Civic Intelligence

The Suzanne & Bruce Lindsay Charitable Foundation

990PF • Fiscal year 2017 • EIN 54-2188841

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 26, 2018

Organization Profile
1717 Arch Street Suite 4050Philadelphia, PA 19103

(610) 896-3006

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-49067%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

145%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$76,784

Down $13,248 (-15%) from 2016

Net Assets

Down

$76,784

Down $13,248 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$27

Up $16 (+145%) from 2016

Expenses

Down

$13,275

Down $2,145 (-14%) from 2016

Net Income

Up

-$13,248

Up $2,161 (+14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2017

Assets$76,784
Liabilities$0
Net Assets$76,784
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

2017

Revenue$27
Expenses$13,275
Net Income-$13,248
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE LINDSAYTrustee-$0--
SUZANNE LINDSAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Suzanne & Bruce Lindsay
EIN
54-2188841
Phone
6108963006
Address
1717 ARCH STREET SUITE 4050, PHILADELPHIA, PA 19103

Signing Officer

Name
Bruce Lindsay
Title
Trustee
Phone
6108963006
Signed
2018-02-26
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNELL & COMPANY LLC
Address
165 TOWNSHIP LINE RD STE 1100, JENKINTOWN, PA 19046
Preparer
GEORGE R O'CONNELL
Phone
2158874425
Raw XML Appendix295 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt04216
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0248837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0278422
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08709
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0248837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03704
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012925
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08709
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287572
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0278863
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE LINDSAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06108963006
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUZANNE & BRUCE LINDSAY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0542188841
ReturnHeader/Filer/PhoneNum06108963006
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ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.243.48.145
ReturnHeader/FilingSecurityInformation/IPDt02018-02-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:15:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471352305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNELL & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 TOWNSHIP LINE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158874425
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE R O'CONNELL
ReturnHeader/ReturnTs02018-02-26T15:15:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,784
Liabilities
$0
Net assets
$76,784
Revenue
$27
Expenses
$13,275
Net income
-$13,248
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits