Civic Intelligence

Lockwood Foundation

990EZ • Fiscal year 2021 • EIN 37-1881911

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 22, 2022

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

(719) 542-2834

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.39x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-2.6%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

24%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$96,358

Up $18,428 (+24%) from 2020

Net Assets

Down

$76,597

Down $1,333 (-1.7%) from 2020

Liabilities

Up

$19,761

Up $19,761 from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin31st percentile

Revenue

Down

$50,432

Down $26,532 (-34%) from 2020

Expenses

Up

$51,765

Up $44,338 (+597%) from 2020

Net Income

Down

-$1,333

Down $70,870 (-102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th 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: $19,761Net Assets 2021: $76,5972021Assets 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

2021

Assets$96,358
Liabilities$19,761
Net Assets$76,597
Open 2021 Filing

Operations Trend

Revenue Growth23rd 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

2021

Revenue$50,432
Expenses$51,765
Net Income-$1,333
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 22, 2022
Return Version
2021v4.2
Gross Receipts
$50,432
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$14,100-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZARA VARGUESBoard MemberPT$0--
KENNETH ADAMSBoard MemberPT$0--
DANI KIMLINGERBoard MemberPT$0--
SUSAN BROWNBoard Member-$0--
STEVEN RAUCHBoard Member-$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
Executive Direc
Phone
3035870698
Signed
2022-02-22
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 AmountEVENT EXPENSES 3,905PAYROLL TAXES 3,269INSURANCE 1,766OFFICE EXPENSES 337ADVERTISING AND PROMOTION 2,663TRAINING AND CLASSES 640”

Description of other assets Part II line 24

“Category Beginning of Year End of YearTRAILRIDER EQUIPMENT 26,871 39,768LAPTOP COMPUTER 998 998”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL TAXES PAYABLE 0 2,261DEFERRED GRANT REVENUE 0 17,500”

Raw XML Appendix156 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/PhoneNum07195422834
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pueblo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081004
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050061
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055592
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050413
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1333
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt096358
IRS990EZ/GrossReceiptsAmt050432
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077930
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076597
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077930
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076597
IRS990EZ/OccupancyRentUtltsAndMaintAmt0785
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZARA VARGUES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANI KIMLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN RAUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027869
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040766
IRS990EZ/OtherExpensesTotalAmt012580
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST PHYSICALLY CHALLENGED CLIENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUTDOOR EXCURSIONS FOR PHYSICALLY-CHALLENGED PERSONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt036600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019761
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051765
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050432
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140182
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0140182
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05594
IRS990ScheduleA/Total509Grp/TotalAmt0140182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEVENT EXPENSES 3,905PAYROLL TAXES 3,269INSURANCE 1,766OFFICE EXPENSES 337ADVERTISING AND PROMOTION 2,663TRAINING AND CLASSES 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearTRAILRIDER EQUIPMENT 26,871 39,768LAPTOP COMPUTER 998 998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPAYROLL TAXES PAYABLE 0 2,261DEFERRED GRANT REVENUE 0 17,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum03035870698
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-22
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/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert G Tschida
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-27T15:02:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOCKWOOD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,358
Liabilities
$19,761
Net assets
$76,597
Revenue
$50,432
Expenses
$51,765
Net income
-$1,333
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
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.20$0.77$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
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