Civic Intelligence

Lappin Foundation Fulvio & Associates

990PF • Fiscal year 2013 • EIN 13-3087999

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 14, 2014

860 US HIGHWAY 1 No 108Matlacha Isle, FL 33408
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

94th percentile

186%

Faster revenue growth than 94% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Down

$738,161

Down $5,658 (-0.8%) from 2012

Net Assets

$738,161

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$33,751

Up $21,937 (+186%) from 2012

Expenses

Down

$23,045

Down $29,462 (-56%) from 2012

Net Income

Up

$10,706

Up $51,399 (+126%) from 2012

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $741,421Liabilities 2011: $14,654Net Assets 2011: $726,7672011Assets 2012: $743,819Liabilities 2012: $02012Assets 2013: $738,161Liabilities 2013: $0Net Assets 2013: $738,1612013Assets 2014: $730,608Liabilities 2014: $1Net Assets 2014: $730,6082014Assets 2015: $702,355Liabilities 2015: $40,000Net Assets 2015: $662,3552015Assets 2016: $433,330Liabilities 2016: $500Net Assets 2016: $432,8302016Assets 2019: $347,806Liabilities 2019: $1Net Assets 2019: $347,8062019Assets 2020: $333,463Liabilities 2020: $1Net Assets 2020: $333,4632020Assets 2021: $316,943Liabilities 2021: $1Net Assets 2021: $316,9432021Assets 2022: $338,452Liabilities 2022: $12022Assets 2023: $359,093Liabilities 2023: $12023Assets 2024: $386,300Liabilities 2024: $0Net Assets 2024: $386,2982024

Highlighted filing

2013

Assets$738,161
Liabilities$0
Net Assets$738,161

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $12,4512011Revenue 2012: $11,814Expenses 2012: $52,507Net Income 2012: -$40,6932012Revenue 2013: $33,751Expenses 2013: $23,045Net Income 2013: $10,7062013Revenue 2014: $36,494Expenses 2014: $44,047Net Income 2014: -$7,5532014Revenue 2015: $37,225Expenses 2015: $105,478Net Income 2015: -$68,2532015Revenue 2016: $66,598Expenses 2016: $296,123Net Income 2016: -$229,5252016Revenue 2019: $36,668Expenses 2019: $119,073Net Income 2019: -$82,4052019Revenue 2020: $48,424Expenses 2020: $62,767Net Income 2020: -$14,3432020Revenue 2021: $77,113Expenses 2021: $93,633Net Income 2021: -$16,5202021Revenue 2022: $38,577Expenses 2022: $17,068Net Income 2022: $21,5092022Revenue 2023: $85,638Expenses 2023: $64,998Net Income 2023: $20,6402023Revenue 2024: $95,491Expenses 2024: $68,285Net Income 2024: $27,2062024

Highlighted filing

2013

Revenue$33,751
Expenses$23,045
Net Income$10,706
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jan 14, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN LAPPINTrustee-$0--
VICTOR DI ELMOTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEUKEMIA & LYMPHOMA SOCIETY OF PALM BEACHGENERAL PURPOSES-PALM BEACH GARDENS, FL, US$10,000
Paid GrantTHE INTERNATIONAL SOCIETY OF PALM BEACHGENERAL PURPOSES-PALM BEACH, FL, US$5,000
Paid GrantTHE LOST TREE VILLAGE FOUNDATION INCGENERAL PURPOSES-NORTH PALM BEACH, FL, US$3,500
Paid GrantTEMPLE BETH ELGENERAL PURPOSES-WEST PALM BEACH, FL, US$1,786
Paid GrantTEMPLE B'NAI ISRAELGENERAL PURPOSES-LACONIA, NH, US$350
Paid GrantLAKE REGION FOOD PANTRYGENERAL PURPOSES-MOULTONBOROUGH, NH, US$100
Paid GrantST GABRIEL CHURCHGENERAL PURPOSES-WINDSOR, CT, US$100
Paid GrantHOSPICE OF PALM BEACH COUNTYGENERAL PURPOSES-WEST PALM BEACH, FL, US$100
Paid GrantVITAS HOSPICEGENERAL PURPOSES-BOYNTON BEACH, FL, US$100
Paid GrantTHE BALD PEAK COMMUNITY FUNDGENERAL PURPOSES-MELVIN VILLAGE, NH, US$100
Filing and Contact Details

Filer

EIN
13-3087999
Raw XML Appendix358 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5191700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue699
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JONATHAN LAPPIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1VICTOR DI ELMO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10860 US HIGHWAY 1 SUITE 108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11860 US HIGHWAY 1 SUITE 108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NORTH PALM BEACH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NORTH PALM BEACH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TEMPLE BETH EL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11TEMPLE B'NAI ISRAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE LOST TREE VILLAGE FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE INTERNATIONAL SOCIETY OF PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14LAKE REGION FOOD PANTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15ST GABRIEL CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16HOSPICE OF PALM BEACH COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17VITAS HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18LEUKEMIA & LYMPHOMA SOCIETY OF PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19THE BALD PEAK COMMUNITY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102815 NORTH FLAGLER DRIVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine165300 EAST AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171901 SOUTH CONGRESS AVE SUITE 420
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184360 NORTHLAKE BLVD SUITE 109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19PO BOX 201 BPCC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WEST PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LACONIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NORTH PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MOULTONBOROUGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WINDSOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WEST PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7BOYNTON BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8PALM BEACH GARDENS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9MELVIN VILLAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033407
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode103246
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode233408
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode333480
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode403254
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506095
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode633407
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode733426
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode833401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode903850
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear021136
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear018859
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear103286
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted059449
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions022145
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY040590
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03286
OtherDecreasesSchedule/OtherDecreases/Amount016364
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0ACCOUNTING
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0900
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0900
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01800
TaxesSchedule/Taxes/Amount0109
TaxesSchedule/Taxes/Category0EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps0109
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0133087999
ReturnHeader/Filer/Name/BusinessNameLine10THE LAPPIN FOUNDATION
ReturnHeader/Filer/NameControl0LAPP
ReturnHeader/Filer/Phone05616353469
ReturnHeader/Filer/USAddress/AddressLine10860 US HIGHWAY 1 No 108
ReturnHeader/Filer/USAddress/City0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033408
ReturnHeader/Officer/DateSigned02014-01-14
ReturnHeader/Officer/Name0JONATHAN LAPPIN
ReturnHeader/Officer/Phone05616553469
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GLENN ZALK CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10297 GLEN AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SHORT HILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007078
ReturnHeader/Preparer/Name0GLENN ZALK
ReturnHeader/Preparer/Phone09739219518
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-14T16:38:51-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.95$0.68$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$0.86$0.65$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$0.39$0.17$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.77$0.94$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$0.48$0.63$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.37$1.19$0.82
2018Detailed filing. Detailed filing data is available for this year.
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.01$4.33$0.67$2.96$2.30
2015Detailed filing. Detailed filing data is available for this year.$7.02$0.40$6.62$0.37$1.05$0.68
2014Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.36$0.44$0.08
2013Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.34$0.23$0.11
2012Summary only. Only limited summary data is available for this year.$7.44$0.00$0.12$0.53$0.41
2011Detailed filing. Detailed filing data is available for this year.$7.41$0.15$7.27$0.12