Civic Intelligence

The Lambert Foundation Co David B Lambert

990PF • Fiscal year 2014 • EIN 23-2742907

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 28, 2015

Organization Profile
240 Ravenscliff RoadWayne, PA 19087

(610) 293-9283

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$579,193

Up $106,977 (+23%) from 2013

Net Assets

$579,193

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin88th percentile

Revenue

Down

$53,234

Down $7,497 (-12%) from 2013

Expenses

Down

$30,407

Down $16,546 (-35%) from 2013

Net Income

Up

$22,827

Up $9,049 (+66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $340,672Liabilities 2011: $0Net Assets 2011: $340,6722011Assets 2012: $351,261Liabilities 2012: $02012Assets 2013: $472,216Liabilities 2013: $02013Assets 2014: $579,193Liabilities 2014: $0Net Assets 2014: $579,1932014Assets 2015: $642,957Liabilities 2015: $02015Assets 2016: $673,238Liabilities 2016: $0Net Assets 2016: $673,2382016Assets 2017: $824,884Liabilities 2017: $0Net Assets 2017: $824,8842017Assets 2018: $923,720Liabilities 2018: $0Net Assets 2018: $923,7202018Assets 2019: $1,161,418Liabilities 2019: $0Net Assets 2019: $1,161,4182019Assets 2020: $1,393,458Liabilities 2020: $0Net Assets 2020: $1,393,4582020Assets 2021: $1,639,956Liabilities 2021: $0Net Assets 2021: $1,639,9562021Assets 2022: $1,304,315Liabilities 2022: $0Net Assets 2022: $1,304,3152022Assets 2023: $1,396,908Liabilities 2023: $0Net Assets 2023: $1,396,9082023Assets 2024: $1,353,158Liabilities 2024: $0Net Assets 2024: $1,353,1582024

Highlighted filing

2014

Assets$579,193
Liabilities$0
Net Assets$579,193
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $42,3122011Revenue 2012: $91,188Expenses 2012: $42,285Net Income 2012: $48,9032012Revenue 2013: $60,731Expenses 2013: $46,953Net Income 2013: $13,7782013Revenue 2014: $53,234Expenses 2014: $30,407Net Income 2014: $22,8272014Revenue 2015: $77,855Expenses 2015: $25,257Net Income 2015: $52,5982015Revenue 2016: $43,977Expenses 2016: $2,734Net Income 2016: $41,2432016Revenue 2017: $24,377Expenses 2017: $3,565Net Income 2017: $20,8122017Revenue 2018: $122,479Expenses 2018: $17,039Net Income 2018: $105,4402018Revenue 2019: $14,414Expenses 2019: $60,654Net Income 2019: -$46,2402019Revenue 2020: $408,131Expenses 2020: $37,579Net Income 2020: $370,5522020Revenue 2021: $20,970Expenses 2021: $75,427Net Income 2021: -$54,4572021Revenue 2022: $18,761Expenses 2022: $120,356Net Income 2022: -$101,5952022Revenue 2023: $184,936Expenses 2023: $45,932Net Income 2023: $139,0042023Revenue 2024: $194,886Expenses 2024: $117,918Net Income 2024: $76,9682024

Highlighted filing

2014

Revenue$53,234
Expenses$30,407
Net Income$22,827
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B LAMBERTPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Lambert Foundation
EIN
23-2742907
Phone
6102939283
Address
240 RAVENSCLIFF ROAD, WAYNE, PA 19087

Signing Officer

Name
David B Lambert
Title
President
Signed
2015-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087-3388
Preparer
Dorothy a Lacy
Phone
6106883200
Raw XML Appendix318 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3800 SHS-MEDTRONIC INC
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06102939283
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0240 RAVENSCLIFF RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WAYNE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0190874732
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID B LAMBERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HONORS PROGRAM SCHOLARSHIP FUND SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEMPLE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0TASB/1852 N 10TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019122
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029392
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/AppliedToCurrentYearAmt024993
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082108
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08049
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029392
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04399
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087986
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID B LAMBERT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0240 RAVENSCLIFF RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WAYNE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019087
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt033600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt033600
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,980 SHS MANITEX INTL INC (MNTX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03474
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT-MUTUAL FUNDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PA REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt087622
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT-STOCKS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2TAX-FREE DIVIDEND INCOME
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LAMBERT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO DAVID B LAMBERT
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0232742907
ReturnHeader/Filer/PhoneNum06102939283
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 RAVENSCLIFF ROAD
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEUCLER KELLY & IRWIN LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 STRAFFORD AVE STE 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190873388
ReturnHeader/PreparerPersonGrp/PhoneNum06106883200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY A LACY
ReturnHeader/ReturnTs02015-07-28T08:03:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$579,193
Liabilities
$0
Net assets
$579,193
Revenue
$53,234
Expenses
$30,407
Net income
$22,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.19$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.18$0.05$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.02$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.41$0.04$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.01$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.02$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.00$0.04
2015Summary only. Only limited summary data is available for this year.$0.64$0.00$0.08$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.05$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.06$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.09$0.04$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04