Civic Intelligence

Lockerbie Square Foundation Inc.

990EZ • Fiscal year 2017 • EIN 35-2031662

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

PO Box 44410Indianapolis, IN 46244

(317) 408-9669

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$81,110

Down $1,752 (-2.1%) from 2016

Net Assets

Down

$81,110

Down $1,752 (-2.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,716

Down $16,084 (-52%) from 2016

Expenses

Up

$16,468

Up $4,564 (+38%) from 2016

Net Income

Down

-$1,752

Down $20,648 (-109%) from 2016

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

2017

Assets$81,110
Liabilities-
Net Assets$81,110

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

2017

Revenue$14,716
Expenses$16,468
Net Income-$1,752
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Gross Receipts
$14,716
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

Program Services

DescriptionGrantsExpenses
TO PRESERVE, RESTORE AND REPLACE THE ARTIFACTS AND HISTORICAL NATURE OF THE LOCKERBIE AREA.-$16,468
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE ALEXANDERTreasurer-$0--
NICK MURRAY-VACHONSecretary-$0--
CHRISTY NORRISPresident-$0--
BRYCE MOSEYVP-$0--
CARRIE ERIKSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lockerbie Square Foundation Inc
EIN
35-2031662
Phone
3174089669
Address
PO BOX 44410, INDIANAPOLIS, IN 46244

Signing Officer

Name
Louise Alexander
Title
Treasurer
Phone
3174089669
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
La Rosa & Co LLC
Address
320 N MERIDIAN ST STE 328, INDIANAPOLIS, IN 46204
Preparer
Joseph S Larosa
Phone
3176348777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank service charges 65 liability insurance 818 tree replacement & maint 15,585 total 16,468

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, 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 Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LOUISE ALEXANDER
IRS990EZ/BooksInCareOfDetail/PhoneNum03174089669
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0231 FULTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082862
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081110
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014545
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1752
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082862
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081110
IRS990EZ/GrossReceiptsAmt014716
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0171
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082862
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081110
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082862
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOUISE ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICK MURRAY-VACHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTY NORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYCE MOSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE ERIKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016468
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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, 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PRESERVE, RESTORE AND REPLACE THE ARTIFACTS AND HISTORICAL NATURE OF THE LOCKERBIE AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016468
IRS990EZ/TotalProgramServiceExpensesAmt016468
IRS990EZ/TotalRevenueAmt014716
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LOCKERBIESQUARE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081745
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0186
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0828
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99000
IRS990ScheduleA/PublicSupportPY509Pct00.98910
IRS990ScheduleA/PublicSupportTotal509Amt081745
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010730
IRS990ScheduleA/Total509Grp/TotalAmt081745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt082573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 65 LIABILITY INSURANCE 818 TREE REPLACEMENT & MAINT 15,585 TOTAL 16,468
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, 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03174089669
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKERBIE SQUARE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0352031662
ReturnHeader/Filer/PhoneNum03174089669
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 44410
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046244
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0897A311F1FC11E6ADDA989BD5EC201053D798B6D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C656DC44C3A2DE76537DF6BADD5644CC5C33B693
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.189.105.194
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:18:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351416669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LA ROSA & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N MERIDIAN ST STE 328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176348777
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH S LAROSA
ReturnHeader/ReturnTs02018-05-09T15:18:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings