Civic Intelligence

The David G Lambert Foundation

990PF • Fiscal year 2023 • EIN 13-3933625

Jun 01, 2022 to May 31, 2023 • Filed on Sep 28, 2023

Organization Profile
PO Box 3166Palm Beach, FL 33480

(561) 832-9292

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

2.6%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

61%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$112,513

Up $2,854 (+2.6%) from 2022

Net Assets

Up

$112,513

Up $2,854 (+2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin88th percentile

Revenue

Up

$6,429

Up $2,429 (+61%) from 2022

Expenses

Down

$3,575

Down $25,434 (-88%) from 2022

Net Income

Up

$2,854

Up $27,863 (+111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2012: $294,830Liabilities 2012: $02012Assets 2013: $178,849Liabilities 2013: $02013Assets 2014: $277,731Liabilities 2014: $02014Assets 2015: $123,608Liabilities 2015: $02015Assets 2020: $110,096Liabilities 2020: $0Net Assets 2020: $110,0962020Assets 2021: $134,668Liabilities 2021: $0Net Assets 2021: $134,6682021Assets 2022: $109,659Liabilities 2022: $0Net Assets 2022: $109,6592022Assets 2023: $112,513Liabilities 2023: $0Net Assets 2023: $112,5132023Assets 2024: $66,346Liabilities 2024: $0Net Assets 2024: $66,3462024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$112,513
Liabilities$0
Net Assets$112,513
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$200K$0-$200KRevenue 2012: $132,233Expenses 2012: $201,847Net Income 2012: -$69,6142012Revenue 2013: $2,504Expenses 2013: $118,485Net Income 2013: -$115,9812013Revenue 2014: $300,722Expenses 2014: $201,840Net Income 2014: $98,8822014Revenue 2015: $189,507Expenses 2015: $343,630Net Income 2015: -$154,1232015Revenue 2020: $22,003Expenses 2020: $20,210Net Income 2020: $1,7932020Revenue 2021: $41,072Expenses 2021: $16,500Net Income 2021: $24,5722021Revenue 2022: $4,000Expenses 2022: $29,009Net Income 2022: -$25,0092022Revenue 2023: $6,429Expenses 2023: $3,575Net Income 2023: $2,8542023Revenue 2024: -$1,056Expenses 2024: $45,111Net Income 2024: -$46,1672024Revenue 2025: $961Expenses 2025: $67,307Net Income 2025: -$66,3462025

Highlighted filing

2023

Revenue$6,429
Expenses$3,575
Net Income$2,854
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G LAMBERTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The David G Lambert Foundation
EIN
13-3933625
Phone
5618329292
Address
PO BOX 3166, PALM BEACH, FL 33480

Signing Officer

Name
David G Lambert
Title
Trustee
Phone
5618329292
Signed
2023-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
Adam Slavin
Phone
5618329292
Raw XML Appendix288 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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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID G LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05618329292
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID G LAMBERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0133933625
ReturnHeader/Filer/PhoneNum05618329292
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3166
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM SLAVIN
ReturnHeader/ReturnTs02023-09-29T12:36:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAMBERT
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,513
Liabilities
$0
Net assets
$112,513
Revenue
$6,429
Expenses
$3,575
Net income
$2,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.67$0.66
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.45$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.29$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.41$0.17$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.22$0.20$0.02
2015Summary only. Only limited summary data is available for this year.$1.24$0.00$1.90$3.44$1.54
2014Summary only. Only limited summary data is available for this year.$2.78$0.00$3.01$2.02$0.99
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$0.03$1.18$1.16
2012Summary only. Only limited summary data is available for this year.$2.95$0.00$1.32$2.02$0.70