Civic Intelligence

The Samuel Lyon Charitable Foundation Inc.

990PF • Fiscal year 2012 • EIN 31-6651291

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 20, 2013

712 Braeview Road40206
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$800,476

Up $161,161 (+25%) from 2011

Net Assets

Up

$800,476

Up $161,161 (+25%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$38,427

Down $3,058 (-7.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $639,315Liabilities 2011: $0Net Assets 2011: $639,3152011Assets 2012: $800,476Liabilities 2012: $0Net Assets 2012: $800,4762012Assets 2013: $782,251Liabilities 2013: $0Net Assets 2013: $782,2512013Assets 2014: $767,704Liabilities 2014: $0Net Assets 2014: $767,7042014Assets 2015: $809,191Liabilities 2015: $0Net Assets 2015: $809,1912015Assets 2016: $824,388Liabilities 2016: $0Net Assets 2016: $824,3882016Assets 2017: $843,937Liabilities 2017: $0Net Assets 2017: $843,9372017Assets 2018: $853,373Liabilities 2018: $0Net Assets 2018: $853,3732018Assets 2019: $864,766Liabilities 2019: $0Net Assets 2019: $864,7662019Assets 2020: $883,264Liabilities 2020: $0Net Assets 2020: $883,2642020Assets 2021: $915,819Liabilities 2021: $0Net Assets 2021: $915,8192021Assets 2022: $939,051Liabilities 2022: $0Net Assets 2022: $939,0512022Assets 2023: $965,773Liabilities 2023: $0Net Assets 2023: $965,7732023Assets 2024: $981,370Liabilities 2024: $0Net Assets 2024: $981,3702024

Highlighted filing

2012

Assets$800,476
Liabilities$0
Net Assets$800,476

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $41,4852011Expenses 2012: $38,4272012Revenue 2013: $33,724Expenses 2013: $51,949Net Income 2013: -$18,2252013Revenue 2014: $38,455Expenses 2014: $53,002Net Income 2014: -$14,5472014Revenue 2015: $42,320Expenses 2015: $833Net Income 2015: $41,4872015Revenue 2016: $51,177Expenses 2016: $35,980Net Income 2016: $15,1972016Revenue 2017: $70,929Expenses 2017: $51,380Net Income 2017: $19,5492017Revenue 2018: $67,279Expenses 2018: $57,843Net Income 2018: $9,4362018Revenue 2019: $71,195Expenses 2019: $59,802Net Income 2019: $11,3932019Revenue 2020: $80,358Expenses 2020: $61,860Net Income 2020: $18,4982020Revenue 2021: $96,557Expenses 2021: $64,002Net Income 2021: $32,5552021Revenue 2022: $98,646Expenses 2022: $75,414Net Income 2022: $23,2322022Revenue 2023: $108,718Expenses 2023: $81,996Net Income 2023: $26,7222023Revenue 2024: $92,610Expenses 2024: $77,013Net Income 2024: $15,5972024

Highlighted filing

2012

Revenue-
Expenses$38,427
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 20, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELDON M YOFFETrustee-$0--
ELAINE Y WEINBERGTrustee-$0--
MARLENE Y SCHAFFERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE TEMPLESUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$13,300
Paid GrantKENESETH ISRAEL CONGREGATIONSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$5,000
Paid GrantHOME OF THE INNOCENTSSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$5,000
Paid GrantJEWISH FAMILY COUNSELING SERVICESSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$4,000
Paid GrantNORTHWESTERN ANNUAL FUNDSUPPORTPUBLIC CHARITYEVANSTON, IL, US$2,000
Paid GrantLOUISVILLE ORCHESTRASUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$1,500
Paid GrantKIDS CENTER FOR PEDIATRIC THERAPIESSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$1,000
Paid GrantLOUISVILLE OLMSTEAD PARKS CONSERVANCYSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$1,000
Paid GrantNATIONAL MULTIPLE SCLEROSIS SOCIETYSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$1,000
Paid GrantTHE BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATION INCSUPPORTPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantCONGREGATION ADATH JESHURUNSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$500
Paid GrantTHE KENTUCKY HUMANE SOCIETYSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$500
Paid GrantJEWISH COMMUNITY CENTER OF LOUISVILLESUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$500
Paid GrantVOLUNTEERS OF AMERICASUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$500
Filing and Contact Details

Filer

EIN
31-6651291
Raw XML AppendixShowing 400 of 482 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue0799371
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0PNC ADVISORS PORTFOLIO OF SECURITIES, BONDS AND MONEY MARKET FUNDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ELAINE Y WEINBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARLENE Y SCHAFFER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CONGREGATION ADATH JESHURUN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11KENESETH ISRAEL CONGREGATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LOUISVILLE ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HOME OF THE INNOCENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JEWISH FAMILY COUNSELING SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15KIDS CENTER FOR PEDIATRIC THERAPIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16LOUISVILLE OLMSTEAD PARKS CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NATIONAL MULTIPLE SCLEROSIS SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18NORTHWESTERN ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19THE BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110THE KENTUCKY HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111THE TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112JEWISH COMMUNITY CENTER OF LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113VOLUNTEERS OF AMERICA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102401 WOODBOURNE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112531 TAYLORSVILLE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12323 WEST BROADWAY SUITE 700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131100 EAST MARKET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143587 DUTCHMANS LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15982 EASTERN PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 37280
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1711700 COMMONWEALTH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine182020 RIDGE AVENUE 4TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19ONE GUSTAVE L LEVY PLACE BOX 1490
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101000 LYNDON LANE SUITE B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115101 US HIGHWAY 42
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1123600 DUTCHMANS LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113933 GOSS AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8EVANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9NEW YORK
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11LOUISVILLE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13LOUISVILLE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7KY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode140205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode240202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode340206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode440205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode540217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode640233
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode740205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode860208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode910029
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1040222
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1140241
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1240205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1340217
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear036800
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$0.93$0.77$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$1.09$0.82$0.27
2022Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.99$0.75$0.23
2021Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.97$0.64$0.33
2020Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.80$0.62$0.18
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.71$0.60$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.67$0.58$0.09
2017Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.71$0.51$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.51$0.36$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.42$0.01$0.41
2014Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.38$0.53$0.15
2013Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.34$0.52$0.18
2012Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.38
2011Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.41