Civic Intelligence

Richard Lambert Foundation

990EZ • Fiscal year 2015 • EIN 46-3655727

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

PO Box 1272Brighton, CO 80601

(303) 875-2347

Siviq Scores

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

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.08x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$7,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

116%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$11,441

Up $4,310 (+60%) from 2014

Net Assets

$8,508

No earlier filing loaded for comparison.

Liabilities

Up

$2,933

Up $2,933 from 2014

Revenue

Up

$38,567

Up $20,690 (+116%) from 2014

Expenses

Up

$37,190

Up $24,584 (+195%) from 2014

Net Income

Down

$1,377

Down $3,894 (-74%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $1,860Liabilities 2013: $02013Assets 2014: $7,131Liabilities 2014: $02014Assets 2015: $11,441Liabilities 2015: $2,933Net Assets 2015: $8,5082015Assets 2016: $10,953Liabilities 2016: $219Net Assets 2016: $10,7342016Assets 2017: $21,362Liabilities 2017: $1,731Net Assets 2017: $19,6312017Assets 2018: $36,643Liabilities 2018: $172Net Assets 2018: $36,4712018Assets 2019: $39,711Liabilities 2019: $255Net Assets 2019: $39,4562019Assets 2020: $56,135Liabilities 2020: $2,180Net Assets 2020: $53,9552020Assets 2021: $52,281Liabilities 2021: $891Net Assets 2021: $51,3902021Assets 2022: $60,325Liabilities 2022: $1,016Net Assets 2022: $59,3092022Assets 2023: $53,561Liabilities 2023: $1,475Net Assets 2023: $52,0862023Assets 2024: $41,576Liabilities 2024: $1,383Net Assets 2024: $40,1932024

Highlighted filing

2015

Assets$11,441
Liabilities$2,933
Net Assets$8,508

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $7,870Expenses 2013: $6,010Net Income 2013: $1,8602013Revenue 2014: $17,877Expenses 2014: $12,606Net Income 2014: $5,2712014Revenue 2015: $38,567Expenses 2015: $37,190Net Income 2015: $1,3772015Revenue 2016: $52,228Expenses 2016: $50,002Net Income 2016: $2,2262016Revenue 2017: $88,083Expenses 2017: $79,186Net Income 2017: $8,8972017Revenue 2018: $122,680Expenses 2018: $105,840Net Income 2018: $16,8402018Revenue 2019: $154,231Expenses 2019: $151,246Net Income 2019: $2,9852019Revenue 2020: $174,252Expenses 2020: $159,753Net Income 2020: $14,4992020Revenue 2021: $178,259Expenses 2021: $180,824Net Income 2021: -$2,5652021Revenue 2022: $185,806Expenses 2022: $177,887Net Income 2022: $7,9192022Revenue 2023: $192,329Expenses 2023: $199,552Net Income 2023: -$7,2232023Revenue 2024: $165,475Expenses 2024: $177,368Net Income 2024: -$11,8932024

Highlighted filing

2015

Revenue$38,567
Expenses$37,190
Net Income$1,377
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Gross Receipts
$49,167
Mission and Program Overview

Mission

The purpose of the corporation is to provide access to affordable behavioral health services and support including, but not limited to the following: grief counseling, crisis counseling, education and support services to the bereaved community members. The corporation will address grief as a public health service by providing safe place to promote healthy individuals and families with education, coping skills, and support. The corporation will work together to help navigate and guide individuals, couples and families through the painful journey of grief, loss and trauma, allowing the opportunity to begin the healing process in a healthy manner to re-engage in life and relationships. The corporation will provide both traditional (secular) and faith based counseling on a sliding fee scale according to income following the federal poverty guidelines.

The purpose of the corporation is to provide access to affordable behavioral health services and support including, but not limited to the following: grief counseling, crisis counseling, education and support services to the bereaved, children, caregivers, professionals and first responders.

Program Services

DescriptionGrantsExpenses
GRIEF COUNSELING, CRISIS COUNSELING, EDUCATION AND SUPPORT SERVICES TO THE BEREAVED, CHILDREN, CAREGIVERS, PROFESSIONALS AND FIRST RESPONDERS INCLUDING GRANTS AND WORKSHOPS$500$1,554
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CHAVEZPresidentFT$7,000-$7,000
JAIME CHAVEZVice PresidentPT$0--
DORA CHAVEZSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Turtle Trek$15,853$15,549$6,192$9,357
Total Events$15,853$15,549$9,531$6,018
Filing and Contact Details

Filer

Filer Name
Richard Lambert Foundation
EIN
46-3655727
Phone
3038752347
Address
PO BOX 1272, BRIGHTON, CO 80601

Signing Officer

Name
Susan Chavez
Title
President
Phone
3038752347
Signed
2016-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Buckner Wadsworth & Associates Llp
Address
36 SOUTH 18TH AVENUE SUITE F, BRIGHTON, CO 80601
Preparer
Dan C Buckner CPA
Phone
3036540120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 295. Description: other expenses. Amount: 7,450. Total to form 990-ez, line 14: 7,745.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: grant research. Amount: 1,355. Description: program services. Amount: 12,051. Description: equipment. Amount: 26. Description: bank and credit card fees. Amount: 271. Description: grant watch subscriptions. Amount: 199. Description: computer. Amount: 563. Description: utilities. Amount: 1,590. Description: program expenses. Amount: 115. Description: payroll taxes. Amount: 536. Total to form 990-ez, line 16: 16,706.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 1,402. End of year amount: 1,107.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll taxes. Beg. Of year amount: 0. End of year amount: 1,533. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 1,400.

Raw XML Appendix163 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN CHAVEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03038752347
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08306 E 148TH WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THORNTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05729
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010334
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt026860
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0120
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07131
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011441
IRS990EZ/FundraisingGrossIncomeAmt019616
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt049167
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07131
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08508
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07131
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08508
IRS990EZ/OccupancyRentUtltsAndMaintAmt07745
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DORA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01402
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01107
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016706
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE CORPORATION IS TO PROVIDE ACCESS TO AFFORDABLE BEHAVIORAL HEALTH SERVICES AND SUPPORT INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: GRIEF COUNSELING, CRISIS COUNSELING, EDUCATION AND SUPPORT SERVICES TO THE BEREAVED, CHILDREN, CAREGIVERS, PROFESSIONALS AND FIRST RESPONDERS.
IRS990EZ/PrintingPublicationsPostageAmt05119
IRS990EZ/ProgramServiceRevenueAmt02691
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRIEF COUNSELING, CRISIS COUNSELING, EDUCATION AND SUPPORT SERVICES TO THE BEREAVED, CHILDREN, CAREGIVERS, PROFESSIONALS AND FIRST RESPONDERS INCLUDING GRANTS AND WORKSHOPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01554
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt07000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt010600
IRS990EZ/SpecialEventsNetIncomeLossAmt09016
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02933
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037190
IRS990EZ/TotalProgramServiceExpensesAmt01554
IRS990EZ/TotalRevenueAmt038567
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RICHARDLAMBERTFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043279
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02535
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt043279
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05940
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043279
IRS990ScheduleA/TotalSupportAmt043279
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0304
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0304
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09531
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03015
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03015
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TURTLE TREK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015549
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06018
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt084
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt084
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06192
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06192
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0240
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0240
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 295. DESCRIPTION: OTHER EXPENSES. AMOUNT: 7,450. TOTAL TO FORM 990-EZ, LINE 14: 7,745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GRANT RESEARCH. AMOUNT: 1,355. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 12,051. DESCRIPTION: EQUIPMENT. AMOUNT: 26. DESCRIPTION: BANK AND CREDIT CARD FEES. AMOUNT: 271. DESCRIPTION: GRANT WATCH SUBSCRIPTIONS. AMOUNT: 199. DESCRIPTION: COMPUTER. AMOUNT: 563. DESCRIPTION: UTILITIES. AMOUNT: 1,590. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 115. DESCRIPTION: PAYROLL TAXES. AMOUNT: 536. TOTAL TO FORM 990-EZ, LINE 16: 16,706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,402. END OF YEAR AMOUNT: 1,107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PAYROLL TAXES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,533. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,400.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03038752347
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD LAMBERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0463655727
ReturnHeader/Filer/PhoneNum03038752347
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1272
ReturnHeader/Filer/USAddress/CityNm0BRIGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651234707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKNER WADSWORTH & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 SOUTH 18TH AVENUE SUITE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080601
ReturnHeader/PreparerPersonGrp/PhoneNum03036540120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN C BUCKNER CPA
ReturnHeader/ReturnTs02016-08-11T13:24:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings