Civic Intelligence

Luc Gates Foundation Lise Gates

990EZ • Fiscal year 2014 • EIN 04-3377424

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 01, 2015

Organization ProfileN/A
2245 Samsonville RoadEnosburg Falls, VT 05450

(802) 933-2030

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$152,360

Up $9,449 (+6.6%) from 2013

Net Assets

$152,360

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$29,848

Down $4,812 (-14%) from 2013

Expenses

Up

$20,399

Up $1,602 (+8.5%) from 2013

Net Income

Down

$9,449

Down $6,414 (-40%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2011: $106,669Liabilities 2011: $02011Assets 2012: $127,048Liabilities 2012: $02012Assets 2013: $142,911Liabilities 2013: $02013Assets 2014: $152,360Liabilities 2014: $0Net Assets 2014: $152,3602014Assets 2015: $164,838Liabilities 2015: $0Net Assets 2015: $164,8382015Assets 2016: $162,289Liabilities 2016: $0Net Assets 2016: $162,2892016Assets 2017: $158,118Liabilities 2017: $97Net Assets 2017: $158,0212017Assets 2018: $141,125Liabilities 2018: $97Net Assets 2018: $141,0282018Assets 2019: $144,690Liabilities 2019: $97Net Assets 2019: $144,5932019Assets 2020: $148,281Liabilities 2020: $97Net Assets 2020: $148,1842020Assets 2021: $168,491Liabilities 2021: $97Net Assets 2021: $168,3942021Assets 2022: $176,875Liabilities 2022: $97Net Assets 2022: $176,7782022Assets 2023: $168,039Liabilities 2023: $97Net Assets 2023: $167,9422023Assets 2024: $173,478Liabilities 2024: $97Net Assets 2024: $173,3812024

Highlighted filing

2014

Assets$152,360
Liabilities$0
Net Assets$152,360
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$40K$20K$0-$20KRevenue 2011: $28,319Expenses 2011: $17,628Net Income 2011: $10,6912011Revenue 2012: $32,699Expenses 2012: $12,320Net Income 2012: $20,3792012Revenue 2013: $34,660Expenses 2013: $18,797Net Income 2013: $15,8632013Revenue 2014: $29,848Expenses 2014: $20,399Net Income 2014: $9,4492014Revenue 2015: $33,751Expenses 2015: $21,273Net Income 2015: $12,4782015Revenue 2016: $11,124Expenses 2016: $13,673Net Income 2016: -$2,5492016Revenue 2017: $19,112Expenses 2017: $23,380Net Income 2017: -$4,2682017Revenue 2018: $13,330Expenses 2018: $30,323Net Income 2018: -$16,9932018Revenue 2019: $22,368Expenses 2019: $18,803Net Income 2019: $3,5652019Revenue 2020: $14,385Expenses 2020: $10,794Net Income 2020: $3,5912020Revenue 2021: $24,279Expenses 2021: $4,069Net Income 2021: $20,2102021Revenue 2022: $21,744Expenses 2022: $13,360Net Income 2022: $8,3842022Revenue 2023: -$3,244Expenses 2023: $5,592Net Income 2023: -$8,8362023Revenue 2024: $21,734Expenses 2024: $16,295Net Income 2024: $5,4392024

Highlighted filing

2014

Revenue$29,848
Expenses$20,399
Net Income$9,449
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 1, 2015
Return Version
2014v5.0
Gross Receipts
$50,165
Mission and Program Overview

Mission

To raise money for college scholarships and to contribute to other non-profit organizations.

Program Services

DescriptionGrantsExpenses
TO RAISE MONEY FOR COLLEGE SCHOLARSHIPS AND OTHER NON-PROFIT ORGANIZATIONS.$20,134$20,399
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM STETSONPresident-$0--
JAY NICHOLSVice-Preside-$0--
JASON BAPPTreasurer-$0--
MICHELE PLOUFFSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$41,085$41,085$20,317$20,768
Total Events$41,085$41,085$20,317$20,768
Filing and Contact Details

Filer

Filer Name
Luc Gates Foundation
EIN
04-3377424
Address
2245 SAMSONVILLE ROAD, ENOSBURG FALLS, VT 05450

Signing Officer

Name
Tim Stetston
Title
President
Signed
2015-06-01

Preparer

Firm
KITTELL BRANAGAN & SARGENT CPA'S
Address
154 N MAIN ST, ST ALBANS, VT 05478
Preparer
Dana Kittell
Phone
8025249531
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 3,810 total 3,810”

Form 990-ez, Part I, Line 10

“Various scholarships and donations scholarships 239 main street 5,800 0 239 main street 0 enosburg, vt 05450 camp-ta-kum-ta camp-ta-kum-ta po box 576 10,000 0 po box 576 0 waterbury, vt 05676”

Form 990-ez, Part I, Line 16

“Expenses investment expenses 265 total 265”

Form 990-ez, Part III

“To raise money for college scholarships and to contribute to other non-profit organizations.”

Raw XML Appendix165 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08029332030
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENOSBURG FALLS
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142911
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt03934
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020134
IRS990EZ/GrossReceiptsAmt050165
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0516
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142911
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM STETSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAY NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON BAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELE PLOUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0265
IRS990EZ/OtherRevenueTotalAmt03810
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR COLLEGE SCHOLARSHIPS AND TO CONTRIBUTE TO OTHER NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE MONEY FOR COLLEGE SCHOLARSHIPS AND OTHER NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020134
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020399
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03934
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020317
IRS990EZ/SpecialEventsNetIncomeLossAmt020768
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020399
IRS990EZ/TotalProgramServiceExpensesAmt020399
IRS990EZ/TotalRevenueAmt029848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013129
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0434
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0235016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0109
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0434
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249251
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020317
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041085
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020768
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 3,810 TOTAL 3,810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS SCHOLARSHIPS AND DONATIONS SCHOLARSHIPS 239 MAIN STREET 5,800 0 239 MAIN STREET 0 ENOSBURG, VT 05450 CAMP-TA-KUM-TA CAMP-TA-KUM-TA PO BOX 576 10,000 0 PO BOX 576 0 WATERBURY, VT 05676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INVESTMENT EXPENSES 265 TOTAL 265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO RAISE MONEY FOR COLLEGE SCHOLARSHIPS AND TO CONTRIBUTE TO OTHER NON-PROFIT ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM STETSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUC GATES FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LISE GATES
ReturnHeader/Filer/BusinessNameControlTxt0LUCG
ReturnHeader/Filer/EIN0043377424
ReturnHeader/Filer/USAddress/AddressLine1Txt02245 SAMSONVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0ENOSBURG FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030302296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KITTELL BRANAGAN & SARGENT CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0154 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST ALBANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005478
ReturnHeader/PreparerPersonGrp/PhoneNum08025249531
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA KITTELL
ReturnHeader/ReturnTs02015-06-03T14:22:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,360
Liabilities
$0
Net assets
$152,360
Revenue
$29,848
Expenses
$20,399
Net income
$9,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.22$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.03$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.22$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.24$0.04$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.14$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.22$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.30$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.19$0.23$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.11$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.34$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.30$0.20$0.09
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$0.35$0.19$0.16
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$0.33$0.12$0.20
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.28$0.18$0.11