Civic Intelligence

Mary H Van Lennep 2011 Family Foundation

990PF • Fiscal year 2018 • EIN 45-6576173

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization Profile
100 Tall Pine Lane Apt 2102Naples, FL 34105

(859) 321-4433

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

100th percentile

11373%

Faster asset growth than 100% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

2081822%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$670,159

Up $664,318 (+11373%) from 2017

Net Assets

Up

$670,159

Up $664,318 (+11373%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin99th percentile

Revenue

Up

$666,215

Up $666,183 (+2081822%) from 2017

Expenses

Up

$1,897

Up $815 (+75%) from 2017

Net Income

Up

$664,318

Up $665,368 (+63368%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$800K$600K$400K$200K$0Assets 2013: $9,401Liabilities 2013: $02013Assets 2014: $8,902Liabilities 2014: $0Net Assets 2014: $8,9022014Assets 2015: $8,403Liabilities 2015: $0Net Assets 2015: $8,4032015Assets 2016: $6,891Liabilities 2016: $0Net Assets 2016: $6,8912016Assets 2017: $5,841Liabilities 2017: $0Net Assets 2017: $5,8412017Assets 2018: $670,159Liabilities 2018: $0Net Assets 2018: $670,1592018

Highlighted filing

2018

Assets$670,159
Liabilities$0
Net Assets$670,159
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $1Expenses 2013: $600Net Income 2013: -$5992013Revenue 2014: $1Expenses 2014: $500Net Income 2014: -$4992014Revenue 2015: $1Expenses 2015: $500Net Income 2015: -$4992015Revenue 2016: $8Expenses 2016: $1,520Net Income 2016: -$1,5122016Revenue 2017: $32Expenses 2017: $1,082Net Income 2017: -$1,0502017Revenue 2018: $666,215Expenses 2018: $1,897Net Income 2018: $664,3182018

Highlighted filing

2018

Revenue$666,215
Expenses$1,897
Net Income$664,318
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SPROW IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary H Van Lennep
EIN
45-6576173
Phone
8593214433
Address
100 TALL PINE LANE APT 2102, NAPLES, FL 34105

Signing Officer

Name
William J Sprow Iii
Title
Trustee
Phone
8593214433
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Smith Graham & Ellingsworth Pa
Address
96 NE FOURTH AVENUE, DELRAY BEACH, FL 33483
Preparer
Thomas a Smith CPA
Phone
5612767468
Raw XML Appendix339 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/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON AND PREFERRED STOCK
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05505
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J SPROW III
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DELRAY BEACH
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05612767468
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0322
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014728
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARY VAN LENNEP IRR TST DTD 102711
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O WM J SPROW III 100 TALL PINE LA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034105
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0660619
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0217
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01053
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARY VAN LENNEP REV LIVING TRUST UA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0100 TALL PINE LANE APT 2102
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NAPLES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034105
TaxesSchedule/TaxesDetail/Amt0216
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0216
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J SPROW III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08593214433
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY H VAN LENNEP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt02011 FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0456576173
ReturnHeader/Filer/PhoneNum08593214433
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 TALL PINE LANE APT 2102
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9040E058A2F00F0038F68CB6652F493A9024651
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046E69969D4064E1B72051E6CD999F40E4D50069A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.57.45.166
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:33:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591498196
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH GRAHAM & ELLINGSWORTH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt096 NE FOURTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELRAY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033483
ReturnHeader/PreparerPersonGrp/PhoneNum05612767468
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A SMITH CPA
ReturnHeader/ReturnTs02019-06-11T15:12:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$670,159
Liabilities
$0
Net assets
$670,159
Revenue
$666,215
Expenses
$1,897
Net income
$664,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$6.66$0.02$6.64
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.01$0.01