Civic Intelligence

L H Foundation Inc.

990 • Fiscal year 2019 • EIN 13-3330145

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 06, 2020

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

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.08x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

1st percentile

-243%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$161,316

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 79.4% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

38th percentile

1.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-69%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$25,480,027

Up $357,236 (+1.4%) from 2018

Net Assets

Up

$25,463,752

Up $357,236 (+1.4%) from 2018

Liabilities

Flat

$16,275

Flat from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Down

$203,241

Down $443,593 (-69%) from 2018

Expenses

Down

$696,799

Down $105,001 (-13%) from 2018

Net Income

Down

-$493,558

Down $338,592 (-218%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$25,480,027
Liabilities$16,275
Net Assets$25,463,752
Open 2019 Filing

Operations Trend

Revenue Growth2nd 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

2019

Revenue$203,241
Expenses$696,799
Net Income-$493,558
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 6, 2020
Return Version
2018v3.3
Gross Receipts
$4,676,051
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$12,167,666$12,557,969▲ $390,303
Investments Other Securities$8,509,238$9,138,864▲ $629,626
Savings and Temporary Cash Investments$231,225$161,567▼ $69,658
Cash and Non-Interest-Bearing Accounts$121,515$127,336▲ $5,821
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$25,122,791$25,480,027▲ $357,236
Other Assets Total$4,093,147$3,494,291▼ $598,856
Liabilities
Accounts Payable and Accrued Expenses$16,275$16,275→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$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$16,275→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$25,106,516$25,463,752▲ $357,236
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$25,106,516$25,463,752▲ $357,236
Total Liabilities and Net Assets / Fund Balance$25,122,791$25,480,027▲ $357,236

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,494,291--
Other Securities$9,138,864--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$25,106,516$29,570▲ $976,417-$25,463,752
2017$24,487,914$17,328▲ $1,338,548-$25,106,516
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
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Mitchel SimplerChairman, as of 08/18
Paul MeissnerPresident
James L Garrity Jr EsqVice President
Edward G AngeliniVice President & secretary
Michael MclaughlinChief Financial Officer
Claudio OchoaManager
Heike VogelManager
John CorcoranManager
John J Mccarthy Jr EsqManager
Msgr Kevin SullivanManager
Phil RuggieriManager
Shane M BigelowManager
Shaun B Higginsmanager
Sal LifrieriMANAGER, as of 12/18
Leslie FaersteinMANAGER, thru 11/18
D Todd SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,100
Program Service Revenue
$0
Investment Income
$173,671
Other Revenue
$13,470
All Other Contributions
$50
Change in Net Assets
$-493,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$155,193
Revenue Not Reported on Financial Statements
$48,048
Revenue Not Reported on Form 990
$850,794
Total Revenue per Audited Statements
$1,005,987
Total Revenue per Form 990
$203,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$604,000
Other Expenses$92,799
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$600,000--$600,000
Fees for Service Investment Mgmnt Fees-$48,048-$48,048
Fees for Services Accounting-$42,550-$42,550
Grants to Domestic Individuals$4,000--$4,000
Conferences and Meetings-$1,435-$1,435
Other Expenses-$766$0$766
Total Functional Expenses$604,000$92,799$0$696,799

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$696,799
Expenses per Audited Statements$648,751
Total Expenses per Audited Statements$648,751
Expenses Not Reported on Financial Statements$48,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lincoln HallLincolndale, NY501(c)(3)CAPITAL & oper. support$600,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,470
Fundraising Direct Expenses$34,000
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$63,520$47,470$1,025$46,445
Total Events$63,520$47,470$34,000$13,470
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2020-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Meissner
Formed
1985
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
16

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, 2019, 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, 2019, the organization was not subject to any examination by a taxing authority.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL MEISSNER
IRS990/Form990PartVIISectionAGrp/PersonNm1Edward G Angelini
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES L GARRITY JR ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm3D TODD SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MITCHEL SIMPLER
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IRS990/Form990PartVIISectionAGrp/PersonNm7LESLIE FAERSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8Shaun B Higgins
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN J MCCARTHY JR ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm10Sal Lifrieri
IRS990/Form990PartVIISectionAGrp/PersonNm11CLAUDIO OCHOA
IRS990/Form990PartVIISectionAGrp/PersonNm12PHIL RUGGIERI
IRS990/Form990PartVIISectionAGrp/PersonNm13MSGR KEVIN SULLIVAN
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IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL MCLAUGHLIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President & secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman, as of 08/18
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGER, thru 11/18
IRS990/Form990PartVIISectionAGrp/TitleTxt8manager
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGER, as of 12/18
IRS990/Form990PartVIISectionAGrp/TitleTxt11MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGER
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,480,027
Liabilities
$16,275
Net assets
$25,463,752
Revenue
$203,241
Expenses
$696,799
Net income
-$493,558
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. 2019 filings • 501(c)3 • $25M-$50M nonprofits