Civic Intelligence

John Marshall Lockhart Trust for R P I

990PF • Fiscal year 2012 • EIN 13-6042350

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Organization Profile
PO Box 1297 Church St Station10008
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2012 filings • NTEE B • $25M-$50M 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

62nd percentile

$35,547

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2012 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$34,779,007

Down $443,957 (-1.3%) from 2011

Net Assets

Down

$34,779,007

Down $443,957 (-1.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,880,846

Down $710 (-0.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$60M$40M$20M$0Assets 2010: $36,453,690Liabilities 2010: $0Net Assets 2010: $36,453,6902010Assets 2011: $35,222,964Liabilities 2011: $0Net Assets 2011: $35,222,9642011Assets 2012: $34,779,007Liabilities 2012: $0Net Assets 2012: $34,779,0072012Assets 2013: $35,182,027Liabilities 2013: $0Net Assets 2013: $35,182,0272013Assets 2014: $36,254,137Liabilities 2014: $02014Assets 2015: $36,161,952Liabilities 2015: $02015Assets 2019: $41,957,427Liabilities 2019: $0Net Assets 2019: $41,957,4272019Assets 2020: $44,316,987Liabilities 2020: $0Net Assets 2020: $44,316,9872020Assets 2021: $48,276,682Liabilities 2021: $0Net Assets 2021: $48,276,6822021Assets 2022: $48,606,948Liabilities 2022: $0Net Assets 2022: $48,606,9482022Assets 2023: $52,513,045Liabilities 2023: $0Net Assets 2023: $52,513,0452023Assets 2024: $56,876,657Liabilities 2024: $0Net Assets 2024: $56,876,6572024

Highlighted filing

2012

Assets$34,779,007
Liabilities$0
Net Assets$34,779,007
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,026,3182010Expenses 2011: $1,881,5562011Expenses 2012: $1,880,8462012Revenue 2013: $1,942,349Expenses 2013: $1,946,823Net Income 2013: -$4,4742013Revenue 2014: $3,039,218Expenses 2014: $1,992,505Net Income 2014: $1,046,7132014Revenue 2015: $2,067,778Expenses 2015: $2,193,888Net Income 2015: -$126,1102015Revenue 2019: $3,929,522Expenses 2019: $2,424,538Net Income 2019: $1,504,9842019Revenue 2020: $4,731,039Expenses 2020: $2,394,985Net Income 2020: $2,336,0542020Revenue 2021: $6,917,968Expenses 2021: $2,644,624Net Income 2021: $4,273,3442021Revenue 2022: $2,714,884Expenses 2022: $2,740,787Net Income 2022: -$25,9032022Revenue 2023: $6,947,967Expenses 2023: $3,033,616Net Income 2023: $3,914,3512023Revenue 2024: $7,109,896Expenses 2024: $3,103,841Net Income 2024: $4,006,0552024

Highlighted filing

2012

Revenue-
Expenses$1,880,846
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$35,547-$35,547
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRENSSELAER POLYTECHNICORGANIZATIONS GENERALTAX EXEMPTTROY, NY, US$1,823,278
Filing and Contact Details

Filer

EIN
13-6042350
Raw XML Appendix377 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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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01823278
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ORGANIZATIONS GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10RENSSELAER POLYTECHNIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0TAX EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10110 8TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0TROY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode012180
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01823278
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01773056
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01773056
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20247336
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30491926
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40244518
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01051775
IRS990PF/UndistributedIncome/ExcessFromCurrentYear067995
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear20247336
IRS990PF/UndistributedIncome/ExcessFromYear30491926
IRS990PF/UndistributedIncome/ExcessFromYear40244518
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01841051
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus067995
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01051775
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0983780
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0381377
OtherDecreasesSchedule/OtherDecreases/Amount137530
OtherDecreasesSchedule/OtherDecreases/Amount217101
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT FOR 2012 CTF GAIN AND LOSS DIST POSTING 2013
OtherDecreasesSchedule/OtherDecreases/Description1ADJUSTMENT FOR 2012 CTF CASH DISTRIBUTION POSTING 2013
OtherDecreasesSchedule/OtherDecreases/Description2DIVIDENDS TAXABLE 2012 POSTING IN 2013
OtherIncomeSchedule2/OtherIncome/Description0FED EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0251
OtherIncreasesSchedule/OtherIncreases/Amount01804
OtherIncreasesSchedule/OtherIncreases/Description0BASIS ADJ FOR ROC
TaxesSchedule/Taxes/Amount013000
TaxesSchedule/Taxes/Amount18147
TaxesSchedule/Taxes/Amount2874
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome18147
TaxesSchedule/Taxes/NetInvestmentIncome2874
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0136042350
ReturnHeader/Filer/Name/BusinessNameLine10JOHN MARSHALL LOCKHART TRUST FOR R P I CO
ReturnHeader/Filer/NameControl0LOCK
ReturnHeader/Filer/Phone02124542306
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1297 CHURCH ST STATION
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010008
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0ALAN GABEL
ReturnHeader/Officer/Phone02124542306
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMSON REUTERS (TAX & ACCOUNTING)
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10343 THORNALL STREET SUITE 710
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Edison
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode008837
ReturnHeader/Preparer/Name0LOUIS J DEROSE
ReturnHeader/Preparer/Phone07327679100
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T15:03:11-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,779,007
Liabilities
$0
Net assets
$34,779,007
Revenue
-
Expenses
$1,880,846
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$7.11$3.10$4.01
2023Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$6.95$3.03$3.91
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$2.71$2.74$0.03
2021Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$6.92$2.64$4.27
2020Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$4.73$2.39$2.34
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$3.93$2.42$1.50
2015Summary only. Only limited summary data is available for this year.$36.2$0.00$2.07$2.19$0.13
2014Summary only. Only limited summary data is available for this year.$36.3$0.00$3.04$1.99$1.05
2013Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$1.94$1.95$0.00
2012Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$1.88
2011Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$1.88
2010Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$2.03