Civic Intelligence

Lux Forum

990 • Fiscal year 2022 • EIN 47-5659034

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 12, 2023

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.10x

Higher debt load relative to revenue than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-92%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.3%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$2,662,102

Down $273,912 (-9.3%) from 2021

Net Assets

Down

$2,653,705

Down $280,409 (-9.6%) from 2021

Liabilities

Up

$8,397

Up $6,497 (+342%) from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin4th percentile

Revenue

Up

$84,670

Up $14,684 (+21%) from 2021

Expenses

Up

$162,208

Up $34,798 (+27%) from 2021

Net Income

Down

-$77,538

Down $20,114 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2022

Assets$2,662,102
Liabilities$8,397
Net Assets$2,653,705
Open 2022 Filing

Operations Trend

Revenue Growth67th 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

2022

Revenue$84,670
Expenses$162,208
Net Income-$77,538
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$252,823
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$2,770,137$2,530,524▼ $239,613
Savings and Temporary Cash Investments$105,577$69,278▼ $36,299
Cash and Non-Interest-Bearing Accounts$300$2,300▲ $2,000
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$2,936,014$2,662,102▼ $273,912
Other Assets Total$60,000$60,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,900$8,397▲ $6,497
Total Liabilities$1,900$8,397▲ $6,497
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,934,114$2,653,705▼ $280,409
Total Net Assets Fund Balance$2,934,114$2,653,705▼ $280,409
Total Liabilities and Net Assets / Fund Balance$2,936,014$2,662,102▼ $273,912
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$84,670
Other Revenue
$0
Change in Net Assets
$-77,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,208
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$27,631--$27,631
Fees for Service Investment Mgmnt Fees-$15,850-$15,850
Occupancy$6,000$3,213-$9,213
Travel$4,829--$4,829
Insurance-$2,359-$2,359
Office Expenses$2,084$62-$2,146
Grants to Domestic Orgs$1,000--$1,000
Other Expenses$4,596$740-$740
All Other Expenses$266$373-$639
Fees for Services Other-$223-$223
Total Functional Expenses$137,108$25,100$0$162,208
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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“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
2023-11-12
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
Erik Satow
Phone
4159830200
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt01084
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt0583
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt016149
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt032442
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt025482
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt04336
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt02331
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt064591
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt024224
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt08111
IRS990ScheduleC/LobbyingCeilingAmt096887
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt032442
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0162208
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0162208
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board will review Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02936014
IRS990/TotalAssetsEOYAmt02662102
IRS990/TotalAssetsGrp/BOYAmt02936014
IRS990/TotalAssetsGrp/EOYAmt02662102
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137108
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162208
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01900
IRS990/TotalLiabilitiesEOYAmt08397
IRS990/TotalLiabilitiesGrp/BOYAmt01900
IRS990/TotalLiabilitiesGrp/EOYAmt08397
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02934114
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02653705
IRS990/TotalProgramServiceExpensesAmt0137108
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt084670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084670
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02936014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02662102
IRS990/TravelGrp/ProgramServicesAmt04829
IRS990/TravelGrp/TotalAmt04829
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 3808
IRS990/USAddress/CityNm0Yountville
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094599
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas/Sect'y
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371420474
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/PreparerPersonNm0Erik Satow
ReturnHeader/ReturnTs02023-11-12T18:51:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0White
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,662,102
Liabilities
$8,397
Net assets
$2,653,705
Revenue
$84,670
Expenses
$162,208
Net income
-$77,538
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits