Civic Intelligence

Debra E and Warner C Lusardi Foundation

990PF • Fiscal year 2014 • EIN 30-0015380

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 19, 2015

Organization Profile
711 S Carson St Suite 4Carson City, NV 89701

(760) 744-9382

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-5321%

Higher net margin than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

$2,950,352

No earlier filing loaded for comparison.

Net Assets

$2,950,352

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin1st percentile

Revenue

$3,067

No earlier filing loaded for comparison.

Expenses

$166,255

No earlier filing loaded for comparison.

Net Income

-$163,188

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,950,352Liabilities 2014: $0Net Assets 2014: $2,950,3522014Assets 2015: $2,894,799Liabilities 2015: $0Net Assets 2015: $2,894,7992015Assets 2016: $2,821,584Liabilities 2016: $0Net Assets 2016: $2,821,5842016Assets 2017: $2,693,342Liabilities 2017: $0Net Assets 2017: $2,693,3422017Assets 2018: $2,638,084Liabilities 2018: $0Net Assets 2018: $2,638,0842018Assets 2019: $2,592,994Liabilities 2019: $0Net Assets 2019: $2,592,9942019Assets 2020: $2,509,967Liabilities 2020: $0Net Assets 2020: $2,509,9672020Assets 2021: $2,430,378Liabilities 2021: $0Net Assets 2021: $2,430,3782021Assets 2022: $2,348,324Liabilities 2022: $0Net Assets 2022: $2,348,3242022Assets 2023: $2,304,657Liabilities 2023: $0Net Assets 2023: $2,304,6572023Assets 2024: $2,251,068Liabilities 2024: $0Net Assets 2024: $2,251,0682024

Highlighted filing

2014

Assets$2,950,352
Liabilities$0
Net Assets$2,950,352
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2014: $3,067Expenses 2014: $166,255Net Income 2014: -$163,1882014Revenue 2015: $2,977Expenses 2015: $58,530Net Income 2015: -$55,5532015Revenue 2016: $4,265Expenses 2016: $77,480Net Income 2016: -$73,2152016Revenue 2017: $11,463Expenses 2017: $139,705Net Income 2017: -$128,2422017Revenue 2018: $36,180Expenses 2018: $91,438Net Income 2018: -$55,2582018Revenue 2019: $48,319Expenses 2019: $93,409Net Income 2019: -$45,0902019Revenue 2020: $15,453Expenses 2020: $98,480Net Income 2020: -$83,0272020Revenue 2021: $214Expenses 2021: $79,803Net Income 2021: -$79,5892021Revenue 2022: $20,695Expenses 2022: $102,749Net Income 2022: -$82,0542022Revenue 2023: $89,420Expenses 2023: $133,087Net Income 2023: -$43,6672023Revenue 2024: $89,715Expenses 2024: $143,304Net Income 2024: -$53,5892024

Highlighted filing

2014

Revenue$3,067
Expenses$166,255
Net Income-$163,188
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA E LUSARDIPresidentPT$0--
WARNER C LUSARDISecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Debra E and Warner C
EIN
30-0015380
Phone
7607449382
Address
711 S CARSON ST SUITE 4, CARSON CITY, NV 89701

Signing Officer

Name
Debra E Lusardi
Title
President
Phone
7607449382
Signed
2015-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Covell Hogan Robin Venegas Llp
Address
345 W 9TH AVE STE 100, ESCONDIDO, CA 92025-5055
Preparer
Richard J Venegas CPA
Phone
7607370700
Raw XML Appendix274 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046232
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd396791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159500
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/AppliedToCurrentYearAmt0151733
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0151733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0105763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0248128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0248128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0195763
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt082233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0105763
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07767
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0443891
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0436124
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA E LUSARDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07607449382
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEBRA E AND WARNER C
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LUSARDI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DEBR
ReturnHeader/Filer/EIN0300015380
ReturnHeader/Filer/PhoneNum07607449382
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 S CARSON ST SUITE 4
ReturnHeader/Filer/USAddress/CityNm0CARSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383730777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COVELL HOGAN ROBIN VENEGAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 W 9TH AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920255055
ReturnHeader/PreparerPersonGrp/PhoneNum07607370700
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J VENEGAS CPA
ReturnHeader/ReturnTs02015-03-11T10:52:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,950,352
Liabilities
$0
Net assets
$2,950,352
Revenue
$3,067
Expenses
$166,255
Net income
-$163,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.09$0.14$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.09$0.13$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.02$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.00$0.08$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.02$0.10$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.05$0.09$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.04$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.01$0.14$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.00$0.08$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.00$0.17$0.16