Civic Intelligence

The Lambert Foundation Co David B Lambert

990PF • Fiscal year 2023 • EIN 23-2742907

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

7.1%

Faster asset growth than 63% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

886%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,396,908

Up $92,593 (+7.1%) from 2022

Net Assets

Up

$1,396,908

Up $92,593 (+7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$184,936

Up $166,175 (+886%) from 2022

Expenses

Down

$45,932

Down $74,424 (-62%) from 2022

Net Income

Up

$139,004

Up $240,599 (+237%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2023

Assets$1,396,908
Liabilities$0
Net Assets$1,396,908
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$184,936
Expenses$45,932
Net Income$139,004
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B LAMBERTPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-COLLEGE OF LIBERAL ARTS IN-STATE TUITION FOR 1 LAMBERT SCHOLARSHIP RECIPIENT & COLLEGE OF SCIENCE AND TECHNOLOGY IN-STATE TUITION FOR 2 LAMBERT SCHOLARSHIP RECIPIENTS & FOX BUSINESS SCHOOL IN-STATE TUITION FOR 1 LAMBERT SCHOLARSHIP RECIPIENT FOR THE 2023-2024 ACADEMIC YEAREOFNEW YORK, NY, US$45,432
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
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087
Preparer
Dorothy a Lacy
Phone
6106883200
Raw XML Appendix304 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/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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/Expenses1Amt045432
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/Amt045432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE OF LIBERAL ARTS IN-STATE TUITION FOR 1 LAMBERT SCHOLARSHIP RECIPIENT & COLLEGE OF SCIENCE AND TECHNOLOGY IN-STATE TUITION FOR 2 LAMBERT SCHOLARSHIP RECIPIENTS & FOX BUSINESS SCHOOL IN-STATE TUITION FOR 1 LAMBERT SCHOLARSHIP RECIPIENT FOR THE 2023-2024 ACADEMIC YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TEMPLE UNIVERSITY INSTITUTIONAL ADV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010116
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045432
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/AppliedToCurrentYearAmt045432
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013085
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013085
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045432
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013085
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05444
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0164103
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJ ON SALE OF DONATED STOCKS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt091602
OtherIncreasesSchedule/OtherIncreasesDetail/Amt126089
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT-INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FMV ADJUSTMENT-MUTUAL FUNDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ROUNDING
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0EXTENSION PAYMENT
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06106883200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY A LACY
ReturnHeader/ReturnTs02024-11-01T08:36:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,396,908
Liabilities
$0
Net assets
$1,396,908
Revenue
$184,936
Expenses
$45,932
Net income
$139,004
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