Civic Intelligence

Lockerbie Square Neighborhood Association Inc

990EZ • Fiscal year 2013 • EIN 35-2031663

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

27th percentile

-6.7%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

35th percentile

-3.6%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

55th percentile

2.5%

Faster revenue growth than 55% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$32,628

Down $48 (-0.1%) from 2010

Net Assets

Down

$32,628

Down $48 (-0.1%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$18,358

Up $7,950 (+76%) from 2010

Expenses

Up

$19,590

Up $8,489 (+76%) from 2010

Net Income

Down

-$1,232

Down $539 (-78%) from 2010

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $32,676Net Assets 2010: $32,6762010Assets 2013: $32,628Net Assets 2013: $32,6282013Assets 2014: $33,624Net Assets 2014: $33,6242014Assets 2015: $32,896Net Assets 2015: $32,8962015Assets 2016: $28,607Net Assets 2016: $28,6072016Assets 2017: $23,937Net Assets 2017: $23,9372017Assets 2018: $18,730Liabilities 2018: $1,302Net Assets 2018: $17,4282018

Highlighted filing

2013

Assets$32,628
Liabilities-
Net Assets$32,628

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2010: $10,408Expenses 2010: $11,101Net Income 2010: -$6932010Revenue 2013: $18,358Expenses 2013: $19,590Net Income 2013: -$1,2322013Revenue 2014: $17,833Expenses 2014: $16,837Net Income 2014: $9962014Revenue 2015: $27,759Expenses 2015: $28,487Net Income 2015: -$7282015Revenue 2016: $18,109Expenses 2016: $22,398Net Income 2016: -$4,2892016Revenue 2017: $15,927Expenses 2017: $20,597Net Income 2017: -$4,6702017Revenue 2018: $11,246Expenses 2018: $17,755Net Income 2018: -$6,5092018

Highlighted filing

2013

Revenue$18,358
Expenses$19,590
Net Income-$1,232
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jan 27, 2014
Return Version
2013v3.1
Gross Receipts
$18,358
Mission and Program Overview

Mission

1) to promote the education of the general public concerning the preservation of historical buildings; 2) to promote the common good and general welfare of the citizens of indianapolis by bringing about civic betterment and social improvements in downtown indiana- polis and especially in the lockerbie square historic preservation district; 3)to organize and facilitate community and state involvement in the ongoing preservation and development of the lockerbie square historic preservation district; 4) to repair, maintain and develop the infra-structure of this historic area; 5) to promote such other purposes as may be from time to time permitted under section 501 (c)(4) of the code; and 6) to solicit and collect funds by various lawful means which funds, along with the income thereon, shall be used exclusively for the above purposes.

Program Services

DescriptionGrantsExpenses
NEIGHBORHOOD FUNCTIONS INCLUDING ACTIVITIES TO PROMOTE THE WELLBEING AND INVOLVEMENT OF ALL RESIDENTS IN THE LOCKERBIE AREA-$15,922
TO ORGANIZE AND FACILITATE COMMUNITY AND STATE DEVELOPMENT IN THE ONGOING PRESERVATION AND DEVELOPMENT OF THE LOCKERBIE HISTORIC DISTRICT-$3,268
NEWSLETTER PROGRAM- TO EDUCATE AND COMMUNICATE TO MEMBERS AND CITIZENS THE MISSION AND PROGRESS OF THE ASSOCIATION HOME TOURS - TO PROMOTE THE HERITAGE AND ARCHITECTURAL CHARACTER OF THE AREA--
TO REPAIR, MAINTAIN AND DEVELOP THE INFRA-STRUCTURE OF OF THE LOCKERBIE AREA INCLUDING STREET LIGHTING AND SIDEWALK REPAIR--
Compensation and Service Providers

Employees

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

Filer

EIN
35-2031663
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 p o box rental 54 utilities 3,135 general cleanup 7,545 neighborhood promotions 1,701 contributions 1,450 neighborhood upkeep 1,703 garage sale expenses 388 flowers 100 storage rental 1,764 snow removal 1,350 total 19,190

Form 990-ez, Part III

1) to promote the education of the general public concerning the preservation of historical buildings; 2) to promote the common good and general welfare of the citizens of indianapolis by bringing about civic betterment and social improvements in downtown indiana- polis and especially in the lockerbie square historic preservation district; 3)to organize and facilitate community and state involvement in the ongoing preservation and development of the lockerbie square historic preservation district; 4) to repair, maintain and develop the infra-structure of this historic area; 5) to promote such other purposes as may be from time to time permitted under section 501 (c)(4) of the code; and 6) to solicit and collect funds by various lawful means which funds, along with the income thereon, shall be used exclusively for the above purposes.

Form 990-ez, Part III, Line 28

Newsletter program- to educate and communicate to members and citizens the mission and progress of the association home tours - to promote the heritage and architectural character of the area

Form 990-ez, Part III, Line 31

To repair, maintain and develop the infra-structure of of the lockerbie area including street lighting and sidewalk repair

Raw XML Appendix128 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/PersonNm0STEPHEN R WAGMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1HELEN SMALL
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDA STURGES
CompensationExplanation/CompensationExplanationGrp/PersonNm3PETER HOWARD
CompensationExplanation/CompensationExplanationGrp/PersonNm4DENNIS WRIGHT
CompensationExplanation/CompensationExplanationGrp/PersonNm5ROLANDO QUINTANA
CompensationExplanation/CompensationExplanationGrp/PersonNm6JOSEPH SHIERLING
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHEN R WAGMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019190
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt01) TO PROMOTE THE EDUCATION OF THE GENERAL PUBLIC CONCERNING THE PRESERVATION OF HISTORICAL BUILDINGS; 2) TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE CITIZENS OF INDIANAPOLIS BY BRINGING ABOUT CIVIC BETTERMENT AND SOCIAL IMPROVEMENTS IN DOWNTOWN INDIANA- POLIS AND ESPECIALLY IN THE LOCKERBIE SQUARE HISTORIC PRESERVATION DISTRICT; 3)TO ORGANIZE AND FACILITATE COMMUNITY AND STATE INVOLVEMENT IN THE ONGOING PRESERVATION AND DEVELOPMENT OF THE LOCKERBIE SQUARE HISTORIC PRESERVATION DISTRICT; 4) TO REPAIR, MAINTAIN AND DEVELOP THE INFRA-STRUCTURE OF THIS HISTORIC AREA; 5) TO PROMOTE SUCH OTHER PURPOSES AS MAY BE FROM TIME TO TIME PERMITTED UNDER SECTION 501 (C)(4) OF THE CODE; AND 6) TO SOLICIT AND COLLECT FUNDS BY VARIOUS LAWFUL MEANS WHICH FUNDS, ALONG WITH THE INCOME THEREON, SHALL BE USED EXCLUSIVELY FOR THE ABOVE PURPOSES.
IRS990EZ/ProgramServiceRevenueAmt0399
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEWSLETTER PROGRAM- TO EDUCATE AND COMMUNICATE TO MEMBERS AND CITIZENS THE MISSION AND PROGRESS OF THE ASSOCIATION HOME TOURS - TO PROMOTE THE HERITAGE AND ARCHITECTURAL CHARACTER OF THE AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEIGHBORHOOD FUNCTIONS INCLUDING ACTIVITIES TO PROMOTE THE WELLBEING AND INVOLVEMENT OF ALL RESIDENTS IN THE LOCKERBIE AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO ORGANIZE AND FACILITATE COMMUNITY AND STATE DEVELOPMENT IN THE ONGOING PRESERVATION AND DEVELOPMENT OF THE LOCKERBIE HISTORIC DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TO REPAIR, MAINTAIN AND DEVELOP THE INFRA-STRUCTURE OF OF THE LOCKERBIE AREA INCLUDING STREET LIGHTING AND SIDEWALK REPAIR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13268
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES P O BOX RENTAL 54 UTILITIES 3,135 GENERAL CLEANUP 7,545 NEIGHBORHOOD PROMOTIONS 1,701 CONTRIBUTIONS 1,450 NEIGHBORHOOD UPKEEP 1,703 GARAGE SALE EXPENSES 388 FLOWERS 100 STORAGE RENTAL 1,764 SNOW REMOVAL 1,350 TOTAL 19,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11) TO PROMOTE THE EDUCATION OF THE GENERAL PUBLIC CONCERNING THE PRESERVATION OF HISTORICAL BUILDINGS; 2) TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE CITIZENS OF INDIANAPOLIS BY BRINGING ABOUT CIVIC BETTERMENT AND SOCIAL IMPROVEMENTS IN DOWNTOWN INDIANA- POLIS AND ESPECIALLY IN THE LOCKERBIE SQUARE HISTORIC PRESERVATION DISTRICT; 3)TO ORGANIZE AND FACILITATE COMMUNITY AND STATE INVOLVEMENT IN THE ONGOING PRESERVATION AND DEVELOPMENT OF THE LOCKERBIE SQUARE HISTORIC PRESERVATION DISTRICT; 4) TO REPAIR, MAINTAIN AND DEVELOP THE INFRA-STRUCTURE OF THIS HISTORIC AREA; 5) TO PROMOTE SUCH OTHER PURPOSES AS MAY BE FROM TIME TO TIME PERMITTED UNDER SECTION 501 (C)(4) OF THE CODE; AND 6) TO SOLICIT AND COLLECT FUNDS BY VARIOUS LAWFUL MEANS WHICH FUNDS, ALONG WITH THE INCOME THEREON, SHALL BE USED EXCLUSIVELY FOR THE ABOVE PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER PROGRAM- TO EDUCATE AND COMMUNICATE TO MEMBERS AND CITIZENS THE MISSION AND PROGRESS OF THE ASSOCIATION HOME TOURS - TO PROMOTE THE HERITAGE AND ARCHITECTURAL CHARACTER OF THE AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO REPAIR, MAINTAIN AND DEVELOP THE INFRA-STRUCTURE OF OF THE LOCKERBIE AREA INCLUDING STREET LIGHTING AND SIDEWALK REPAIR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R WAGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175802121
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOCKERBIE SQUARE NEIGHBORHOOD
ReturnHeader/Filer/BusinessName/BusinessNameLine20ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0352031663
ReturnHeader/Filer/PhoneNum03175802121
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 44410
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LA ROSA & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10320 N MERIDIAN ST STE 328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046204
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)4 • <$500k nonprofits