Civic Intelligence

Lockerbie Square Foundation Inc.

990EZ • Fiscal year 2012 • EIN 35-2031662

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 15, 2013

PO Box 4441046244
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Up

$74,971

Up $2,446 (+3.4%) from 2011

Net Assets

Up

$74,971

Up $2,446 (+3.4%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$15,692

Up $3,010 (+24%) from 2011

Expenses

Up

$13,246

Up $500 (+3.9%) from 2011

Net Income

Up

$2,446

Up $2,510 (+3922%) from 2011

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $72,589Net Assets 2010: $72,5892010Assets 2011: $72,525Net Assets 2011: $72,5252011Assets 2012: $74,971Net Assets 2012: $74,9712012Assets 2013: $71,189Net Assets 2013: $71,1892013Assets 2014: $71,983Net Assets 2014: $71,9832014Assets 2015: $63,966Net Assets 2015: $63,9662015Assets 2016: $82,862Net Assets 2016: $82,8622016Assets 2017: $81,110Net Assets 2017: $81,1102017Assets 2018: $93,042Net Assets 2018: $93,0422018

Highlighted filing

2012

Assets$74,971
Liabilities-
Net Assets$74,971

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $12,132Expenses 2010: $5,523Net Income 2010: $6,6092010Revenue 2011: $12,682Expenses 2011: $12,746Net Income 2011: -$642011Revenue 2012: $15,692Expenses 2012: $13,246Net Income 2012: $2,4462012Revenue 2013: $10,916Expenses 2013: $14,698Net Income 2013: -$3,7822013Revenue 2014: $13,575Expenses 2014: $12,781Net Income 2014: $7942014Revenue 2015: $12,236Expenses 2015: $20,253Net Income 2015: -$8,0172015Revenue 2016: $30,800Expenses 2016: $11,904Net Income 2016: $18,8962016Revenue 2017: $14,716Expenses 2017: $16,468Net Income 2017: -$1,7522017Revenue 2018: $12,732Expenses 2018: $800Net Income 2018: $11,9322018

Highlighted filing

2012

Revenue$15,692
Expenses$13,246
Net Income$2,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 15, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

1)to promote the preservation of the unique heritage of the area known as lockerbie square, a historical residential neighborhood in indianapolis, indiana, and to create a total urban environment with respect for the past developed and listed in the national register of historical places; 2)to preserve, restore and replace its artifacts and historical items; 3)to preserve the historical or architectural character of the area through acquisition and subsequent disposition of historical or architecturally significant properties subject to restrictive covenants designed to preserve their historical state for the benefit of the public; 4)to combat community deterioration, to promote the protection and enhancement of this historically and architecturally significant area and to otherwise lessen the burdens of the local, state and federal government; 5)to promote such other charitable purposes as may be from time to time permitted under section 501(c)(3) of the code; and 6)to solicit and col

Filing and Contact Details

Filer

EIN
35-2031662
Raw XML Appendix160 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
CompensationExplanation/Compensation/PersonName0STEPHEN R WAGMAN
CompensationExplanation/Compensation/PersonName1HELEN SMALL
CompensationExplanation/Compensation/PersonName2LINDA STURGES
CompensationExplanation/Compensation/PersonName3MARJORIE KIENLE
CompensationExplanation/Compensation/PersonName4PETER HOWARD
CompensationExplanation/Compensation/PersonName5ROLANDO QUINTANA
CompensationExplanation/Compensation/PersonName6JOSEPH SHIERLING
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY072525
IRS990EZ/CashSavingsAndInvestments/EOY074971
IRS990EZ/ContributionsGiftsGrantsEtc015446
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear02446
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts015692
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0246
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY072525
IRS990EZ/NetAssetsOrFundBalancesBOY072525
IRS990EZ/NetAssetsOrFundBalances/EOY074971
IRS990EZ/NetAssetsOrFundBalancesEOY074971
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEPHEN R WAGMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1HELEN SMALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LINDA STURGES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MARJORIE KIENLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4PETER HOWARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ROLANDO QUINTANA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JOSEPH SHIERLING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6VP
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal013246
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose01)TO PROMOTE THE PRESERVATION OF THE UNIQUE HERITAGE OF THE AREA KNOWN AS LOCKERBIE SQUARE, A HISTORICAL RESIDENTIAL NEIGHBORHOOD IN INDIANAPOLIS, INDIANA, AND TO CREATE A TOTAL URBAN ENVIRONMENT WITH RESPECT FOR THE PAST DEVELOPED AND LISTED IN THE NATIONAL REGISTER OF HISTORICAL PLACES; 2)TO PRESERVE AND RESTORE AND REPLACE ITS ARTIFACTS AND HISTORICAL ITEMS; 3)TO PRESERVE THE HISTORICAL OR ARCHITECTURAL CHARACTER OF THE AREA THROUGH ACQUISITION AND SUBSEQUENT DISPOSITION OF HISTORICAL OR ARCHITECTURALLY SIGNIFICANT PROPERTIES SUBJECT TO RESTRICTIVE COVENANTS DESIGNED TO PRESERVE THEIR HISTORICAL STATE FOR THE BENEFIT OF THE PUBLIC; 4)TO COMBAT COMMUNITY DETERIORATION, TO PROMOTE THE PROTECTION AND ENHANCEMENT OF THIS HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT AREA AND TO OTHERWISE LESSEN THE BURDENS OF THE LOCAL, STATE AND FEDERAL GOVERNMENT; 5)TO PROMOTE SUCH OTHER CHARITABLE PURPOSES AS MAY BE FROM TIME TO TIME PERMITTED UNDER SECTION 501(C)(3) OF THE CODE; AND 6)TO SOLICIT AND
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PRESERVE AND RESTORE AND REPLACE ITS ARTIFACTS AND HISTORICAL NATURE OF THE LOCKERBIE AREA
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses013246
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0IN
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10430 N PARK AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0INDIANAPOLIS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0IN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode046202
IRS990EZ/TheBooksAreInCareOf/NamePerson0STEPHEN R WAGMAN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03175802121
IRS990EZ/TotalAssets/BOY072525
IRS990EZ/TotalAssets/EOY074971
IRS990EZ/TotalExpenses013246
IRS990EZ/TotalProgramServiceExpenses013246
IRS990EZ/TotalRevenue015692
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear015446
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year012425
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years011780
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years09675
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years012895
IRS990ScheduleA/GiftsGrantsContribReceived509/Total062221
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0246
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0257
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0352
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0462
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01198
IRS990ScheduleA/GrossInvestmentIncome509/Total02515
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0246
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0257
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0352
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0462
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01198
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02515
IRS990ScheduleA/InvestmentIncomePercentage00.04000
IRS990ScheduleA/PriorYearSupportPercentage00.95000
IRS990ScheduleA/PriorYrInvestIncomePercentage00.05000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.96110
IRS990ScheduleA/PublicSupportTotal509062221
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear015446
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year012425
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years011780
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years09675
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years012895
IRS990ScheduleA/Total509/Total062221
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear015692
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year012682
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years012132
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years010137
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years014093
IRS990ScheduleA/TotalSupportTotal/Total064736
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES IN SEC OF STATE FILING 7 ACCOUNTING FEES 400 LIABILITY INSURANCE 529 PEOPLES CLUB CONTRIBUTION 12,310 TOTAL 13,246
IRS990ScheduleO/GeneralExplanation/Explanation11)TO PROMOTE THE PRESERVATION OF THE UNIQUE HERITAGE OF THE AREA KNOWN AS LOCKERBIE SQUARE, A HISTORICAL RESIDENTIAL NEIGHBORHOOD IN INDIANAPOLIS, INDIANA, AND TO CREATE A TOTAL URBAN ENVIRONMENT WITH RESPECT FOR THE PAST DEVELOPED AND LISTED IN THE NATIONAL REGISTER OF HISTORICAL PLACES; 2)TO PRESERVE AND RESTORE AND REPLACE ITS ARTIFACTS AND HISTORICAL ITEMS; 3)TO PRESERVE THE HISTORICAL OR ARCHITECTURAL CHARACTER OF THE AREA THROUGH ACQUISITION AND SUBSEQUENT DISPOSITION OF HISTORICAL OR ARCHITECTURALLY SIGNIFICANT PROPERTIES SUBJECT TO RESTRICTIVE COVENANTS DESIGNED TO PRESERVE THEIR HISTORICAL STATE FOR THE BENEFIT OF THE PUBLIC; 4)TO COMBAT COMMUNITY DETERIORATION, TO PROMOTE THE PROTECTION AND ENHANCEMENT OF THIS HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT AREA AND TO OTHERWISE LESSEN THE BURDENS OF THE LOCAL, STATE AND FEDERAL GOVERNMENT; 5)TO PROMOTE SUCH OTHER CHARITABLE PURPOSES AS MAY BE FROM TIME TO TIME PERMITTED UNDER SECTION 501(C)(3) OF THE CODE; AND 6)TO SOLICIT AND COLLECT FUNDS BY VARIOUS LAWFUL MEANS, WHICH FUNDS, TOGETHER WITH THE INCOME EARNED THERON, SHALL BE USED EXCLUSIVELY TO ACCOMPLISH THE FOREGOING PURPOSES.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0352031662
ReturnHeader/Filer/Name/BusinessNameLine10LOCKERBIE SQUARE FOUNDATION INC
ReturnHeader/Filer/NameControl0LOCK
ReturnHeader/Filer/Phone03175802121
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 44410
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046244
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-15
ReturnHeader/Officer/Name0STEPHEN R WAGMAN
ReturnHeader/Officer/Phone03175802121
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-02-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LA ROSA & CO LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10320 N MERIDIAN ST STE 328
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046204
ReturnHeader/Preparer/Name0JOSEPH S LA ROSA
ReturnHeader/Preparer/Phone03176348777
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-28T12:31:34-06:00

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