Civic Intelligence

James W Lundberg Philanthropic Trust

990PF • Fiscal year 2012 • EIN 52-6798969

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

Organization Profile
1515 U Street NW Unit 2A20009
Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

95th percentile

$14,765

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

27th percentile

-4.2%

Faster asset growth than 27% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$735,644

Down $31,900 (-4.2%) from 2011

Net Assets

Down

$725,644

Down $29,700 (-3.9%) from 2011

Liabilities

Down

$10,000

Down $2,200 (-18%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$52,307

Up $5,691 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $767,544Liabilities 2011: $12,200Net Assets 2011: $755,3442011Assets 2012: $735,644Liabilities 2012: $10,000Net Assets 2012: $725,6442012Assets 2013: $723,654Liabilities 2013: $02013Assets 2014: $707,813Liabilities 2014: $02014Assets 2015: $685,798Liabilities 2015: $02015Assets 2018: $1,684,315Liabilities 2018: $0Net Assets 2018: $1,684,3152018Assets 2019: $2,174,754Liabilities 2019: $0Net Assets 2019: $2,174,7542019Assets 2020: $2,130,083Liabilities 2020: $0Net Assets 2020: $2,130,0832020Assets 2021: $2,396,517Liabilities 2021: $0Net Assets 2021: $2,396,5172021Assets 2022: $2,448,330Liabilities 2022: $0Net Assets 2022: $2,448,3302022Assets 2023: $2,510,126Liabilities 2023: $0Net Assets 2023: $2,510,1262023Assets 2024: $2,845,899Liabilities 2024: $0Net Assets 2024: $2,845,8992024

Highlighted filing

2012

Assets$735,644
Liabilities$10,000
Net Assets$725,644
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $46,6162011Expenses 2012: $52,3072012Revenue 2013: $28,770Expenses 2013: $50,630Net Income 2013: -$21,8602013Revenue 2014: $29,577Expenses 2014: $58,943Net Income 2014: -$29,3662014Revenue 2015: $72,539Expenses 2015: $57,667Net Income 2015: $14,8722015Revenue 2018: $959,421Expenses 2018: $72,550Net Income 2018: $886,8712018Revenue 2019: $107,711Expenses 2019: $157,782Net Income 2019: -$50,0712019Revenue 2020: $144,941Expenses 2020: $168,682Net Income 2020: -$23,7412020Revenue 2021: $160,083Expenses 2021: $162,991Net Income 2021: -$2,9082021Revenue 2022: $156,953Expenses 2022: $140,806Net Income 2022: $16,1472022Revenue 2023: $151,500Expenses 2023: $137,286Net Income 2023: $14,2142023Revenue 2024: $239,728Expenses 2024: $134,886Net Income 2024: $104,8422024

Highlighted filing

2012

Revenue-
Expenses$52,307
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G TIMOTHY LEIGHTONTrustee-$14,765-$14,765
MARILYN K WAITSTrusteePT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)MONTGOMERY, AL, US$6,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)NEW YORK, NY, US$3,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)AMERICUS, GA, US$3,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)ATLANTA, GA, US$3,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)WASHINGTON, DC, US$2,500
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)PEORIA, IL, US$1,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)NEW YORK, NY, US$1,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)WASHINGTON, DC, US$1,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)NIAGRA FALLS, NY, US$1,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)NORMAL, IL, US$1,000
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)STATE UNIVERSITY, AR, US$500
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)WASHINGTON, DC, US$500
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)LOWER LAKE, CA, US$500
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)BLOOMINGTON, IL, US$500
Paid Grant-SUPPORT QUALIFIED PROGRAMS509(A)(1)BALTIMORE, MD, US$250
Filing and Contact Details

Filer

EIN
52-6798969
Raw XML AppendixShowing 400 of 591 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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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0735644
IRS990PF/BalanceSheets/TotalNetAssetsBOY0755344
IRS990PF/BalanceSheets/TotalNetAssetsEOY0725644
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01447
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-29700
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0725644
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0755344
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0725644
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted036456
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj036456
IRS990PF/DistributableAmount/DistributableAmountBeforeDed036456
IRS990PF/DistributableAmount/MinimumInvestmentReturn036712
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0256
IRS990PF/DistributableAmount/TotalTax0256
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0276
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0276
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0740353
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0745427
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07386
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0718167
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011181
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets019874
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn036712
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0734246
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0745427
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation010000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation114765
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARILYN K WAITS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1G TIMOTHY LEIGHTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1530
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111 SILVERBERRY CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0KELSEYVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BLOOMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095451
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode161704
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct043797
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets043669
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.059475
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053025
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.057789
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.062657
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.074781
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.049125
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0734246
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10717289
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20693421
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30591925
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40759098
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50908214
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0128
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions041260
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1038034
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2040072
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3037088
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4056766
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5044616
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.297377
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions041260
IRS990PF/QualifyingDistributions/ExpensesAndContributions041260
IRS990PF/QualifyingDistributions/QualifyingDistributions041260
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THE TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03098287600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10802 N CLINTON STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20SUITE ONE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BLOOMINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode061701
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0DC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount53000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount83000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount136000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount141000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14SUPPORT QUALIFIED PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509(A)(1)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$735,644
Liabilities
$10,000
Net assets
$725,644
Revenue
-
Expenses
$52,307
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.24$0.13$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.15$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.16$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.16$0.16$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.14$0.17$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.11$0.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.96$0.07$0.89
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.07$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.71$0.00$0.03$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.03$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.05