Civic Intelligence

Historic Lexington Foundation

990EZ • Fiscal year 2015 • EIN 54-6069177

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 21, 2016

Organization ProfileWWW.HISTORICLEXINGTON.ORG
P O Box 901Lexington, VA 24450

(540) 463-6832

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

37th percentile

-1.4%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$22,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-4.1%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

139%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$289,242

Down $12,493 (-4.1%) from 2014

Net Assets

Down

$289,104

Down $12,631 (-4.2%) from 2014

Liabilities

Up

$138

Up $138 from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin37th percentile

Revenue

Up

$85,540

Up $49,751 (+139%) from 2014

Expenses

Down

$86,729

Down $1,760 (-2.0%) from 2014

Net Income

Up

-$1,189

Up $51,511 (+98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $264,176Liabilities 2011: $02011Assets 2012: $194,989Liabilities 2012: $02012Assets 2013: $331,379Liabilities 2013: $0Net Assets 2013: $331,3792013Assets 2014: $301,735Liabilities 2014: $0Net Assets 2014: $301,7352014Assets 2015: $289,242Liabilities 2015: $138Net Assets 2015: $289,1042015Assets 2016: $386,842Liabilities 2016: $1,280Net Assets 2016: $385,5622016Assets 2017: $456,875Liabilities 2017: $39Net Assets 2017: $456,8362017Assets 2018: $443,437Liabilities 2018: $0Net Assets 2018: $443,4372018Assets 2019: $521,873Liabilities 2019: $0Net Assets 2019: $521,8732019Assets 2020: $1,410,244Liabilities 2020: $0Net Assets 2020: $1,410,2442020Assets 2021: $1,455,188Liabilities 2021: $0Net Assets 2021: $1,455,1882021Assets 2022: $1,104,451Liabilities 2022: $0Net Assets 2022: $1,104,4512022Assets 2023: $1,213,828Liabilities 2023: $4,750Net Assets 2023: $1,209,0782023Assets 2024: $1,310,995Liabilities 2024: $19,429Net Assets 2024: $1,291,5662024

Highlighted filing

2015

Assets$289,242
Liabilities$138
Net Assets$289,104
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $59,287Expenses 2011: $37,044Net Income 2011: $22,2432011Revenue 2012: -$26,684Expenses 2012: $42,503Net Income 2012: -$69,1872012Revenue 2013: $176,628Expenses 2013: $48,136Net Income 2013: $128,4922013Revenue 2014: $35,789Expenses 2014: $88,489Net Income 2014: -$52,7002014Revenue 2015: $85,540Expenses 2015: $86,729Net Income 2015: -$1,1892015Revenue 2016: $112,329Expenses 2016: $54,934Net Income 2016: $57,3952016Revenue 2017: $95,345Expenses 2017: $49,070Net Income 2017: $46,2752017Revenue 2018: $49,011Expenses 2018: $48,189Net Income 2018: $8222018Revenue 2019: $52,059Expenses 2019: $66,231Net Income 2019: -$14,1722019Revenue 2020: $938,397Expenses 2020: $98,420Net Income 2020: $839,9772020Revenue 2021: $186,090Expenses 2021: $132,242Net Income 2021: $53,8482021Revenue 2022: -$98,267Expenses 2022: $106,161Net Income 2022: -$204,4282022Revenue 2023: $72,038Expenses 2023: $99,849Net Income 2023: -$27,8112023Revenue 2024: $119,424Expenses 2024: $124,107Net Income 2024: -$4,6832024

Highlighted filing

2015

Revenue$85,540
Expenses$86,729
Net Income-$1,189
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 21, 2016
Return Version
2015v2.1
Gross Receipts
$85,540
Mission and Program Overview

Mission

Historic property preservation

Program Services

DescriptionGrantsExpenses
PUBLISHING ARCHITECTURE OF HISTORIC ROCKBRIDGE$0$40,474
FACADE GRANT PROGRAM WITH SUPPORT FROM THE CITY OF LEXINGTON$5,100$0
EDUCATION OF THE PUBLIC ABOUT HISTORIC PRESERVATION, ACQUISITION, STABILIZATION, RESTORATION, RENOVATION AND REUSE OF HISTORIC PROPERTIES$0$4,111
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON HASFURTHERExecutive DirectorPT$22,000-$22,000
BEVERLY TUCKERPresident & Director-$0--
ARTHUR BARTENSTEINDirector-$0--
MARY STUART GILLIAMDirector-$0--
MATT PAXTON JRDirector-$0--
PETER GROVERDirector & Treasurer-$0--
GENE SULLIVANDirector-$0--
ROBERT KEEFEDirector-$0--
DEE JOYCE-HAYESDirector-$0--
BRUCE MACDONALDDirector-$0--
RICK WOLFDirector-$0--
ALISON BELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Historic Lexington Foundation
EIN
54-6069177
Phone
5404636832
Address
P O BOX 901, LEXINGTON, VA 24450

Signing Officer

Name
Beverly Tucker
Title
President
Phone
5404636832
Signed
2016-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends and interest. Amount: 9,217.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: hollywood-lexington, llc. Grantee address: p o box 1056 reistertown, md 21136. Grantee relationship: none. Property description: cash. Date of gift: 11/16/15. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: jag restaurant, inc. Grantee address: 104 heather lane staunton, va 24401. Grantee relationship: none. Property description: cash. Date of gift: 11/16/15. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: janet scott. Grantee relationship: none. Property description: cash. Date of gift: 12/29/15. Amount given: 1,600. Total included on form 990-ez, line 10: 5,100.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program expenses. Amount: 3,792. Description: office supplies. Amount: 1,506. Description: insurance. Amount: 874. Description: web site. Amount: 1,650. Description: payroll taxes. Amount: 1,683. Description: workers compensation. Amount: 283. Description: dues & subscriptions. Amount: 360. Description: membership campaign, annual fund drive & development. Amount: 87. Description: bank fees, business license, credit card fees. Amount: 299. Description: office expenses: program. Amount: 143. Description: administrative consultant. Amount: 780. Description: education advocacy. Amount: 520. Total to form 990-ez, line 16: 11,977.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized investment loss. Amount: -11,442.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments. Beg. Of year amount: 289,105. End of year amount: 276,880. Description: other depreciable assets. Beg. Of year amount: 2,095. End of year amount: 1,396.”

Raw XML Appendix248 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISON BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PUBLISHING ARCHITECTURE OF HISTORIC ROCKBRIDGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FACADE GRANT PROGRAM WITH SUPPORT FROM THE CITY OF LEXINGTON
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 9,217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: HOLLYWOOD-LEXINGTON, LLC. GRANTEE ADDRESS: P O BOX 1056 REISTERTOWN, MD 21136. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/16/15. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: JAG RESTAURANT, INC. GRANTEE ADDRESS: 104 HEATHER LANE STAUNTON, VA 24401. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/16/15. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: JANET SCOTT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/29/15. AMOUNT GIVEN: 1,600. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 3,792. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,506. DESCRIPTION: INSURANCE. AMOUNT: 874. DESCRIPTION: WEB SITE. AMOUNT: 1,650. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,683. DESCRIPTION: WORKERS COMPENSATION. AMOUNT: 283. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 360. DESCRIPTION: MEMBERSHIP CAMPAIGN, ANNUAL FUND DRIVE & DEVELOPMENT. AMOUNT: 87. DESCRIPTION: BANK FEES, BUSINESS LICENSE, CREDIT CARD FEES. AMOUNT: 299. DESCRIPTION: OFFICE EXPENSES: PROGRAM. AMOUNT: 143. DESCRIPTION: ADMINISTRATIVE CONSULTANT. AMOUNT: 780. DESCRIPTION: EDUCATION ADVOCACY. AMOUNT: 520. TOTAL TO FORM 990-EZ, LINE 16: 11,977.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED INVESTMENT LOSS. AMOUNT: -11,442.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 289,105. END OF YEAR AMOUNT: 276,880. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 2,095. END OF YEAR AMOUNT: 1,396.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05404636832
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC LEXINGTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0546069177
ReturnHeader/Filer/PhoneNum05404636832
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 901
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02016-03-21T16:29:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,242
Liabilities
$138
Net assets
$289,104
Revenue
$85,540
Expenses
$86,729
Net income
-$1,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.02$1.29$0.12$0.12$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.10$0.11$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.19$0.13$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.94$0.10$0.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.05$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.05$0.05$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.10$0.05$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.11$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.04$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.18$0.05$0.13
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.03$0.04$0.07
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.06$0.04$0.02