Civic Intelligence

Lockwood-Mathews Foundation Inc.

990EZ • Fiscal year 2012 • EIN 03-0418655

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 08, 2013

Organization ProfileN/A
45 Holly Rd06840-6406
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

31st percentile

-5.0%

Higher net margin than 31% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$265,716

Down $824 (-0.3%) from 2011

Net Assets

Down

$265,716

Down $824 (-0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Down

$16,507

Down $9,457 (-36%) from 2011

Expenses

Down

$17,331

Down $4,939 (-22%) from 2011

Net Income

Down

-$824

Down $4,518 (-122%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$300K$200K$100K$0Assets 2010: $262,846Liabilities 2010: $0Net Assets 2010: $262,8462010Assets 2011: $266,540Liabilities 2011: $0Net Assets 2011: $266,5402011Assets 2012: $265,716Liabilities 2012: $0Net Assets 2012: $265,7162012Assets 2013: $278,260Liabilities 2013: $0Net Assets 2013: $278,2602013Assets 2014: $287,154Liabilities 2014: $0Net Assets 2014: $287,1542014Assets 2015: $298,057Liabilities 2015: $0Net Assets 2015: $298,0572015Assets 2016: $283,337Liabilities 2016: $0Net Assets 2016: $283,3372016Assets 2017: $289,556Liabilities 2017: $0Net Assets 2017: $289,5562017Assets 2018: $284,882Liabilities 2018: $0Net Assets 2018: $284,8822018Assets 2019: $290,795Liabilities 2019: $0Net Assets 2019: $290,7952019Assets 2020: $285,851Liabilities 2020: $0Net Assets 2020: $285,8512020Assets 2021: $280,306Liabilities 2021: $0Net Assets 2021: $280,3062021Assets 2022: $271,997Liabilities 2022: $0Net Assets 2022: $271,9972022Assets 2023: $259,045Liabilities 2023: $0Net Assets 2023: $259,0452023Assets 2024: $253,605Liabilities 2024: $0Net Assets 2024: $253,6052024

Highlighted filing

2012

Assets$265,716
Liabilities$0
Net Assets$265,716
Open 2012 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20KRevenue 2010: $39,460Expenses 2010: $35,849Net Income 2010: $3,6112010Revenue 2011: $25,964Expenses 2011: $22,270Net Income 2011: $3,6942011Revenue 2012: $16,507Expenses 2012: $17,331Net Income 2012: -$8242012Revenue 2013: $33,105Expenses 2013: $20,561Net Income 2013: $12,5442013Revenue 2014: $27,205Expenses 2014: $18,311Net Income 2014: $8,8942014Revenue 2015: $26,228Expenses 2015: $15,325Net Income 2015: $10,9032015Revenue 2016: $680Expenses 2016: $15,400Net Income 2016: -$14,7202016Revenue 2017: $21,544Expenses 2017: $15,325Net Income 2017: $6,2192017Revenue 2018: $10,651Expenses 2018: $15,325Net Income 2018: -$4,6742018Revenue 2019: $21,233Expenses 2019: $15,320Net Income 2019: $5,9132019Revenue 2020: $10,369Expenses 2020: $15,313Net Income 2020: -$4,9442020Revenue 2021: $9,630Expenses 2021: $15,175Net Income 2021: -$5,5452021Revenue 2022: $6,949Expenses 2022: $15,258Net Income 2022: -$8,3092022Revenue 2023: $2,213Expenses 2023: $15,165Net Income 2023: -$12,9522023Revenue 2024: $9,740Expenses 2024: $15,180Net Income 2024: -$5,4402024

Highlighted filing

2012

Revenue$16,507
Expenses$17,331
Net Income-$824
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 8, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Provide funding to the Lockwood-Mathews Mansion Museum, Inc to support it's mission of preserving the historical landmark Lockwood-Mathews Mansion

Filing and Contact Details

Filer

EIN
03-0418655
Raw XML Appendix144 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.

Path#Value
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IRS990EZ/ContributionsGiftsGrantsEtc03749
IRS990EZ/CostOtherBasisAndSalesExpenses055454
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-824
IRS990EZ/FeesAndOthPymtToIndContractors0700
IRS990EZ/FiledScheduleA01
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IRS990EZ/NetAssetsOrFundBalancesBOY0266540
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Jane D Perkins
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Consuelo M Nussbaum
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2David Godfrey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Chairman of Board
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OperatingSchool00
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IRS990EZ/OtherAssetsTotal/EOY0255948
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IRS990EZ/OtherExpensesTotal0182
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Provide funding to the Lockwood-Mathews Mansion Museum, Inc to support it's mission of preserving the historical landmark Lockwood-Mathews Mansion
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Provided funding to the Lockwood-Mathews Mansion Museum, Inc to support it's mission of preserving and restoring the historical landmark Lockwood-Mathews Mansion.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations016449
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IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1045 Holly Road
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0New Canaan
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode006840
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10Jane D Perkins
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02039726852
IRS990EZ/TotalAssets/BOY0266540
IRS990EZ/TotalAssets/EOY0265716
IRS990EZ/TotalExpenses017331
IRS990EZ/TotalProgramServiceExpenses016449
IRS990EZ/TotalRevenue016507
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts016449
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IRS990ScheduleA/SupportedOrgInformation/EIN0060811776
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Lockwood-Mathews Mansion Museum Inc
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0Interest 7,922.. Dividends 6,777.. Total Included on Form 990-EZ, line 4: 14,699.
IRS990ScheduleO/GeneralExplanation/Explanation1Activity Classification: . Grantee Name: Lockwood Mathews Mansion Museum. Grantee Address: 295 West Avenue Norwalk, CT 06850. Grantee Relationship: Affiliate. Property Description: Cash. Amount Given: 16,449.
IRS990ScheduleO/GeneralExplanation/Explanation2Description: Conferences and meetings. Amount: 82. Description: Miscellaneous fees. Amount: 100. Total to Form 990-EZ, line 16: 182.
IRS990ScheduleO/GeneralExplanation/Explanation3Description: Investments. Beg. of Year Amount: 253,692. End of Year Amount: 255,948.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Investment Income
IRS990ScheduleO/GeneralExplanation/Identifier1Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier2Other Expenses
IRS990ScheduleO/GeneralExplanation/Identifier3Other Assets
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part II, Line 24
TransferPrsnlBnftContractsDecl/Declaration0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0030418655
ReturnHeader/Filer/Name/BusinessNameLine10Lockwood-Mathews Foundation Inc
ReturnHeader/Filer/NameControl0LOCK
ReturnHeader/Filer/Phone02039726852
ReturnHeader/Filer/USAddress/AddressLine1045 Holly Rd
ReturnHeader/Filer/USAddress/City0New Canaan
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0068406406
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-08
ReturnHeader/Officer/Name0Jane Perkins
ReturnHeader/Officer/Phone02039726852
ReturnHeader/Officer/Title0Chairman of the Board
ReturnHeader/Preparer/DatePrepared02013-03-08
ReturnHeader/PreparerFirm/EIN0061415579
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Capossela Cohen LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10368 Center Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Southport
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006890
ReturnHeader/Preparer/Name0Nathaniel S Yordon CPA
ReturnHeader/Preparer/Phone02032547000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-10T13:36:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$265,716
Liabilities
$0
Net assets
$265,716
Revenue
$16,507
Expenses
$17,331
Net income
-$824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.02$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.10$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.11$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.22$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.01$0.15$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.26$0.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.27$0.18$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.33$0.21$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$0.17$0.17$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.26$0.22$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.39$0.36$0.04