Civic Intelligence

Lux Foundation Inc.

990PF • Fiscal year 2016 • EIN 39-1618778

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
C/O Stephen M Fisher AssociatesMilwaukee, WI 53226-0305

(414) 359-9067

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1130%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,179,528

Up $2,090,096 (+34%) from 2015

Net Assets

Up

$8,179,528

Up $2,090,096 (+34%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin95th percentile

Revenue

Up

$2,613,004

Up $2,400,544 (+1130%) from 2015

Expenses

Up

$522,910

Up $12,234 (+2.4%) from 2015

Net Income

Up

$2,090,094

Up $2,388,310 (+801%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$10M$5.0M$0Assets 2010: $7,003,055Liabilities 2010: $0Net Assets 2010: $7,003,0552010Assets 2011: $6,787,610Liabilities 2011: $0Net Assets 2011: $6,787,6102011Assets 2012: $6,670,192Liabilities 2012: $0Net Assets 2012: $6,670,1922012Assets 2013: $6,476,309Liabilities 2013: $1Net Assets 2013: $6,476,3092013Assets 2014: $6,387,705Liabilities 2014: $1Net Assets 2014: $6,387,7052014Assets 2015: $6,089,432Liabilities 2015: $1Net Assets 2015: $6,089,4322015Assets 2016: $8,179,528Liabilities 2016: $0Net Assets 2016: $8,179,5282016Assets 2017: $8,922,001Liabilities 2017: $0Net Assets 2017: $8,922,0012017Assets 2018: $9,066,803Liabilities 2018: $0Net Assets 2018: $9,066,8032018Assets 2019: $9,054,050Liabilities 2019: $1Net Assets 2019: $9,054,0502019Assets 2020: $8,657,952Liabilities 2020: $1Net Assets 2020: $8,657,9522020Assets 2021: $9,360,465Liabilities 2021: $1Net Assets 2021: $9,360,4652021Assets 2022: $9,226,386Liabilities 2022: $1Net Assets 2022: $9,226,3862022Assets 2023: $8,841,664Liabilities 2023: $1Net Assets 2023: $8,841,6642023Assets 2024: $9,201,323Liabilities 2024: $0Net Assets 2024: $9,201,3232024

Highlighted filing

2016

Assets$8,179,528
Liabilities$0
Net Assets$8,179,528
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $300,5372010Expenses 2011: $436,2642011Expenses 2012: $450,5712012Revenue 2013: $236,297Expenses 2013: $430,168Net Income 2013: -$193,8712013Revenue 2014: $354,956Expenses 2014: $440,834Net Income 2014: -$85,8782014Revenue 2015: $212,460Expenses 2015: $510,676Net Income 2015: -$298,2162015Revenue 2016: $2,613,004Expenses 2016: $522,910Net Income 2016: $2,090,0942016Revenue 2017: $1,333,656Expenses 2017: $591,184Net Income 2017: $742,4722017Revenue 2018: $699,316Expenses 2018: $554,514Net Income 2018: $144,8022018Revenue 2019: $669,215Expenses 2019: $681,953Net Income 2019: -$12,7382019Revenue 2020: $344,563Expenses 2020: $740,661Net Income 2020: -$396,0982020Revenue 2021: $1,490,626Expenses 2021: $788,031Net Income 2021: $702,5952021Revenue 2022: $700,358Expenses 2022: $834,433Net Income 2022: -$134,0752022Revenue 2023: $412,919Expenses 2023: $797,641Net Income 2023: -$384,7222023Revenue 2024: $1,230,303Expenses 2024: $870,644Net Income 2024: $359,6592024

Highlighted filing

2016

Revenue$2,613,004
Expenses$522,910
Net Income$2,090,094
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STATEMENTStatement-$0--
Filing and Contact Details

Filer

Filer Name
Lux Foundation Inc
EIN
39-1618778
In Care Of
% THE PRIVATEBANK
Phone
4143599067
Address
C/O STEPHEN M FISHER ASSOCIATES, MILWAUKEE, WI 53226-0305

Signing Officer

Name
Stephen M Fisher
Title
Secretary
Phone
4143599067
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
POST OFFICE BOX 26305, MILWAUKEE, WI 53226-0305
Preparer
Stephen M Fisher
Phone
4143599067
Raw XML Appendix316 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0468500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt078145
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0401248
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0436883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0479393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0358738
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0401248
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA E MANGER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ESTATE OF LUKE MANGER LYNCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03410 N LAKE DRRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 4874
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1JACKSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd183001
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01019477
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11825603
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0502358
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1700368
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE STATEMENT
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1SEE STATEMENT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-11-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04143599067
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUX FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUXF
ReturnHeader/Filer/EIN0391618778
ReturnHeader/Filer/InCareOfNm0% THE PRIVATEBANK
ReturnHeader/Filer/PhoneNum04143599067
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O STEPHEN M FISHER ASSOCIATES
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532260305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D6B9C1F84B9950A6F28E78CC77B9E47598E27E34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6B9C1F84B9950A6F28E78CC77B9E47598E27E34
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039088120171315000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.225.123.224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 26305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532260305
ReturnHeader/PreparerPersonGrp/PhoneNum04143599067
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T17:01:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,179,528
Liabilities
$0
Net assets
$8,179,528
Revenue
$2,613,004
Expenses
$522,910
Net income
$2,090,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$1.23$0.87$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.41$0.80$0.38
2022Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.70$0.83$0.13
2021Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$1.49$0.79$0.70
2020Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.34$0.74$0.40
2019Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.67$0.68$0.01
2018Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.70$0.55$0.14
2017Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.33$0.59$0.74
2016Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$2.61$0.52$2.09
2015Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.21$0.51$0.30
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.35$0.44$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.24$0.43$0.19
2012Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.45
2011Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.44
2010Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.30