Civic Intelligence

Looking Forward Life Coaching

EIN 47-1217100 • 501(c)3 • Minnetonka, MN

Pub. 78 Eligible990-N Coverage

Profile

PROVIDING LIFE COACHING.

3222 Birch PlaceMinnetonka, MN 55305

www.lifecoachinglc.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

$11,602

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$11,602

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

$80,894

No earlier filing loaded for comparison.

Expenses

$53,970

No earlier filing loaded for comparison.

Net Income

$26,924

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2020: $11,602Liabilities 2020: $0Net Assets 2020: $11,6022020

Highlighted filing

2020

Assets$11,602
Liabilities$0
Net Assets$11,602
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2020: $80,894Expenses 2020: $53,970Net Income 2020: $26,9242020

Highlighted filing

2020

Revenue$80,894
Expenses$53,970
Net Income$26,924
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,602
Liabilities
$0
Net assets
$11,602
Revenue
$80,894
Expenses
$53,970
Net income
$26,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$80.9$54.0$26.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 10, 2020
Return Version
2019v5.0
Gross Receipts
$80,894
Mission and Program Overview

Mission

PROVIDING LIFE COACHING.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,616$11,602▲ $6,986
Rtn Earn Endowment Incm Other Fnds$3,431$10,417▲ $6,986
Pd in Cap Srpls Land Bldg Eqp Fund$1,185$1,185→ $0
Total Assets$4,616$11,602▲ $6,986
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,616$11,602▲ $6,986
Total Liabilities and Net Assets / Fund Balance$4,616$11,602▲ $6,986
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Sara SwanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,375
Program Service Revenue
$76,519
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$26,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,324
Salaries, Compensation, and Employee Benefits$23,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$23,646-$23,646
Office Expenses$6,075--$6,075
Conferences and Meetings$4,467--$4,467
Advertising$3,250--$3,250
Information Technology$3,191--$3,191
Travel$150--$150
Other Expenses$120--$120
All Other Expenses$2--$2
Total Functional Expenses$30,324$23,646$0$53,970
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Looking Forward Life Coaching
EIN
47-1217100
Address
3222 BIRCH PLACE, MINNETONKA, MN 55305

Signing Officer

Name
Sara Swan
Title
Director
Signed
2020-01-10

Organization Details

Principal Officer
Sara Swan
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Heintz & Clark Ltd
Address
3340 ANNAPOLIS LN N STE B, PLYMOUTH, MN 55447-5373
Preparer
Steven C Heintz
Phone
7632317899
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“PROVIDING LIFE COACHING.”

Raw XML Appendix250 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING LIFE COACHING.
IRS990/AdvertisingGrp/ProgramServicesAmt03250
IRS990/AdvertisingGrp/TotalAmt03250
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02
IRS990/AllOtherExpensesGrp/TotalAmt02
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SARA SWAN
IRS990/BooksInCareOfDetail/PhoneNum06122071497
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03222 BIRCH PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNETONKA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055305
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04616
IRS990/CashNonInterestBearingGrp/EOYAmt011602
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04467
IRS990/ConferencesMeetingsGrp/TotalAmt04467
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04375
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt030324
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt076519
IRS990/CYRevenuesLessExpensesAmt026924
IRS990/CYSalariesCompEmpBnftPaidAmt023646
IRS990/CYTotalExpensesAmt053970
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080894
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDING LIFE COACHING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SARA SWAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GovernmentGrantsAmt04375
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt080894
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03191
IRS990/InformationTechnologyGrp/TotalAmt03191
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING LIFE COACHING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04616
IRS990/NetAssetsOrFundBalancesEOYAmt011602
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt06075
IRS990/OfficeExpensesGrp/TotalAmt06075
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0VEHICLE
IRS990/OtherExpensesGrp/Desc1MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc2TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt08396
IRS990/OtherExpensesGrp/ProgramServicesAmt14078
IRS990/OtherExpensesGrp/ProgramServicesAmt2595
IRS990/OtherExpensesGrp/ProgramServicesAmt3120
IRS990/OtherExpensesGrp/TotalAmt08396
IRS990/OtherExpensesGrp/TotalAmt14078
IRS990/OtherExpensesGrp/TotalAmt2595
IRS990/OtherExpensesGrp/TotalAmt3120
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023646
IRS990/OtherSalariesAndWagesGrp/TotalAmt023646
IRS990/PartialLiquidationInd0false
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01185
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01185
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SARA SWAN
IRS990/PriorPeriodAdjustmentsAmt0-19938
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SERVICES PERFORMED INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SALES
IRS990/ProgramServiceRevenueGrp/Desc2UNAPPLIED CASH PAYMENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt058547
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116897
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt058547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21075
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDING LIFE COACHING.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt030324
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt026924
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03431
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010417
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076519
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080894
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080894
IRS990ScheduleA/Total509Grp/TotalAmt080894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080894
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080894
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING LIFE COACHING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04616
IRS990/TotalAssetsEOYAmt011602
IRS990/TotalAssetsGrp/BOYAmt04616
IRS990/TotalAssetsGrp/EOYAmt011602
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04375
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030324
IRS990/TotalFunctionalExpensesGrp/TotalAmt053970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011602
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IRS990/TotalProgramServiceExpensesAmt030324
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04616
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IRS990/TravelGrp/ProgramServicesAmt0150
IRS990/TravelGrp/TotalAmt0150
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/CityNm0MINNETONKA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055305
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.LIFECOACHINGLC.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA SWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOOKING FORWARD LIFE COACHING
ReturnHeader/Filer/BusinessNameControlTxt0LOOK
ReturnHeader/Filer/EIN0471217100
ReturnHeader/Filer/USAddress/AddressLine1Txt03222 BIRCH PLACE
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821788814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEINTZ & CLARK LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03340 ANNAPOLIS LN N STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554475373
ReturnHeader/PreparerPersonGrp/PhoneNum07632317899
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN C HEINTZ
ReturnHeader/ReturnTs02020-12-30T16:10:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

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