Civic Intelligence

Historic Lexington Foundation

990EZ • Fiscal year 2018 • EIN 54-6069177

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 18, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

85th percentile

$24,450

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 49.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$443,437

Down $13,438 (-2.9%) from 2017

Net Assets

Down

$443,437

Down $13,399 (-2.9%) from 2017

Liabilities

Down

$0

Down $39 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin46th percentile

Revenue

Down

$49,011

Down $46,334 (-49%) from 2017

Expenses

Down

$48,189

Down $881 (-1.8%) from 2017

Net Income

Down

$822

Down $45,453 (-98%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$443,437
Liabilities$0
Net Assets$443,437
Open 2018 Filing

Operations Trend

Revenue Growth10th 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

2018

Revenue$49,011
Expenses$48,189
Net Income$822
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 18, 2019
Return Version
2018v3.1
Gross Receipts
$49,011
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$19,019
PRESERVATION AND HISTORIC MARKER PROGRAM$0$4,417
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON HASFURTHERExecutive DirectorPT$24,450-$24,450
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 BUSCHVice 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
2019-02-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: dividends and interest. Amount: 9,738.”

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

“Description: miscellaneous income. Amount: 1.”

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

“Description: program expenses. Amount: 3,948. Description: office expenses. Amount: 3,823. Description: insurance. Amount: 1,073. Description: web site. Amount: 640. Description: payroll taxes. Amount: 1,689. Description: workers compensation. Amount: 181. Description: grants awarded. Amount: 4,417. Description: conferences. Amount: 1,515. Description: bank fees, business license, credit card fees. Amount: 130. Description: program operating expenses. Amount: 3,245. Description: administrative consultant. Amount: 114. Description: internet expenses. Amount: 759. Total to form 990-ez, line 16: 21,534.”

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

“Description: unrealized investment loss. Amount: -14,221.”

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

“Description: investments. Beg. Of year amount: 432,004. End of year amount: 417,522.”

Raw XML Appendix240 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/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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VICE PRESIDENT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRESERVATION AND HISTORIC MARKER PROGRAM
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 9,738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 3,948. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,823. DESCRIPTION: INSURANCE. AMOUNT: 1,073. DESCRIPTION: WEB SITE. AMOUNT: 640. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,689. DESCRIPTION: WORKERS COMPENSATION. AMOUNT: 181. DESCRIPTION: GRANTS AWARDED. AMOUNT: 4,417. DESCRIPTION: CONFERENCES. AMOUNT: 1,515. DESCRIPTION: BANK FEES, BUSINESS LICENSE, CREDIT CARD FEES. AMOUNT: 130. DESCRIPTION: PROGRAM OPERATING EXPENSES. AMOUNT: 3,245. DESCRIPTION: ADMINISTRATIVE CONSULTANT. AMOUNT: 114. DESCRIPTION: INTERNET EXPENSES. AMOUNT: 759. TOTAL TO FORM 990-EZ, LINE 16: 21,534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED INVESTMENT LOSS. AMOUNT: -14,221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 432,004. END OF YEAR AMOUNT: 417,522.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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.
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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/PreparerPersonNm0LUCAS PENIX
ReturnHeader/ReturnTs02019-02-18T17:06:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$443,437
Liabilities
$0
Net assets
$443,437
Revenue
$49,011
Expenses
$48,189
Net income
$822
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
2018Detailed filing. Detailed filing data is available for this year.$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
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