Civic Intelligence

The Suzanne & Bruce Lindsay Charitable Foundation

990PF • Fiscal year 2016 • EIN 54-2188841

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 03, 2017

1717 Arch StreetPhiladelphia, PA 19103

(610) 896-3006

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-140082%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$90,032

Down $15,426 (-15%) from 2015

Net Assets

Down

$90,032

Down $15,426 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$11

Down $848 (-99%) from 2015

Expenses

Up

$15,420

Up $740 (+5.0%) from 2015

Net Income

Down

-$15,409

Down $1,588 (-11%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $15,264Liabilities 2011: $02011Assets 2012: $116,356Liabilities 2012: $02012Assets 2013: $332,268Liabilities 2013: $02013Assets 2014: $123,266Liabilities 2014: $0Net Assets 2014: $123,2662014Assets 2015: $105,458Liabilities 2015: $0Net Assets 2015: $105,4582015Assets 2016: $90,032Liabilities 2016: $0Net Assets 2016: $90,0322016Assets 2017: $76,784Liabilities 2017: $0Net Assets 2017: $76,7842017Assets 2018: $62,040Liabilities 2018: $0Net Assets 2018: $62,0402018Assets 2019: $51,131Liabilities 2019: $0Net Assets 2019: $51,1312019Assets 2020: $39,025Liabilities 2020: $0Net Assets 2020: $39,0252020Assets 2021: $28,184Liabilities 2021: $0Net Assets 2021: $28,1842021Assets 2022: $26,697Liabilities 2022: $0Net Assets 2022: $26,6972022Assets 2023: $25,072Liabilities 2023: $12023

Highlighted filing

2016

Assets$90,032
Liabilities$0
Net Assets$90,032

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $8Expenses 2011: $13,771Net Income 2011: -$13,7632011Revenue 2012: $112,917Expenses 2012: $11,825Net Income 2012: $101,0922012Revenue 2013: $230,360Expenses 2013: $14,035Net Income 2013: $216,3252013Revenue 2014: $57,847Expenses 2014: $265,300Net Income 2014: -$207,4532014Revenue 2015: $859Expenses 2015: $14,680Net Income 2015: -$13,8212015Revenue 2016: $11Expenses 2016: $15,420Net Income 2016: -$15,4092016Revenue 2017: $27Expenses 2017: $13,275Net Income 2017: -$13,2482017Revenue 2018: $381Expenses 2018: $15,125Net Income 2018: -$14,7442018Revenue 2019: $866Expenses 2019: $11,775Net Income 2019: -$10,9092019Revenue 2020: $161Expenses 2020: $12,267Net Income 2020: -$12,1062020Revenue 2021: $11Expenses 2021: $10,852Net Income 2021: -$10,8412021Revenue 2022: $163Expenses 2022: $1,650Net Income 2022: -$1,4872022Revenue 2023: $375Expenses 2023: $2,000Net Income 2023: -$1,6252023

Highlighted filing

2016

Revenue$11
Expenses$15,420
Net Income-$15,409
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 3, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE LINDSAYTrustee-$0--
SUZANNE LINDSAYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPort Royal Sound FoundationCONTRIBUTION501 (C) 3Okatie, SC, US$5,000
Paid GrantSpring Island TrustCONTRIBUTION501 (C) 3Oaktie, SC, US$5,000
Paid GrantCOASTAL CONSERVATION LEAGUECONTRIBUTION501(c)3Columbia, SC, US$2,000
Paid GrantUniversity of North CarolinaCONTRIBUTIONS501 (C) 3Chapel Hill, NC, US$1,400
Paid GrantTHE HAVERFORD SCHOOLCONTRIBUTION501(c)3HAVERFORD, PA, US$1,000
Paid GrantOhio Wesleyan FundCONTRIBUTIONS501 (C) 3DELAWARE, OH, US$250
Paid GrantBryn Mawr CollegeCONTRIBUTIONS501 (C) 3Bryn Mawr, PA, US$250
Paid GrantCENTER CITY RESIDENTS ASSOCIATIONCONTRIBUTION501(c)3PHILADELPHIA, PA, US$100
Paid GrantWRTI501 (C) 3501 (C) 3Philadelphia, PA, US$70
Filing and Contact Details

Filer

Filer Name
The Suzanne & Bruce Lindsay Charitable Foundation
EIN
54-2188841
Phone
6108963006
Address
1717 Arch Street, Philadelphia, PA 19103

Signing Officer

Name
Bruce Lindsay
Title
Trustee
Phone
6108963006
Signed
2017-03-03

Preparer

Firm
O'Connell & Company LLC
Address
Ste 1100 165 Township Line Road, Jenkintown, PA 19046
Preparer
GEORGE R O'CONNELL
Phone
2158874425
Raw XML Appendix300 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Okatie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Oaktie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DELAWARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Bryn Mawr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd429909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd543015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd727514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd819121
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015070
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04894
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0248837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012361
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012361
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0278863
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0248837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09150
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010176
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0291224
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0281048
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02015 FEDERAL INCOME TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE LINDSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06108963006
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Suzanne & Bruce Lindsay Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0542188841
ReturnHeader/Filer/PhoneNum06108963006
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 Arch Street
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C153C1017C6E682C26AE8DF07A213A2804FA82A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C4F5DC87526F82D4FEF966B966D1DA9BAFFE2A0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.243.48.145
ReturnHeader/FilingSecurityInformation/IPDt02017-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:34:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'Connell & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Ste 1100 165 Township Line Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jenkintown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158874425
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE R O'CONNELL
ReturnHeader/ReturnTs02017-03-03T09:35:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.25$0.00$0.00$0.02$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.00$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.00$0.11$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.00$0.12$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.01$0.12$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.00$0.15$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.00$0.13$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$0.15$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.58$2.65$2.07
2013Summary only. Only limited summary data is available for this year.$3.32$0.00$2.30$0.14$2.16
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$1.13$0.12$1.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.00$0.14$0.14