Civic Intelligence

The Lourie Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-4000015

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

Organization Profile
C/O Cdl F/O 505 S Flagler Dr No 900West Palm Beach, FL 33401

(561) 832-9292

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-98%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,428,480

Down $32,103 (-2.2%) from 2017

Net Assets

Down

$1,428,480

Down $32,103 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Up

$32,884

Up $12,588 (+62%) from 2017

Expenses

Up

$64,987

Up $37,832 (+139%) from 2017

Net Income

Down

-$32,103

Down $25,244 (-368%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,457,628Liabilities 2010: $0Net Assets 2010: $7,457,6282010Assets 2011: $7,140,026Liabilities 2011: $0Net Assets 2011: $7,140,0262011Assets 2012: $5,783,141Liabilities 2012: $0Net Assets 2012: $5,783,1412012Assets 2013: $5,565,252Liabilities 2013: $02013Assets 2014: $4,673,073Liabilities 2014: $0Net Assets 2014: $4,673,0732014Assets 2015: $2,230,008Liabilities 2015: $02015Assets 2017: $1,460,583Liabilities 2017: $0Net Assets 2017: $1,460,5832017Assets 2018: $1,428,480Liabilities 2018: $0Net Assets 2018: $1,428,4802018Assets 2019: $2,631,022Liabilities 2019: $0Net Assets 2019: $2,631,0222019Assets 2020: $3,385,668Liabilities 2020: $0Net Assets 2020: $3,385,6682020Assets 2021: $3,584,420Liabilities 2021: $0Net Assets 2021: $3,584,4202021Assets 2022: $4,013,769Liabilities 2022: $12022Assets 2023: $3,656,740Liabilities 2023: $12023Assets 2024: $2,947,874Liabilities 2024: $0Net Assets 2024: $2,947,8742024

Highlighted filing

2018

Assets$1,428,480
Liabilities$0
Net Assets$1,428,480
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $926,4542010Expenses 2011: $556,1342011Expenses 2012: $1,277,3572012Revenue 2013: $1,006,254Expenses 2013: $1,224,143Net Income 2013: -$217,8892013Revenue 2014: $1,249,155Expenses 2014: $2,141,334Net Income 2014: -$892,1792014Revenue 2015: $53,482Expenses 2015: $2,508,122Net Income 2015: -$2,454,6402015Revenue 2017: $20,296Expenses 2017: $27,155Net Income 2017: -$6,8592017Revenue 2018: $32,884Expenses 2018: $64,987Net Income 2018: -$32,1032018Revenue 2019: $1,223,826Expenses 2019: $21,284Net Income 2019: $1,202,5422019Revenue 2020: $799,830Expenses 2020: $45,184Net Income 2020: $754,6462020Revenue 2021: $310,055Expenses 2021: $111,303Net Income 2021: $198,7522021Revenue 2022: $851,931Expenses 2022: $422,582Net Income 2022: $429,3492022Revenue 2023: $148,257Expenses 2023: $505,286Net Income 2023: -$357,0292023Revenue 2024: $137,364Expenses 2024: $846,230Net Income 2024: -$708,8662024

Highlighted filing

2018

Revenue$32,884
Expenses$64,987
Net Income-$32,103
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA LOURIEPres / Director / Sec-$0--
ALEX LOURIEVP-$0--
Filing and Contact Details

Filer

Filer Name
The Lourie Foundation Inc
EIN
20-4000015
Phone
5618329292
Address
C/O CDL F/O 505 S FLAGLER DR NO 900, WEST PALM BEACH, FL 33401

Signing Officer

Name
Lisa Lourie
Title
President
Phone
5618329292
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Caler Donten Levine Et Al Pa
Address
505 SOUTH FLAGLER DR 900, WEST PALM BEACH, FL 33401-5948
Preparer
Patricia Giarratano
Phone
5618329292
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GEN DYNAMICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GILEAD SCIENCE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JOHNSON CONTROLS INTL PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LABORATORY CORP AMER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOEWS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NETFLIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NOKIA CP ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NXP SEMICONDUCTORS NV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PACCAR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80QUEST DIAGNOSTICS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TEXAS INSTRUMENTS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TOYOTA MTR CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WESTERN DIGITAL CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021602
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03431
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07851
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032884
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05237
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05238
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010475
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03431
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021602
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-32103
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt079074
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07851
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07851
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03431
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt018380
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08618
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08618
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0568
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt064987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt032884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014504
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK MONTREAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03431
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32103
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01428480
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01460583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01428480
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt094833
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt094833
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt094833
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095201
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0368
IRS990PF/DistributableAmountGrp/TotalTaxAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01757321
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0798791
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0168692
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0168692
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0274217

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,428,480
Liabilities
$0
Net assets
$1,428,480
Revenue
$32,884
Expenses
$64,987
Net income
-$32,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.14$0.85$0.71
2023Summary only. Only limited summary data is available for this year.$3.66$0.00$0.15$0.51$0.36
2022Summary only. Only limited summary data is available for this year.$4.01$0.00$0.85$0.42$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.31$0.11$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.80$0.05$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$1.22$0.02$1.20
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.06$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.02$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$2.23$0.00$0.05$2.51$2.45
2014Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$1.25$2.14$0.89
2013Summary only. Only limited summary data is available for this year.$5.57$0.00$1.01$1.22$0.22
2012Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$1.28
2011Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.56
2010Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.93