Civic Intelligence

Leffin Family Foundation Inc

EIN 46-3277849 • Lake Geneva, WI

1852 Geneva National Avenue ELake Geneva, WI 53147
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1613%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$428,479

Up $82,127 (+24%) from 2023

Liabilities

Down

$109

Down $113 (-51%) from 2023

Net Assets

Up

$428,370

Up $82,240 (+24%) from 2023

Revenue

Up

$383,933

Up $361,518 (+1613%) from 2023

Expenses

Down

$301,693

Down $26,573 (-8.1%) from 2023

Net Income

Up

$82,240

Up $388,091 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $7,028Liabilities 2013: $02013Assets 2014: $3,981Liabilities 2014: $0Net Assets 2014: $3,9812014Assets 2015: $271,529Liabilities 2015: $0Net Assets 2015: $271,5292015Assets 2016: $128,992Liabilities 2016: $0Net Assets 2016: $128,9922016Assets 2017: $637,838Liabilities 2017: $4,430Net Assets 2017: $633,4082017Assets 2018: $358,109Liabilities 2018: $3,581Net Assets 2018: $354,5282018Assets 2019: $237,979Liabilities 2019: $1,381Net Assets 2019: $236,5982019Assets 2020: $450,804Liabilities 2020: $835Net Assets 2020: $449,9692020Assets 2021: $861,739Liabilities 2021: $1,513Net Assets 2021: $860,2262021Assets 2022: $654,002Liabilities 2022: $2,021Net Assets 2022: $651,9812022Assets 2023: $346,352Liabilities 2023: $222Net Assets 2023: $346,1302023Assets 2024: $428,479Liabilities 2024: $109Net Assets 2024: $428,3702024

Highlighted filing

2024

Assets$428,479
Liabilities$109
Net Assets$428,370

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $12,253Expenses 2013: $5,225Net Income 2013: $7,0282013Revenue 2014: $15,231Expenses 2014: $18,278Net Income 2014: -$3,0472014Revenue 2015: $388,613Expenses 2015: $121,065Net Income 2015: $267,5482015Revenue 2016: $2,522Expenses 2016: $145,059Net Income 2016: -$142,5372016Revenue 2017: $540,401Expenses 2017: $35,985Net Income 2017: $504,4162017Revenue 2018: $15,128Expenses 2018: $294,008Net Income 2018: -$278,8802018Revenue 2019: $32,607Expenses 2019: $150,537Net Income 2019: -$117,9302019Revenue 2020: $559,614Expenses 2020: $346,243Net Income 2020: $213,3712020Revenue 2021: $563,338Expenses 2021: $153,081Net Income 2021: $410,2572021Revenue 2022: $24,424Expenses 2022: $232,669Net Income 2022: -$208,2452022Revenue 2023: $22,415Expenses 2023: $328,266Net Income 2023: -$305,8512023Revenue 2024: $383,933Expenses 2024: $301,693Net Income 2024: $82,2402024

Highlighted filing

2024

Revenue$383,933
Expenses$301,693
Net Income$82,240

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W LEFFINPresident-$0--
LORETTA M LEFFINSecretary-$0--
KEVIN A KRAUSTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO FURTHER EXEMPT PURPOSE OF FOUNDATIONPCWALWORTH, WI, US$121,750
Paid Grant-TO FURTHER THE EXEMPT PURPOSE MISSION OF THE ORGANIZATIONPCMADISON, WI, US$62,500
Paid Grant-TO FURTHER THE FOUNDATIONS GOALS TO PROMOTE EDUCATIONPCMADISON, WI, US$60,000
Paid Grant-TO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATIONNCCAMBRIDGE, MA, US$46,000
Paid Grant-TO FURTHER THE MISSION OF THE FOUNDATIONPCVARIOUS, GA, US$321
Filing and Contact Details

Filer

Filer Name
Leffin Family Foundation Inc
EIN
46-3277849
Phone
7705638895
Address
1852 Geneva National Avenue E, Lake Geneva, WI 53147

Signing Officer

Name
John Leffin
Title
President
Signed
2025-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Mchugh CPA Group Inc
Address
5550 TRIANGLE PKWY STE 200, PEACHTREE CORNERS, GA 30092
Preparer
M Scott Mchugh CPA Pfs Cgma
Phone
7704490285
Raw XML Appendix327 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430339
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0JOHN W LEFFIN
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1LORETTA M LEFFIN
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0290571
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt018042
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0287285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0188154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0316464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0116382
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0116382
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01186348
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0272529
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0287285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0188154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0316464
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0290571
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0272529
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01302730
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01030201
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN AND LORETTA LEFFIN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THE LEFFIN CHARITABLE FUND DAF
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01852 GENEVA NATIONAL AVE E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11852 GENEVA NATIONAL AVE E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAKE GENEVA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LAKE GENEVA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053147
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd153147
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0337425
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt123071
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0337425
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,000 shares Accenture ACN Fair Market Value Share $338
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-01-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0637
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21603
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3863
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4312
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0222
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0109
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0438
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OHTER SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LEFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEFFIN FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEFF
ReturnHeader/Filer/EIN0463277849
ReturnHeader/Filer/PhoneNum07705638895
ReturnHeader/Filer/USAddress/AddressLine1Txt01852 Geneva National Avenue E
ReturnHeader/Filer/USAddress/CityNm0Lake Geneva
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053147
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463804477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHUGH CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05550 TRIANGLE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030092
ReturnHeader/PreparerPersonGrp/PhoneNum07704490285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M SCOTT MCHUGH CPA PFS CGMA
ReturnHeader/ReturnTs02025-05-22T12:30:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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