Civic Intelligence

Luke 1248 Trust

990PF • Fiscal year 2011 • EIN 27-0074016

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 07, 2012

Organization Profile
309 Nelson Road28713
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$116,828

Down $33,295 (-22%) from 2010

Net Assets

Down

$116,828

Down $33,295 (-22%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$51,512

Up $39,166 (+317%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2011

Assets$116,828
Liabilities$0
Net Assets$116,828
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

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

Highlighted filing

2011

Revenue-
Expenses$51,512
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

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$4,000
Filing and Contact Details

Filer

EIN
27-0074016
Raw XML Appendix383 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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DepreciationSchedule/Depreciation/ComputationMethod0S/L
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DepreciationSchedule/Depreciation/CurrentYearExpense3420
DepreciationSchedule/Depreciation/DateAcquired02004-01-12
DepreciationSchedule/Depreciation/DateAcquired12004-04-30
DepreciationSchedule/Depreciation/DateAcquired22004-04-29
DepreciationSchedule/Depreciation/DateAcquired32004-05-25
DepreciationSchedule/Depreciation/DateAcquired42004-01-20
DepreciationSchedule/Depreciation/DateAcquired52008-12-31
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DepreciationSchedule/Depreciation/DescriptionOfProperty0LAPTOP
DepreciationSchedule/Depreciation/DescriptionOfProperty1COMPUTER EQUIPMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty2DECORATIONS
DepreciationSchedule/Depreciation/DescriptionOfProperty3DECORATIONS
DepreciationSchedule/Depreciation/DescriptionOfProperty4COMPUTER AND SOFTWARE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-10-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-10-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-09-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-02-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset06749 SH SIRI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12000 SH SIRI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22500 SH SIRI
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAMES E SCHWARTZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08284004901
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode028713
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SEC 501(C)(3) OF THE IRC OF 1986 AS AMENDED.
IRS990PF/SummaryOfDirectCharitableActy/Expenses104000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04000
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/TotGrantOrContriPaidDuringYear04000
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/AppliedToCurrentYear04000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted09562
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106665
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30449
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404887
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5010495
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus05562
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY05562
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504933
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012001
IRS990PF/UndistributedIncome/ExcessFromYear106665
IRS990PF/UndistributedIncome/ExcessFromYear30449
IRS990PF/UndistributedIncome/ExcessFromYear404887
IRS990PF/UndistributedIncome/QualifyingDistributions04000
IRS990PF/UndistributedIncome/TotalCorpus016934
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover022496
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation09398
LandEtcSchedule2/LandEtc/BookValue02628
LandEtcSchedule2/LandEtc/CostOrOtherBasis012026
LandEtcSchedule2/LandEtc/EOYFMV02628
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description3INTERNET
OtherExpensesSchedule/OtherExpenses/Description4MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description5MANAGEMENT FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome023
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1482
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2564
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome3410
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome430000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks023
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1482
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2564
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3410
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks430000
OtherReceivablesOfficersSch/OtherReceivablesOfficer/BorrowersName0JAMES SCHWARTZ
OtherReceivablesOfficersSch/OtherReceivablesOfficer/BorrowersTitle0OFFICER
OtherReceivablesOfficersSch/OtherReceivablesOfficer/DateOfNote02010-03
OtherReceivablesOfficersSch/OtherReceivablesOfficer/DescOfLenderConsideration0NONE
OtherReceivablesOfficersSch/OtherReceivablesOfficer/OriginalAmountOfLoan01225
OtherReceivablesOfficersSch/OtherReceivablesOfficer/PurposeOfLoan0TEMPORARY ADVANCE
OtherReceivablesOfficersSch/OtherReceivablesOfficer/RepaymentTerms0ON DEMAND
OtherReceivablesOfficersSch/OtherReceivablesOfficer/SecurityProvidedByBorrower0UNSECURED
ReturnHeader/BuildTS02016-02-24 21:20:13Z
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/DateSigned02012-08-07
ReturnHeader/Officer/Name0JAMES E SCHWARTZ
ReturnHeader/Officer/Phone08284004901
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-08-07
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/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-10T14:12:07-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,828
Liabilities
$0
Net assets
$116,828
Revenue
-
Expenses
$51,512
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.58
2011Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.52
2010Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12