Civic Intelligence

Gerard B Lambert Foundation

990PF • Fiscal year 2020 • EIN 31-1814353

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

CO Pkfod 500 Mamaroneck Ave NoHarrison, NY 10528-1633

(212) 286-2600

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Net Margin

6th percentile

-236%

Higher net margin than 6% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Asset Growth

51st percentile

5.1%

Faster asset growth than 51% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$95,406,942

Up $4,633,809 (+5.1%) from 2019

Net Assets

Up

$95,406,942

Up $4,633,809 (+5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,680,083

Down $8,024,984 (-83%) from 2019

Expenses

Up

$5,648,258

Up $693,751 (+14%) from 2019

Net Income

Down

-$3,968,175

Down $8,718,735 (-184%) from 2019

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2016: $65,277,163Liabilities 2016: $0Net Assets 2016: $65,277,1632016Assets 2019: $90,773,133Liabilities 2019: $0Net Assets 2019: $90,773,1332019Assets 2020: $95,406,942Liabilities 2020: $0Net Assets 2020: $95,406,9422020Assets 2021: $99,835,609Liabilities 2021: $0Net Assets 2021: $99,835,6092021Assets 2022: $86,043,475Liabilities 2022: $0Net Assets 2022: $86,043,4752022Assets 2023: $92,294,669Liabilities 2023: $0Net Assets 2023: $92,294,6692023Assets 2024: $95,006,980Liabilities 2024: $0Net Assets 2024: $95,006,9802024

Highlighted filing

2020

Assets$95,406,942
Liabilities$0
Net Assets$95,406,942

Operations Trend

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

$400M$300M$200M$100M$0-$100MRevenue 2016: $278,367,794Expenses 2016: $323,545,319Net Income 2016: -$45,177,5252016Revenue 2019: $9,705,067Expenses 2019: $4,954,507Net Income 2019: $4,750,5602019Revenue 2020: $1,680,083Expenses 2020: $5,648,258Net Income 2020: -$3,968,1752020Revenue 2021: $6,767,881Expenses 2021: $7,551,593Net Income 2021: -$783,7122021Revenue 2022: $9,549,805Expenses 2022: $5,834,327Net Income 2022: $3,715,4782022Revenue 2023: $3,661,593Expenses 2023: $5,905,940Net Income 2023: -$2,244,3472023Revenue 2024: $4,050,359Expenses 2024: $9,514,485Net Income 2024: -$5,464,1262024

Highlighted filing

2020

Revenue$1,680,083
Expenses$5,648,258
Net Income-$3,968,175
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS L LLOYDDirector, President, Treasurer-$0--
STACY B LLOYD IVDirector, Vice President-$0--
JANE MACLENNANDirector, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Gerard B Lambert Foundation
EIN
31-1814353
Phone
2122862600
Address
CO PKFOD 500 MAMARONECK AVE NO, HARRISON, NY 10528-1633

Signing Officer

Name
Thomas L Lloyd
Title
President
Phone
2122862600
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528-1633
Preparer
Joseph L Ali CPA
Phone
9143818900
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE EXCLUSIVELY CHARITABLE PURPOSE OF THE GRANT IS TO PROVIDE ENDURING SUPPORT FOR, OR AN ENDURING ASSET TO FORM A PART OF, THE LIBRARY, GROUNDS AND COLLECTION OF OAK SPRING IN THE FORM OF CAPITAL ASSETS. THESE CAPITAL ASSETS CONSISTED OF CERTAIN TANGIBLE ASSETS IN THE FORM OF ART AND OBJECTS OWNED BY RACHEL L. MELLON.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1AS PREVIOUSLY REPORTED, THE FOUNDATION RECEIVED REPORTS FROM THE GRANTEE FOR ITS TAXABLE YEAR IN WHICH THE GRANT WAS MADE AND THE IMMEDIATELY SUCCEEDING TWO TAXABLE YEARS. BECAUSE IT IS REASONABLY APPARENT TO THE FOUNDATION THAT, BEFORE THE END OF SUCH SECOND SUCCEEDING TAXABLE YEAR, NEITHER THE PRINCIPAL NOR THE INCOME FROM THE GRANT FUNDS HAVE BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN LIABILITY FOR TAX UNDER CODE SECTION 4945(D), UNDER TREAS. REG. 53.4945-5(C)(2) THE FOUNDATION HAS ALLOWED SUCH REPORTS TO BE DISCONTINUED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT ANY UPDATES ARE OF DUBIOUS ACCURACY OR RELIABILITY.
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