
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020163
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0239335
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0219172
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt063
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0729
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BOOK/TAX ADJUSTMENT ON INVESTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0548
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NORTHERN TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03162
TaxesSchedule/TaxesDetail/Amt0484
TaxesSchedule/TaxesDetail/Amt149
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0484
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt149
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN LEATHERBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09493338136
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH & ELEANOR LEATHERBY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RALP
ReturnHeader/Filer/EIN0330409041
ReturnHeader/Filer/PhoneNum07143422814
ReturnHeader/Filer/USAddress/AddressLine1Txt028100 MODJESKA CANYON ROAD
ReturnHeader/Filer/USAddress/CityNm0MODJESKA CANYON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092676
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475187513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL ADVOCATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W 5TH ST 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092701
ReturnHeader/PreparerPersonGrp/PhoneNum07142410212
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGGIE W WU
ReturnHeader/ReturnTs02022-11-08T19:01:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEATHERBY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$658,387
Liabilities
$548
Net assets
$657,839
Revenue
$47,709
Expenses
$61,213
Net income
-$13,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.27$0.46$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.26$0.62$0.36
2022Detailed filing. Detailed filing data is available for this year.$6.48$0.01$6.47$0.31$0.41$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.58$0.01$6.58$0.48$0.61$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.72$0.01$6.71$0.31$0.87$0.56
2019Detailed filing. Detailed filing data is available for this year.$7.28$0.01$7.27$0.32$0.36$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.28$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$1.12$0.49$0.63
2016Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.31$0.79$0.48
2015Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.46$0.84$0.38
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.52$1.15$0.63
2013Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.99$1.48$0.50