Civic Intelligence

Lux Foundation Inc.

990PF • Fiscal year 2023 • EIN 39-1618778

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization Profile
1010 LAKE STREET Suite 200Oak Park, IL 60301

(312) 641-5776

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

8th percentile

-93%

Higher net margin than 8% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

19th percentile

-4.2%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,841,664

Down $384,722 (-4.2%) from 2022

Net Assets

Down

$8,841,664

Down $384,722 (-4.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin8th percentile

Revenue

Down

$412,919

Down $287,439 (-41%) from 2022

Expenses

Down

$797,641

Down $36,792 (-4.4%) from 2022

Net Income

Down

-$384,722

Down $250,647 (-187%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$8,841,664
Liabilities$1
Net Assets$8,841,664
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$412,919
Expenses$797,641
Net Income-$384,722
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STATEMENTStatement-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTATEMENTSEE STATEMENTPCSTATEMENT, WI, US$680,000
Filing and Contact Details

Filer

Filer Name
Lux Foundation Inc
EIN
39-1618778
In Care Of
% CIBC NATIONAL TRUST COMPANY
Phone
3126415776
Address
1010 LAKE STREET Suite 200, OAK PARK, IL 60301

Signing Officer

Name
Stephen Fisher
Title
Secretary
Phone
4144675777
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
7132 HILLCREST DRIVE, WAUWATOSA, WI 53213-1830
Preparer
Stephen M Fisher
Phone
4144675777
Raw XML Appendix267 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084808
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0632575
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0705042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0717383
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0620234
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0632575
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04144675777
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUX FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUXF
ReturnHeader/Filer/EIN0391618778
ReturnHeader/Filer/InCareOfNm0% CIBC NATIONAL TRUST COMPANY
ReturnHeader/Filer/PhoneNum03126415776
ReturnHeader/Filer/USAddress/AddressLine1Txt01010 LAKE STREET Suite 200
ReturnHeader/Filer/USAddress/CityNm0OAK PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07132 HILLCREST DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532131830
ReturnHeader/PreparerPersonGrp/PhoneNum04144675777
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-27T13:11:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,841,664
Liabilities
$1
Net assets
$8,841,664
Revenue
$412,919
Expenses
$797,641
Net income
-$384,722
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