Civic Intelligence

L H Foundation Inc.

990 • Fiscal year 2017 • EIN 13-3330145

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
PO Box 600 - Route 202Lincolndale, NY 10540-0600

(914) 248-7474

Siviq Scores

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

Liabilities / Assets

15th percentile

0.02x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.14x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$146,122

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

28th percentile

-0.1%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

548%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,004,233

Down $30,389 (-0.1%) from 2016

Net Assets

Down

$24,487,914

Down $530,433 (-2.1%) from 2016

Liabilities

Up

$516,319

Up $500,044 (+3072%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin82nd percentile

Revenue

Up

$3,607,067

Up $3,050,732 (+548%) from 2016

Expenses

Up

$2,682,114

Up $1,578,333 (+143%) from 2016

Net Income

Up

$924,953

Up $1,472,399 (+269%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2011: $26,609,625Liabilities 2011: $27,740Net Assets 2011: $26,581,8852011Assets 2012: $25,074,730Liabilities 2012: $16,275Net Assets 2012: $25,058,4552012Assets 2013: $24,432,377Liabilities 2013: $16,275Net Assets 2013: $24,416,1022013Assets 2014: $26,644,574Liabilities 2014: $16,275Net Assets 2014: $26,628,2992014Assets 2015: $26,580,289Liabilities 2015: $16,275Net Assets 2015: $26,564,0142015Assets 2016: $25,034,622Liabilities 2016: $16,275Net Assets 2016: $25,018,3472016Assets 2017: $25,004,233Liabilities 2017: $516,319Net Assets 2017: $24,487,9142017Assets 2018: $25,122,791Liabilities 2018: $16,275Net Assets 2018: $25,106,5162018Assets 2019: $25,480,027Liabilities 2019: $16,275Net Assets 2019: $25,463,7522019Assets 2020: $25,394,193Liabilities 2020: $17,800Net Assets 2020: $25,376,3932020Assets 2021: $30,946,239Liabilities 2021: $18,540Net Assets 2021: $30,927,6992021Assets 2022: $26,369,102Liabilities 2022: $17,789Net Assets 2022: $26,351,3132022Assets 2023: $27,999,551Liabilities 2023: $40,599Net Assets 2023: $27,958,9522023Assets 2024: $31,610,792Liabilities 2024: $33,169Net Assets 2024: $31,577,6232024

Highlighted filing

2017

Assets$25,004,233
Liabilities$516,319
Net Assets$24,487,914
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,146,783Expenses 2011: $908,077Net Income 2011: $238,7062011Revenue 2012: $1,007,410Expenses 2012: $1,122,825Net Income 2012: -$115,4152012Revenue 2013: $1,314,471Expenses 2013: $3,130,800Net Income 2013: -$1,816,3292013Revenue 2014: $1,955,058Expenses 2014: $1,171,537Net Income 2014: $783,5212014Revenue 2015: $2,647,761Expenses 2015: $1,255,704Net Income 2015: $1,392,0572015Revenue 2016: $556,335Expenses 2016: $1,103,781Net Income 2016: -$547,4462016Revenue 2017: $3,607,067Expenses 2017: $2,682,114Net Income 2017: $924,9532017Revenue 2018: $646,834Expenses 2018: $801,800Net Income 2018: -$154,9662018Revenue 2019: $203,241Expenses 2019: $696,799Net Income 2019: -$493,5582019Revenue 2020: $367,628Expenses 2020: $729,620Net Income 2020: -$361,9922020Revenue 2021: $659,082Expenses 2021: $711,004Net Income 2021: -$51,9222021Revenue 2022: $1,046,099Expenses 2022: $731,312Net Income 2022: $314,7872022Revenue 2023: $407,745Expenses 2023: $715,193Net Income 2023: -$307,4482023Revenue 2024: $395,051Expenses 2024: $153,867Net Income 2024: $241,1842024

Highlighted filing

2017

Revenue$3,607,067
Expenses$2,682,114
Net Income$924,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.1
Gross Receipts
$20,204,171
Mission and Program Overview

Mission

To manage investment funds and to support childcare-related charitable organizations or corporations.

To manage investment funds and to support childcare-related charitable childcare-related charitable organizations or corporations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,749,324$17,112,396▲ $1,363,072
Investments Other Securities$2,969,394$2,000,000▼ $969,394
Savings and Temporary Cash Investments$1,147,815$1,742,411▲ $594,596
Cash and Non-Interest-Bearing Accounts$53,648$78,207▲ $24,559
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$25,034,622$25,004,233▼ $30,389
Other Assets Total$5,114,441$4,071,219▼ $1,043,222
Liabilities
Other Liabilities$0$500,000▲ $500,000
Accounts Payable and Accrued Expenses$16,275$16,319▲ $44
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,275$516,319▲ $500,044
Net Assets / Fund Balance
Unrestricted Net Assets$25,018,347$24,487,914▼ $530,433
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$25,018,347$24,487,914▼ $530,433
Total Liabilities and Net Assets / Fund Balance$25,034,622$25,004,233▼ $30,389

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,052,155--
Other Securities$2,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$25,017,898$33,430▲ $2,054,622-$24,487,914
2015$26,564,014$48,404▼ $561,703-$25,017,898
2014$26,628,299$46,304▲ $1,058,654-$26,564,014
2013$24,416,102$53,482▲ $3,248,924-$26,628,299
2012$25,058,455$52,638▲ $2,435,809$1,985,000$24,416,102
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert FarmerAssistant SecretaryPT$146,122$146,122

Board Members and Trustees

NameTitle
James G Nugent Thru 417Chairman
Paul MeissnerPresident
James L Garrity Jr EsqVice President
William J Collier Jr EsqVice President (thru 12/16)
Claudio Ochoa From 816Manager
Heike VogelManager
John CorcoranManager
John J Mccarthy Jr EsqManager
Leslie Faerstein From 816Manager
Mark Pfister Thru 317Manager
Martin J McnamaraManager
Mitchel SimplerManager
Msgr Kevin SullivanManager
Phil RuggieriManager
Sal Lifrieri Thru 117Manager
Shane M BigelowManager
Shaun Higginssec Thru 1216Manager (from 12/16)
Edward Angelinimgr Thru 1216Secretary (from 12/16)
D Todd SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,643
Program Service Revenue
$0
Investment Income
$3,573,637
Other Revenue
$25,787
All Other Contributions
$1,000
Change in Net Assets
$924,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,542,989
Revenue Not Reported on Financial Statements
$64,078
Revenue Not Reported on Form 990
$-1,455,386
Total Revenue per Audited Statements
$2,087,603
Total Revenue per Form 990
$3,607,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,592,746
Other Expenses$89,368
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,569,871--$2,569,871
Fees for Service Investment Mgmnt Fees-$64,078-$64,078
Fees for Services Accounting-$23,349-$23,349
Grants to Domestic Individuals$22,875--$22,875
Conferences and Meetings-$1,926-$1,926
Office Expenses-$15-$15
Total Functional Expenses$2,592,746$89,368$0$2,682,114

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,682,114
Expenses per Audited Statements$2,618,036
Total Expenses per Audited Statements$2,618,036
Expenses Not Reported on Financial Statements$64,078
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lincoln HallLincolndale, NY501(c)(3)Capital &$2,569,871
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,090
Fundraising Direct Expenses$31,303
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$63,733$57,090$6,951$50,139
Total Events$63,733$57,090$31,303$25,787
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$500,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“Form 990 is prepared by the cpa firm from audited financial statements and trial balance as well as from information the organization's controller provides to them in a tax organizer. The cpa firm furnishes draft form 990 which is reviewed by the controller and any adjustments are made before it is presented to audit committee members. After approval, the chairman of the audit committee provides an electronic copy of form 990 to the full board with an opportunity to review and coordinate any appropriate changes to form 990 before it is finalized and filed with the irs.”

FORM 990, PART VI, SECTION B, LINE 12C:

“At the full board annual meeting, secretary of the board always discusses the conflict of interest policy and asks if all members fully understand the policy and asks if any members have any kind of conflict. Additionally, secretary of the board interviews each new board member and goes over the policy. Also, any new, major vendors, if any, are discussed in the building and grounds committee meetings and in the insurance committees, if relevant.”

FORM 990, PART VI, SECTION B, LINES 15A AND 15B:

“The organization does not compensate any officers or key employees.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lh Foundation Inc
EIN
13-3330145
In Care Of
% MICHAEL MCLAUGHLIN
Phone
9142487474
Address
PO BOX 600 - ROUTE 202, LINCOLNDALE, NY 10540-0600

Signing Officer

Name
Michael Mclaughlin
Title
CFO
Phone
9142487474
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Meissner
Formed
1985
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
19

Preparer

Firm
Bdo USA Llp
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To satisfy its long-term rate-of-return objectives, the organization relies on total return strategy designed to provide a reasonable level of annual distributions to general operating funds and to provide for the long-term preservation of the endowment fund.”

PART X, LINE 2:

“Under U.S. GAAP, an organization must recognize a tax liability (or de-recognize an asset) associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination by a taxing authority. L.H. Foundation, Inc. does not believe it has taken any material uncertain tax positions and, accordingly, it has not recorded any liability (or de-recognize an asset) for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required. For the year ended June 30, 2017, there was no interest or penalties recorded or included in the statement of activities. The organization is subject to routine audit by a taxing authority. As of June 30, 2017, the organization was not subject to any examination by a taxing authority.”

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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,004,233
Liabilities
$516,319
Net assets
$24,487,914
Revenue
$3,607,067
Expenses
$2,682,114
Net income
$924,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.6$0.03$31.6$0.40$0.15$0.24
2023Detailed filing. Detailed filing data is available for this year.$28.0$0.04$28.0$0.41$0.72$0.31
2022Detailed filing. Detailed filing data is available for this year.$26.4$0.02$26.4$1.05$0.73$0.31
2021Detailed filing. Detailed filing data is available for this year.$30.9$0.02$30.9$0.66$0.71$0.05
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.02$25.4$0.37$0.73$0.36
2019Detailed filing. Detailed filing data is available for this year.$25.5$0.02$25.5$0.20$0.70$0.49
2018Detailed filing. Detailed filing data is available for this year.$25.1$0.02$25.1$0.65$0.80$0.15
2017Detailed filing. Detailed filing data is available for this year.$25.0$0.52$24.5$3.61$2.68$0.92
2016Summary only. Only limited summary data is available for this year.$25.0$0.02$25.0$0.56$1.10$0.55
2015Summary only. Only limited summary data is available for this year.$26.6$0.02$26.6$2.65$1.26$1.39
2014Summary only. Only limited summary data is available for this year.$26.6$0.02$26.6$1.96$1.17$0.78
2013Summary only. Only limited summary data is available for this year.$24.4$0.02$24.4$1.31$3.13$1.82
2012Summary only. Only limited summary data is available for this year.$25.1$0.02$25.1$1.01$1.12$0.12
2011Summary only. Only limited summary data is available for this year.$26.6$0.03$26.6$1.15$0.91$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $25M-$50M nonprofits