Leonard J James Library Tr Fund

990PF • Fiscal year 2022 • EIN 39-6776627

Jun 01, 2021 to May 31, 2022 • Filed on Jul 15, 2022

Organization Profile

PO Box 0634Milwaukee, WI 53201-0634

(641) 683-2045

Siviq Scores

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

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

-177%

Higher net margin than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

$19,111

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 47.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

-5.2%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

-40%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,296,412

Down $71,294 (-5.2%) from 2021

Net Assets

Down

$1,296,412

Down $71,294 (-5.2%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue31st percentile Net Margin5th percentile

Revenue

Down

$40,348

Down $26,686 (-40%) from 2021

Expenses

$111,585

Up $11,947 (+12%) from 2021

Net Income

Down

-$71,237

Down $38,633 (-118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2022

Assets$1,296,412

Liabilities$1

Net Assets$1,296,412

Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

Highlighted filing

2022

Revenue$40,348

Expenses$111,585

Net Income-$71,237

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2021 to May 31, 2022
Signed: Jul 15, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
US BANK NA	Trustee	-	$19,111	-	$19,111

Filing and Contact Details

Filer

Filer Name: Leonard James Library Trust
EIN: 39-6776627
Phone: 6416832045
Address: PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name: US Bank N a
Title: Trustee
Phone: 6416832045
Signed: 2022-07-15
Discuss with paid preparer: Yes

Preparer

Firm: Pricewaterhousecoopers Llp
Address: 301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer: Allison J Valenty
Phone: 4123556000

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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	922908645 VANGUARD MID-CAP IND
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DIVIDENDS
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	P O BOX 0634
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	532010634
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5152456235
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	n/a
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	29964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	59928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	OSKALOOSA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	OTTUMWA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	301 S MARKET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	102 W 4TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	OSKALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	OTTUMWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	525773399
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	525012532
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	89892
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	83642
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	83642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	6201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	7584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	4093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	4093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	28306
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	6201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	7584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	4860
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	93303
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9661
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	32399
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	22738
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	57
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	RETURN OF PY GRANT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	6
TaxesSchedule/TaxesDetail/Amt	0	577
TaxesSchedule/TaxesDetail/Amt	1	505
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	505
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	US BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6416832045
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LEONARD JAMES LIBRARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	JAME
ReturnHeader/Filer/EIN	0	396776627
ReturnHeader/Filer/PhoneNum	0	6416832045
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm	0	MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-10-13T10:00:34-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2021-06-01
ReturnHeader/TaxPeriodEndDt	0	2022-05-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,296,412
Liabilities: $1
Net assets: $1,296,412
Revenue: $40,348
Expenses: $111,585
Net income: -$71,237

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32	$0.15	$0.09	$0.06
2024Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26	$0.05	$0.10	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.11	$0.10	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.04	$0.11	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.07	$0.10	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.06	$0.10	$0.04
2019Detailed filing. Detailed filing data is available for this year.	$1.44	$0.00	$1.44	$0.05	$0.10	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$1.49	$0.00	$1.49	$0.06	$0.10	$0.05
2017Detailed filing. Detailed filing data is available for this year.	$1.54	$0.00	$1.54	$0.04	$0.10	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60	$0.13	$0.11	$0.02
2015Summary only. Only limited summary data is available for this year.	$1.58	$0.00		$0.09	$0.11	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60	$0.13	$0.11	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$1.58	$0.00	$1.58	$0.08	$0.10	$0.02
2012Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60		$0.11
2011Detailed filing. Detailed filing data is available for this year.	$1.67	$0.00	$1.67		$0.10