Civic Intelligence

Leader Foundation

990PF • Fiscal year 2013 • EIN 43-6036864

Feb 01, 2012 to Jan 31, 2013 • Filed on May 10, 2013

8077 Maryland Avenue63105
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

27th percentile

-9.7%

Faster asset growth than 27% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$471,451

Down $50,766 (-9.7%) from 2012

Net Assets

Down

$471,451

Down $50,766 (-9.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$130,563

Down $12,865 (-9.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $603,876Liabilities 2011: $0Net Assets 2011: $603,8762011Assets 2012: $522,217Liabilities 2012: $0Net Assets 2012: $522,2172012Assets 2013: $471,451Liabilities 2013: $0Net Assets 2013: $471,4512013Assets 2014: $444,268Liabilities 2014: $0Net Assets 2014: $444,2682014Assets 2015: $411,527Liabilities 2015: $0Net Assets 2015: $411,5272015Assets 2016: $347,236Liabilities 2016: $0Net Assets 2016: $347,2362016Assets 2017: $289,998Liabilities 2017: $0Net Assets 2017: $289,9982017Assets 2018: $258,004Liabilities 2018: $0Net Assets 2018: $258,0042018Assets 2019: $247,735Liabilities 2019: $0Net Assets 2019: $247,7352019Assets 2020: $238,516Liabilities 2020: $0Net Assets 2020: $238,5162020Assets 2021: $236,563Liabilities 2021: $0Net Assets 2021: $236,5632021Assets 2022: $223,728Liabilities 2022: $0Net Assets 2022: $223,7282022Assets 2023: $237,564Liabilities 2023: $0Net Assets 2023: $237,5642023Assets 2024: $228,652Liabilities 2024: $0Net Assets 2024: $228,6522024Assets 2025: $271,647Liabilities 2025: $0Net Assets 2025: $271,6472025

Highlighted filing

2013

Assets$471,451
Liabilities$0
Net Assets$471,451

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $154,2222011Expenses 2012: $143,4282012Expenses 2013: $130,5632013Revenue 2014: $94,073Expenses 2014: $121,256Net Income 2014: -$27,1832014Revenue 2015: $83,701Expenses 2015: $116,442Net Income 2015: -$32,7412015Revenue 2016: $55,465Expenses 2016: $114,024Net Income 2016: -$58,5592016Revenue 2017: $51,149Expenses 2017: $113,719Net Income 2017: -$62,5702017Revenue 2018: $45,604Expenses 2018: $77,800Net Income 2018: -$32,1962018Revenue 2019: $47,415Expenses 2019: $57,684Net Income 2019: -$10,2692019Revenue 2020: $38,772Expenses 2020: $47,991Net Income 2020: -$9,2192020Revenue 2021: $40,049Expenses 2021: $42,002Net Income 2021: -$1,9532021Revenue 2022: $29,241Expenses 2022: $42,076Net Income 2022: -$12,8352022Revenue 2023: $51,115Expenses 2023: $37,279Net Income 2023: $13,8362023Revenue 2024: $24,675Expenses 2024: $33,587Net Income 2024: -$8,9122024Revenue 2025: $74,286Expenses 2025: $31,291Net Income 2025: $42,9952025

Highlighted filing

2013

Revenue-
Expenses$130,563
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
May 10, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN M RAFSKYPresident-$0--
LEE BEARMANTreasurer-$0--
ROBERT EPSTEINSecretary-$0--
CHRISTINE BERTELSONDirector-$0--
LEE FRERKERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEEDY EX-EMPLOYEES AND THEIR DEPENDENTS OF STIX BAER AND FULLERNEEDY INDIVIDUALSINDIVIDUALCLAYTON, MO, US$106,352
Filing and Contact Details

Filer

EIN
43-6036864
Raw XML AppendixShowing 400 of 428 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0VANGUARD S/T INVESTMENT GRAD FD-ADM
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEVEN M RAFSKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LEE BEARMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ROBERT EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CHRISTINE BERTELSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4LEE FRERKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O ENTERPRISE BANK TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13C/O ENTERPRISE BANK TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14C/O ENTERPRISE BANK TRUST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ST LOUIS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108077 MARYLAND AVENUE
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IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MO
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATIONS SHOULD BE IN WRITING
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROBERT EPSTEIN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03148637733
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101 NORTH BRENTWOOD BLVD STE 1000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CLAYTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode063105
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RESTRICTED TO NEEDY EX-EMPLOYEES AND THEIR DEPENDENTS OF STIX BAER & FULLER (WHICH OPERATED DEPARTMENT STORES IN MISSOURI, KANSAS AND ILLINOIS) PRIOR TO ITS SALE TO ASSOCIATED DRY GOODS CORPORATION, AND FOR ORGANIZATIONS DEFINED IN SECTION 501(C)(3).
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0106352
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0NEEDY INDIVIDUALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NEEDY EX-EMPLOYEES AND THEIR DEPENDENTS OF STIX BAER AND FULLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10C/O ENTERPRISE BANK TRUST 8077
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20MARYLAND AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CLAYTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode063105
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0106352
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear027511
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027511
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10105920
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20112181
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30132550
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40120657
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50114673
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50114673
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0569485
IRS990PF/UndistributedIncome/ExcessFromCurrentYear098177
IRS990PF/UndistributedIncome/ExcessFromYear10105920
IRS990PF/UndistributedIncome/ExcessFromYear20112181
IRS990PF/UndistributedIncome/ExcessFromYear30132550
IRS990PF/UndistributedIncome/ExcessFromYear40120657
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0125688
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus098177
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0684158
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0585981
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions010000
IRS990ScheduleB/ContributorInfo/AggregateContributions110000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O US BANK PRIVATE CLIENT RESERVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11C/O UHY ADVISORS 15 SUNNEN DR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0ST LOUIS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1ST LOUIS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1MO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode063105
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode163143
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10SIGMOND & MARIE BAER CHARITABLE TRUST
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine11ARTHUR AND HELEN BAER CHARITABLE FOUNDATION
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/Amount01182
LegalFeesSchedule/LegalFees/Amount12100
LegalFeesSchedule/LegalFees/Category0GALLOP, JOHNSON & NEUMAN
LegalFeesSchedule/LegalFees/Category1SPENCER FANE BRITT & BROWNE, LLP
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01182
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps12100
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
LegalFeesSchedule/LegalFees/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/Description0INSURANCE - DIRECTOR'S LIABILITY
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0998
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0998
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount011631
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount14344
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0DECISION POINT - CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ENTERPRISE BANK & TRUST - INVESTMENT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps011631
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps1434
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome13910
SubstantialContributorsSch/SubstantialContributor/BusinessName/BusinessNameLine10SIGMOND & MARIE BAER CHARITABLE TRUST
SubstantialContributorsSch/SubstantialContributor/BusinessName/BusinessNameLine11ARTHUR & HELEN BAER CHARITABLE FOUNDATION
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10C/O US BANK PRIVATE CLIENT RESERVE
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine11C/O UHY ADVISORS 15 SUNNEN DR
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine2010 N HANLEY RD
SubstantialContributorsSch/SubstantialContributor/USAddress/City0ST LOUIS
SubstantialContributorsSch/SubstantialContributor/USAddress/City1ST LOUIS
SubstantialContributorsSch/SubstantialContributor/USAddress/State0MO
SubstantialContributorsSch/SubstantialContributor/USAddress/State1MO
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode063105
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode163143
TaxesSchedule/Taxes/Amount0840
TaxesSchedule/Taxes/Amount1125
TaxesSchedule/Taxes/Category0FEDERAL TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.74$0.31$0.43
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.25$0.34$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.51$0.37$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.29$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.40$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.39$0.48$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.47$0.58$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.46$0.78$0.32
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.51$1.14$0.63
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.55$1.14$0.59
2015Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.84$1.16$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.94$1.21$0.27
2013Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.31
2012Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$1.43
2011Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$1.54