Civic Intelligence

William & Elinor Locketz Foundation

990PF • Fiscal year 2017 • EIN 39-1323050

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

2710 Huntington Ave SSt Louis Park, MN 55416

(612) 275-8844

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-1890%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $199,851 (-100%) from 2016

Net Assets

Down

$0

Down $199,851 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$10,572

Down $9,723 (-48%) from 2016

Expenses

Up

$210,423

Up $190,901 (+978%) from 2016

Net Income

Down

-$199,851

Down $200,624 (-25954%) from 2016

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

2017

Assets$0
Liabilities$0
Net Assets$0

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

2017

Revenue$10,572
Expenses$210,423
Net Income-$199,851
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA BETH LANDYPresident-$0--
MARA PEASEVice President-$0--
GARRETT LOCKETZTreasurer And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
William & Elinor Locketz Foundation
EIN
39-1323050
In Care Of
% LAURA BETH LANDY
Phone
6122758844
Address
2710 HUNTINGTON AVE S, ST LOUIS PARK, MN 55416

Signing Officer

Name
Laura Beth Landy
Title
President
Phone
6123325500
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Schechter Dokken Kanter
Address
100 WASHINGTON AVE SO 1600, MINNEAPOLIS, MN 55401
Preparer
Stan Eisenberg CPA
Phone
6123325500
Raw XML AppendixShowing 400 of 411 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc233 SH POLARIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.139 SH BLACK NIGHT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc933 SH MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTHSIDE FAMILY NURTURING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DRESS FOR SUCCESS TWIN CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MINNEAPOLIS AMERICAN INDIAN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ARC GREATER TWIN CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CANVAS HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SABES JCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MINNEAPOLIS FOUNDATION(ISRAEL LANDY FAMILY FUND)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01685 S BELCHER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31530 E FRANKLIN AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57066 STILLWATER BLVD N
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0The William and Elinor Locketz Foundation was terminated at the end of December 2017. All remaining assets were contributed/transferred to the Minneapolis Foundation - Israel Landy Family Fund on 12/26/17.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05205
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05205
TaxesSchedule/TaxesDetail/Amt0410
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FLORIDA TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0410
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt161
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BETH LANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06123325500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & ELINOR LOCKETZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0391323050
ReturnHeader/Filer/InCareOfNm0% LAURA BETH LANDY
ReturnHeader/Filer/PhoneNum06122758844
ReturnHeader/Filer/USAddress/AddressLine1Txt02710 HUNTINGTON AVE S
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055416
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01E4ADF8B1DE10D1F8839C66BF31B232B334134C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D3147963CD2F4A6D23B418425D37CE442B3C603C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId041415920181345000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.126.165.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHECHTER DOKKEN KANTER

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