Civic Intelligence

Luc Gates Foundation Lise Gates

990EZ • Fiscal year 2016 • EIN 04-3377424

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization ProfileN/A
2443 Sampsonville 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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

42nd percentile

-1.5%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$162,289

Down $2,549 (-1.5%) from 2015

Net Assets

Down

$162,289

Down $2,549 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$11,124

Down $22,627 (-67%) from 2015

Expenses

Down

$13,673

Down $7,600 (-36%) from 2015

Net Income

Down

-$2,549

Down $15,027 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$162,289
Liabilities$0
Net Assets$162,289
Open 2016 Filing

Operations Trend

Revenue Growth6th 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

2016

Revenue$11,124
Expenses$13,673
Net Income-$2,549
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$35,115
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.$13,386$13,673
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$27,915$27,915$23,991$3,924
Total Events$27,915$27,915$23,991$3,924
Filing and Contact Details

Filer

Filer Name
Luc Gates Foundation
EIN
04-3377424
Address
2443 SAMPSONVILLE ROAD, ENOSBURG FALLS, VT 05450

Signing Officer

Name
Tim Stetson
Title
President
Signed
2017-11-08

Preparer

Firm
Kittell Branagan & Sargent
Address
154 N MAIN ST, ST ALBANS, VT 05478
Preparer
Dana Kittell CPA
Phone
8025249531
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 4,263 total 4,263”

Form 990-ez, Part I, Line 16

“Expenses investment expenses 287 total 287”

Form 990-ez, Part III

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

Raw XML Appendix164 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/GrantsAndSimilarAmountsPaidAmt013386
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0287
IRS990EZ/OtherRevenueTotalAmt04263
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/GrantsAndAllocationsAmt013386
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01627
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023991
IRS990EZ/SpecialEventsNetIncomeLossAmt03924
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013673
IRS990EZ/TotalProgramServiceExpensesAmt013673
IRS990EZ/TotalRevenueAmt011124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0820
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0562
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01310
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0218471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01310
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02012
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99140
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233612
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 4,263 TOTAL 4,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INVESTMENT EXPENSES 287 TOTAL 287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM STETSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUC GATES FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LISE GATES
ReturnHeader/Filer/BusinessNameControlTxt0LUCG
ReturnHeader/Filer/EIN0043377424
ReturnHeader/Filer/USAddress/AddressLine1Txt02443 SAMPSONVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0ENOSBURG FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005450
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030302296
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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/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA KITTELL CPA
ReturnHeader/ReturnTs02017-11-10T11:51:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,289
Liabilities
$0
Net assets
$162,289
Revenue
$11,124
Expenses
$13,673
Net income
-$2,549
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