Civic Intelligence

Donald F &Charlene K Lamberti Foundation

EIN 42-1453781 • Ankeny, IA

210 N E Delaware Ave Ste 200Ankeny, IA 50021
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

278%

Faster revenue growth than 95% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,018,958

Down $1,576,802 (-15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$9,018,958

Down $1,576,802 (-15%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Up

$5,224,131

Up $3,843,168 (+278%) from 2024

Expenses

Up

$6,800,933

Up $5,826,378 (+598%) from 2024

Net Income

Down

-$1,576,802

Down $1,983,210 (-488%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,400,000Liabilities 2011: $02011Assets 2012: $4,608,098Liabilities 2012: $02012Assets 2013: $4,647,870Liabilities 2013: $02013Assets 2014: $4,478,742Liabilities 2014: $02014Assets 2015: $4,658,619Liabilities 2015: $0Net Assets 2015: $4,658,6192015Assets 2016: $10,321,579Liabilities 2016: $0Net Assets 2016: $10,321,5792016Assets 2017: $9,831,194Liabilities 2017: $0Net Assets 2017: $9,831,1942017Assets 2018: $9,274,881Liabilities 2018: $0Net Assets 2018: $9,274,8812018Assets 2019: $10,611,025Liabilities 2019: $0Net Assets 2019: $10,611,0252019Assets 2020: $10,657,291Liabilities 2020: $0Net Assets 2020: $10,657,2912020Assets 2021: $10,013,080Liabilities 2021: $0Net Assets 2021: $10,013,0802021Assets 2022: $9,643,802Liabilities 2022: $0Net Assets 2022: $9,643,8022022Assets 2023: $10,189,352Liabilities 2023: $0Net Assets 2023: $10,189,3522023Assets 2024: $10,595,760Liabilities 2024: $0Net Assets 2024: $10,595,7602024Assets 2025: $9,018,958Liabilities 2025: $0Net Assets 2025: $9,018,9582025

Highlighted filing

2025

Assets$9,018,958
Liabilities$0
Net Assets$9,018,958
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,400,000Expenses 2011: $0Net Income 2011: $4,400,0002011Revenue 2012: $248,888Expenses 2012: $40,790Net Income 2012: $208,0982012Revenue 2013: $293,488Expenses 2013: $253,716Net Income 2013: $39,7722013Revenue 2014: $101,791Expenses 2014: $270,919Net Income 2014: -$169,1282014Revenue 2015: $516,193Expenses 2015: $336,316Net Income 2015: $179,8772015Revenue 2016: $6,029,344Expenses 2016: $366,384Net Income 2016: $5,662,9602016Revenue 2017: $164,869Expenses 2017: $655,254Net Income 2017: -$490,3852017Revenue 2018: $169,534Expenses 2018: $725,847Net Income 2018: -$556,3132018Revenue 2019: $2,013,605Expenses 2019: $677,461Net Income 2019: $1,336,1442019Revenue 2020: $789,800Expenses 2020: $743,534Net Income 2020: $46,2662020Revenue 2021: $199,368Expenses 2021: $843,579Net Income 2021: -$644,2112021Revenue 2022: $583,350Expenses 2022: $952,628Net Income 2022: -$369,2782022Revenue 2023: $1,436,681Expenses 2023: $891,131Net Income 2023: $545,5502023Revenue 2024: $1,380,963Expenses 2024: $974,555Net Income 2024: $406,4082024Revenue 2025: $5,224,131Expenses 2025: $6,800,933Net Income 2025: -$1,576,8022025

Highlighted filing

2025

Revenue$5,224,131
Expenses$6,800,933
Net Income-$1,576,802
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,018,958
Liabilities
$0
Net assets
$9,018,958
Revenue
$5,224,131
Expenses
$6,800,933
Net income
-$1,576,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$5.22$6.80$1.58
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.38$0.97$0.41
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.44$0.89$0.55
2022Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.58$0.95$0.37
2021Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.20$0.84$0.64
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.79$0.74$0.05
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$2.01$0.68$1.34
2018Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$0.17$0.73$0.56
2017Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.16$0.66$0.49
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$6.03$0.37$5.66
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.52$0.34$0.18
2014Summary only. Only limited summary data is available for this year.$4.48$0.00$0.10$0.27$0.17
2013Summary only. Only limited summary data is available for this year.$4.65$0.00$0.29$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$4.61$0.00$0.25$0.04$0.21
2011Summary only. Only limited summary data is available for this year.$4.40$0.00$4.40$0.00$4.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Feb 5, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY M LAMBERTIPresident-$0--
KIMBERLI K LAMBERTI PITTSSecy/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$6,000,000
Paid Grant-CHARITABLEPCDES MOINES, IA, US$90,000
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$63,200
Paid Grant-CONTRIBUTIONPCWEST ST PAUL, MN, US$50,000
Paid Grant-CHARITABLEPCDES MOINES, IA, US$50,000
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$40,000
Paid GrantFELLOWSHIP OF CATH UNIVERSITY STUDENTSCONTRIBUTIONPCGOLDEN, CO, US$30,000
Paid Grant-CONTRIBUTIONPCURBANDALE, IA, US$25,000
Paid Grant-CONTRIBUTIONPCJOHNSTON, IA, US$25,000
Paid Grant-CHARITABLEPCURBANDALES, IA, US$25,000
Paid Grant-CHARITABLEPCDES MOINES, IA, US$25,000
Paid Grant-CHARITABLEPCDES MOINES, IA, US$25,000
Paid Grant-CHARITABLEPCDES MOINES, IA, US$25,000
Paid Grant-CONTRIBUTIONPCROSWELL, GA, US$20,000
Paid Grant-CONTRIBUTIONPCCINCINNATI, OH, US$20,000
Paid Grant-CONTRIBUTIONPCANKENY, IA, US$15,000
Paid Grant-CONTRIBUTIONPCANKENY, IA, US$15,000
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$15,000
Paid Grant-CONTRIBUTIONPCWEST DES MOINES, IA, US$15,000
Paid Grant-CONTRIBUTIONPCST CHARLES, MO, US$15,000
Paid Grant-CHARITABLEPCATCHISON, KS, US$15,000
Paid Grant-CHARITABLEPCYORK, PA, US$15,000
Paid Grant-CHARITABLEPCIRONDALE, AL, US$15,000
Paid Grant-CHARITABLEPCGREENFIELD, IA, US$15,000
Paid Grant-CHARITABLEPCWASHINGTON, DC, US$15,000
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$10,000
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$10,000
Paid Grant-CONTRIBUTIONPCLENOIR CITY, TN, US$10,000
Paid Grant-CHARITABLEPCWEST DES MOINES, IA, US$10,000
Paid Grant-CHARITABLEPCCODY, WY, US$10,000
Paid Grant-CONTRIBUTIONPCDES MOINES, IA, US$5,000
Paid Grant-CONTRIBUTIONPCSCOTTSDALE, AZ, US$5,000
Paid Grant-CHARITABLEPCHILLSDALE, MI, US$5,000
Paid Grant-CONTRIBUTIONPCIOWA CITY, IA, US$3,000
Filing and Contact Details

Filer

Filer Name
Donald F &charlene K Lamberti Foundation
EIN
42-1453781
Phone
5159648777
Address
210 N E DELAWARE AVE STE 200, ANKENY, IA 50021

Signing Officer

Name
Jeffrey M Lamberti
Title
President
Signed
2026-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Shull Schrum Mcclaflin & Co Inc
Address
1111 N Jefferson, Indianola, IA 50125
Preparer
Aaron Frazier
Phone
5159612571
Raw XML AppendixShowing 400 of 655 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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