Civic Intelligence

D W Lambert Irrv Tr UW Union Church

990PF • Fiscal year 2022 • EIN 35-6733603

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
P O Box 32760Louisville, KY 40232-2760

(502) 588-9133

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

5th percentile

-212%

Higher net margin than 5% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$9,221

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 49.5% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.1%

Faster asset growth than 28% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$605,404

Down $39,321 (-6.1%) from 2021

Net Assets

Down

$605,404

Down $39,321 (-6.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin5th percentile

Revenue

Down

$18,646

Down $42,005 (-69%) from 2021

Expenses

Up

$58,091

Up $5,333 (+10%) from 2021

Net Income

Down

-$39,445

Down $47,338 (-600%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2017: $525,626Liabilities 2017: $0Net Assets 2017: $525,6262017Assets 2018: $505,033Liabilities 2018: $0Net Assets 2018: $505,0332018Assets 2019: $491,245Liabilities 2019: $0Net Assets 2019: $491,2452019Assets 2020: $636,961Liabilities 2020: $0Net Assets 2020: $636,9612020Assets 2021: $644,725Liabilities 2021: $0Net Assets 2021: $644,7252021Assets 2022: $605,404Liabilities 2022: $0Net Assets 2022: $605,4042022Assets 2024: $594,792Liabilities 2024: $0Net Assets 2024: $594,7922024

Highlighted filing

2022

Assets$605,404
Liabilities$0
Net Assets$605,404
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KRevenue 2017: $36,453Expenses 2017: $45,945Net Income 2017: -$9,4922017Revenue 2018: $27,744Expenses 2018: $48,204Net Income 2018: -$20,4602018Revenue 2019: $34,433Expenses 2019: $47,763Net Income 2019: -$13,3302019Revenue 2020: $190,741Expenses 2020: $45,305Net Income 2020: $145,4362020Revenue 2021: $60,651Expenses 2021: $52,758Net Income 2021: $7,8932021Revenue 2022: $18,646Expenses 2022: $58,091Net Income 2022: -$39,4452022Revenue 2024: $57,927Expenses 2024: $69,049Net Income 2024: -$11,1222024

Highlighted filing

2022

Revenue$18,646
Expenses$58,091
Net Income-$39,445
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAIRD TRUST COMPANYTrustee-$9,221-$9,221
Filing and Contact Details

Filer

Filer Name
Dean W Lambert Charitable Tuw
EIN
35-6733603
Phone
5025889133
Address
P O BOX 32760, LOUISVILLE, KY 40232-2760

Signing Officer

Name
Mark K Nickel
Title
Trustee
Phone
5025889133
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Steven M Mccormick
Phone
4148153900
Raw XML Appendix296 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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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042976
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042976
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049835
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040421
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047280
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01461
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0124
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INTEREST OF 2021 IN 2022
TaxesSchedule/TaxesDetail/Amt0364
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/Amt2165
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt161
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2165
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK K NICKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05025889133
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAN W LAMBERT CHARITABLE TUW
ReturnHeader/Filer/BusinessNameControlTxt0LAMB
ReturnHeader/Filer/EIN0356733603
ReturnHeader/Filer/PhoneNum05025889133
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 32760
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402322760
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum04148153900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M MCCORMICK
ReturnHeader/ReturnTs02023-05-11T09:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,404
Liabilities
$0
Net assets
$605,404
Revenue
$18,646
Expenses
$58,091
Net income
-$39,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.58$0.69$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.19$0.58$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.61$0.53$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$1.91$0.45$1.45
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.34$0.48$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.28$0.48$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.36$0.46$0.09