Civic Intelligence

Mary L Stockdell-Joseph J Leary Trust

EIN 45-6597246 • Frankfort, KY

450 Versailles RdFrankfort, KY 40601
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

82nd percentile

37%

Higher net margin than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,625

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

87th percentile

98%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,050,423

Up $121,201 (+4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,050,423

Up $121,201 (+4.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$324,628

Up $160,361 (+98%) from 2023

Expenses

Up

$203,493

Up $6,504 (+3.3%) from 2023

Net Income

Up

$121,135

Up $153,857 (+470%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,248,431Liabilities 2011: $0Net Assets 2011: $3,248,4312011Assets 2012: $3,238,439Liabilities 2012: $0Net Assets 2012: $3,238,4392012Assets 2013: $3,243,826Liabilities 2013: $0Net Assets 2013: $3,243,8262013Assets 2014: $3,306,575Liabilities 2014: $02014Assets 2015: $3,288,992Liabilities 2015: $02015Assets 2019: $3,134,547Liabilities 2019: $02019Assets 2020: $2,989,927Liabilities 2020: $0Net Assets 2020: $2,989,9272020Assets 2021: $3,015,630Liabilities 2021: $0Net Assets 2021: $3,015,6302021Assets 2022: $2,962,798Liabilities 2022: $0Net Assets 2022: $2,962,7982022Assets 2023: $2,929,222Liabilities 2023: $0Net Assets 2023: $2,929,2222023Assets 2024: $3,050,423Liabilities 2024: $0Net Assets 2024: $3,050,4232024

Highlighted filing

2024

Assets$3,050,423
Liabilities$0
Net Assets$3,050,423
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,381,462Expenses 2011: $133,031Net Income 2011: $3,248,4312011Expenses 2012: $169,8402012Revenue 2013: $179,005Expenses 2013: $173,618Net Income 2013: $5,3872013Revenue 2014: $239,359Expenses 2014: $176,610Net Income 2014: $62,7492014Revenue 2015: $150,622Expenses 2015: $168,205Net Income 2015: -$17,5832015Revenue 2019: $155,465Expenses 2019: $321,642Net Income 2019: -$166,1772019Revenue 2020: $57,163Expenses 2020: $200,530Net Income 2020: -$143,3672020Revenue 2021: $226,054Expenses 2021: $199,113Net Income 2021: $26,9412021Revenue 2022: $153,053Expenses 2022: $204,781Net Income 2022: -$51,7282022Revenue 2023: $164,267Expenses 2023: $196,989Net Income 2023: -$32,7222023Revenue 2024: $324,628Expenses 2024: $203,493Net Income 2024: $121,1352024

Highlighted filing

2024

Revenue$324,628
Expenses$203,493
Net Income$121,135
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,050,423
Liabilities
$0
Net assets
$3,050,423
Revenue
$324,628
Expenses
$203,493
Net income
$121,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.32$0.20$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.16$0.20$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.15$0.20$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.23$0.20$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.06$0.20$0.14
2019Summary only. Only limited summary data is available for this year.$3.13$0.00$0.16$0.32$0.17
2015Summary only. Only limited summary data is available for this year.$3.29$0.00$0.15$0.17$0.02
2014Summary only. Only limited summary data is available for this year.$3.31$0.00$0.24$0.18$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.18$0.17$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.17
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$3.25$3.38$0.13$3.25