Civic Intelligence

Charles Preston Lunsford & Marion Garrett Lunsford Charitable Tr DIV

990PF • Fiscal year 2011 • EIN 54-6166191

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 24, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

76th percentile

$11,146

Higher top officer pay than 76% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

31st percentile

-3.4%

Faster asset growth than 31% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,273,381

Down $44,510 (-3.4%) from 2010

Net Assets

Down

$1,273,381

Down $44,510 (-3.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$70,216

Up $7,401 (+12%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,317,891Liabilities 2010: $0Net Assets 2010: $1,317,8912010Assets 2011: $1,273,381Liabilities 2011: $0Net Assets 2011: $1,273,3812011Assets 2012: $1,211,759Liabilities 2012: $02012Assets 2013: $1,195,581Liabilities 2013: $02013Assets 2014: $1,208,175Liabilities 2014: $02014Assets 2015: $1,153,023Liabilities 2015: $02015Assets 2018: $1,079,953Liabilities 2018: $0Net Assets 2018: $1,079,9532018Assets 2019: $1,061,194Liabilities 2019: $12019Assets 2020: $1,052,132Liabilities 2020: $0Net Assets 2020: $1,052,1322020Assets 2021: $1,088,187Liabilities 2021: $0Net Assets 2021: $1,088,1872021Assets 2022: $1,083,181Liabilities 2022: $0Net Assets 2022: $1,083,1812022Assets 2023: $1,067,421Liabilities 2023: $12023Assets 2024: $1,070,846Liabilities 2024: $0Net Assets 2024: $1,070,8462024

Highlighted filing

2011

Assets$1,273,381
Liabilities$0
Net Assets$1,273,381
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $62,8152010Expenses 2011: $70,2162011Revenue 2012: $5,306Expenses 2012: $70,045Net Income 2012: -$64,7392012Revenue 2013: $54,851Expenses 2013: $73,500Net Income 2013: -$18,6492013Revenue 2014: $91,654Expenses 2014: $75,896Net Income 2014: $15,7582014Revenue 2015: $27,281Expenses 2015: $77,739Net Income 2015: -$50,4582015Revenue 2018: $75,986Expenses 2018: $91,218Net Income 2018: -$15,2322018Revenue 2019: $69,057Expenses 2019: $87,524Net Income 2019: -$18,4672019Revenue 2020: $64,465Expenses 2020: $73,114Net Income 2020: -$8,6492020Revenue 2021: $107,062Expenses 2021: $70,949Net Income 2021: $36,1132021Revenue 2022: $72,065Expenses 2022: $76,820Net Income 2022: -$4,7552022Revenue 2023: $58,402Expenses 2023: $72,723Net Income 2023: -$14,3212023Revenue 2024: $64,684Expenses 2024: $62,397Net Income 2024: $2,2872024

Highlighted filing

2011

Revenue-
Expenses$70,216
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 24, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-TrusteeFT$11,146-$11,146
CHARLES I LUNSFORD IICo-TrusteeFT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY ECUMENICAL PARISHGENERAL PURPOSEPUBLIC CHARITYMONETA, VA, US$11,000
Paid GrantCENTER IN THE SQUAREGENERAL PURPOSEPUBLIC CHARITYROANOKE, VA, US$10,000
Paid GrantAPPLE RIDGE FARM INCGENERAL PURPOSEPUBLIC CHARITYRICHMOND, VA, US$6,000
Paid GrantSW VA SECOND HARVEST BANK INCGENERAL PURPOSEPUBLIC CHARITYSALEM, VA, US$5,000
Paid GrantLAKE CHRISTIAN MINISTRIESGENERAL PURPOSEPUBLIC CHARITYMONETA, VA, US$5,000
Paid GrantBIG BROTHERS BIG SISTERS OF GREATERGENERAL PURPOSEPUBLIC CHARITYCHARLOTTE, NC, US$5,000
Paid GrantRESCUE MISSION OF ROANOKEGENERAL PURPOSEPUBLIC CHARITYROANOKE, VA, US$3,161
Paid GrantWAKE FOREST UNIVERSITY COLLEGE FUNDGENERAL PURPOSEPUBLIC CHARITYWINSTON SALEM, NC, US$2,000
Paid GrantTHE HERITAGE FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantSML GOOD NEIGHBORS INCGENERAL PURPOSEPUBLIC CHARITYMONETA, VA, US$1,000
Paid GrantO WINSTON LINK MUSEUMGENERAL PURPOSEPUBLIC CHARITYROANOKE, VA, US$1,000
Paid GrantHAMPDEN SYDNEY COLLEGEGENERAL PURPOSEPUBLIC CHARITYHAMPDEN SYDNEY, VA, US$1,000
Paid GrantHOLLINS COLLEGEGENERAL PURPOSEPUBLIC CHARITYROANOKE, VA, US$1,000
Paid GrantVIRGINIA COLLEGE FUNDGENERAL PURPOSEPUBLIC CHARITYRICHMOND, VA, US$1,000
Paid GrantBEDFORD AREA FAMILY YOUNG MENGENERAL PURPOSEPUBLIC CHARITYBEDFORD, VA, US$1,000
Paid GrantSOCIETY OF ST ANDREWSGENERAL PURPOSEPUBLIC CHARITYBIG ISLAND, VA, US$1,000
Paid GrantCHIP OF ROANOKE (CHILD HEALTHGENERAL PURPOSEPUBLIC CHARITYROANOKE, VA, US$1,000
Paid GrantALLEN BASS FUND INCGENERAL PURPOSEPUBLIC CHARITYWINNETKA, IL, US$500
Paid GrantFRIENDS OF BOCA GRANDE COMMUNITYGENERAL PURPOSEPUBLIC CHARITYBOCA GRANDE, FL, US$500
Filing and Contact Details

Filer

EIN
54-6166191
Raw XML AppendixShowing 400 of 630 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101812 DIAMOND HILL ROAD
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050577
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.032448
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.037642
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions060992
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0291
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478274
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE WEST 4TH STREET D4000-062
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0240111705
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0VA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount63161
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount106000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount145000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount155000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount162000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount175000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL PURPOSE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,273,381
Liabilities
$0
Net assets
$1,273,381
Revenue
-
Expenses
$70,216
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.06$0.00
2023Summary only. Only limited summary data is available for this year.$1.07$0.00$0.06$0.07$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.07$0.08$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.11$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.06$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$1.06$0.00$0.07$0.09$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.08$0.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.03$0.08$0.05
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$0.09$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.20$0.00$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$0.01$0.07$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06