Civic Intelligence

Lawrence a Neubauer Foundation

EIN 30-0137513 • Philadelphia, PA

1650 Market Street 4500Philadelphia, PA 19103-7341
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

37th percentile

-0.7%

Higher net margin than 37% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

29%

Faster revenue growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,285,932

Down $90,866 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$4,285,932

Down $90,866 (-2.1%) from 2022

Revenue

Down

$317,660

Down $674,756 (-68%) from 2022

Expenses

Up

$319,868

Up $54,778 (+21%) from 2022

Net Income

Down

-$2,208

Down $729,534 (-100%) from 2022

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $149,943Liabilities 2011: $0Net Assets 2011: $149,9432011Assets 2013: $169,807Liabilities 2013: $0Net Assets 2013: $169,8072013Assets 2014: $131,633Liabilities 2014: $0Net Assets 2014: $131,6332014Assets 2016: $141,648Liabilities 2016: $0Net Assets 2016: $141,6482016Assets 2017: $83,503Liabilities 2017: $0Net Assets 2017: $83,5032017Assets 2018: $59,708Liabilities 2018: $0Net Assets 2018: $59,7082018Assets 2020: $3,826,144Liabilities 2020: $1,500,000Net Assets 2020: $2,326,1442020Assets 2021: $3,649,472Liabilities 2021: $0Net Assets 2021: $3,649,4722021Assets 2022: $4,376,798Liabilities 2022: $0Net Assets 2022: $4,376,7982022Assets 2024: $4,285,932Liabilities 2024: $0Net Assets 2024: $4,285,9322024

Highlighted filing

2024

Assets$4,285,932
Liabilities$0
Net Assets$4,285,932

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $40,4772011Revenue 2013: $28,325Expenses 2013: $11,540Net Income 2013: $16,7852013Revenue 2014: $889,229Expenses 2014: $67,760Net Income 2014: $821,4692014Revenue 2016: $587,021Expenses 2016: $14,527Net Income 2016: $572,4942016Revenue 2017: $22,520Expenses 2017: $80,665Net Income 2017: -$58,1452017Revenue 2018: $23,344Expenses 2018: $47,139Net Income 2018: -$23,7952018Revenue 2020: $1,391,346Expenses 2020: $5,519Net Income 2020: $1,385,8272020Revenue 2021: $1,838,559Expenses 2021: $242,075Net Income 2021: $1,596,4842021Revenue 2022: $992,416Expenses 2022: $265,090Net Income 2022: $727,3262022Revenue 2024: $317,660Expenses 2024: $319,868Net Income 2024: -$2,2082024

Highlighted filing

2024

Revenue$317,660
Expenses$319,868
Net Income-$2,208

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE A NEUBAUERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lawrence a Neubauer Foundation
EIN
30-0137513
Phone
2159720701
Address
1650 MARKET STREET 4500, PHILADELPHIA, PA 19103-7341

Signing Officer

Name
Lawrence a Neubauer
Title
Trustee
Phone
2159720701
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1650 MARKET STREET SUITE 4500, PHILADELPHIA, PA 19103-7341
Preparer
Michael S Kehoe CPA
Phone
2159720701
Raw XML Appendix332 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03483
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION ELECTS TO APPLY $25,497 IN CURRENT YEAR DISTRIBUTIONS TOWARD THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAXABLE YEAR (2019), UNDER IRC SECTION 53.4942(A)-3(D)(2).
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN QS CAPITAL STRATEGIES II LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESTMENT IN LOCUS SOLUTIONS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0514998
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY STATE CHARITABLE REGISTRATION FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt048757
OtherIncomeSchedule2/OtherIncomeDetail/Desc0QS CAPITAL STRATEGIES II
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt048757
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt048757
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE A NEUBAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWRENCE A NEUBAUER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0300137513
ReturnHeader/Filer/PhoneNum02159720701
ReturnHeader/Filer/USAddress/AddressLine1Txt01650 MARKET STREET 4500
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037341
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 MARKET STREET SUITE 4500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191037341
ReturnHeader/PreparerPersonGrp/PhoneNum02159720701
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S KEHOE CPA
ReturnHeader/ReturnTs02023-10-27T15:30:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAWRENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEUBAUER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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