Civic Intelligence

Leslie Fund Inc.

990PF • Fiscal year 2015 • EIN 36-6055800

Apr 01, 2014 to Mar 31, 2015 • Filed on Sep 23, 2015

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M 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

$9,367,902

No earlier filing loaded for comparison.

Net Assets

$9,367,902

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$779,809

No earlier filing loaded for comparison.

Expenses

$563,715

No earlier filing loaded for comparison.

Net Income

$216,094

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.

$10M$5.0M$0Assets 2015: $9,367,902Liabilities 2015: $0Net Assets 2015: $9,367,9022015Assets 2016: $8,895,775Liabilities 2016: $0Net Assets 2016: $8,895,7752016Assets 2017: $8,681,631Liabilities 2017: $0Net Assets 2017: $8,681,6312017Assets 2019: $8,709,141Liabilities 2019: $0Net Assets 2019: $8,709,1412019Assets 2020: $8,749,930Liabilities 2020: $0Net Assets 2020: $8,749,9302020Assets 2021: $8,822,399Liabilities 2021: $0Net Assets 2021: $8,822,3992021Assets 2022: $9,092,916Liabilities 2022: $0Net Assets 2022: $9,092,9162022Assets 2023: $8,975,197Liabilities 2023: $0Net Assets 2023: $8,975,1972023Assets 2024: $9,125,054Liabilities 2024: $0Net Assets 2024: $9,125,0542024Assets 2025: $9,725,363Liabilities 2025: $0Net Assets 2025: $9,725,3632025

Highlighted filing

2015

Assets$9,367,902
Liabilities$0
Net Assets$9,367,902

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $779,809Expenses 2015: $563,715Net Income 2015: $216,0942015Revenue 2016: $119,205Expenses 2016: $591,332Net Income 2016: -$472,1272016Revenue 2017: $338,618Expenses 2017: $552,762Net Income 2017: -$214,1442017Revenue 2019: $691,433Expenses 2019: $582,571Net Income 2019: $108,8622019Revenue 2020: $588,542Expenses 2020: $550,753Net Income 2020: $37,7892020Revenue 2021: $642,324Expenses 2021: $569,855Net Income 2021: $72,4692021Revenue 2022: $855,406Expenses 2022: $584,889Net Income 2022: $270,5172022Revenue 2023: $504,547Expenses 2023: $622,266Net Income 2023: -$117,7192023Revenue 2024: $706,274Expenses 2024: $556,417Net Income 2024: $149,8572024Revenue 2025: $1,169,904Expenses 2025: $569,595Net Income 2025: $600,3092025

Highlighted filing

2015

Revenue$779,809
Expenses$563,715
Net Income$216,094
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Sep 23, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James W LeslieVP / Director / Sec-$0--
Victoria H LesliePres / Director / Treas-$0--
Judith W McCueDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leslie Fund Inc
EIN
36-6055800
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
victoria h leslie
Title
president
Phone
8008391754
Signed
2015-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm0Judith W McCue
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*Judith W Mccue, director of the Leslie Fund, Inc. (the "foundation"), is an attorney at the law firm that provides legal services to the foundation. such law firm is not a disqualified person in respect to the foundation. In the taxable year ending March 31, 2015, the foundation paid $2,730 for legal services rendered by this law firm as reported in Part I, Line 16A.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt778198
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADT LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AGL RESOURCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR METHODS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMER FIN GRP HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ASTON FAIRPOINTE MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AVX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK STRAT INC OPP - INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOK FINANCIAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CLEAN HARBORS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COMTECH TELECMNS CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CORR CP OF AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DENBURY RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DISCOVERY COMMUNICATIONS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DST SYS INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EATON VANCE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EL PASO ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EVOLUTION PETROLEUM CORPORATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EXELIS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXPEDITORS INTL WASH INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FIRST CITIZENS BANCSHARES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GLOBAL BRASS AND COPPER HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GUGGENHEIM BULLETSHARES 2015 C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GUGGENHEIM BULLETSHARES 2016 C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25HARDING, LOEVNER FUNDS, INC. E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HEALTHSOUTH CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INTERNATIONAL SPEEDWAY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INVESTORS BANCORP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARE SP SMALL CAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES GOLD TRUST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES TRUST RUSSELL MIDCAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JOHN BEAN TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JONES LANG LASALLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMORGAN EQUITY INCOME FUND SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37L B FOSTER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LAZARD EMERGING MARKETS EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOOMIS SAYLES BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MENTOR GRAPHICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42METROPOLITAN WEST RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MICHAELS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NAVIGATORS GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45OAKMARK INTERNATIONAL FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46OPPENHEIMER INTL DIV FD (Y)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47OPPENHEIMER OPPENHEIMER ROCHES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48OPPENHEIMER SNR FLOATING RAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ORBIAL ATK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PICO HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PIMCO ALL ASSET ALL AUTHORITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PLUM CREEK TIMBER REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53RAYONIER ADVANCED MATERIALS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHWAB US BROAD MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SCHWEITZER MAUDIT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STEINER LEISURE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STEWART INFORMATION SVCS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62T ROWE PRICE INSTITUTIONAL LAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TEMPLETON GLOBAL BD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VECTOR GROUP LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WHITING PETROLEUM CORP
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