Civic Intelligence

Lockwood Foundation

990EZ • Fiscal year 2020 • EIN 37-1881911

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profilethelockwoodfoundation.org
109 S Glenrose DrivePueblo West, CO 81007

(303) 587-0698

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

829%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

761%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$77,930

Up $69,537 (+829%) from 2019

Net Assets

Up

$77,930

Up $69,537 (+829%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Up

$76,964

Up $68,022 (+761%) from 2019

Expenses

Up

$7,427

Up $2,014 (+37%) from 2019

Net Income

Up

$69,537

Up $66,008 (+1870%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2020

Assets$77,930
Liabilities$0
Net Assets$77,930
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

2020

Revenue$76,964
Expenses$7,427
Net Income$69,537
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Gross Receipts
$76,964
Mission and Program Overview

Mission

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

Assist physically challenged clients

Program Services

DescriptionGrantsExpenses
OUTDOOR EXCURSIONS FOR PHYSICALLY-CHALLENGED PERSONS$45,475$6,233
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY LOCKWOODBoard ChairmanPT$0--
ZARA VARGUESBoard MemberPT$0--
KENNETH ADAMSBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Lockwood Foundation
EIN
37-1881911
Address
109 S GLENROSE DRIVE, PUEBLO WEST, CO 81007

Signing Officer

Name
Jeffrey W Lockwood
Title
Board Chairman
Phone
3035870698
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Robert G Tschida LLC
Address
5 STADIUM PLACE, PUEBLO, CO 81004
Preparer
Robert G Tschida
Phone
7195422834
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEXCURSION EXPENSES 1,155PAYPAL FEES 39INSURANCE 1,766OFFICE EXPENSES 417”

Description of other assets Part II line 24

“Category Beginning of Year End of YearTRAILRIDER EQUIPMENT 6,715 26,871LAPTOP COMPUTER 998 998”

Raw XML Appendix137 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFFREY LOCKWOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum03035870698
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0109 S GLENROSE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUEBLO WEST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0680
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050061
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt076963
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt069537
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077930
IRS990EZ/GrossReceiptsAmt076964
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08393
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077930
IRS990EZ/OccupancyRentUtltsAndMaintAmt0874
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY 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/BOYAmt07713
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027869
IRS990EZ/OtherExpensesTotalAmt03377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST PHYSICALLY CHALLENGED CLIENTS
IRS990EZ/PrintingPublicationsPostageAmt02526
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUTDOOR EXCURSIONS FOR PHYSICALLY-CHALLENGED PERSONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07427
IRS990EZ/TotalProgramServiceExpensesAmt06233
IRS990EZ/TotalRevenueAmt076964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt076963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt089769
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt089769
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05594
IRS990ScheduleA/Total509Grp/TotalAmt089769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEXCURSION EXPENSES 1,155PAYPAL FEES 39INSURANCE 1,766OFFICE EXPENSES 417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearTRAILRIDER EQUIPMENT 6,715 26,871LAPTOP COMPUTER 998 998
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY W LOCKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03035870698
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKWOOD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0371881911
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 S GLENROSE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PUEBLO WEST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823653370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT G TSCHIDA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 STADIUM PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUEBLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081004
ReturnHeader/PreparerPersonGrp/PhoneNum07195422834
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert G Tschida
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-05T12:45:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOCKWOOD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,930
Liabilities
$0
Net assets
$77,930
Revenue
$76,964
Expenses
$7,427
Net income
$69,537
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.06$0.01$0.05