Civic Intelligence

Lafayette Family Foundation

990PF • Fiscal year 2015 • EIN 26-1586475

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 19, 2016

155 Littlefield AvenueBangor, ME 04401

(207) 862-8000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$496,200

Down $33,653 (-6.4%) from 2014

Net Assets

Down

$496,200

Down $33,653 (-6.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$141,764

Down $26,457 (-16%) from 2014

Expenses

Up

$175,417

Up $90,376 (+106%) from 2014

Net Income

Down

-$33,653

Down $116,833 (-140%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $430,175Liabilities 2011: $0Net Assets 2011: $430,1752011Assets 2012: $426,619Liabilities 2012: $0Net Assets 2012: $426,6192012Assets 2013: $446,673Liabilities 2013: $0Net Assets 2013: $446,6732013Assets 2014: $529,853Liabilities 2014: $0Net Assets 2014: $529,8532014Assets 2015: $496,200Liabilities 2015: $0Net Assets 2015: $496,2002015Assets 2016: $410,325Liabilities 2016: $0Net Assets 2016: $410,3252016Assets 2017: $348,182Liabilities 2017: $0Net Assets 2017: $348,1822017Assets 2018: $357,252Liabilities 2018: $0Net Assets 2018: $357,2522018Assets 2019: $349,163Liabilities 2019: $0Net Assets 2019: $349,1632019Assets 2020: $381,317Liabilities 2020: $0Net Assets 2020: $381,3172020Assets 2021: $379,539Liabilities 2021: $0Net Assets 2021: $379,5392021Assets 2022: $387,978Liabilities 2022: $0Net Assets 2022: $387,9782022Assets 2023: $414,715Liabilities 2023: $0Net Assets 2023: $414,7152023Assets 2024: $468,381Liabilities 2024: $0Net Assets 2024: $468,3812024

Highlighted filing

2015

Assets$496,200
Liabilities$0
Net Assets$496,200

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $133,6122011Expenses 2012: $202,5222012Revenue 2013: $176,416Expenses 2013: $156,362Net Income 2013: $20,0542013Revenue 2014: $168,221Expenses 2014: $85,041Net Income 2014: $83,1802014Revenue 2015: $141,764Expenses 2015: $175,417Net Income 2015: -$33,6532015Revenue 2016: $133,924Expenses 2016: $219,799Net Income 2016: -$85,8752016Revenue 2017: $163,877Expenses 2017: $226,020Net Income 2017: -$62,1432017Revenue 2018: $329,377Expenses 2018: $320,307Net Income 2018: $9,0702018Revenue 2019: $95,495Expenses 2019: $103,584Net Income 2019: -$8,0892019Revenue 2020: $83,433Expenses 2020: $51,279Net Income 2020: $32,1542020Revenue 2021: $63,393Expenses 2021: $65,171Net Income 2021: -$1,7782021Revenue 2022: $51,993Expenses 2022: $43,554Net Income 2022: $8,4392022Revenue 2023: $78,118Expenses 2023: $51,381Net Income 2023: $26,7372023Revenue 2024: $81,416Expenses 2024: $27,750Net Income 2024: $53,6662024

Highlighted filing

2015

Revenue$141,764
Expenses$175,417
Net Income-$33,653
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 19, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Daniel Lafayette IIIPresident-$0--
Carla J LafayetteVice President-$0--
Jacqueline A RawcliffeTreasurer/Secretary-$0--
Chris AustinRegistered Agent-$0--
Filing and Contact Details

Filer

Filer Name
Lafayette Family Foundation
EIN
26-1586475
Phone
2078628000
Address
155 Littlefield Avenue, Bangor, ME 04401

Signing Officer

Name
Brock Bradford
Title
CFO
Phone
2078628000
Signed
2016-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
36 Pleasant Street, Bangor, ME 04401
Preparer
Sno L Barry
Phone
2079421600
Raw XML Appendix380 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J Daniel Lafayette III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carla J Lafayette
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jacqueline A Rawcliffe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Chris Austin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer/Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Registered Agent
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0155 Littlefield Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bangor
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Brock Bradford
IRS990PF/StatementsRegardingActyGrp/PhoneNum02078628000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No particular format required.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Lafayette Family Foundation CO Jacq
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02078628000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0155 Littlefield Avenue
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bangor
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd004401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0J Daniel Lafayette III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Carla J Lafayette
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0167878
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Health Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Eastern Maine Health Systems Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0One Cumberland Place Suite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bangor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004401
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0167878
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/AppliedToCurrentYearAmt026490
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0134228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0181456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0112120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt053659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt053659
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0635290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0145641
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0134228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0181456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0112120
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0172131
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0145641
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0688949
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0543308
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0J Daniel Carla J Lafayette
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Peter Daigle
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Earle Wason Wason Associates Hospit
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt089 Main Road North
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt197 Gander Ridge Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21 New Hampshire Avenue Suite 125
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hampden
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Dedham
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Portsmouth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004444
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd104429
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd203801
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0961
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest on Loan Receivable
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0961
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0961
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/Amt0108
TaxesSchedule/TaxesDetail/CategoryTxt0Investment Income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brock Bradford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02078628000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lafayette Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAFA
ReturnHeader/Filer/EIN0261586475
ReturnHeader/Filer/PhoneNum02078628000
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 Littlefield Avenue
ReturnHeader/Filer/USAddress/CityNm0Bangor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010523282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berry Dunn McNeil & Parker LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 Pleasant Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bangor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004401
ReturnHeader/PreparerPersonGrp/PhoneNum02079421600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sno L Barry
ReturnHeader/ReturnTs02016-02-22T14:35:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$4.68$0.00$4.68$0.81$0.28$0.54
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.78$0.51$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.52$0.44$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.63$0.65$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.83$0.51$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.95$1.04$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$3.29$3.20$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.64$2.26$0.62
2016Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$1.34$2.20$0.86
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$1.42$1.75$0.34
2014Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$1.68$0.85$0.83
2013Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.76$1.56$0.20
2012Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$2.03
2011Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.34