Civic Intelligence

Lampert Fam Foundation Utau121500

990PF • Fiscal year 2017 • EIN 36-7335154

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile

View Organization Page

2415 Green StreetSan Francisco, CA 94123

(415) 288-2395

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.03x

Higher debt load relative to revenue than 14% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

215%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$53,211,102

Up $12,169,091 (+30%) from 2016

Net Assets

Up

$52,975,927

Up $12,028,125 (+29%) from 2016

Liabilities

Up

$235,175

Up $140,966 (+150%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin94th percentile

Revenue

Up

$8,985,502

Up $6,131,510 (+215%) from 2016

Expenses

Up

$2,818,276

Up $873,373 (+45%) from 2016

Net Income

Up

$6,167,226

Up $5,258,137 (+578%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150M$100M$50M$0Assets 2016: $41,042,011Liabilities 2016: $94,209Net Assets 2016: $40,947,8022016Assets 2017: $53,211,102Liabilities 2017: $235,175Net Assets 2017: $52,975,9272017Assets 2018: $43,311,006Liabilities 2018: $322,649Net Assets 2018: $42,828,0212018Assets 2019: $59,705,088Liabilities 2019: $41,980Net Assets 2019: $59,663,1082019Assets 2020: $126,486,176Liabilities 2020: $54,175Net Assets 2020: $124,432,0012020Assets 2021: $127,944,223Liabilities 2021: $48,355Net Assets 2021: $127,895,8682021Assets 2022: $104,187,665Liabilities 2022: $56,900Net Assets 2022: $104,130,7652022Assets 2023: $147,902,242Liabilities 2023: $99,282Net Assets 2023: $147,802,9602023Assets 2024: $147,834,462Liabilities 2024: $262,730Net Assets 2024: $147,571,7322024

Highlighted filing

2017

Assets$53,211,102
Liabilities$235,175
Net Assets$52,975,927
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$30M$20M$10M$0-$10MRevenue 2016: $2,853,992Expenses 2016: $1,944,903Net Income 2016: $909,0892016Revenue 2017: $8,985,502Expenses 2017: $2,818,276Net Income 2017: $6,167,2262017Revenue 2018: $4,967,965Expenses 2018: $3,123,500Net Income 2018: $1,844,4652018Revenue 2019: $8,638,578Expenses 2019: $3,067,145Net Income 2019: $5,571,4332019Revenue 2020: $11,971,595Expenses 2020: $1,527,584Net Income 2020: $10,444,0112020Revenue 2021: $20,726,270Expenses 2021: $4,864,786Net Income 2021: $15,861,4842021Revenue 2022: $5,572,411Expenses 2022: $6,159,105Net Income 2022: -$586,6942022Revenue 2023: $20,616,744Expenses 2023: $6,765,049Net Income 2023: $13,851,6952023Revenue 2024: $10,400,319Expenses 2024: $6,250,257Net Income 2024: $4,150,0622024

Highlighted filing

2017

Revenue$8,985,502
Expenses$2,818,276
Net Income$6,167,226
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK LAMPERTTrustee-$0--
SUSAN BYRDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lampert Family Foundation
EIN
36-7335154
In Care Of
% MARK LAMPERT
Phone
4152882395
Address
2415 Green Street, San Francisco, CA 94123

Signing Officer

Name
Mark Lampert
Title
Trustee
Phone
4152882395
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
50 S MAIN ST SUITE 1200, AKRON, OH 44308
Preparer
Trish Dillinger
Phone
3302555800
Raw XML AppendixShowing 400 of 485 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO #2400 - CORP BONDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ANDREW GARRETT #23085 LT BOX D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO #2400 ST BOX A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO #2400 LT BOX D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WELLS FARGO #2400 LT BOX E
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BIOTECHNOLOGY VALUE FUND ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BIOTECHNOLOGY VALUE FUND LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CRESTWOOD EQUITY PARTNERS LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GLOBAL HEALTH INV. FUND LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GROSVENOR INST. PARTNERS LT
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt052975927
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0201183
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0297981
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0297981
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047068668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02626832
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016444199
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0706030
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt027997637
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047034
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt037448590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt031593849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt029508951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt027246880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt024585795
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02090318
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02415 GREEN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094123
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04152882395
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 55766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01985442
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0611362
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01565557
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02231531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01620169
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01565557
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02723125
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt117695766
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2149964
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3216731
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4198398
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt543844
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6999998
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt72600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0GROSVENOR INSTITUTIONAL PTNRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BIOTECHNOLOGY VALUE FUND LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CRESTWOOD EQUITY PARTNERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3INJARO AGRICULTURAL CAP. HLDG.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4GLOBAL HEALTH INVESTMENT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ANDREW GARRETT #3085
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6SEGOVIA SERIES A PFD STOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7GIP - PENDING DIST. SETTLEMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02922286
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt131322222
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2137546
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3270035
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4321220
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt549460
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6999998
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt70
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02922286
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt131322222
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2137546
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3270035

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,211,102
Liabilities
$235,175
Net assets
$52,975,927
Revenue
$8,985,502
Expenses
$2,818,276
Net income
$6,167,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$148$0.26$148$10.4$6.25$4.15
2023Detailed filing. Detailed filing data is available for this year.$148$0.10$148$20.6$6.77$13.9
2022Detailed filing. Detailed filing data is available for this year.$104$0.06$104$5.57$6.16$0.59
2021Detailed filing. Detailed filing data is available for this year.$128$0.05$128$20.7$4.86$15.9
2020Detailed filing. Detailed filing data is available for this year.$126$0.05$124$12.0$1.53$10.4
2019Detailed filing. Detailed filing data is available for this year.$59.7$0.04$59.7$8.64$3.07$5.57
2018Detailed filing. Detailed filing data is available for this year.$43.3$0.32$42.8$4.97$3.12$1.84
2017Detailed filing. Detailed filing data is available for this year.$53.2$0.24$53.0$8.99$2.82$6.17
2016Detailed filing. Detailed filing data is available for this year.$41.0$0.09$40.9$2.85$1.94$0.91