Civic Intelligence

The Tricia Luxenburg Memorial

EIN 20-8616270 • 501(c)3 • Beachwood, OH

Profile

To provide scholarships for students who will be studying at accredited colleges/universities to become teachers.

2166 Lyndway RoadBeachwood, OH 44122

triciasfund.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

33rd percentile

-7.9%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

-0.3%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$92,753

Down $265 (-0.3%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$92,753

Down $265 (-0.3%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$3,296

Up $728 (+28%) from 2013

Expenses

Down

$3,556

Down $1,685 (-32%) from 2013

Net Income

Up

-$260

Up $2,413 (+90%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $97,138Net Assets 2010: $97,1382010Assets 2011: $95,738Net Assets 2011: $95,7382011Assets 2012: $95,691Net Assets 2012: $95,6912012Assets 2013: $93,018Net Assets 2013: $93,0182013Assets 2014: $92,753Net Assets 2014: $92,7532014

Highlighted filing

2014

Assets$92,753
Liabilities-
Net Assets$92,753
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2010: $2,583Expenses 2010: $3,492Net Income 2010: -$9092010Revenue 2011: $1,790Expenses 2011: $3,190Net Income 2011: -$1,4002011Revenue 2012: $2,585Expenses 2012: $2,632Net Income 2012: -$472012Revenue 2013: $2,568Expenses 2013: $5,241Net Income 2013: -$2,6732013Revenue 2014: $3,296Expenses 2014: $3,556Net Income 2014: -$2602014

Highlighted filing

2014

Revenue$3,296
Expenses$3,556
Net Income-$260
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$92,753
Liabilities
-
Net assets
$92,753
Revenue
$3,296
Expenses
$3,556
Net income
-$260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$92.8$92.8$3.30$3.56$0.26
2013Detailed filing. Detailed filing data is available for this year.$93.0$93.0$2.57$5.24$2.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.7$95.7$2.59$2.63$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.7$95.7$1.79$3.19$1.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.1$97.1$2.58$3.49$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 20, 2015
Return Version
2014v5.0
Gross Receipts
$6,575
Mission and Program Overview

Mission

To provide scholarships for students who will be studying at accredited colleges/universities to become teachers.

Program Services

DescriptionGrantsExpenses
PROVIDED TEACHING SCHOLARSHIPS TO OHIO STATE UNIVERSITY AND OTHER UNIVERSITIES FOR SELECTED STUDENTS.$2,900$2,900
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHEL E LUXENBURGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Tricia Luxenburg Memorial
EIN
20-8616270
Phone
2166501590
Address
2166 LYNDWAY ROAD, BEACHWOOD, OH 44122

Signing Officer

Name
Mitchel Luxenburg
Title
Trustee
Phone
2166501590
Signed
2015-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Schlabig & Associates Ltd
Address
2275 STATE ROUTE 59, KENT, OH 44240-7143
Preparer
Deborah L Petrone CPA
Phone
3306785203
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 36 total 36”

Form 990-ez, Part I, Line 16

“Expenses margin interest 6 annual bank fee 150 ohio filing fee 50 total 206”

Form 990-ez, Part I, Line 20

“WASH SALE NOT ALLOWED -5”

Form 990-ez, Part III

“To provide scholarships for students who will be studying at accredited colleges/universities to become teachers.”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MITCHEL LUXENBURG
IRS990EZ/BooksInCareOfDetail/PhoneNum02166501590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02166 LYNDWAY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEACHWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093018
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092753
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03279
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-260
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093018
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092753
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-79
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02900
IRS990EZ/GrossReceiptsAmt06575
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02339
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093018
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092753
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093018
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092753
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MITCHEL E LUXENBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5
IRS990EZ/OtherExpensesTotalAmt0206
IRS990EZ/OtherRevenueTotalAmt036
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS FOR STUDENTS WHO WILL BE STUDYING AT ACCREDITED COLLEGES/UNIVERSITIES TO BECOME TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TEACHING SCHOLARSHIPS TO OHIO STATE UNIVERSITY AND OTHER UNIVERSITIES FOR SELECTED STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03556
IRS990EZ/TotalProgramServiceExpensesAmt02900
IRS990EZ/TotalRevenueAmt03296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0TRICIASFUND.COM
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION WAS SET UP AS A MEMORIAL FUND THAT WOULD HELP OTHERS OBTAIN A COLLEGE EDUCATION TO BECOME TEACHERS. THEY HAD TWO LARGE FUND RAISERS IN THE INITIAL YEARS. THEY HAVE BEEN ABLE TO GIVE SCHOLARSHIPS BASED ON THE EARNINGS FROM THOSE DONATIONS. THEY STILL ACCEPT DONATIONS FROM THE GENERAL PUBLIC BASED ON WORD OF MOUTH AND WEBSITE. FUNDRAISING HAS NOT BEEN DONE RECENTLY DUE TO THE LACK OF VOLUNTEERS. THE PUBLIC SUPPORT PERCENTAGE SINCE INCEPTION CALCULATES TO BE 82.52% THE ORGANIZATION STILL COORDINATES WITH PUBLIC SCHOOLS IN PROVIDING SCHOLARSHIPS TO EDUCATION MAJORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION WAS SET UP AS A MEMORIAL FUND THAT WOULD HELP OTHERS OBTAIN A COLLEGE EDUCATION TO BECOME TEACHERS. THEY HAD TWO LARGE FUND RAISERS IN THE INITIAL YEARS. THEY HAVE BEEN ABLE TO GIVE SCHOLARSHIPS BASED ON THE EARNINGS FROM THOSE DONATIONS. THEY STILL ACCEPT DONATIONS FROM THE GENERAL PUBLIC BASED ON WORD OF MOUTH AND WEBSITE. FUNDRAISING HAS NOT BEEN DONE RECENTLY DUE TO THE LACK OF VOLUNTEERS. THE PUBLIC SUPPORT PERCENTAGE SINCE INCEPTION CALCULATES TO BE 82.52% THE ORGANIZATION STILL COORDINATES WITH PUBLIC SCHOOLS IN PROVIDING SCHOLARSHIPS TO EDUCATION MAJORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PUBLIC SUPPORT PERCENTAGE SINCE INCEPTION CALCULATES TO BE 84.16% THE MAIN PURPOSE STILL IS TO BENEFIT STUDENTS IN THE GENERAL PUBLIC NOT ANY RELATED MEMBER OF ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17B
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02642
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01833
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03519
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012863
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt036
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.07210
IRS990ScheduleA/PublicSupportPY170Pct00.32570
IRS990ScheduleA/PublicSupportTotal170Amt01000
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01000
IRS990ScheduleA/TotalSupportAmt013863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 36 TOTAL 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARGIN INTEREST 6 ANNUAL BANK FEE 150 OHIO FILING FEE 50 TOTAL 206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WASH SALE NOT ALLOWED -5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SCHOLARSHIPS FOR STUDENTS WHO WILL BE STUDYING AT ACCREDITED COLLEGES/UNIVERSITIES TO BECOME TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHEL LUXENBURG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02166501590
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TRICIA LUXENBURG MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUXE
ReturnHeader/Filer/EIN0208616270
ReturnHeader/Filer/PhoneNum02166501590
ReturnHeader/Filer/USAddress/AddressLine1Txt02166 LYNDWAY ROAD
ReturnHeader/Filer/USAddress/CityNm0BEACHWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340876435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHLABIG & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02275 STATE ROUTE 59
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0442407143
ReturnHeader/PreparerPersonGrp/PhoneNum03306785203
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L PETRONE CPA
ReturnHeader/ReturnTs02015-06-03T07:47:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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