Civic Intelligence

Lux Forum

990 • Fiscal year 2023 • EIN 47-5659034

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-0.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

40%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$2,650,575

Down $11,527 (-0.4%) from 2022

Net Assets

Down

$2,647,819

Down $5,886 (-0.2%) from 2022

Liabilities

Down

$2,756

Down $5,641 (-67%) from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Up

$118,529

Up $33,859 (+40%) from 2022

Expenses

Down

$154,611

Down $7,597 (-4.7%) from 2022

Net Income

Up

-$36,082

Up $41,456 (+53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$2,650,575
Liabilities$2,756
Net Assets$2,647,819
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$118,529
Expenses$154,611
Net Income-$36,082
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$189,559
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$2,530,524$2,489,690▼ $40,834
Savings and Temporary Cash Investments$69,278$100,865▲ $31,587
Cash and Non-Interest-Bearing Accounts$2,300$20▼ $2,280
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$2,662,102$2,650,575▼ $11,527
Other Assets Total$60,000$60,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,397$2,756▼ $5,641
Total Liabilities$8,397$2,756▼ $5,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,653,705$2,647,819▼ $5,886
Total Net Assets Fund Balance$2,653,705$2,647,819▼ $5,886
Total Liabilities and Net Assets / Fund Balance$2,662,102$2,650,575▼ $11,527
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Celeste WhitePresident
Clare Luce AbbeyDirector
Shaun CrossDirector
Robert WhiteTreas/Sect'y
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$118,529
Other Revenue
$0
Change in Net Assets
$-36,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,611
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$45,185--$45,185
Occupancy$20,772$311-$21,083
Fees for Service Investment Mgmnt Fees-$15,442-$15,442
Grants to Domestic Orgs$10,000--$10,000
Travel$6,617--$6,617
Office Expenses$5,031$911-$5,942
Fees for Services Accounting-$5,180-$5,180
Fees for Services Other-$5,000-$5,000
Insurance-$1,535-$1,535
All Other Expenses$314$708-$1,022
Other Expenses$34,248$950-$950
Total Functional Expenses$122,167$32,444$0$154,611
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clare Boothe Luce Policy InstHerndon, VA501(c)(3)-$10,000
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
2024-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert White
Formed
2016
Legal Domicile
CA
Voting Board Members
4
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/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt032442
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt025482
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt04336
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt093182
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt034946
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt07731
IRS990ScheduleC/LobbyingCeilingAmt0139773
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt030922
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0154611
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0154611
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Clare Boothe Luce Policy Inst
IRS990ScheduleI/RecipientTable/RecipientEIN0541672138
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0112 Elden Street Suite P
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Herndon
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020170
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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/TotalAssetsBOYAmt02662102
IRS990/TotalAssetsEOYAmt02650575
IRS990/TotalAssetsGrp/BOYAmt02662102
IRS990/TotalAssetsGrp/EOYAmt02650575
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032444
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122167
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154611
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08397
IRS990/TotalLiabilitiesEOYAmt02756
IRS990/TotalLiabilitiesGrp/BOYAmt08397
IRS990/TotalLiabilitiesGrp/EOYAmt02756
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02653705
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02647819
IRS990/TotalProgramServiceExpensesAmt0122167
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0118529
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118529
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02662102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02650575
IRS990/TravelGrp/ProgramServicesAmt06617
IRS990/TravelGrp/TotalAmt06617
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 3808
IRS990/USAddress/CityNm0Yountville
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094599
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert White
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas/Sect'y
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/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/ReturnTs02024-11-15T12:40:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,650,575
Liabilities
$2,756
Net assets
$2,647,819
Revenue
$118,529
Expenses
$154,611
Net income
-$36,082
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