Civic Intelligence

Rollins Luethkemeyer Foundation Inc.

990PF • Fiscal year 2020 • EIN 52-6041536

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

1427 Clarkview Road No 500Baltimore, MD 21209

(443) 921-4358

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$50,000

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

19th percentile

-1.9%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Down

$65,047,550

Down $1,249,611 (-1.9%) from 2019

Net Assets

$65,037,127

No earlier filing loaded for comparison.

Liabilities

Down

$10,423

Down $5,175 (-33%) from 2019

Revenue

Down

$2,467,928

Down $827,614 (-25%) from 2019

Expenses

Up

$4,742,709

Up $309,129 (+7.0%) from 2019

Net Income

Down

-$2,274,781

Down $1,136,743 (-100%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $46,919,347Liabilities 2011: $3,2592011Assets 2012: $45,999,182Liabilities 2012: $8,2202012Assets 2013: $50,802,853Liabilities 2013: $10,4222013Assets 2014: $54,132,234Liabilities 2014: $10,4222014Assets 2015: $58,403,690Liabilities 2015: $13,681Net Assets 2015: $58,390,0092015Assets 2019: $66,297,161Liabilities 2019: $15,5982019Assets 2020: $65,047,550Liabilities 2020: $10,423Net Assets 2020: $65,037,1272020Assets 2021: $71,255,123Liabilities 2021: $2,292Net Assets 2021: $71,252,8312021Assets 2022: $70,959,676Liabilities 2022: $897Net Assets 2022: $70,958,7792022Assets 2023: $69,121,570Liabilities 2023: $7,101Net Assets 2023: $69,114,4692023Assets 2024: $70,080,304Liabilities 2024: $0Net Assets 2024: $70,080,3042024

Highlighted filing

2020

Assets$65,047,550
Liabilities$10,423
Net Assets$65,037,127

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,350,961Expenses 2011: $2,852,925Net Income 2011: -$501,9642011Revenue 2012: $2,016,284Expenses 2012: $2,962,009Net Income 2012: -$945,7252012Revenue 2013: $7,741,635Expenses 2013: $3,263,773Net Income 2013: $4,477,8622013Revenue 2014: $6,890,729Expenses 2014: $3,561,348Net Income 2014: $3,329,3812014Revenue 2015: $7,822,026Expenses 2015: $3,553,829Net Income 2015: $4,268,1972015Revenue 2019: $3,295,542Expenses 2019: $4,433,580Net Income 2019: -$1,138,0382019Revenue 2020: $2,467,928Expenses 2020: $4,742,709Net Income 2020: -$2,274,7812020Revenue 2021: $9,358,169Expenses 2021: $4,667,466Net Income 2021: $4,690,7032021Revenue 2022: $3,275,870Expenses 2022: $4,070,964Net Income 2022: -$795,0942022Revenue 2023: $2,996,918Expenses 2023: $4,841,228Net Income 2023: -$1,844,3102023Revenue 2024: $5,187,291Expenses 2024: $4,221,456Net Income 2024: $965,8352024

Highlighted filing

2020

Revenue$2,467,928
Expenses$4,742,709
Net Income-$2,274,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BLACK IIIDirectorPT$50,000-$50,000
CHRISTINA D CARRTreasurer-$20,000-$20,000
JOHN A LUETKEMEYERPresidentPT$0--
RICHARD E LEVINEVice President / Secretary-$0--
THOMAS F MULLAN IIIDirector-$0--
JAMES C DAVISDirector-$0--
ANDREW R HILGARTNERDirector-$0--
TIMOTHY KRONGARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rollins-luetkemeyer Foundation Inc
EIN
52-6041536
Phone
4439214358
Address
1427 CLARKVIEW ROAD NO 500, BALTIMORE, MD 21209

Signing Officer

Name
John a Luetkemeyer Jr
Title
President
Phone
4439214358
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
French Shepley & Strong LLC
Address
11350 MCCORMICK RD EP III STE 300, HUNT VALLEY, MD 21031
Preparer
Lisa Strong
Phone
4433918580
Raw XML AppendixShowing 400 of 663 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PART III
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0OTHER INCREASES TO CHANGES IN FUND BALANCES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FOUNDATION CONTRIBUTED STOCK TO MCDONOGH SCHOOL ON JULY 8, 2020. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $1,577,288. BELOW IS A SUMMARY OF THE STOCK GIFTED AND COST BASISSTOCK AND NUMBER OF SHARES COST BASISACCENTURE 882 SHARES $ 47,062ANTHEM INC 451 SHARES 76,133CANADIAN NATL RY 1050 SHARES 1,751CARRIER GLOBAL 800 SHARES 7,510CROWN CASTLE 620 SHARES 22,668DISNEY WALT CO 900 SHARES 26,206LOWES CO 2450 SHARES 60,461OTIS WORLDWIDE 400 SHARES 11,260SCHWAB CHARLES 4450 SHARES 68,172TJX COS INC 1250 SHARES 2,666MERCK & CO 790 SHARES 21,358RAYTHEON TECH 800 SHARES 25,055REGIONS FINANCIAL 8900 SHARES 85,770UNITED RENTALS 530 SHARES 40,971WELLS FARGO CO 3855 SHARES 61,179TOTAL CASH BASIS $558,222DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS OF $1,019,066 IS THE ADJUSTMENT TO FUND BALANCE
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER SECTION 501(C)(3) ORGANIZATIONS INVOLVED IN DIRECT CHARITABLE ACTIVITIES. SEE ATTACHED SCHEDULE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SPINE FELLOWSHIP PROGRAM AND ORTHOPEDICS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12UNRESTRICTED

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