Civic Intelligence

Lerner-Gray Foundation Inc.

990PF • Fiscal year 2022 • EIN 13-6113576

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

5 Yadkin StreetBluffton, SC 29910

(603) 989-5606

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-240%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

88th percentile

$20,400

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 85.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-62%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$476,619

Down $57,398 (-11%) from 2021

Net Assets

Down

$476,619

Down $57,398 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$23,949

Down $38,315 (-62%) from 2021

Expenses

Down

$81,347

Down $7,356 (-8.3%) from 2021

Net Income

Down

-$57,398

Down $30,959 (-117%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $396,030Liabilities 2011: $0Net Assets 2011: $396,0302011Assets 2012: $556,287Liabilities 2012: $02012Assets 2013: $537,072Liabilities 2013: $02013Assets 2014: $541,780Liabilities 2014: $0Net Assets 2014: $541,7802014Assets 2015: $445,174Liabilities 2015: $0Net Assets 2015: $445,1742015Assets 2016: $760,384Liabilities 2016: $0Net Assets 2016: $760,3842016Assets 2017: $701,039Liabilities 2017: $0Net Assets 2017: $701,0392017Assets 2018: $656,358Liabilities 2018: $0Net Assets 2018: $656,3582018Assets 2019: $598,122Liabilities 2019: $0Net Assets 2019: $598,1222019Assets 2020: $560,456Liabilities 2020: $0Net Assets 2020: $560,4562020Assets 2021: $534,017Liabilities 2021: $0Net Assets 2021: $534,0172021Assets 2022: $476,619Liabilities 2022: $0Net Assets 2022: $476,6192022Assets 2023: $448,948Liabilities 2023: $0Net Assets 2023: $448,9482023Assets 2024: $394,062Liabilities 2024: $0Net Assets 2024: $394,0622024

Highlighted filing

2022

Assets$476,619
Liabilities$0
Net Assets$476,619

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $15,4002011Revenue 2012: $316,562Expenses 2012: $64,201Net Income 2012: $252,3612012Revenue 2013: $10,029Expenses 2013: $112,307Net Income 2013: -$102,2782013Revenue 2014: $105,354Expenses 2014: $71,880Net Income 2014: $33,4742014Revenue 2015: -$2,685Expenses 2015: $92,613Net Income 2015: -$95,2982015Revenue 2016: $401,945Expenses 2016: $86,615Net Income 2016: $315,3302016Revenue 2017: $28,383Expenses 2017: $87,728Net Income 2017: -$59,3452017Revenue 2018: $58,196Expenses 2018: $102,877Net Income 2018: -$44,6812018Revenue 2019: $78,330Expenses 2019: $114,246Net Income 2019: -$35,9162019Revenue 2020: $47,397Expenses 2020: $85,063Net Income 2020: -$37,6662020Revenue 2021: $62,264Expenses 2021: $88,703Net Income 2021: -$26,4392021Revenue 2022: $23,949Expenses 2022: $81,347Net Income 2022: -$57,3982022Revenue 2023: $57,169Expenses 2023: $84,840Net Income 2023: -$27,6712023Revenue 2024: $43,665Expenses 2024: $98,551Net Income 2024: -$54,8862024

Highlighted filing

2022

Revenue$23,949
Expenses$81,347
Net Income-$57,398
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lydia BartholowPresident-$20,400-$20,400
Elisabeth GraySecretary-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Lerner Gray Foundation
EIN
13-6113576
Phone
6039895606
Address
5 Yadkin Street, Bluffton, SC 29910

Signing Officer

Name
Lydia Bartholow
Title
President
Phone
6039895606
Signed
2023-05-12

Preparer

Firm
William J Krause CPA PC
Address
8 Governor Wentworth Hwy PO Box 672, Wolfeboro, NH 03894
Preparer
Matthew W Krause EA
Phone
6035694222
Raw XML AppendixShowing 400 of 428 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 2716
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 202
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt775 Court Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 10081
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Henrico
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Beaufort
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt22450
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LandEtcSchedule2/LandEtcGrp/BookValueAmt10
LandEtcSchedule2/LandEtcGrp/BookValueAmt2150
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1MacBook Pro
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Computer
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02035
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt13749
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS Filing Fee
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05418
TaxesSchedule/TaxesDetail/Amt03843
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01922
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lydia Bartholow

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.44$0.99$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.57$0.85$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.24$0.81$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.62$0.89$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.47$0.85$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.00$5.98$0.78$1.14$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$0.58$1.03$0.45
2017Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.28$0.88$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$4.02$0.87$3.15
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.03$0.93$0.95
2014Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$1.05$0.72$0.33
2013Summary only. Only limited summary data is available for this year.$5.37$0.00$0.10$1.12$1.02
2012Summary only. Only limited summary data is available for this year.$5.56$0.00$3.17$0.64$2.52
2011Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.15