Civic Intelligence

Lubrizol Foundation

990PF • Fiscal year 2023 • EIN 34-6500595

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 19, 2024

29400 Lakeland Blvd Ste 403AWickliffe, OH 44092

(440) 943-4200

Siviq Scores

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

Liabilities / Assets

84th percentile

0.38x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

2.24x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-117%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

4th percentile

-29%

Faster asset growth than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$2,648,472

Down $1,104,231 (-29%) from 2022

Net Assets

Down

$1,630,230

Down $531,093 (-25%) from 2022

Liabilities

Down

$1,018,242

Down $573,138 (-36%) from 2022

Revenue

Up

$454,044

Up $1,217,282 (+159%) from 2022

Expenses

Down

$985,137

Down $795,558 (-45%) from 2022

Net Income

Up

-$531,093

Up $2,012,840 (+79%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2020: $9,139,466Liabilities 2020: $1,637,243Net Assets 2020: $7,502,2232020Assets 2021: $7,162,968Liabilities 2021: $2,457,712Net Assets 2021: $4,705,2562021Assets 2022: $3,752,703Liabilities 2022: $1,591,380Net Assets 2022: $2,161,3232022Assets 2023: $2,648,472Liabilities 2023: $1,018,242Net Assets 2023: $1,630,2302023Assets 2024: $2,805,969Liabilities 2024: $633,869Net Assets 2024: $2,172,1002024

Highlighted filing

2023

Assets$2,648,472
Liabilities$1,018,242
Net Assets$1,630,230

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2020: $1,185,538Expenses 2020: $2,635,325Net Income 2020: -$1,449,7872020Revenue 2021: $1,066,425Expenses 2021: $3,863,392Net Income 2021: -$2,796,9672021Revenue 2022: -$763,238Expenses 2022: $1,780,695Net Income 2022: -$2,543,9332022Revenue 2023: $454,044Expenses 2023: $985,137Net Income 2023: -$531,0932023Revenue 2024: $1,959,751Expenses 2024: $1,417,880Net Income 2024: $541,8712024

Highlighted filing

2023

Revenue$454,044
Expenses$985,137
Net Income-$531,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 19, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH A GROVEPresident-$0--
G DAVIES WALKERTreasurer-$0--
ANDREA VULLOSecretary-$0--
JULIE A EDGARTrustee-$0--
GIRISH RAOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lubrizol Foundation
EIN
34-6500595
In Care Of
% G D Walker
Phone
4409434200
Address
29400 Lakeland Blvd Ste 403A, Wickliffe, OH 44092

Signing Officer

Name
G D Walker
Title
Treasurer
Phone
4409434200
Signed
2024-08-19
Raw XML Appendix387 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt029400 Lakeland Blvd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wickliffe
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Matt Leigh
IRS990PF/StatementsRegardingActyGrp/PhoneNum04403475619
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.lubrizol.com/Sustainability/Social/Community-Investment
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Not applicable
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Comprehensively state purposes of grant and justification for need
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH A GROVE - PRESIDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04409434200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt029400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Wickliffe
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044092
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants go primarily to OH TX Scholarships go to chemical fields
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0912500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt184242
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0For future payments
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1For future payments
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Grants authorized for
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Matching gifts authorized
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt029400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt129400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd044092
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd144092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1246860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3224343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5366240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Health human services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Environmental
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Discretionary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Community connection
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Matching gifts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Available Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt029400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt129400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt229400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt329400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt429400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt529400 Lakeland Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Wickliffe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd544092
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0996742
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0975943
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/AppliedToCurrentYearAmt0159542
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0159542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01504527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03410036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02162304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03397563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02604084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02604084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011290831
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0816401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01504527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03410036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02162304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03397563
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0975943
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0816401
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013894915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013078514
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Program Support
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11158
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03602
TaxesSchedule/TaxesDetail/Amt01741
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0G D WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04409434200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lubrizol Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LUBR
ReturnHeader/Filer/EIN0346500595
ReturnHeader/Filer/InCareOfNm0% G D Walker
ReturnHeader/Filer/PhoneNum04409434200
ReturnHeader/Filer/USAddress/AddressLine1Txt029400 Lakeland Blvd Ste 403A
ReturnHeader/Filer/USAddress/CityNm0Wickliffe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-08-19T07:19:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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