Civic Intelligence

Lockerbie Square Foundation Inc.

990EZ • Fiscal year 2015 • EIN 35-2031662

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 24, 2016

PO Box 44410Indianapolis, IN 46244

(317) 697-3030

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

6th percentile

-66%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.9%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$63,966

Down $8,017 (-11%) from 2014

Net Assets

Down

$63,966

Down $8,017 (-11%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$12,236

Down $1,339 (-9.9%) from 2014

Expenses

Up

$20,253

Up $7,472 (+58%) from 2014

Net Income

Down

-$8,017

Down $8,811 (-1110%) from 2014

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

2015

Assets$63,966
Liabilities-
Net Assets$63,966

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

2015

Revenue$12,236
Expenses$20,253
Net Income-$8,017
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 24, 2016
Return Version
2015v2.1
Gross Receipts
$12,236
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-$20,253
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R WAGMANTreasurer-$0--
HELEN SMALLSecretary-$0--
LINDA STURGESPresident-$0--
DENNIS WRIGHTVP-$0--
JOSEPH SHIERLINGVP-$0--
KEITH MUNDRICKVP-$0--
CHRISTY NORRISVP-$0--
Filing and Contact Details

Filer

Filer Name
Lockerbie Square Foundation Inc
EIN
35-2031662
Phone
3176973030
Address
PO BOX 44410, INDIANAPOLIS, IN 46244

Signing Officer

Name
Stephen R Wagman
Title
Treasurer
Phone
3175802121
Signed
2016-02-24
Discuss with paid preparer
Yes

Preparer

Firm
La Rosa & Co LLC
Address
320 N MERIDIAN ST STE 328, INDIANAPOLIS, IN 46204
Preparer
Michael P Merkel
Phone
3176348777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses accounting fees 480 liability insurance 662 peoples club contribution 19,104 misc 7 total 20,253

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.

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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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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 480 LIABILITY INSURANCE 662 PEOPLES CLUB CONTRIBUTION 19,104 MISC 7 TOTAL 20,253
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/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03175802121
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKERBIE SQUARE FOUNDATION INC
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ReturnHeader/Filer/EIN0352031662
ReturnHeader/Filer/PhoneNum03176973030
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176348777
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P MERKEL
ReturnHeader/ReturnTs02016-03-22T15:13:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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