Lockerby Foundation

990PF • Fiscal year 2023 • EIN 20-0520664

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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.

2023 filings • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

-239%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

-3.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

4.3%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$241,922

Down $8,875 (-3.5%) from 2022

Net Assets

Down

$241,922

Down $8,592 (-3.4%) from 2022

Liabilities

Down

Down $283 (-100%) from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin5th percentile

Revenue

$24,166

Up $1,007 (+4.3%) from 2022

Expenses

Down

$81,890

Down $27,530 (-25%) from 2022

Net Income

-$57,724

Up $28,537 (+33%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2023

Assets$241,922

Liabilities$0

Net Assets$241,922

Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

Highlighted filing

2023

Revenue$24,166

Expenses$81,890

Net Income-$57,724

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 15, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay79th 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: 2024-05-15
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/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	110015
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	24105
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	79145
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LAWRENCE M SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CATHERINE SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	6323 SW ASH CREEK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	PORTLAND
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	80028
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	80028
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5033106594
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO ADVANCE THE GOALS OF CENTRALIA COLLEGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHEHALIS SCHOOLS SPORTS FACILITIES IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CHEHALIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	69491
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10612
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	69416
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	78835
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	80028
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	68223
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	69416
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	STRATEGIC PLANNING MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	9012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	38
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	38
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	9012
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	49138
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN ON TIES INCLUDED ON LINEI PART 1, 5
TaxesSchedule/TaxesDetail/Amt	0	119
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	119
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CATHERINE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-15
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/IRSResponsiblePrtyInfoCurrInd	0	true
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	2024-05-15T12:34:09-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	CATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SHAW
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $241,922
Liabilities: $0
Net assets: $241,922
Revenue: $24,166
Expenses: $81,890
Net income: -$57,724

	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