Civic Intelligence

Leonhard Baak Trust

990PF • Fiscal year 2018 • EIN 42-6576745

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
PO Box 147Sioux City, IA 51102

(712) 277-6600

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,348

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

40th percentile

-1.3%

Faster asset growth than 40% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,070,861

Down $39,389 (-1.3%) from 2017

Net Assets

Down

$3,070,861

Down $39,389 (-1.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin15th percentile

Revenue

Up

$157,602

Up $16,995 (+12%) from 2017

Expenses

Up

$195,105

Up $19,361 (+11%) from 2017

Net Income

Down

-$37,503

Down $2,366 (-6.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2018

Assets$3,070,861
Liabilities$0
Net Assets$3,070,861
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$157,602
Expenses$195,105
Net Income-$37,503
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$20,348-$20,348
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
Pam Magnuson
Title
Trustee
Phone
7122776600
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Company LLP
Address
1000 W 29th Street Suite 218, South Sioux City, NE 68776
Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix323 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01038
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0162938
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0157159
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/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163976
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01038
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0157159
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0162938
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02518
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 RIC INCOME NOT RECORDED UNTIL 2019
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FARM REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LOAN ADMINISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02484
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0204
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1428
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12017 RIC INCOME RECORDED IN 2018
TaxesSchedule/TaxesDetail/Amt01375
TaxesSchedule/TaxesDetail/Amt13600
TaxesSchedule/TaxesDetail/Amt2943
TaxesSchedule/TaxesDetail/Amt31236
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FARM REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22017 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt32018 FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01375
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13600
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId079C204810C3A8A21773FE1CDD2B9430154EAE509
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:21:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02019-05-09T14:21:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,070,861
Liabilities
$0
Net assets
$3,070,861
Revenue
$157,602
Expenses
$195,105
Net income
-$37,503
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits