Civic Intelligence

Lockwood Foundation

990EZ • Fiscal year 2018 • EIN 37-1881911

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 09, 2019

Organization Profilethelockwoodfoundation.org
593 Sugar Mill plLongmont, CO 80504

(303) 587-0698

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$4,864

No earlier filing loaded for comparison.

Net Assets

$4,864

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

$5,594

No earlier filing loaded for comparison.

Expenses

$730

No earlier filing loaded for comparison.

Net Income

$4,864

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2018: $4,864Liabilities 2018: $0Net Assets 2018: $4,8642018Assets 2019: $8,393Liabilities 2019: $0Net Assets 2019: $8,3932019Assets 2020: $77,930Liabilities 2020: $0Net Assets 2020: $77,9302020Assets 2021: $96,358Liabilities 2021: $19,7612021Assets 2022: $81,651Liabilities 2022: $0Net Assets 2022: $81,6512022Assets 2023: $106,931Liabilities 2023: $02023Assets 2024: $239,995Liabilities 2024: $0Net Assets 2024: $239,9952024

Highlighted filing

2018

Assets$4,864
Liabilities$0
Net Assets$4,864
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2018: $5,594Expenses 2018: $730Net Income 2018: $4,8642018Revenue 2019: $8,942Expenses 2019: $5,413Net Income 2019: $3,5292019Revenue 2020: $76,964Expenses 2020: $7,427Net Income 2020: $69,5372020Revenue 2021: $50,432Expenses 2021: $51,765Net Income 2021: -$1,3332021Revenue 2022: $77,645Expenses 2022: $70,948Net Income 2022: $6,6972022Revenue 2023: $111,431Expenses 2023: $86,151Net Income 2023: $25,2802023Revenue 2024: $239,121Expenses 2024: $106,058Net Income 2024: $133,0632024

Highlighted filing

2018

Revenue$5,594
Expenses$730
Net Income$4,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 9, 2019
Return Version
2018v3.1
Gross Receipts
$5,594
Mission and Program Overview

Mission

To serve people with disabilities and underserved youth by facilitating outdoor experiences.

Program Services

DescriptionGrantsExpenses
4x4 Adventures$0$172
Hiking adventures$0$92
Community Socials$0$79
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey William LockwoodBoard ChairmanPT$0--
Zara VarguesBoard Member-$0--
Kenneth AdamsBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lockwood Foundation
EIN
37-1881911
Phone
3035870698
Address
593 Sugar Mill pl, Longmont, CO 80504

Signing Officer

Name
Jeffrey William Lockwood
Title
Board Chairman
Phone
3035870698
Signed
2019-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Lockwood Backcountry Guides
Address
80 S Everett St, Lakewood, CO 80226
Preparer
Jeffrey W Lockwood
Phone
3035870698
Supplemental Narrative

Additional Explanations

Part I, Line 16

“275.00 1023 EX form 3/31/18 43.24 Switzerland pass food 6/10/18 21.04 Switzerland pass gas 6/10/18 32.42 Mt Evans food 6/30/18 60.00 Mt. Evans gas 7/2/18 51.20 Superior Ink Tshirts 7/25/18 66.59 Webster pass food 8/26/18 41.45 Webster Pass gas 8/26/18 10.00 Secretary of State filing fee 10/07/18 79.38 Waterton Canyon 10/21/18 50.00 Website e-mails 11/5/18”

Raw XML Appendix193 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Longmont
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt04864
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
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IRS990EZ/LoansToFromOfficersAmt00
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IRS990EZ/MembershipDuesAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeffrey William Lockwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Zara Vargues
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kenneth Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0730
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To serve people with disabilities and underserved youth by facilitating outdoor experiences.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Hiking adventures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt14x4 Adventures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Socials
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1172
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0730
IRS990EZ/TotalProgramServiceExpensesAmt0343
IRS990EZ/TotalRevenueAmt05594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://thelockwoodfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II, line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05594
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt05594
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05594
IRS990ScheduleA/TotalSupportAmt05594
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0275.00 1023 EX form 3/31/18 43.24 Switzerland pass food 6/10/18 21.04 Switzerland pass gas 6/10/18 32.42 Mt Evans food 6/30/18 60.00 Mt. Evans gas 7/2/18 51.20 Superior Ink Tshirts 7/25/18 66.59 Webster pass food 8/26/18 41.45 Webster Pass gas 8/26/18 10.00 Secretary of State filing fee 10/07/18 79.38 Waterton Canyon 10/21/18 50.00 Website e-mails 11/5/18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey William Lockwood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum03035870698
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKWOOD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0371881911
ReturnHeader/Filer/PhoneNum03035870698
ReturnHeader/Filer/USAddress/AddressLine1Txt0593 Sugar Mill pl
ReturnHeader/Filer/USAddress/CityNm0Longmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lockwood Backcountry Guides
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 S Everett St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakewood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080226
ReturnHeader/PreparerPersonGrp/PhoneNum03035870698
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey W Lockwood
ReturnHeader/ReturnTs02019-06-09T11:53:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,864
Liabilities
$0
Net assets
$4,864
Revenue
$5,594
Expenses
$730
Net income
$4,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$2.39$1.06$1.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.11$0.86$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.78$0.71$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.20$0.50$0.52$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.77$0.07$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.09$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.01$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits