Civic Intelligence

Lockerbie Square Neighborhood Association Inc

990EZ • Fiscal year 2015 • EIN 35-2031663

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

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

56%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$32,896

Down $728 (-2.2%) from 2014

Net Assets

Down

$32,896

Down $728 (-2.2%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,759

Up $9,926 (+56%) from 2014

Expenses

Up

$28,487

Up $11,650 (+69%) from 2014

Net Income

Down

-$728

Down $1,724 (-173%) from 2014

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

2015

Assets$32,896
Liabilities-
Net Assets$32,896

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

2015

Revenue$27,759
Expenses$28,487
Net Income-$728
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 24, 2016
Return Version
2015v2.1
Gross Receipts
$27,759
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-$24,143
TO ORGANIZE AND FACILITATE COMMUNITY AND STATE DEVELOPMENT IN THE ONGOING PRESERVATION AND DEVELOPMENT OF THE LOCKERBIE HISTORIC DISTRICT-$3,857
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--
DENNIS WRIGHTVP-$0--
JOSEPH SHIERLINGVP-$0--
KEITH MUNDRICKVP-$0--
CHRISTY NORRISVP-$0--
Filing and Contact Details

Filer

Filer Name
Lockerbie Square Neighborhood
EIN
35-2031663
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 utilities 3,331 general cleanup 14,498 neighborhood promotions 5,039 snow removal 1,275 p o box rental 56 contributions 1,000 storage rental 1,623 postage and delivery 470 website 440 office supplies 268 total 28,000

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 Appendix122 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/PersonNm0STEPHEN R WAGMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03176973030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0430 N PARK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033624
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019104
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IRS990EZ/ExcessOrDeficitForYearAmt0-728
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0487
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt027759
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05250
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033624
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032896
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033624
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032896
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN R WAGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HELEN SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA STURGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSEPH SHIERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEITH MUNDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTY NORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028000
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/ProgramServiceRevenueAmt03390
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024143
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13857
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028487
IRS990EZ/TotalProgramServiceExpensesAmt028000
IRS990EZ/TotalRevenueAmt027759
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES UTILITIES 3,331 GENERAL CLEANUP 14,498 NEIGHBORHOOD PROMOTIONS 5,039 SNOW REMOVAL 1,275 P O BOX RENTAL 56 CONTRIBUTIONS 1,000 STORAGE RENTAL 1,623 POSTAGE AND DELIVERY 470 WEBSITE 440 OFFICE SUPPLIES 268 TOTAL 28,000
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R WAGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175802121
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKERBIE SQUARE NEIGHBORHOOD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0352031663
ReturnHeader/Filer/PhoneNum03176973030
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 44410
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046244
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/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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Filings