Civic Intelligence

J a Leppard Foundation Trust

990PF • Fiscal year 2022 • EIN 74-2044159

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

8611 Autumn SunsetWindcrest, TX 78239

(210) 654-0857

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.12x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-70%

Higher net margin than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$15,911

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

5.9%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,657,843

Down $46,043 (-2.7%) from 2021

Net Assets

Down

$1,648,668

Down $55,218 (-3.2%) from 2021

Liabilities

Up

$9,175

Up $9,175 from 2021

Revenue

Up

$79,357

Up $4,403 (+5.9%) from 2021

Expenses

Up

$134,575

Up $5,411 (+4.2%) from 2021

Net Income

Down

-$55,218

Down $1,008 (-1.9%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,965,978Liabilities 2011: $500Net Assets 2011: $1,965,4782011Assets 2012: $1,877,233Liabilities 2012: $0Net Assets 2012: $1,877,2332012Assets 2013: $1,780,506Liabilities 2013: $0Net Assets 2013: $1,780,5062013Assets 2014: $2,094,118Liabilities 2014: $4,627Net Assets 2014: $2,089,4912014Assets 2015: $2,083,045Liabilities 2015: $0Net Assets 2015: $2,083,0452015Assets 2016: $2,008,839Liabilities 2016: $0Net Assets 2016: $2,008,8392016Assets 2017: $1,931,238Liabilities 2017: $0Net Assets 2017: $1,931,2382017Assets 2018: $1,862,484Liabilities 2018: $0Net Assets 2018: $1,862,4842018Assets 2019: $1,824,107Liabilities 2019: $0Net Assets 2019: $1,824,1072019Assets 2020: $1,758,096Liabilities 2020: $0Net Assets 2020: $1,758,0962020Assets 2021: $1,703,886Liabilities 2021: $0Net Assets 2021: $1,703,8862021Assets 2022: $1,657,843Liabilities 2022: $9,175Net Assets 2022: $1,648,6682022Assets 2023: $1,649,125Liabilities 2023: $15,183Net Assets 2023: $1,633,9422023Assets 2024: $1,609,675Liabilities 2024: $18,038Net Assets 2024: $1,591,6372024

Highlighted filing

2022

Assets$1,657,843
Liabilities$9,175
Net Assets$1,648,668

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $136,4052011Expenses 2012: $120,7602012Revenue 2013: $27,922Expenses 2013: $124,649Net Income 2013: -$96,7272013Revenue 2014: $451,486Expenses 2014: $142,501Net Income 2014: $308,9852014Revenue 2015: $156,429Expenses 2015: $162,875Net Income 2015: -$6,4462015Revenue 2016: $59,752Expenses 2016: $133,958Net Income 2016: -$74,2062016Revenue 2017: $44,912Expenses 2017: $122,513Net Income 2017: -$77,6012017Revenue 2018: $60,660Expenses 2018: $129,414Net Income 2018: -$68,7542018Revenue 2019: $96,190Expenses 2019: $134,567Net Income 2019: -$38,3772019Revenue 2020: $53,116Expenses 2020: $119,127Net Income 2020: -$66,0112020Revenue 2021: $74,954Expenses 2021: $129,164Net Income 2021: -$54,2102021Revenue 2022: $79,357Expenses 2022: $134,575Net Income 2022: -$55,2182022Revenue 2023: $101,675Expenses 2023: $116,401Net Income 2023: -$14,7262023Revenue 2024: $100,213Expenses 2024: $142,518Net Income 2024: -$42,3052024

Highlighted filing

2022

Revenue$79,357
Expenses$134,575
Net Income-$55,218
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WHITNEY E BOOTHAdmin/CPA-$15,911-$15,911
LINDA J TAKAOTrustee-$100-$100
WHITNEY E BOOTHTrustee-$100-$100
CLAUDIA J TYLERTrustee-$100-$100
Filing and Contact Details

Filer

Filer Name
Ja Leppard Foundation Trust
EIN
74-2044159
Phone
2106540857
Address
8611 AUTUMN SUNSET, WINDCREST, TX 78239

Signing Officer

Name
Whitney E Booth
Title
Admin/CPA
Phone
2106540857
Signed
2023-11-14

Preparer

Firm
Whitney E Booth CPA
Address
8207 ROUGHRIDER SUITE C, SAN ANTONIO, TX 78239
Preparer
Whitney E Booth CPA
Phone
2106540857
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NARRATIVE DETAILING SPECIFIC NEED, THE RELATIONSHIP TO THE INDEPENDENT BRANCH OF THE CHRISTIAN CHURCH OR CHURCH OF CHRIST, USE OF FUNDS, THE ABILITY OR INABILITY TO RAISE FUNDS ELSEWHERE AND WHY, AND ANY OTHER PERTINENT INFORMATION.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078239
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS ARE LIMITED SOLELY TO NEEDY, INDEPENDENT CHRISTIAN CHURCHES (KNOWN AS THE INDEPENDENT BRANCH OF THE CHRISTIAN CHURCHES OR CHURCHES OF CHRIST), OR THEIR MISSIONS, SCHOOLS OR OTHER ORGANIZATIONS WITHIN THE FELLOWSHIP OF THE INDEPENDENT CHRISTIAN CHURCHES (KNOWN ALSO AS THE "RESTORATION MOVEMENT").
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02700 CHRISTIAN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1264 BRAZOS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23135 FORNEY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 851987
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47255 W CAMP WISDOM RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 152034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62111 N MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 32
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EAGLE PASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EL PASO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3YUKON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JOPLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ORONOGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd279935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd373085
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd664801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd764855
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0107000
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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/AppliedToCurrentYearAmt0112347
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03952
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03952
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0117654
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03952
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03952
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01355
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt026240
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-26240
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NET MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LESS ACCUM DEPLETION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt026240
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-26240
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013730
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1442
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2390
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM/LAND RENTALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL SHARE TO CO OWNER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GAS ROYALTY-ENSIGN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GAS TRANSMISSION AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OIL ROYALTIES-CRIMSON
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5GAS TRANSMISSION AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7WIRE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1442
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1442
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0AMTS DUE TO CO LAND OWNER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1PAYROLL TAX WITHHELD
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt08808
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1367
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0377
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11060
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt21333
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt33244
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt43422
TaxesSchedule/TaxesDetail/Amt0479
TaxesSchedule/TaxesDetail/Amt1377
TaxesSchedule/TaxesDetail/Amt21060
TaxesSchedule/TaxesDetail/Amt3273
TaxesSchedule/TaxesDetail/Amt41911
TaxesSchedule/TaxesDetail/Amt5178
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FARM/LAND RENTALS
TaxesSchedule/TaxesDetail/CategoryTxt3GAS ROYALTY-ENSIGN
TaxesSchedule/TaxesDetail/CategoryTxt4OIL ROYALTIES-CRIMSON
TaxesSchedule/TaxesDetail/CategoryTxt5GAS ROYALTY BB SOUTH TX LLC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0377
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11060
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2273
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt31911
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt4178
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY E BOOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMIN/CPA
ReturnHeader/BusinessOfficerGrp/PhoneNum02106540857
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JA LEPPARD FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JALE
ReturnHeader/Filer/EIN0742044159
ReturnHeader/Filer/PhoneNum02106540857
ReturnHeader/Filer/USAddress/AddressLine1Txt08611 AUTUMN SUNSET
ReturnHeader/Filer/USAddress/CityNm0WINDCREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078239
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742376475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITNEY E BOOTH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08207 ROUGHRIDER SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078239
ReturnHeader/PreparerPersonGrp/PhoneNum02106540857
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY E BOOTH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T17:21:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WHITNEY E

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.63$0.10$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.01$1.65$0.08$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.07$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.05$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.10$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.06$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.06$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.16$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.45$0.14$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.03$0.12$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.14