Lockerby Foundation

990PF • Fiscal year 2021 • EIN 20-0520664

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile

550 N Market Blvd PO Box 957Chehalis, WA 98532

(503) 310-6594

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

-402%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

4.7%

Faster asset growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

6.4%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

$336,775

Up $15,240 (+4.7%) from 2020

Net Assets

$336,775

Up $15,517 (+4.8%) from 2020

Liabilities

Down

Down $277 (-100%) from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin4th percentile

Revenue

$21,665

Up $1,306 (+6.4%) from 2020

Expenses

$108,860

Up $108,149 (+15211%) from 2020

Net Income

Down

-$87,195

Down $106,843 (-544%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2021

Assets$336,775

Liabilities$0

Net Assets$336,775

Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2021

Revenue$21,665

Expenses$108,860

Net Income-$87,195

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 11, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LAWRENCE M SHAW	Secretary	-	$0	-	-
CATHERINE SHAW	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Lockerby Foundation
EIN: 20-0520664
Phone: 5033106594
Address: 550 N MARKET BLVD PO BOX 957, CHEHALIS, WA 98532

Signing Officer

Name: Catherine Shaw
Title: President
Signed: 2022-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Menichelli & Associates PLLC
Address: 550 N Market Blvd, Chehalis, WA 98532
Preparer: Peter Menichelli
Phone: 3607488857

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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/MethodOfAccountingCashInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	108203
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	CHEHALIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	98532
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	102736
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	108203
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	79116
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	STRATEGIC PLANNING MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	5467
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	38
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	38
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5467
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	102712
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	DIFF BETWEEN BOOK VALUE AND COST BASIS OF DONATED STOCK
TaxesSchedule/TaxesDetail/Amt	0	296
TaxesSchedule/TaxesDetail/Amt	1	152
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	152
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CATHERINE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LOCKERBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	LOCK
ReturnHeader/Filer/EIN	0	200520664
ReturnHeader/Filer/PhoneNum	0	5033106594
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	550 N MARKET BLVD PO BOX 957
ReturnHeader/Filer/USAddress/CityNm	0	CHEHALIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WA
ReturnHeader/Filer/USAddress/ZIPCd	0	98532
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	853585386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Menichelli & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	550 N Market Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Chehalis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	98532
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3607488857
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Peter Menichelli
ReturnHeader/ReturnTs	0	2022-11-11T16:19:25-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	CATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SHAW
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $336,775
Liabilities: $0
Net assets: $336,775
Revenue: $21,665
Expenses: $108,860
Net income: -$87,195

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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