Civic Intelligence

Lavery Foundation

EIN 22-6907824 • Encinitas, CA

PO Box 232644Encinitas, CA 92023
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 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

1st percentile

-1958485%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,702,709

Up $1,081,802 (+67%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$2,702,709

Up $1,081,802 (+67%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Up

$1,334,969

Up $761,149 (+133%) from 2020

Expenses

Down

$253,167

Down $53,196 (-17%) from 2020

Net Income

Up

$1,081,802

Up $814,345 (+304%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,350,118Liabilities 2011: $0Net Assets 2011: $1,350,1182011Assets 2012: $1,229,184Liabilities 2012: $02012Assets 2013: $1,377,268Liabilities 2013: $02013Assets 2014: $1,276,050Liabilities 2014: $02014Assets 2015: $1,250,668Liabilities 2015: $02015Assets 2016: $1,240,255Liabilities 2016: $02016Assets 2019: $1,353,450Liabilities 2019: $0Net Assets 2019: $1,353,4502019Assets 2020: $1,620,907Liabilities 2020: $0Net Assets 2020: $1,620,9072020Assets 2021: $2,702,709Liabilities 2021: $0Net Assets 2021: $2,702,7092021

Highlighted filing

2021

Assets$2,702,709
Liabilities$0
Net Assets$2,702,709
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $177,4412011Revenue 2012: $51,820Expenses 2012: $172,754Net Income 2012: -$120,9342012Revenue 2013: $352,478Expenses 2013: $204,394Net Income 2013: $148,0842013Revenue 2014: $87,074Expenses 2014: $188,292Net Income 2014: -$101,2182014Revenue 2015: $232,641Expenses 2015: $258,023Net Income 2015: -$25,3822015Revenue 2016: $249,092Expenses 2016: $259,505Net Income 2016: -$10,4132016Revenue 2019: $330,220Expenses 2019: $277,774Net Income 2019: $52,4462019Revenue 2020: $573,820Expenses 2020: $306,363Net Income 2020: $267,4572020Revenue 2021: $1,334,969Expenses 2021: $253,167Net Income 2021: $1,081,8022021

Highlighted filing

2021

Revenue$1,334,969
Expenses$253,167
Net Income$1,081,802
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$2,702,709
Liabilities
$0
Net assets
$2,702,709
Revenue
$1,334,969
Expenses
$253,167
Net income
$1,081,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$1.33$0.25$1.08
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.57$0.31$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.33$0.28$0.05
2016Summary only. Only limited summary data is available for this year.$1.24$0.00$0.25$0.26$0.01
2015Summary only. Only limited summary data is available for this year.$1.25$0.00$0.23$0.26$0.03
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.09$0.19$0.10
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.35$0.20$0.15
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.17$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W LAVERYTrusteePT$0--
CHARLOTTE D LAVERYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Lavery Foundation
EIN
22-6907824
Phone
6097318333
Address
PO BOX 232644, ENCINITAS, CA 92023

Signing Officer

Name
John W Lavery
Title
Trustee
Phone
6097318333
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
ONE CALIFORNIA STREET 1700, SAN FRANCISCO, CA 94111
Preparer
Paul Bleeg
Phone
4159746000
Raw XML Appendix310 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SOUTH ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ORONO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307079
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404469
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0125336
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0192239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0154179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0163255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0169473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0147799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0147799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0803810
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0124664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0192239
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0154179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0163255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0169473
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0124664
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0951609
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0826945
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt03017
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W LAVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06097318333
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAVERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0226907824
ReturnHeader/Filer/PhoneNum06097318333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 232644
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CALIFORNIA STREET 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159746000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BLEEG
ReturnHeader/ReturnTs02021-11-14T20:33:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAVERY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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