Civic Intelligence

Luebbe Foundation

990PF • Fiscal year 2023 • EIN 31-1289981

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

Organization Profile
6325 West Fork RoadCincinnati, OH 45247

(513) 598-4776

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-268%

Higher net margin than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

3rd percentile

-44%

Faster asset growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$822,391

Down $656,862 (-44%) from 2022

Net Assets

Down

$822,391

Down $656,862 (-44%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Down

$245,177

Down $949,060 (-79%) from 2022

Expenses

Down

$902,039

Down $1,083,628 (-55%) from 2022

Net Income

Up

-$656,862

Up $134,568 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $447,919Liabilities 2020: $0Net Assets 2020: $447,9192020Assets 2021: $2,270,683Liabilities 2021: $0Net Assets 2021: $2,270,6832021Assets 2022: $1,479,253Liabilities 2022: $0Net Assets 2022: $1,479,2532022Assets 2023: $822,391Liabilities 2023: $0Net Assets 2023: $822,3912023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$822,391
Liabilities$0
Net Assets$822,391
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $369,687Expenses 2020: $125,473Net Income 2020: $244,2142020Revenue 2021: $2,184,434Expenses 2021: $361,670Net Income 2021: $1,822,7642021Revenue 2022: $1,194,237Expenses 2022: $1,985,667Net Income 2022: -$791,4302022Revenue 2023: $245,177Expenses 2023: $902,039Net Income 2023: -$656,8622023Revenue 2024: $227,307Expenses 2024: $1,105,136Net Income 2024: -$877,8292024

Highlighted filing

2023

Revenue$245,177
Expenses$902,039
Net Income-$656,862
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE LUEBBEPresident-$0--
GERALD V LUEBBETreasurer-$0--
DEBORAH LUEBBESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Luebbe Foundation
EIN
31-1289981
Phone
5135984776
Address
6325 WEST FORK ROAD, CINCINNATI, OH 45247

Signing Officer

Name
Gerald V Luebbe
Title
Treasurer
Phone
5135984776
Signed
2024-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Hcm Cpas
Address
6116 HARRISON AVE, CINCINNATI, OH 45247
Preparer
Kaitlyn Evans CPA
Phone
5139227377
Raw XML Appendix307 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0145251
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1472900
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1218366
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt014402
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0885000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0822391
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0822391
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068137
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0281
IRS990PF/FMVAssetsEOYAmt0998512
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-28445
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GERALD V LUEBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBORAH LUEBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONCEPTION SEMINARY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PURCELL MARIAN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BELLARMINE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32935 HACKBERRY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42001 NEWBURG RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARRISON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440205
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0885000
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/AppliedToCurrentYearAmt068137
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01874902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0298077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt091018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03080860
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0816863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01874902
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0298077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt091018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0885000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0816863
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03080860
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02263997
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-28445
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0GATEWAY INTERESTS, LLC PARTNERSHIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-28559
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-28559
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-135
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GATEWAY INTERESTS LLC- RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014129
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
TaxesSchedule/TaxesDetail/Amt0317
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/Amt2393
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO REGISTRATION
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD V LUEBBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05135984776
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUEBBE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUEB
ReturnHeader/Filer/EIN0311289981
ReturnHeader/Filer/PhoneNum05135984776
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 WEST FORK ROAD
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832556069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HCM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06116 HARRISON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045247
ReturnHeader/PreparerPersonGrp/PhoneNum05139227377
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAITLYN EVANS CPA
ReturnHeader/ReturnTs02024-04-26T11:31:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD V
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUEBBE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$822,391
Liabilities
$0
Net assets
$822,391
Revenue
$245,177
Expenses
$902,039
Net income
-$656,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$1.11$0.88
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.25$0.90$0.66
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.19$1.99$0.79
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.18$0.36$1.82
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.37$0.13$0.24