Civic Intelligence

Lux Forum

990 • Fiscal year 2020 • EIN 47-5659034

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,469,444

Up $305,256 (+14%) from 2019

Net Assets

Up

$2,468,544

Up $304,356 (+14%) from 2019

Liabilities

Up

$900

Up $900 from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin87th percentile

Revenue

Up

$37,056

Up $6,785 (+22%) from 2019

Expenses

Up

$21,681

Up $10,025 (+86%) from 2019

Net Income

Down

$15,375

Down $3,240 (-17%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2020

Assets$2,469,444
Liabilities$900
Net Assets$2,468,544
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

2020

Revenue$37,056
Expenses$21,681
Net Income$15,375
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.0
Gross Receipts
$304,434
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
Investments in Publicly Traded Securities-$2,185,988-
Savings and Temporary Cash Investments$2,033,354$223,456▼ $1,809,898
Cash and Non-Interest-Bearing Accounts$70,834$0▼ $70,834
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,164,188$2,469,444▲ $305,256
Other Assets Total$60,000$60,000→ $0
Liabilities
Accounts Payable and Accrued Expenses-$900-
Total Liabilities$0$900▲ $900
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,164,188$2,468,544▲ $304,356
Total Net Assets Fund Balance$2,164,188$2,468,544▲ $304,356
Total Liabilities and Net Assets / Fund Balance$2,164,188$2,469,444▲ $305,256
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Celeste WhitePresident
Dan BidwellDirector
Richard WoolworthDirector
William CoyneDirector
Robert WhiteTreas/Sect'y
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,056
Other Revenue
$0
Change in Net Assets
$15,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,681
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$6,890-$6,890
Occupancy$6,000--$6,000
Insurance-$2,359-$2,359
Fees for Services Accounting$2,240--$2,240
Other Expenses$204$660-$204
All Other Expenses-$115-$115
Total Functional Expenses$9,607$12,074$0$21,681
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
Yes
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
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 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
Robert White
Title
Treas/Sect'y
Signed
2021-11-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert White
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
2
Employees
0

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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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board will review Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Robert White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas/Sect'y
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
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ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fontanello
ReturnHeader/ReturnTs02021-11-13T17:29:37-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0White
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,469,444
Liabilities
$900
Net assets
$2,468,544
Revenue
$37,056
Expenses
$21,681
Net income
$15,375
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