Civic Intelligence

Lockerby Foundation

990PF • Fiscal year 2014 • EIN 20-0520664

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2016

Organization Profile
550 N Market BlvdChehalis, WA 98532

(503) 205-2548

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$140,493

Up $7,771 (+5.9%) from 2013

Net Assets

Up

$138,813

Up $7,121 (+5.4%) from 2013

Liabilities

Up

$1,680

Up $650 (+63%) from 2013

Revenue And Expenses

Revenue

Up

$81,191

Up $58,041 (+251%) from 2013

Expenses

Up

$236,508

Up $169,595 (+253%) from 2013

Net Income

Down

-$155,317

Down $111,554 (-255%) from 2013

Historical Trend

Balance Sheet Trend

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 2014: $140,493Liabilities 2014: $1,680Net Assets 2014: $138,8132014Assets 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

2014

Assets$140,493
Liabilities$1,680
Net Assets$138,813
Open 2014 Filing

Operations Trend

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 2014: $81,191Expenses 2014: $236,508Net Income 2014: -$155,3172014Revenue 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

2014

Revenue$81,191
Expenses$236,508
Net Income-$155,317
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2016
Return Version
2014v6.0
Compensation and Service Providers

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
2016-11-16
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 Appendix329 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/AddressLine1Txt0PO BOX 957
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 CENTRALIA COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21111 BIG HANAFORD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34802 SOUTH 19TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6230 WASHINGTON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHEHALIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CENTRALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CENTRALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TACOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHEHALIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHEHALIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CENTRALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698531
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0203546
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060898
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010194
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0184823
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0174629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010194
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235527
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0174629
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0184823
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010194
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0VANDERSTOEP REMUND BLINKS & JONES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HISTORICAL PRESERVATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE RENEWAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03108
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17922
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt254
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17922
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt354
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0162438
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFF BETWEEN MARKET AND COST BASIS OF STOCK DONATIONS MADE
TaxesSchedule/TaxesDetail/Amt0797
TaxesSchedule/TaxesDetail/Amt1917
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0917
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0797
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-16
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/ReturnTs02016-11-16T16:13:36-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,493
Liabilities
$1,680
Net assets
$138,813
Revenue
$81,191
Expenses
$236,508
Net income
-$155,317
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
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.02$1.39$0.81$2.37$1.55
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits