Civic Intelligence

Richard Lumsden Foundation C/O Craig Lumsden Vice President

990PF • Fiscal year 2024 • EIN 26-4664508

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 19, 2025

Organization Profile
6808 Woodhall CTLarkspur, CO 80118

(303) 486-0000

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-112%

Higher net margin than 5% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

43%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$562,192

Down $134,581 (-19%) from 2023

Net Assets

Down

$562,192

Down $134,581 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin5th percentile

Revenue

Up

$120,528

Up $36,453 (+43%) from 2023

Expenses

Down

$254,939

Down $206,483 (-45%) from 2023

Net Income

Up

-$134,411

Up $242,936 (+64%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $194,143Liabilities 2010: $0Net Assets 2010: $194,1432010Assets 2011: $131,723Liabilities 2011: $0Net Assets 2011: $131,7232011Assets 2012: $1,115,415Liabilities 2012: $0Net Assets 2012: $1,115,4152012Assets 2013: $2,159,897Liabilities 2013: $0Net Assets 2013: $2,159,8972013Assets 2014: $1,850,682Liabilities 2014: $0Net Assets 2014: $1,850,6822014Assets 2015: $1,465,029Liabilities 2015: $0Net Assets 2015: $1,465,0292015Assets 2016: $370,872Liabilities 2016: $0Net Assets 2016: $370,8722016Assets 2017: $302,330Liabilities 2017: $0Net Assets 2017: $302,3302017Assets 2018: $3,242,307Liabilities 2018: $0Net Assets 2018: $3,242,3072018Assets 2019: $2,819,146Liabilities 2019: $0Net Assets 2019: $2,819,1462019Assets 2020: $2,198,478Liabilities 2020: $0Net Assets 2020: $2,198,4782020Assets 2021: $1,698,129Liabilities 2021: $0Net Assets 2021: $1,698,1292021Assets 2022: $1,073,737Liabilities 2022: $0Net Assets 2022: $1,073,7372022Assets 2023: $696,773Liabilities 2023: $0Net Assets 2023: $696,7732023Assets 2024: $562,192Liabilities 2024: $0Net Assets 2024: $562,1922024

Highlighted filing

2024

Assets$562,192
Liabilities$0
Net Assets$562,192
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,7062010Expenses 2011: $427,4962011Expenses 2012: $189,8092012Revenue 2013: $1,268,129Expenses 2013: $223,647Net Income 2013: $1,044,4822013Revenue 2014: $120,944Expenses 2014: $430,159Net Income 2014: -$309,2152014Revenue 2015: $97,412Expenses 2015: $483,065Net Income 2015: -$385,6532015Revenue 2016: -$4,508Expenses 2016: $1,089,649Net Income 2016: -$1,094,1572016Revenue 2017: $14,950Expenses 2017: $83,492Net Income 2017: -$68,5422017Revenue 2018: $3,115,854Expenses 2018: $77,354Net Income 2018: $3,038,5002018Revenue 2019: $182,231Expenses 2019: $596,935Net Income 2019: -$414,7042019Revenue 2020: $218,770Expenses 2020: $847,096Net Income 2020: -$628,3262020Revenue 2021: $458,510Expenses 2021: $959,924Net Income 2021: -$501,4142021Revenue 2022: $120,314Expenses 2022: $744,051Net Income 2022: -$623,7372022Revenue 2023: $84,075Expenses 2023: $461,422Net Income 2023: -$377,3472023Revenue 2024: $120,528Expenses 2024: $254,939Net Income 2024: -$134,4112024

Highlighted filing

2024

Revenue$120,528
Expenses$254,939
Net Income-$134,411
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 19, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS M LUMSDENPres/Treasur-$0--
CRAIG LUMSDENVP/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Richard Lumsden Foundation
EIN
26-4664508
Phone
3034860000
Address
6808 WOODHALL CT, LARKSPUR, CO 80118

Signing Officer

Name
Craig Lumsden
Title
VP/secretary
Phone
3034860000
Signed
2025-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Harper Hofer & Associates LLC
Address
216 16TH STREET STE 850, DENVER, CO 80202
Preparer
Trina M Hagerty CPA
Phone
3034860000
Raw XML Appendix262 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/UndistributedIncomeGrp/ExcessFromYear1Amt0408721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0644789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0823740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0686873
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0252960
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0219622
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03201012
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02981390
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0170
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01501
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01501
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt075000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PHILANTHROPIC CONSULTING SRVCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt075000
TaxesSchedule/TaxesDetail/Amt0478
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0478
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG LUMSDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03034860000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD LUMSDEN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CRAIG LUMSDEN VICE PRESIDENT
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0264664508
ReturnHeader/Filer/PhoneNum03034860000
ReturnHeader/Filer/USAddress/AddressLine1Txt06808 WOODHALL CT
ReturnHeader/Filer/USAddress/CityNm0LARKSPUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201605886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARPER HOFER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 16TH STREET STE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03034860000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRINA M HAGERTY CPA
ReturnHeader/ReturnTs02025-03-05T18:57:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$562,192
Liabilities
$0
Net assets
$562,192
Revenue
$120,528
Expenses
$254,939
Net income
-$134,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.12$0.25$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.08$0.46$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.12$0.74$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.46$0.96$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.22$0.85$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.18$0.60$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$3.12$0.08$3.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.01$0.08$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.00$1.09$1.09
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.48$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.43$0.31
2013Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.27$0.22$1.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.19
2011Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.43
2010Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00