Civic Intelligence

Lockerbie Square Foundation Inc.

990EZ • Fiscal year 2013 • EIN 35-2031662

Jan 01, 2013 to Dec 31, 2013 • Filed on Jan 27, 2014

PO Box 4441046244

(317) 580-2121

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-5.0%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$71,189

Down $3,782 (-5.0%) from 2012

Net Assets

Down

$71,189

Down $3,782 (-5.0%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$10,916

Down $4,776 (-30%) from 2012

Expenses

Up

$14,698

Up $1,452 (+11%) from 2012

Net Income

Down

-$3,782

Down $6,228 (-255%) from 2012

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

2013

Assets$71,189
Liabilities-
Net Assets$71,189

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

2013

Revenue$10,916
Expenses$14,698
Net Income-$3,782
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jan 27, 2014
Return Version
2013v3.1
Gross Receipts
$10,916
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

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 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

Program Services

DescriptionGrantsExpenses
TO PRESERVE AND RESTORE AND REPLACE ITS ARTIFACTS AND HISTORICAL NATURE OF THE LOCKERBIE AREA-$14,698
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R WAGMANTreasurer-$0--
HELEN SMALLSecretary-$0--
LINDA STURGESPresident-$0--
DENNIS WRIGHTVP-$0--
PETER HOWARDVP-$0--
ROLANDO QUINTANAVP-$0--
JOSEPH SHIERLINGVP-$0--
Filing and Contact Details

Filer

EIN
35-2031662
Phone
3175802121

Signing Officer

Name
Stephen R Wagman
Title
Treasurer
Phone
3175802121
Signed
2014-01-27
Discuss with paid preparer
Yes

Preparer

Preparer
Joseph S La Rosa
Phone
3176348777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses accounting fees 400 liability insurance 564 peoples club contribution 13,734 total 14,698

Form 990-ez, Part III

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 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.

Raw XML Appendix159 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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CompensationExplanation/CompensationExplanationGrp/PersonNm4PETER HOWARD
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt01)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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PRESERVE AND RESTORE AND REPLACE ITS ARTIFACTS AND HISTORICAL NATURE OF THE LOCKERBIE AREA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCOUNTING FEES 400 LIABILITY INSURANCE 564 PEOPLES CLUB CONTRIBUTION 13,734 TOTAL 14,698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11)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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOCKERBIE SQUARE FOUNDATION INC
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ReturnHeader/Filer/EIN0352031662
ReturnHeader/Filer/PhoneNum03175802121
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ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LA ROSA & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10320 N MERIDIAN ST STE 328
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
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ReturnHeader/PreparerPersonGrp/PhoneNum03176348777
ReturnHeader/PreparerPersonGrp/PreparationDt02014-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH S LA ROSA
ReturnHeader/ReturnTs02014-03-13T17:37:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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