Civic Intelligence

William & Elinor Locketz Foundation

990PF • Fiscal year 2012 • EIN 39-1323050

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

4790 Aston Garden Way 20934109
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$192,033

Down $50,995 (-21%) from 2011

Net Assets

$192,033

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$50,062

Up $2,559 (+5.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $243,028Liabilities 2011: $02011Assets 2012: $192,033Liabilities 2012: $0Net Assets 2012: $192,0332012Assets 2013: $197,130Liabilities 2013: $1Net Assets 2013: $197,1302013Assets 2014: $195,557Liabilities 2014: $1Net Assets 2014: $195,5572014Assets 2015: $199,078Liabilities 2015: $1Net Assets 2015: $199,0782015Assets 2016: $199,851Liabilities 2016: $0Net Assets 2016: $199,8512016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2012

Assets$192,033
Liabilities$0
Net Assets$192,033

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $15,530Expenses 2011: $47,503Net Income 2011: -$31,9732011Expenses 2012: $50,0622012Revenue 2013: $17,776Expenses 2013: $12,679Net Income 2013: $5,0972013Revenue 2014: $18,470Expenses 2014: $20,043Net Income 2014: -$1,5732014Revenue 2015: $15,833Expenses 2015: $12,312Net Income 2015: $3,5212015Revenue 2016: $20,295Expenses 2016: $19,522Net Income 2016: $7732016Revenue 2017: $10,572Expenses 2017: $210,423Net Income 2017: -$199,8512017

Highlighted filing

2012

Revenue-
Expenses$50,062
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELINOR LOCKETZPresident-$0--
JOEL LOCKETZVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPACER CENTERGENERALPUBLIC CHARITYBLOOMINGTON, MN, US$6,000
Paid GrantMINNEAPOLIS JEWISH FEDERATIONRELIGIOUSPUBLIC CHARITYMINNETONKA, MN, US$6,000
Paid GrantSHOLOM COMMUNITY ALLIANCERELIGIOUSPUBLIC CHARITYMINNEAPOLIS, MN, US$4,000
Paid GrantJEWISH FAMILY & CHILDRENS SERVICE OF MNRELIGIOUSPUBLIC CHARITYMINNETONKA, MN, US$3,000
Paid GrantSABES JEWISH COMMUNITY CENTERRELIGIOUSPUBLIC CHARITYMINNEAPOLIS, MN, US$3,000
Paid GrantWALK-IN COUNSELING CENTERGENERALPUBLIC CHARITYMINNEAPOLIS, MN, US$3,000
Paid GrantWHOLE LEARNING SCHOOLGENERALPUBLIC CHARITYPLYMOUTH, MN, US$3,000
Paid GrantJEWISH FEDERATION OF COLLIER COUNTYRELIGIOUSPUBLIC CHARITYNAPLES, FL, US$2,060
Paid GrantMN SINFONIAGENERALPUBLIC CHARITYMINNEAPOLIS, MN, US$2,000
Paid GrantTEMPLE BNAI ISRAELRELIGIOUSPUBLIC CHARITYCLEARWATER, FL, US$2,000
Paid GrantTEMPLE SHALOMRELIGIOUSPUBLIC CHARITYNAPLES, FL, US$2,000
Paid GrantJEWISH FAMILY AND COMMUNITY SERVICESRELIGIOUSPUBLIC CHARITYNAPLES, FL, US$2,000
Paid GrantCAN DO CANINESGENERALPUBLIC CHARITYNEW HOPE, MN, US$2,000
Paid GrantSTEPGENERALPUBLIC CHARITYST LOUIS PARK, MN, US$1,500
Paid GrantCONGREGATION SONS OF ABRAHAMGENERALPUBLIC CHARITYLA CROSSE, WI, US$1,000
Paid GrantVITERBO UNIVERSITYGENERALPUBLIC CHARITYLA CROSSE, WI, US$1,000
Paid GrantSW FL CARE SERVICES FOR CHRISTIAN SCIENTISTSGENERALPUBLIC CHARITYNAPLES, FL, US$500
Paid GrantRABBI PROMBAUMRELIGIOUSPUBLIC CHARITYLA CROSSE, WI, US$300
Paid GrantEASTER SEALSGENERALPUBLIC CHARITYFORT MYERS, FL, US$100
Paid GrantDISABLED AMERICAN VETERANSGENERALPUBLIC CHARITYCOLD SPRING, KY, US$50
Paid GrantASTON GARDENSGENERALPUBLIC CHARITYNAPLES, FL, US$30
Paid GrantKIDS WISH NETWORKGENERALPUBLIC CHARITYHOLIDAY, FL, US$25
Paid GrantFRATERNAL ORDER OF POLICEGENERALPUBLIC CHARITYGOLDEN VALLEY, MN, US$25
Filing and Contact Details

Filer

EIN
39-1323050
Raw XML AppendixShowing 400 of 546 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/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0LEHMAN BROTHERS HOLDINGS SERIES 7%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0186026
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0191778
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0WELLS FARGO ADV - STOCKS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-14
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOEL LOCKETZ
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
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