Civic Intelligence

Luke 1248 Trust

EIN 27-0074016

309 Nelson Road28713
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$80,098

Down $36,730 (-31%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$80,098

Down $36,730 (-31%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$57,973

Up $6,461 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $150,123Liabilities 2010: $0Net Assets 2010: $150,1232010Assets 2011: $116,828Liabilities 2011: $0Net Assets 2011: $116,8282011Assets 2012: $80,098Liabilities 2012: $0Net Assets 2012: $80,0982012

Highlighted filing

2012

Assets$80,098
Liabilities$0
Net Assets$80,098

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Expenses 2010: $12,3462010Expenses 2011: $51,5122011Expenses 2012: $57,9732012

Highlighted filing

2012

Revenue-
Expenses$57,973
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E SCHWARTZPres/Sec/TrePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCROSSFIRE YOUTH MINISTRIESCHARITY/RELIGIOUS501(C)(3)EPHRATA, PA, US$2,000
Filing and Contact Details

Filer

EIN
27-0074016
Raw XML Appendix389 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/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SEC 501(C)(3) OF THE IRC OF 1986 AS AMENDED.
IRS990PF/SummaryOfDirectCharitableActy/Expenses102000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY/RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CROSSFIRE YOUTH MINISTRIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10514 WABASH RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0EPHRATA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017522
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08507
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206665
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40449
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504887
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06507
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06507
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear05494
IRS990PF/UndistributedIncome/ExcessFromYear205494
IRS990PF/UndistributedIncome/QualifyingDistributions02000
IRS990PF/UndistributedIncome/TotalCorpus05494
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover012001
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation09900
LandEtcSchedule2/LandEtc/BookValue02126
LandEtcSchedule2/LandEtc/CostOrOtherBasis012026
LandEtcSchedule2/LandEtc/EOYFMV02126
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description3INTERNET
OtherExpensesSchedule/OtherExpenses/Description4MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description5MANAGEMENT FEE
OtherExpensesSchedule/OtherExpenses/Description6TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description7COMPUTER/EQUIP MAINTENANCE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome016
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1142
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21177
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome353
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome437500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome596
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome61322
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks016
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1142
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21177
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks353
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks437500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks596
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks61322
TaxesSchedule/Taxes/Amount02480
TaxesSchedule/Taxes/Category0INVESTMENT EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome02480
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0270074016
ReturnHeader/Filer/Name/BusinessNameLine10LUKE 1248 TRUST
ReturnHeader/Filer/NameControl0LUKE
ReturnHeader/Filer/Phone08284004901
ReturnHeader/Filer/USAddress/AddressLine10309 NELSON ROAD
ReturnHeader/Filer/USAddress/City0BRYSON CITY
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028713
ReturnHeader/Officer/DateSigned02013-07-15
ReturnHeader/Officer/Name0JAMES E SCHWARTZ
ReturnHeader/Officer/Phone08284004901
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-07-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RAY BUMGARNER KINGSHILL & ASSOC PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10385 N HAYWOOD ST STE 3
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WAYNESVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0287865722
ReturnHeader/Preparer/Name0BRUCE A KINGSHILL
ReturnHeader/Preparer/Phone08284524734
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-26T12:53:33-05:00

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