Civic Intelligence

Lockerby Foundation

990PF • Fiscal year 2015 • EIN 20-0520664

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 18, 2016

Organization Profile
550 N Market BlvdChehalis, WA 98532

(503) 205-2548

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-55%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$171,832

Up $28,932 (+20%) from 2014

Net Assets

Up

$171,104

Up $29,087 (+20%) from 2014

Liabilities

Down

$728

Down $155 (-18%) from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin11th percentile

Revenue

Down

$37,359

Down $45,359 (-55%) from 2014

Expenses

Down

$55,788

Down $179,043 (-76%) from 2014

Net Income

Up

-$18,429

Up $133,684 (+88%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2010: $180,107Liabilities 2010: $0Net Assets 2010: $180,1072010Assets 2011: $180,506Liabilities 2011: $241Net Assets 2011: $180,2652011Assets 2012: $176,152Liabilities 2012: $697Net Assets 2012: $175,4552012Assets 2013: $132,722Liabilities 2013: $1,030Net Assets 2013: $131,6922013Assets 2014: $142,900Liabilities 2014: $883Net Assets 2014: $142,0172014Assets 2015: $171,832Liabilities 2015: $728Net Assets 2015: $171,1042015Assets 2016: $287,705Liabilities 2016: $2,667Net Assets 2016: $285,0382016Assets 2017: $290,309Liabilities 2017: $320Net Assets 2017: $289,9892017Assets 2018: $303,327Liabilities 2018: $350Net Assets 2018: $302,9772018Assets 2019: $302,013Liabilities 2019: $403Net Assets 2019: $301,6102019Assets 2020: $321,535Liabilities 2020: $277Net Assets 2020: $321,2582020Assets 2021: $336,775Liabilities 2021: $0Net Assets 2021: $336,7752021Assets 2022: $250,797Liabilities 2022: $283Net Assets 2022: $250,5142022Assets 2023: $241,922Liabilities 2023: $0Net Assets 2023: $241,9222023Assets 2024: $131,392Liabilities 2024: $0Net Assets 2024: $131,3922024

Highlighted filing

2015

Assets$171,832
Liabilities$728
Net Assets$171,104
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $45,3942010Expenses 2011: $24,3882011Expenses 2012: $100,5332012Revenue 2013: $23,150Expenses 2013: $66,913Net Income 2013: -$43,7632013Revenue 2014: $82,718Expenses 2014: $234,831Net Income 2014: -$152,1132014Revenue 2015: $37,359Expenses 2015: $55,788Net Income 2015: -$18,4292015Revenue 2016: $132,624Expenses 2016: $65,520Net Income 2016: $67,1042016Revenue 2017: $16,414Expenses 2017: $11,463Net Income 2017: $4,9512017Revenue 2018: $17,665Expenses 2018: $4,677Net Income 2018: $12,9882018Revenue 2019: $19,442Expenses 2019: $61,449Net Income 2019: -$42,0072019Revenue 2020: $20,359Expenses 2020: $711Net Income 2020: $19,6482020Revenue 2021: $21,665Expenses 2021: $108,860Net Income 2021: -$87,1952021Revenue 2022: $23,159Expenses 2022: $109,420Net Income 2022: -$86,2612022Revenue 2023: $24,166Expenses 2023: $81,890Net Income 2023: -$57,7242023Revenue 2024: -$76,764Expenses 2024: $84,768Net Income 2024: -$161,5322024

Highlighted filing

2015

Revenue$37,359
Expenses$55,788
Net Income-$18,429
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 18, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN H SHAWSecretary-$0--
CATHERINE SHAWPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lockerby Foundation
EIN
20-0520664
Phone
5032052548
Address
550 N MARKET BLVD, CHEHALIS, WA 98532

Signing Officer

Name
Catherine Shaw
Title
President
Signed
2016-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Thomas D Bradley PS
Address
550 N Market Blvd, Chehalis, WA 98532
Preparer
Thomas D Bradley
Phone
3607488857
Raw XML Appendix262 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.

Path#Value
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054877
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0174629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010194
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0171454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0171454
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054877
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0171454
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0184823
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04137
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14137
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050720
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFF BETWEEN MARKET AND COST BASIS OF STOCK DONATIONS MADE
TaxesSchedule/TaxesDetail/Amt0761
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKERBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0200520664
ReturnHeader/Filer/PhoneNum05032052548
ReturnHeader/Filer/USAddress/AddressLine1Txt0550 N MARKET BLVD
ReturnHeader/Filer/USAddress/CityNm0CHEHALIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas D Bradley PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 N Market Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chehalis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098532
ReturnHeader/PreparerPersonGrp/PhoneNum03607488857
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas D Bradley
ReturnHeader/ReturnTs02016-11-18T00:00:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,832
Liabilities
$728
Net assets
$171,104
Revenue
$37,359
Expenses
$55,788
Net income
-$18,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.77$0.85$1.62
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.24$0.82$0.58
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.23$1.09$0.86
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.22$1.09$0.87
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.21$0.20$0.01$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19$0.61$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.18$0.05$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.03$2.85$1.33$0.66$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.37$0.56$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.83$2.35$1.52
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.23$0.67$0.44
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$1.01
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.80$0.24
2010Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.45