Civic Intelligence

The Lambert Foundation Co David B Lambert

990PF • Fiscal year 2018 • EIN 23-2742907

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

402%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$923,720

Up $98,836 (+12%) from 2017

Net Assets

Up

$923,720

Up $98,836 (+12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$122,479

Up $98,102 (+402%) from 2017

Expenses

Up

$17,039

Up $13,474 (+378%) from 2017

Net Income

Up

$105,440

Up $84,628 (+407%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$923,720
Liabilities$0
Net Assets$923,720

Operations Trend

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

2018

Revenue$122,479
Expenses$17,039
Net Income$105,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-11-05
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 Appendix330 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/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/AddressLine1Txt0240 RAVENSCLIFF ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID B LAMBERT
IRS990PF/StatementsRegardingActyGrp/PhoneNum06102939283
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT OF 501(C)(3) ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015924
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION CITING PROBLEM AND DOCUMENTING FINANCIAL NEED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID B LAMBERT
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/Amt015924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HONORS PROGRAM SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEMPLE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01852 N 10TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019122
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015924
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/AppliedToCurrentYearAmt015924
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09456
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015924
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09456
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018090
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/TotalContributionsAmt015840
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt015840
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0200 SHS ENERSYS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt077729
OtherDecreasesSchedule/OtherDecreasesDetail/Amt110073
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJ ON SALE OF DONATED STOCKS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FMV ADJUSTMENT-MUTUAL FUNDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PA REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt081198
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT-STOCKS
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
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/PreparerFirmEIN0232371615
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/ReturnTs02019-11-05T10:51:37-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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