Civic Intelligence

Leonhard Baak Trust

990PF • Fiscal year 2016 • EIN 42-6576745

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-104%

Higher net margin than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$25,416

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-3.0%

Faster asset growth than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,145,230

Down $95,890 (-3.0%) from 2015

Net Assets

$3,145,230

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Down

$93,554

Down $3,174,926 (-97%) from 2015

Expenses

Up

$191,103

Up $157,581 (+470%) from 2015

Net Income

Down

-$97,549

Down $3,332,507 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$3,145,230
Liabilities$0
Net Assets$3,145,230
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$93,554
Expenses$191,103
Net Income-$97,549
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,416-$25,416
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
2017-05-05
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 Appendix289 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/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0154439
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0160181
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0154439
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0160181
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0154439
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0857
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11149
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 RIC INCOME NOT RECORDED UNTIL 2017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02628
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01132
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12533
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12015 RIC INCOME RECORDED IN 2016
TaxesSchedule/TaxesDetail/Amt0708
TaxesSchedule/TaxesDetail/Amt13442
TaxesSchedule/TaxesDetail/Amt21640
TaxesSchedule/TaxesDetail/Amt31640
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FARM REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22015 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt32016 FED TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0708
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13442
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB80F265253E050D7C2AAF39962E0C127CF1C52D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F0A166111E36E80EFE48989DD502429DA6CFD75
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.132.90.237
ReturnHeader/FilingSecurityInformation/IPDt02017-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:59:25
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/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02017-05-05T11:00:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,145,230
Liabilities
$0
Net assets
$3,145,230
Revenue
$93,554
Expenses
$191,103
Net income
-$97,549
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