Civic Intelligence

Leslie Fund Inc.

990PF • Fiscal year 2016 • EIN 36-6055800

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 09, 2017

Organization Profile
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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

2nd percentile

-396%

Higher net margin than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

18th percentile

-5.0%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,895,775

Down $472,127 (-5.0%) from 2015

Net Assets

Down

$8,895,775

Down $472,127 (-5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin2nd percentile

Revenue

Down

$119,205

Down $660,604 (-85%) from 2015

Expenses

Up

$591,332

Up $27,617 (+4.9%) from 2015

Net Income

Down

-$472,127

Down $688,221 (-318%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2016

Assets$8,895,775
Liabilities$0
Net Assets$8,895,775
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

2016

Revenue$119,205
Expenses$591,332
Net Income-$472,127
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

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
2017-02-09
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, 2016, THE FOUNDATION PAID $280 FOR LEGAL SERVICES RENDERED BY THIS LAW FIRM AS REPORTED IN PART I, LINE 16A.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMERICAN EXPRESS - 8.125% - 05
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERICAN EXPRESS CO - 7.000% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AT&T INC BD - 5.500% - 02/01/2
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BANK OF AMERICA - 5.170% - 06/
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7BB&T CORPORATION - 2.250% - 02
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23JP MORGAN CHASE & CO - 3.150%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37SUNTRUST BANKS - 6.000% - 09/1
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,895,775
Liabilities
$0
Net assets
$8,895,775
Revenue
$119,205
Expenses
$591,332
Net income
-$472,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$1.17$0.57$0.60
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.71$0.56$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.50$0.62$0.12
2022Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.86$0.58$0.27
2021Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.64$0.57$0.07
2020Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.59$0.55$0.04
2019Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.69$0.58$0.11
2017Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.34$0.55$0.21
2016Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.12$0.59$0.47
2015Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.78$0.56$0.22