Civic Intelligence

Historic Lexington Foundation

990EZ • Fiscal year 2016 • EIN 54-6069177

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 21, 2017

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$22,500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$386,842

Up $97,600 (+34%) from 2015

Net Assets

Up

$385,562

Up $96,458 (+33%) from 2015

Liabilities

Up

$1,280

Up $1,142 (+828%) from 2015

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin92nd percentile

Revenue

Up

$112,329

Up $26,789 (+31%) from 2015

Expenses

Down

$54,934

Down $31,795 (-37%) from 2015

Net Income

Up

$57,395

Up $58,584 (+4927%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2016

Assets$386,842
Liabilities$1,280
Net Assets$385,562
Open 2016 Filing

Operations Trend

Revenue Growth80th 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

2016

Revenue$112,329
Expenses$54,934
Net Income$57,395
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 21, 2017
Return Version
2016v3.0
Gross Receipts
$112,329
Mission and Program Overview

Mission

Historic property preservation

Program Services

DescriptionGrantsExpenses
EDUCATION OF THE PUBLIC ABOUT HISTORIC PRESERVATION, ACQUISITION, STABILIZATION, RESTORATION, RENOVATION AND REUSE OF HISTORIC PROPERTIES$0$28,317
PUBLISHING ARCHITECTURE OF HISTORIC ROCKBRIDGE$0$2,756
PRESERVATION AND HISTORIC MARKER PROGRAM$831$312
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON HASFURTHERExecutive DirectorPT$22,500-$22,500
SUZANNE RICEPresident & Director-$0--
ARTHUR BARTENSTEINDirector-$0--
BUDDY ATKINSDirector-$0--
ELIZABETH LAMAR BOETSCHDirector-$0--
PETER GROVERDirector-$0--
GENE SULLIVANDirector & Treasurer-$0--
ROBERT KEEFEDirector-$0--
DEE JOYCE-HAYESSecretary-$0--
BRUCE MACDONALDDirector-$0--
MARY NEWMANDirector-$0--
JIM BUSHVice President-$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
Suzanne Rice
Title
President
Phone
5404636832
Signed
2017-03-21
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: 9,050.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous income. Amount: 6.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 698. Description: other expenses. Amount: 1,869. Total to form 990-ez, line 14: 2,567.”

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

“Description: program expenses. Amount: 4,565. Description: office supplies. Amount: 2,210. Description: insurance. Amount: 874. Description: web site. Amount: 1,547. Description: payroll taxes. Amount: 1,721. Description: workers compensation. Amount: 283. Description: conferences & awards. Amount: 7,884. Description: membership campaign, annual fund drive & development. Amount: 470. Description: bank fees, business license, credit card fees. Amount: 166. Description: office expenses: program. Amount: 134. Description: administrative consultant. Amount: 1,000. Total to form 990-ez, line 16: 20,854.”

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

“Description: unrealized investment gain. Amount: 39,063.”

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

“Description: investments. Beg. Of year amount: 276,880. End of year amount: 352,226. Description: other depreciable assets. Beg. Of year amount: 1,396. End of year amount: 698.”

Raw XML Appendix253 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0NORM ROLLENHAGEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05404636832
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 901
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010966
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt071230
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt057395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01680
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0289242
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0386842
IRS990EZ/GrossReceiptsAmt0112329
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09050
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04580
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289104
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0385562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289104
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0385562
IRS990EZ/OccupancyRentUtltsAndMaintAmt02567
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt022500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DON HASFURTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUZANNE RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARTHUR BARTENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BUDDY ATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH LAMAR BOETSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER GROVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GENE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEE JOYCE-HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRUCE MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARY NEWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JIM BUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0278276
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0352924
IRS990EZ/OtherChangesInNetAssetsAmt039063
IRS990EZ/OtherExpensesTotalAmt020854
IRS990EZ/OtherRevenueTotalAmt06
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HISTORIC PROPERTY PRESERVATION
IRS990EZ/PrintingPublicationsPostageAmt07333
IRS990EZ/ProgramServiceRevenueAmt027463
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF THE PUBLIC ABOUT HISTORIC PRESERVATION, ACQUISITION, STABILIZATION, RESTORATION, RENOVATION AND REUSE OF HISTORIC PROPERTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PUBLISHING ARCHITECTURE OF HISTORIC ROCKBRIDGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PRESERVATION AND HISTORIC MARKER PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2831
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028317
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12756
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2312
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt022500
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0138
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01280
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054934
IRS990EZ/TotalProgramServiceExpensesAmt031385
IRS990EZ/TotalRevenueAmt0112329
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HISTORICLEXINGTON.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0164834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0341455
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08747
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt076
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt065991
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038348
IRS990ScheduleA/InvestmentIncomeCYPct00.08600
IRS990ScheduleA/InvestmentIncomePYPct00.07540
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91400
IRS990ScheduleA/PublicSupportPY509Pct00.92460
IRS990ScheduleA/PublicSupportTotal509Amt0407446
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0103279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0173268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027534
IRS990ScheduleA/Total509Grp/TotalAmt0407446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0184526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027610
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0445794
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 9,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 698. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,869. TOTAL TO FORM 990-EZ, LINE 14: 2,567.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 4,565. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,210. DESCRIPTION: INSURANCE. AMOUNT: 874. DESCRIPTION: WEB SITE. AMOUNT: 1,547. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,721. DESCRIPTION: WORKERS COMPENSATION. AMOUNT: 283. DESCRIPTION: CONFERENCES & AWARDS. AMOUNT: 7,884. DESCRIPTION: MEMBERSHIP CAMPAIGN, ANNUAL FUND DRIVE & DEVELOPMENT. AMOUNT: 470. DESCRIPTION: BANK FEES, BUSINESS LICENSE, CREDIT CARD FEES. AMOUNT: 166. DESCRIPTION: OFFICE EXPENSES: PROGRAM. AMOUNT: 134. DESCRIPTION: ADMINISTRATIVE CONSULTANT. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 16: 20,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED INVESTMENT GAIN. AMOUNT: 39,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 276,880. END OF YEAR AMOUNT: 352,226. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,396. END OF YEAR AMOUNT: 698.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE RICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05404636832
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0980FFDCBF5BB11EB6CCBE474EBB7B962C12A57DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B65BE4A25B083D8C200247B76E4048747CA8CA7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.244.105.69
ReturnHeader/FilingSecurityInformation/IPDt02017-03-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:28:07
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/ReturnTs02017-03-21T19:25:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,842
Liabilities
$1,280
Net assets
$385,562
Revenue
$112,329
Expenses
$54,934
Net income
$57,395
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
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.11$0.05$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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