Civic Intelligence

Lavery Foundation

990PF • Fiscal year 2021 • EIN 22-6907824

Jul 01, 2021 to Dec 31, 2021 • Filed on Feb 24, 2022

Organization Profile
PO Box 232644Encinitas, CA 92023

(609) 731-8333

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-1958485%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,620,907 (-100%) from 2020

Net Assets

Down

$0

Down $1,620,907 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$138

Down $573,682 (-100%) from 2020

Expenses

Up

$2,702,847

Up $2,396,484 (+782%) from 2020

Net Income

Down

-$2,702,709

Down $2,970,166 (-1111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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: $2,702,7092021Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 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: $1,081,8022021Revenue 2021: $138Expenses 2021: $2,702,847Net Income 2021: -$2,702,7092021

Highlighted filing

2021

Revenue$138
Expenses$2,702,847
Net Income-$2,702,709
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Dec 31, 2021
Signed
Feb 24, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay82nd 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
2022-02-24
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 Appendix278 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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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL SERVICE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
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LiquidationExplanationStmt/ExplanationTxt0ALL MEMBERS OF THE BOARD OF TRUSTEES OF THE LAVERY FOUNDATION ELECT TO TERMINATE AND DISSOLVE THE FOUNDATION. ALL ASSETS WERE DISTRIBUTED TO VANGUARD CHARITABLE ENDOWMENT PROGRAM (EIN 23-2888152) ON 12/1/2021
TaxesSchedule/TaxesDetail/Amt016530
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W LAVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06097318333
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-24
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/PreparationDt02022-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BLEEG
ReturnHeader/ReturnTs02022-03-12T01:34:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAVERY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$138
Expenses
$2,702,847
Net income
-$2,702,709
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
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$2.70$2.70
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