STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

LEONHARD E BAAK CHARITABLE TRUST

2025 · Form 990PF · revenue $238K · expenses $219K · assets $2.9M

EIN
42-6576745
Address
PO BOX 147, SIOUX CITY, IA 51102-0147
NTEE code
-
Subsection
501(c)(92)
Ruling year
-
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Security National Bank Institution TRUSTEE2016-2025 $20,554$193,978 19

People by year

2025 · 1 person listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $20,554-$0 $20,55419
2024 · 1 person listed · 1 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $20,241-$0 $20,24119
2023 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $19,384-$0 $19,38419
2022 · 1 person listed · 1 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $19,818-$0 $19,81819
2021 · 1 person listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $21,421-$0 $21,42119
2020 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $19,236-$0 $19,23619
2019 · 1 person listed · 1 paid, $19K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $19,329-$0 $19,32919
2018 · 1 person listed · 1 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $20,348-$0 $20,34819
2017 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $8,231-$0 $8,23119
2016 · 1 person listed · 1 paid, $25K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SECURITY NATIONAL BANK Institution TRUSTEE1 $25,416-$0 $25,41619

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 2 grants to organizations · $186K
2024 · 2 grants to organizations · $169K
2023 · 2 grants to organizations · $156K
2022 · 2 grants to organizations · $165K
2021 · 2 grants to organizations · $148K
2020 · 2 grants to organizations · $153K
2019 · 2 grants to organizations · $157K
2018 · 2 grants to organizations · $164K
2017 · 2 grants to organizations · $159K
2016 · 2 grants to organizations · $154K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$237,823$218,675 $2,905,213$2,905,213 -- $20,554--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$190,600$201,422 $2,885,666$2,885,666 -- $20,241--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$151,324$184,473 $2,896,782$2,896,782 -- $19,384--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$90,975$198,817 $2,929,567$2,929,567 -- $19,818--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$217,341$178,527 $3,037,224$3,037,224 -- $21,421--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$156,834$181,766 $2,999,346$2,999,346 -- $19,236--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$139,533$188,663 $3,023,204$3,023,204 -- $19,329--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$157,602$195,105 $3,070,861$3,070,861 -- $20,348--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$140,607$175,744 $3,110,250$3,110,250 -- $8,231--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$93,554$191,103 $3,145,230$3,145,230 -- $25,416--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $218,675 spent · pay $20,554 · grants $185,716 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $185,716 84.9%
Pay: officers, directors, trustees $20,554 9.4%
Taxes $8,140 3.7%
Other expenses $3,385 1.5%
Fees: accounting $880 0.4%
Total$218,675100%

View the filing

2024 · Form 990PF · $201,422 spent · pay $20,241 · grants $169,112 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $169,112 84.0%
Pay: officers, directors, trustees $20,241 10.0%
Taxes $7,775 3.9%
Other expenses $3,424 1.7%
Fees: accounting $870 0.4%
Total$201,422100%

View the filing

2023 · Form 990PF · $184,473 spent · pay $19,384 · grants $155,571 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $155,571 84.3%
Pay: officers, directors, trustees $19,384 10.5%
Taxes $5,334 2.9%
Other expenses $3,324 1.8%
Fees: accounting $860 0.5%
Total$184,473100%

View the filing

2022 · Form 990PF · $198,817 spent · pay $19,818 · grants $165,001 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $165,001 83.0%
Pay: officers, directors, trustees $19,818 10.0%
Taxes $9,111 4.6%
Other expenses $4,047 2.0%
Fees: accounting $840 0.4%
Total$198,817100%

View the filing

2021 · Form 990PF · $178,527 spent · pay $21,421 · grants $147,582 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $147,582 82.7%
Pay: officers, directors, trustees $21,421 12.0%
Taxes $6,440 3.6%
Other expenses $2,559 1.4%
Fees: accounting $525 0.3%
Total$178,527100%

View the filing

2020 · Form 990PF · $181,766 spent · pay $19,236 · grants $152,971 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $152,971 84.2%
Pay: officers, directors, trustees $19,236 10.6%
Taxes $6,480 3.6%
Other expenses $2,559 1.4%
Fees: accounting $520 0.3%
Total$181,766100%

View the filing

2019 · Form 990PF · $188,663 spent · pay $19,329 · grants $157,159 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $157,159 83.3%
Pay: officers, directors, trustees $19,329 10.2%
Taxes $9,101 4.8%
Other expenses $2,559 1.4%
Fees: accounting $515 0.3%
Total$188,663100%

View the filing

2018 · Form 990PF · $195,105 spent · pay $20,348 · grants $163,976 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $163,976 84.0%
Pay: officers, directors, trustees $20,348 10.4%
Taxes $7,154 3.7%
Other expenses $2,585 1.3%
Fees: accounting $1,042 0.5%
Total$195,105100%

View the filing

2017 · Form 990PF · $175,744 spent · pay $8,231 · grants $159,143 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $159,143 90.6%
Pay: officers, directors, trustees $8,231 4.7%
Taxes $4,659 2.7%
Other expenses $3,206 1.8%
Fees: accounting $505 0.3%
Total$175,744100%

View the filing

2016 · Form 990PF · $191,103 spent · pay $25,416 · grants $154,439 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $154,439 80.8%
Pay: officers, directors, trustees $25,416 13.3%
Taxes $7,430 3.9%
Other expenses $2,703 1.4%
Fees: accounting $1,115 0.6%
Total$191,103100%

View the filing