Civic Intelligence

Helen & Rita Lurie Foundation

990PF • Fiscal year 2012 • EIN 13-3316656

Nov 01, 2011 to Oct 31, 2012 • Filed on Mar 11, 2013

A Lesk-fried Frank/1 New York Pza10004
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

78th percentile

$36,000

Higher top officer pay than 78% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

22nd percentile

-3.9%

Faster asset growth than 22% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$8,073,688

Down $323,506 (-3.9%) from 2011

Net Assets

$8,073,688

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$561,951

Down $8,269 (-1.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,397,194Liabilities 2011: $12011Assets 2012: $8,073,688Liabilities 2012: $0Net Assets 2012: $8,073,6882012Assets 2013: $8,493,402Liabilities 2013: $0Net Assets 2013: $8,493,4022013Assets 2014: $8,209,056Liabilities 2014: $0Net Assets 2014: $8,209,0562014Assets 2015: $7,846,377Liabilities 2015: $0Net Assets 2015: $7,846,3772015Assets 2016: $7,861,766Liabilities 2016: $0Net Assets 2016: $7,861,7662016Assets 2017: $7,746,368Liabilities 2017: $0Net Assets 2017: $7,746,3682017Assets 2018: $7,576,068Liabilities 2018: $0Net Assets 2018: $7,576,0682018Assets 2019: $7,117,306Liabilities 2019: $0Net Assets 2019: $7,117,3062019Assets 2020: $7,265,631Liabilities 2020: $0Net Assets 2020: $7,265,6312020Assets 2021: $8,256,224Liabilities 2021: $0Net Assets 2021: $8,256,2242021Assets 2022: $7,587,489Liabilities 2022: $0Net Assets 2022: $7,587,4892022Assets 2023: $7,527,425Liabilities 2023: $0Net Assets 2023: $7,527,4252023Assets 2024: $7,675,523Liabilities 2024: $0Net Assets 2024: $7,675,5232024

Highlighted filing

2012

Assets$8,073,688
Liabilities$0
Net Assets$8,073,688

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $272,863Expenses 2011: $570,220Net Income 2011: -$297,3572011Expenses 2012: $561,9512012Revenue 2013: $1,065,694Expenses 2013: $645,980Net Income 2013: $419,7142013Revenue 2014: $341,614Expenses 2014: $625,960Net Income 2014: -$284,3462014Revenue 2015: $289,327Expenses 2015: $652,006Net Income 2015: -$362,6792015Revenue 2016: $659,197Expenses 2016: $643,808Net Income 2016: $15,3892016Revenue 2017: $525,560Expenses 2017: $640,958Net Income 2017: -$115,3982017Revenue 2018: $527,889Expenses 2018: $698,189Net Income 2018: -$170,3002018Revenue 2019: $247,356Expenses 2019: $706,118Net Income 2019: -$458,7622019Revenue 2020: $860,296Expenses 2020: $711,971Net Income 2020: $148,3252020Revenue 2021: $1,707,775Expenses 2021: $717,182Net Income 2021: $990,5932021Revenue 2022: $167,030Expenses 2022: $835,765Net Income 2022: -$668,7352022Revenue 2023: $751,399Expenses 2023: $811,463Net Income 2023: -$60,0642023Revenue 2024: $925,921Expenses 2024: $777,823Net Income 2024: $148,0982024

Highlighted filing

2012

Revenue-
Expenses$561,951
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Mar 11, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK LUBCHERDirectorPT$36,000-$36,000
ANN B LESKDirector-$0--
JOSEPH A STERNDirector-$0--
HELEN ARMELDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWEILL CORNELL MEDICAL COLLEGEPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$160,000
Paid GrantNYU MEDICAL SCHOOLPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$120,000
Paid GrantHIASINCPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$40,000
Paid GrantUJA FEDERATION OF NEW YORKPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$40,000
Paid GrantMOUNT SINAI SCHOOL OF MEDICINEPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$20,000
Paid GrantSELFHELP COMMUNITY SERVICESPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$20,000
Paid GrantTHE FOUNDATION OF UMDNJPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNEWARK, NJ, US$20,000
Paid GrantYESHIVA UNIVERSITYPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$20,000
Paid GrantJEWISH COMMUNITY SERVICES OF SOUTH FLORIDAPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNORTH MIAMI, FL, US$15,000
Paid GrantMETROPOLITAN COUNCIL ON JEWISH POVERTYPROVIDE 501C3 ORG FUNDS TO CARRY OUT CHARITABLE PURPOTHER PUBLIC CHARITYNY, NY, US$15,000
Filing and Contact Details

Filer

EIN
13-3316656
Raw XML AppendixShowing 400 of 723 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
AppliedToPriorYearElection/Election0ELECTION WITH REGARD TO TREATMENT OF QUALIFYING DISTRIBUTIONS HELEN & RITA LURIE FOUNDATIONTIN: 13-3316656C/O ANN LESK FRIED FRANK ET ALONE NEW YORK PLAZANEW YORK, NY 10004 TAX YEAR ENDED 10/31/2007 PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDED 10/31/2005 IN THE AMOUNT OF ______ _________________________ FREDERICK LUBCHER PRESIDENT
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCKS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272001-11-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-01-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-02-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-06-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-10-23
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.93$0.78$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.75$0.81$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.17$0.84$0.67
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$1.71$0.72$0.99
2020Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.86$0.71$0.15
2019Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.25$0.71$0.46
2018Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.53$0.70$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.53$0.64$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.66$0.64$0.02
2015Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.29$0.65$0.36
2014Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.34$0.63$0.28
2013Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.07$0.65$0.42
2012Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.56
2011Summary only. Only limited summary data is available for this year.$8.40$0.00$0.27$0.57$0.30