Civic Intelligence

Leonhard Baak Trust

990PF • Fiscal year 2021 • EIN 42-6576745

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

18%

Higher net margin than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$21,421

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.3%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

39%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,037,224

Up $37,878 (+1.3%) from 2020

Net Assets

Up

$3,037,224

Up $37,878 (+1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin56th percentile

Revenue

Up

$217,341

Up $60,507 (+39%) from 2020

Expenses

Down

$178,527

Down $3,239 (-1.8%) from 2020

Net Income

Up

$38,814

Up $63,746 (+256%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$3,037,224
Liabilities$0
Net Assets$3,037,224
Open 2021 Filing

Operations Trend

Revenue Growth67th 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

2021

Revenue$217,341
Expenses$178,527
Net Income$38,814
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,421-$21,421
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREGENTS OF THE UNIVERSITY OF COLORADOSCHOLARSHIPPCDENVER, CO, US$73,791
Paid GrantINTERNATIONAL LUTHERAN LAYMEN'S LEAGUEMINISTRYPCSAINT LOUIS, MO, US$73,791
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
2022-05-05
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 Appendix308 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/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/AppliedToYear1Amt0147582
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0165001
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/QualifyingDistributionsAmt0147582
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0819
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0165001
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0148401
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01560
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 RIC INCOME NOT RECORDED UNTIL 2022
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02484
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0624
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt01314
TaxesSchedule/TaxesDetail/Amt13720
TaxesSchedule/TaxesDetail/Amt21406
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FARM REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22021 FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01314
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13720
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
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/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/ReturnTs02022-05-10T13:01:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAIR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,037,224
Liabilities
$0
Net assets
$3,037,224
Revenue
$217,341
Expenses
$178,527
Net income
$38,814
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