Civic Intelligence

Bill and Jackie Lockwood Family

EIN 03-6100828 • Dayton, OH

1 Carter Talbot CourtDayton, OH 45419
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$15,294,261

Up $2,504,905 (+20%) from 2023

Liabilities

Up

$20,364

Up $20,364 from 2023

Net Assets

Up

$15,273,897

Up $2,484,541 (+19%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin13th percentile

Revenue

Up

$512,257

Up $82,452 (+19%) from 2023

Expenses

Up

$619,872

Up $53,427 (+9.4%) from 2023

Net Income

Up

-$107,615

Up $29,025 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $3,270,765Liabilities 2011: $66,6922011Assets 2012: $3,572,166Liabilities 2012: $02012Assets 2013: $4,499,382Liabilities 2013: $02013Assets 2014: $5,441,364Liabilities 2014: $02014Assets 2015: $4,743,800Liabilities 2015: $02015Assets 2018: $6,071,104Liabilities 2018: $0Net Assets 2018: $6,071,1042018Assets 2019: $9,666,154Liabilities 2019: $0Net Assets 2019: $9,666,1542019Assets 2020: $9,399,103Liabilities 2020: $0Net Assets 2020: $9,399,1032020Assets 2021: $11,650,807Liabilities 2021: $0Net Assets 2021: $11,650,8072021Assets 2022: $11,642,585Liabilities 2022: $0Net Assets 2022: $11,642,5852022Assets 2023: $12,789,356Liabilities 2023: $0Net Assets 2023: $12,789,3562023Assets 2024: $15,294,261Liabilities 2024: $20,364Net Assets 2024: $15,273,8972024

Highlighted filing

2024

Assets$15,294,261
Liabilities$20,364
Net Assets$15,273,897
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $9,289Expenses 2011: $182,558Net Income 2011: -$173,2692011Revenue 2012: $52,981Expenses 2012: $170,942Net Income 2012: -$117,9612012Revenue 2013: $139,472Expenses 2013: $224,680Net Income 2013: -$85,2082013Revenue 2014: $46,925Expenses 2014: $231,015Net Income 2014: -$184,0902014Revenue 2015: $106,488Expenses 2015: $222,645Net Income 2015: -$116,1572015Revenue 2018: $71,193Expenses 2018: $232,098Net Income 2018: -$160,9052018Revenue 2019: $3,188,560Expenses 2019: $362,056Net Income 2019: $2,826,5042019Revenue 2020: $161,440Expenses 2020: $509,230Net Income 2020: -$347,7902020Revenue 2021: $458,936Expenses 2021: $533,843Net Income 2021: -$74,9072021Revenue 2022: $433,240Expenses 2022: $508,738Net Income 2022: -$75,4982022Revenue 2023: $429,805Expenses 2023: $566,445Net Income 2023: -$136,6402023Revenue 2024: $512,257Expenses 2024: $619,872Net Income 2024: -$107,6152024

Highlighted filing

2024

Revenue$512,257
Expenses$619,872
Net Income-$107,615
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,294,261
Liabilities
$20,364
Net assets
$15,273,897
Revenue
$512,257
Expenses
$619,872
Net income
-$107,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.02$15.3$0.51$0.62$0.11
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.43$0.57$0.14
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.43$0.51$0.08
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.46$0.53$0.07
2020Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.16$0.51$0.35
2019Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$3.19$0.36$2.83
2018Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.07$0.23$0.16
2015Summary only. Only limited summary data is available for this year.$4.74$0.00$0.11$0.22$0.12
2014Summary only. Only limited summary data is available for this year.$5.44$0.00$0.05$0.23$0.18
2013Summary only. Only limited summary data is available for this year.$4.50$0.00$0.14$0.22$0.09
2012Summary only. Only limited summary data is available for this year.$3.57$0.00$0.05$0.17$0.12
2011Summary only. Only limited summary data is available for this year.$3.27$0.07$0.01$0.18$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D LOCKWOODTrustee-$0--
JANE E LYNCHTrustee-$0--
JOHN W LOCKWOODTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bill and Jackie Lockwood Family
EIN
03-6100828
Phone
9372990720
Address
1 CARTER TALBOT COURT, DAYTON, OH 45419

Signing Officer

Name
Jane E Lynch
Title
Trustee
Phone
9372990720
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Dennig & Co Ltd
Address
40 N MAIN STREET SUITE 2000, DAYTON, OH 45423-1002
Preparer
Benjamin J Tuschong
Phone
9372237272
Raw XML AppendixShowing 400 of 846 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/GrantOrContributionPurposeTxt0FIGHT AGAINST SEX TRAFFICKING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT EDUCATION IN AVIATION AND AERONAUTICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PREPARE YOUTH TO MAKE ETHICAL CHOICES OVER LIFETIME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT SPECIALIZED WHEELCHAIRS IN CABIN OF AIRLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4WELL-BEING OF INFANT CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FOSTERING MUSIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ENRICHMENT OF LIFE THROUGH RELIGIOUS AND SOCIAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO CONNECT COMMUNITY MEMBERS THROUGH MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT LIVE SYMPHONIC MUSIC IN COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9END CHILD POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10BRAIN CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11STUDENT DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PROVIDE FOOD TO DISADVANTAGED ADULTS AND CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13URBAN STUDENT DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14RESERVE REGION'S PAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PRESERVE THE FACILITY AND PROVIDE SCHOLARSHIPS FOR SUTDENTS FOR PERFORMANCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SUPPORT PERFORMING ARTS COLLABERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SUPPORT YOUTH MENTAL HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18ORCHESTRAL TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19PREPARE UNDERGRADUATE MUSICIANS TO BE LEADERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20FIGHT AGAINST HUMAN TRAFFICKING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21SUPPORT ENGINEERING EDUCATION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22DISTRIBUTE FOOD TO THOSE EXPERIENCING FOOD INSECURITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23PROVIDE BASIC MEDICAL CARE, SECURE SHELTER, AND CLEAN WATER TO THE PEOPLE OF UGANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24IMPROVE MEDICINE FOR ALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25REVITALIZE DOWNTOWN DAYTON THROUGH MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROVIDE INTERIM HOUSING FOR HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27SUPPORT ASPERGER PROGRAM GRADUATE STUDENT MENTORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28YOUTH OPPORTUNITIES FOR ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29SUPPORT CITY OF OAKWOOD SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30SUPPORT SEASONAL STAFF AND THE WILDERNESS ADVENTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31HEALTHCARE SERVICES FOR YOUTH

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