Civic Intelligence

Susan Leonard Charitable Trust

990PF • Fiscal year 2022 • EIN 46-1255795

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

333 W Wacker Drive 1700Chicago, IL 60606

(312) 332-1111

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

99th percentile

445%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

7th percentile

-60%

Faster asset growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$91,212

Down $137,669 (-60%) from 2021

Net Assets

Down

$91,212

Down $137,669 (-60%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue

Down

-$30,962

Down $64,001 (-194%) from 2021

Expenses

Down

$106,707

Down $1,233 (-1.1%) from 2021

Net Income

Down

-$137,669

Down $62,768 (-84%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $97,839Liabilities 2012: $02012Assets 2013: $767,995Liabilities 2013: $02013Assets 2014: $689,175Liabilities 2014: $1Net Assets 2014: $689,1752014Assets 2015: $646,398Liabilities 2015: $1Net Assets 2015: $646,3982015Assets 2016: $568,844Liabilities 2016: $0Net Assets 2016: $568,8442016Assets 2017: $527,712Liabilities 2017: $0Net Assets 2017: $527,7122017Assets 2018: $452,539Liabilities 2018: $0Net Assets 2018: $452,5392018Assets 2019: $389,794Liabilities 2019: $1Net Assets 2019: $389,7942019Assets 2020: $303,782Liabilities 2020: $1Net Assets 2020: $303,7822020Assets 2021: $228,881Liabilities 2021: $1Net Assets 2021: $228,8812021Assets 2022: $91,212Liabilities 2022: $0Net Assets 2022: $91,2122022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$91,212
Liabilities$0
Net Assets$91,212

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $100,003Expenses 2012: $2,164Net Income 2012: $97,8392012Revenue 2013: $686,690Expenses 2013: $16,534Net Income 2013: $670,1562013Revenue 2014: $2,716Expenses 2014: $81,536Net Income 2014: -$78,8202014Revenue 2015: $4,966Expenses 2015: $74,454Net Income 2015: -$69,4882015Revenue 2016: -$10,917Expenses 2016: $66,637Net Income 2016: -$77,5542016Revenue 2017: $33,568Expenses 2017: $74,700Net Income 2017: -$41,1322017Revenue 2018: $23,404Expenses 2018: $98,577Net Income 2018: -$75,1732018Revenue 2019: $34,562Expenses 2019: $97,307Net Income 2019: -$62,7452019Revenue 2020: $9,698Expenses 2020: $95,710Net Income 2020: -$86,0122020Revenue 2021: $33,039Expenses 2021: $107,940Net Income 2021: -$74,9012021Revenue 2022: -$30,962Expenses 2022: $106,707Net Income 2022: -$137,6692022Revenue 2023: $5,842Expenses 2023: $91,054Net Income 2023: -$85,2122023

Highlighted filing

2022

Revenue-$30,962
Expenses$106,707
Net Income-$137,669
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY S BRAAPres. & Director-$0--
SUSAN WEBERSec. & Director-$0--
JASON S ORNDUFFTreas. & Director-$0--
Filing and Contact Details

Filer

Filer Name
Susan Leonard Charitable Trust
EIN
46-1255795
Phone
3123321111
Address
333 W WACKER DRIVE 1700, CHICAGO, IL 60606

Signing Officer

Name
Becky S Braa
Title
Pres. & Director
Phone
3123321111
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Harrison & Held Llp
Address
333 W WACKER DR SUITE 1700, CHICAGO, IL 60606
Preparer
Margaret a Nagela
Phone
3123321111
Raw XML Appendix375 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt048795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS - EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt032637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0UBS - OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03489
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS A/C 3983 - VARIOUS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC. & DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREAS. & DIR.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BREAST CANCER RECOVERY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRIGHT PINK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LIVING BEYOND BREAST CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL BREAST CANCER FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034 SCHROEDER COURT SUITE 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12045 W GRAND AVENUE SUITE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 MONUMENT ROAD SUITE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 676910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BALA CYNWYD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375267
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09706
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt084822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0303686
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt084822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062226
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090334
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0303686
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0213352
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECRETARY OF STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILLINOIS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt18
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UBS A/C 3983 - NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UBS A/C 3984 - NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03549
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt31704
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX AND LEGAL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES - A/C 3981
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT MANAGEMENT FEES - A/C 3983
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT MANAGEMENT FEES - A/C 3984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03549
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt31704
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1353
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX - A/C 3983
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY S BRAA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES. & DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum03123321111
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN LEONARD CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JASON S ORNDUFF HARRISON & HELD
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0461255795
ReturnHeader/Filer/PhoneNum03123321111
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 W WACKER DRIVE 1700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320077509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON & HELD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W WACKER DR SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A NAGELA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-08T14:40:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BECKY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRAA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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