Civic Intelligence

Lux Forum

990 • Fiscal year 2016 • EIN 47-5659034

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileN/A
PO Box 3808Yountville, CA 94599

(415) 421-7555

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$91,667

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

$195,665

No earlier filing loaded for comparison.

Net Assets

$192,055

No earlier filing loaded for comparison.

Liabilities

$3,610

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin92nd percentile

Revenue

$270,022

No earlier filing loaded for comparison.

Expenses

$137,969

No earlier filing loaded for comparison.

Net Income

$132,053

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $195,665Liabilities 2016: $3,610Net Assets 2016: $192,0552016Assets 2017: $154,044Net Assets 2017: $154,0442017Assets 2018: $2,144,704Liabilities 2018: $0Net Assets 2018: $2,144,7042018Assets 2019: $2,164,188Liabilities 2019: $0Net Assets 2019: $2,164,1882019Assets 2020: $2,469,444Liabilities 2020: $900Net Assets 2020: $2,468,5442020Assets 2021: $2,936,014Liabilities 2021: $1,900Net Assets 2021: $2,934,1142021Assets 2022: $2,662,102Liabilities 2022: $8,397Net Assets 2022: $2,653,7052022Assets 2023: $2,650,575Liabilities 2023: $2,756Net Assets 2023: $2,647,8192023Assets 2024: $3,124,964Liabilities 2024: $4,836Net Assets 2024: $3,120,1282024

Highlighted filing

2016

Assets$195,665
Liabilities$3,610
Net Assets$192,055
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $270,022Expenses 2016: $137,969Net Income 2016: $132,0532016Revenue 2017: $47Expenses 2017: $38,058Net Income 2017: -$38,0112017Revenue 2018: $2,000,284Expenses 2018: $9,624Net Income 2018: $1,990,6602018Revenue 2019: $30,271Expenses 2019: $11,656Net Income 2019: $18,6152019Revenue 2020: $37,056Expenses 2020: $21,681Net Income 2020: $15,3752020Revenue 2021: $69,986Expenses 2021: $127,410Net Income 2021: -$57,4242021Revenue 2022: $84,670Expenses 2022: $162,208Net Income 2022: -$77,5382022Revenue 2023: $118,529Expenses 2023: $154,611Net Income 2023: -$36,0822023Revenue 2024: $706,676Expenses 2024: $321,959Net Income 2024: $384,7172024

Highlighted filing

2016

Revenue$270,022
Expenses$137,969
Net Income$132,053
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$270,022
Mission and Program Overview

Mission

Lux Forum seeks to convene, educate, and inspire individuals from all walks of life by offering public education seminars, conferences, workshops, debates, symposiums, influential leader talks, and written educational materials to the public either free of charge, or for a moderate fee to cover costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$133,652-
Savings and Temporary Cash Investments$100,002$2,013▼ $97,989
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$160,002$195,665▲ $35,663
Other Assets Total$60,000$60,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$100,000$3,610▼ $96,390
Total Liabilities$100,000$3,610▼ $96,390
Net Assets / Fund Balance
Unrestricted Net Assets$60,002$192,055▲ $132,053
Total Net Assets Fund Balance$60,002$192,055▲ $132,053
Total Liabilities and Net Assets / Fund Balance$160,002$195,665▲ $35,663
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William CoynePres/Exec DirectorPT$91,667$91,667

Board Members and Trustees

NameTitle
Richard WoolworthDirector
Robert WhiteTreas/Sect'y
Revenue and Support

Revenue Composition

Contributions and Grants
$270,000
Program Service Revenue
$0
Investment Income
$22
Other Revenue
$0
All Other Contributions
$270,000
Change in Net Assets
$132,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$98,680
Other Expenses$39,289
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$82,500$9,167-$91,667
Travel$17,567--$17,567
Payroll Taxes$6,312$701-$7,013
Occupancy$2,832--$2,832
Insurance-$2,344-$2,344
Conferences and Meetings$2,160--$2,160
Office Expenses-$1,291-$1,291
Other Expenses$12,007$176-$176
All Other Expenses-$120-$120
Total Functional Expenses$123,378$14,591$0$137,969
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Board will review Form 990 prior to filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Lux Forum has entered into an arms-length employment contract with William Coyne, a director and President of the Lux Forum, for his services as Executive Director of Lux Forum. The Board of Directors (excluding Mr. Coyne) ratified the terms of the employment agreement under the procedures set forth in Lux Forum's Conflict of Interest Policy, which included making a determination that the terms are fair, just, and reasonable to the corporation, and for the corporation's own benefit.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available Upon Request”

Filing and Contact Details

Filer

Filer Name
Lux Forum
EIN
47-5659034
Phone
4154217555
Address
PO Box 3808, Yountville, CA 94599

Signing Officer

Name
William Coyne
Title
Pres/Exec Director
Signed
2017-05-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert White
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
1

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board will review Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lux Forum has entered into an arms-length employment contract with William Coyne, a director and President of the Lux Forum, for his services as Executive Director of Lux Forum. The Board of Directors (excluding Mr. Coyne) ratified the terms of the employment agreement under the procedures set forth in Lux Forum's Conflict of Interest Policy, which included making a determination that the terms are fair, just, and reasonable to the corporation, and for the corporation's own benefit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0160002
IRS990/TotalAssetsEOYAmt0195665
IRS990/TotalAssetsGrp/BOYAmt0160002
IRS990/TotalAssetsGrp/EOYAmt0195665
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0270000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014591
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123378
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100000
IRS990/TotalLiabilitiesEOYAmt03610
IRS990/TotalLiabilitiesGrp/BOYAmt0100000
IRS990/TotalLiabilitiesGrp/EOYAmt03610
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192055
IRS990/TotalProgramServiceExpensesAmt0123378
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt091667
IRS990/TotalRevenueGrp/ExclusionAmt022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270022
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0160002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0195665
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt017567
IRS990/TravelGrp/TotalAmt017567
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt060002
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0192055
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 3808
IRS990/USAddress/CityNm0Yountville
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094599
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0William Coyne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Exec Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lux Forum
ReturnHeader/Filer/BusinessNameControlTxt0LUXF
ReturnHeader/Filer/EIN0475659034
ReturnHeader/Filer/PhoneNum04154217555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3808
ReturnHeader/Filer/USAddress/CityNm0Yountville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fontanello
ReturnHeader/ReturnTs02017-05-15T12:04:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,665
Liabilities
$3,610
Net assets
$192,055
Revenue
$270,022
Expenses
$137,969
Net income
$132,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$0.71$0.32$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.12$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.65$0.08$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.93$0.07$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.03$0.01$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.00$0.01$1.99
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.00$0.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.19$0.27$0.14$0.13