Civic Intelligence

Leonhard Baak Trust

EIN 42-6576745 • Sioux City, IA

PO Box 147Sioux City, IA 51102
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$20,241

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

26%

Faster revenue growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,885,666

Down $11,116 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,885,666

Down $11,116 (-0.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin29th percentile

Revenue

Up

$190,600

Up $39,276 (+26%) from 2023

Expenses

Up

$201,422

Up $16,949 (+9.2%) from 2023

Net Income

Up

-$10,822

Up $22,327 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,241,120Liabilities 2015: $02015Assets 2016: $3,145,230Liabilities 2016: $0Net Assets 2016: $3,145,2302016Assets 2017: $3,110,250Liabilities 2017: $0Net Assets 2017: $3,110,2502017Assets 2018: $3,070,861Liabilities 2018: $0Net Assets 2018: $3,070,8612018Assets 2019: $3,023,204Liabilities 2019: $0Net Assets 2019: $3,023,2042019Assets 2020: $2,999,346Liabilities 2020: $0Net Assets 2020: $2,999,3462020Assets 2021: $3,037,224Liabilities 2021: $0Net Assets 2021: $3,037,2242021Assets 2022: $2,929,567Liabilities 2022: $0Net Assets 2022: $2,929,5672022Assets 2023: $2,896,782Liabilities 2023: $0Net Assets 2023: $2,896,7822023Assets 2024: $2,885,666Liabilities 2024: $0Net Assets 2024: $2,885,6662024

Highlighted filing

2024

Assets$2,885,666
Liabilities$0
Net Assets$2,885,666
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $3,268,480Expenses 2015: $33,522Net Income 2015: $3,234,9582015Revenue 2016: $93,554Expenses 2016: $191,103Net Income 2016: -$97,5492016Revenue 2017: $140,607Expenses 2017: $175,744Net Income 2017: -$35,1372017Revenue 2018: $157,602Expenses 2018: $195,105Net Income 2018: -$37,5032018Revenue 2019: $139,533Expenses 2019: $188,663Net Income 2019: -$49,1302019Revenue 2020: $156,834Expenses 2020: $181,766Net Income 2020: -$24,9322020Revenue 2021: $217,341Expenses 2021: $178,527Net Income 2021: $38,8142021Revenue 2022: $90,975Expenses 2022: $198,817Net Income 2022: -$107,8422022Revenue 2023: $151,324Expenses 2023: $184,473Net Income 2023: -$33,1492023Revenue 2024: $190,600Expenses 2024: $201,422Net Income 2024: -$10,8222024

Highlighted filing

2024

Revenue$190,600
Expenses$201,422
Net Income-$10,822
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,885,666
Liabilities
$0
Net assets
$2,885,666
Revenue
$190,600
Expenses
$201,422
Net income
-$10,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.19$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.09$0.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.22$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.14$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.16$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.09$0.19$0.10
2015Summary only. Only limited summary data is available for this year.$3.24$0.00$3.27$0.03$3.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$20,241-$20,241
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREGENTS OF THE UNIVERSITY OF COLORADOSCHOLARSHIPPCDENVER, CO, US$84,556
Paid GrantINTERNATIONAL LUTHERAN LAYMEN'S LEAGUEMINISTRYPCSAINT LOUIS, MO, US$84,556
Filing and Contact Details

Filer

Filer Name
Leonhard Baak Trust
EIN
42-6576745
Phone
7122776600
Address
PO BOX 147, SIOUX CITY, IA 51102

Signing Officer

Name
Kelli Blair
Title
Trustee
Phone
7122776600
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Co LLP
Address
302 Jones St Ste 320, Sioux City, IA 51101
Preparer
Lynette Meyer
Phone
7122524309
Raw XML Appendix302 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01800 GRANT ST STE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1660 MASON RIDGE CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0802031187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1631418557
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0169112
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0169112
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0185716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0169112
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0185716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0169112
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0294
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03249
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
TaxesSchedule/TaxesDetail/Amt01119
TaxesSchedule/TaxesDetail/Amt14107
TaxesSchedule/TaxesDetail/Amt2829
TaxesSchedule/TaxesDetail/Amt31720
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FARM REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14107
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONHARD BAAK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0426576745
ReturnHeader/Filer/PhoneNum07122776600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 147
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420634266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Jones St Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051101
ReturnHeader/PreparerPersonGrp/PhoneNum07122524309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynette Meyer
ReturnHeader/ReturnTs02025-05-12T11:18:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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