Civic Intelligence

The Denise Lugar Scholarship Fund

990PF • Fiscal year 2014 • EIN 22-3088810

Feb 01, 2013 to Jan 31, 2014 • Filed on Jun 11, 2014

Organization Profile
c/o R Abbate 41 Nanny Way07701

(610) 223-8997

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$34,586

Flat from 2014

Net Assets

$34,586

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Flat

$3,913

Flat from 2014

Expenses

Flat

$3,176

Flat from 2014

Net Income

Flat

$737

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80K$60K$40K$20K$0Assets 2012: $34,293Liabilities 2012: $0Net Assets 2012: $34,2932012Assets 2013: $33,849Liabilities 2013: $0Net Assets 2013: $33,8492013Assets 2014: $34,586Liabilities 2014: $0Net Assets 2014: $34,5862014Assets 2014: $34,586Liabilities 2014: $12014Assets 2015: $40,356Liabilities 2015: $0Net Assets 2015: $40,3562015Assets 2016: $44,015Liabilities 2016: $0Net Assets 2016: $44,0152016Assets 2018: $56,715Liabilities 2018: $0Net Assets 2018: $56,7152018Assets 2019: $66,098Liabilities 2019: $1Net Assets 2019: $66,0972019Assets 2020: $68,947Liabilities 2020: $12020Assets 2021: $77,508Liabilities 2021: $12021Assets 2022: $75,805Liabilities 2022: $0Net Assets 2022: $75,8052022Assets 2023: $75,789Liabilities 2023: $12023Assets 2024: $76,034Liabilities 2024: $12024Assets 2025: $79,530Liabilities 2025: $0Net Assets 2025: $79,5302025

Highlighted filing

2014

Assets$34,586
Liabilities$0
Net Assets$34,586
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0Expenses 2012: $3,0632012Expenses 2013: $3,1852013Revenue 2014: $3,913Expenses 2014: $3,176Net Income 2014: $7372014Revenue 2014: $3,913Expenses 2014: $3,176Net Income 2014: $7372014Revenue 2015: $9,151Expenses 2015: $3,381Net Income 2015: $5,7702015Revenue 2016: $7,018Expenses 2016: $3,359Net Income 2016: $3,6592016Revenue 2018: $11,905Expenses 2018: $3,468Net Income 2018: $8,4372018Revenue 2019: $12,932Expenses 2019: $3,550Net Income 2019: $9,3822019Revenue 2020: $6,705Expenses 2020: $3,664Net Income 2020: $3,0412020Revenue 2021: $12,294Expenses 2021: $3,733Net Income 2021: $8,5612021Revenue 2022: $7,558Expenses 2022: $3,769Net Income 2022: $3,7892022Revenue 2023: $4,596Expenses 2023: $3,959Net Income 2023: $6372023Revenue 2024: $4,126Expenses 2024: $3,881Net Income 2024: $2452024Revenue 2025: $7,067Expenses 2025: $3,875Net Income 2025: $3,1922025

Highlighted filing

2014

Revenue$3,913
Expenses$3,176
Net Income$737
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Jun 11, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia LugarTrustee-$0--
Fred Kirk LugarTrustee-$0--
Denise Barrett HarschTrustee-$0--
John HarschTrustee-$0--
Raymond AbbateTrustee-$0--
Mark GolaTrustee-$0--
Mary Guiseppe WallaceTrustee-$0--
Karen SchmutzTrustee-$0--
Matthew H LugarTrustee-$0--
Brad CurrieTrustee-$0--
Filing and Contact Details

Filer

EIN
22-3088810
Phone
6102238997

Signing Officer

Name
F Kirk Lugar
Title
Trustee
Signed
2014-06-11
Discuss with paid preparer
No
Raw XML Appendix321 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Fred Kirk Lugar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Denise Barrett Harsch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John Harsch
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Matthew H Lugar
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10133 Wellington Ct
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Reading
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode019606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10F Kirk Lugar
IRS990PF/StatementsRegardingActyGrp/PhoneNum06102238997
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application available at Hopewell Valley Regional High School, Hopewell, NJ. Must be submitted with 2 letters of recommendation.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Hopewell Valley Regional High Schoo
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06097374003
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10259 Pennington-Titusvi Rd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Pennington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode008534
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Qualification for Application: 1) High School Graduate 2) Scholastic rank in top 1/3 of high school class 3) Received at least 2 varsity letters for high school sports 4) Enrolled in undergraduate program at a 4 year college or university
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0May 1st each year
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0College Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Helen Tanguay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10103 Lewis Brook Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Pennington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode008534
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt01603
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09724
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01658
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02957
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03176
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01573
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011504
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09931
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Copies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3-1
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt026
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0F Kirk Lugar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Denise Lugar Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0DENI
ReturnHeader/Filer/EIN0223088810
ReturnHeader/Filer/PhoneNum06102238997
ReturnHeader/Filer/USAddress/AddressLine10c/o R Abbate 41 Nanny Way
ReturnHeader/Filer/USAddress/City0Red Bank
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007701
ReturnHeader/ReturnTs02014-06-16T06:19:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$34,586
Liabilities
$0
Net assets
$34,586
Revenue
$3,913
Expenses
$3,176
Net income
$737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$79.5$0.00$79.5$7.07$3.88$3.19
2024Summary only. Only limited summary data is available for this year.$76.0$0.00$4.13$3.88$0.25
2023Summary only. Only limited summary data is available for this year.$75.8$0.00$4.60$3.96$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$0.00$75.8$7.56$3.77$3.79
2021Summary only. Only limited summary data is available for this year.$77.5$0.00$12.3$3.73$8.56
2020Summary only. Only limited summary data is available for this year.$68.9$0.00$6.71$3.66$3.04
2019Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$12.9$3.55$9.38
2018Detailed filing. Detailed filing data is available for this year.$56.7$0.00$56.7$11.9$3.47$8.44
2016Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$7.02$3.36$3.66
2015Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$9.15$3.38$5.77
2014Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$3.91$3.18$0.74
2014Summary only. Only limited summary data is available for this year.$34.6$0.00$3.91$3.18$0.74
2013Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$3.19
2012Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$3.06