Civic Intelligence

Eugene H Leslie Trust

990PF • Fiscal year 2017 • EIN 38-6377398

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
C/O Bank Of Ann Arbor 125 S 5th AveAnn Arbor, MI 48104

(734) 327-0138

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$5,642

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

7.3%

Faster asset growth than 64% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$695,942

Up $91,451 (+15%) from 2015

Net Assets

$695,942

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin83rd percentile

Revenue

Up

$59,827

Up $35,146 (+142%) from 2015

Expenses

Down

$40,977

Down $1,387 (-3.3%) from 2015

Net Income

Up

$18,850

Up $36,533 (+207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2011: $603,437Liabilities 2011: $02011Assets 2012: $590,501Liabilities 2012: $02012Assets 2013: $596,227Liabilities 2013: $02013Assets 2014: $622,176Liabilities 2014: $02014Assets 2015: $604,491Liabilities 2015: $02015Assets 2017: $695,942Liabilities 2017: $0Net Assets 2017: $695,9422017Assets 2018: $710,873Liabilities 2018: $0Net Assets 2018: $710,8732018Assets 2019: $706,146Liabilities 2019: $0Net Assets 2019: $706,1462019Assets 2020: $721,190Liabilities 2020: $0Net Assets 2020: $721,1902020Assets 2021: $756,984Liabilities 2021: $0Net Assets 2021: $756,9842021Assets 2022: $732,750Liabilities 2022: $0Net Assets 2022: $732,7502022Assets 2023: $715,133Liabilities 2023: $0Net Assets 2023: $715,1332023Assets 2024: $754,906Liabilities 2024: $0Net Assets 2024: $754,9062024

Highlighted filing

2017

Assets$695,942
Liabilities$0
Net Assets$695,942
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 2011: $47,782Expenses 2011: $38,556Net Income 2011: $9,2262011Revenue 2012: $31,225Expenses 2012: $44,161Net Income 2012: -$12,9362012Revenue 2013: $41,164Expenses 2013: $35,736Net Income 2013: $5,4282013Revenue 2014: $70,197Expenses 2014: $43,268Net Income 2014: $26,9292014Revenue 2015: $24,681Expenses 2015: $42,364Net Income 2015: -$17,6832015Revenue 2017: $59,827Expenses 2017: $40,977Net Income 2017: $18,8502017Revenue 2018: $56,236Expenses 2018: $41,305Net Income 2018: $14,9312018Revenue 2019: $38,769Expenses 2019: $43,496Net Income 2019: -$4,7272019Revenue 2020: $58,254Expenses 2020: $43,210Net Income 2020: $15,0442020Revenue 2021: $78,856Expenses 2021: $43,062Net Income 2021: $35,7942021Revenue 2022: $24,841Expenses 2022: $49,075Net Income 2022: -$24,2342022Revenue 2023: $25,677Expenses 2023: $43,294Net Income 2023: -$17,6172023Revenue 2024: $82,135Expenses 2024: $42,362Net Income 2024: $39,7732024

Highlighted filing

2017

Revenue$59,827
Expenses$40,977
Net Income$18,850
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF ANN ARBORTrustee-$5,642-$5,642
Filing and Contact Details

Filer

Filer Name
Eugene H Leslie Trust
EIN
38-6377398
Phone
7343270138
Address
C/O BANK OF ANN ARBOR 125 S 5TH AVE, ANN ARBOR, MI 48104

Signing Officer

Name
Lyle Dahlberg
Title
Officer
Phone
7343270138
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
555 BRIARWOOD CIRCLE STE 300, ANN ARBOR, MI 48108
Preparer
Douglas a Kelly CPA
Phone
7347612005
Raw XML Appendix367 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243821
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034183
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt034183
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt034183
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BANK OF ANN ARBOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0125 SOUTH 5TH AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANN ARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07343270138
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030847
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LESLIE SCIENCE CENTER CITY OF ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01831 TRAVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030847
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03336
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030847
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034183
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032028
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030847
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01139
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01139
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01925
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01925
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0279
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0363
TaxesSchedule/TaxesDetail/Amt12200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0363
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE DAHLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07343270138
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EUGENE H LESLIE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0386377398
ReturnHeader/Filer/PhoneNum07343270138
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BANK OF ANN ARBOR 125 S 5TH AVE
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012EE807136C1D883CE5DF0063607031482EF49A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.80.202.145
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:29:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 BRIARWOOD CIRCLE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048108
ReturnHeader/PreparerPersonGrp/PhoneNum07347612005
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A KELLY CPA
ReturnHeader/ReturnTs02018-05-14T07:27:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$695,942
Liabilities
$0
Net assets
$695,942
Revenue
$59,827
Expenses
$40,977
Net income
$18,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.82$0.42$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.00$7.15$0.26$0.43$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.00$7.33$0.25$0.49$0.24
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.57$0.00$7.57$0.79$0.43$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$0.58$0.43$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$0.00$7.06$0.39$0.43$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.56$0.41$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.60$0.41$0.19
2015Summary only. Only limited summary data is available for this year.$6.04$0.00$0.25$0.42$0.18
2014Summary only. Only limited summary data is available for this year.$6.22$0.00$0.70$0.43$0.27
2013Summary only. Only limited summary data is available for this year.$5.96$0.00$0.41$0.36$0.05
2012Summary only. Only limited summary data is available for this year.$5.91$0.00$0.31$0.44$0.13
2011Summary only. Only limited summary data is available for this year.$6.03$0.00$0.48$0.39$0.09