Civic Intelligence

Lutz Foundation Inc.

990PF • Fiscal year 2014 • EIN 56-1073160

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 17, 2015

Organization Profile
214 Windsor DrShelby, NC 28150

(704) 434-7334

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-9.7%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$382,845

Up $884 (+0.2%) from 2013

Net Assets

$382,845

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin51st percentile

Revenue

Down

$27,212

Down $2,922 (-9.7%) from 2013

Expenses

Down

$26,328

Down $1,947 (-6.9%) from 2013

Net Income

Down

$884

Down $975 (-52%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $381,899Liabilities 2011: $02011Assets 2012: $379,811Liabilities 2012: $02012Assets 2013: $381,961Liabilities 2013: $02013Assets 2014: $382,845Liabilities 2014: $0Net Assets 2014: $382,8452014Assets 2015: $374,074Liabilities 2015: $0Net Assets 2015: $374,0742015Assets 2016: $343,697Liabilities 2016: $0Net Assets 2016: $343,6972016Assets 2017: $344,000Liabilities 2017: $0Net Assets 2017: $344,0002017Assets 2018: $341,186Liabilities 2018: $0Net Assets 2018: $341,1862018Assets 2019: $338,637Liabilities 2019: $0Net Assets 2019: $338,6372019Assets 2020: $288,567Liabilities 2020: $0Net Assets 2020: $288,5672020Assets 2021: $236,295Liabilities 2021: $0Net Assets 2021: $236,2952021Assets 2022: $184,801Liabilities 2022: $0Net Assets 2022: $184,8012022Assets 2023: $135,521Liabilities 2023: $0Net Assets 2023: $135,5212023Assets 2024: $83,036Liabilities 2024: $0Net Assets 2024: $83,0362024

Highlighted filing

2014

Assets$382,845
Liabilities$0
Net Assets$382,845
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $37,845Expenses 2011: $28,459Net Income 2011: $9,3862011Revenue 2012: $27,012Expenses 2012: $30,553Net Income 2012: -$3,5412012Revenue 2013: $30,134Expenses 2013: $28,275Net Income 2013: $1,8592013Revenue 2014: $27,212Expenses 2014: $26,328Net Income 2014: $8842014Revenue 2015: $19,426Expenses 2015: $28,196Net Income 2015: -$8,7702015Revenue 2016: $25,804Expenses 2016: $56,181Net Income 2016: -$30,3772016Revenue 2017: $23,955Expenses 2017: $23,652Net Income 2017: $3032017Revenue 2018: $21,441Expenses 2018: $24,255Net Income 2018: -$2,8142018Revenue 2019: $21,380Expenses 2019: $23,930Net Income 2019: -$2,5502019Revenue 2020: $10,608Expenses 2020: $60,677Net Income 2020: -$50,0692020Revenue 2021: $8,135Expenses 2021: $60,407Net Income 2021: -$52,2722021Revenue 2022: $8,879Expenses 2022: $60,373Net Income 2022: -$51,4942022Revenue 2023: $11,102Expenses 2023: $60,383Net Income 2023: -$49,2812023Revenue 2024: $7,934Expenses 2024: $60,419Net Income 2024: -$52,4852024

Highlighted filing

2014

Revenue$27,212
Expenses$26,328
Net Income$884
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 17, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD F BOWLING IIPresident-$0--
SUSAN BOWLINGVice President-$0--
Filing and Contact Details

Filer

Filer Name
Lutz Foundation Inc
EIN
56-1073160
Address
214 WINDSOR DR, SHELBY, NC 28150

Signing Officer

Name
Susan Bowling
Title
Vice President
Phone
7044727971
Signed
2015-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Wilkeys Business Services Inc
Address
111 WOODLAND AVE, SHELBY, NC 28152
Preparer
Sidney B Wilkey
Phone
7044347334
Raw XML Appendix385 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NC STATE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ISOTHERMAL COMMUNITY COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 7302 2106 HARRIS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29201 UNIVERSITY CITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3118 KILLIAN ANNEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4601 S COLLEGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6105 SIKES HALL P O BOX 345124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7ASU BOX 32059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8OFFICE OF SCHOLARSHIPS STUDENT AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9MOSSMAN BLDG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10143 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1166 GEORGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12554 UNIVERSITY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13UNDERGRADUATE FIN AID P O BOX 90397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14EAST 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CULLOWHEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SPINDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CLEMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOILING SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10BUIES CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14GREENVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd9274026168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1027506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1129424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1238238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1327708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1427858
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016368
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09960
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011244
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09843
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026328
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050664
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09960
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0166
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11838
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11838
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0449
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0449
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BOWLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044727971
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0561073160
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 WINDSOR DR
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262449002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKEYS BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 WOODLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028152
ReturnHeader/PreparerPersonGrp/PhoneNum07044347334
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIDNEY B WILKEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-17T15:06:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,845
Liabilities
$0
Net assets
$382,845
Revenue
$27,212
Expenses
$26,328
Net income
$884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.08$0.60$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.60$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.09$0.60$0.51
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.08$0.60$0.52
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.11$0.61$0.50
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.21$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.21$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.24$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.26$0.56$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.19$0.28$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.27$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$3.82$0.00$0.30$0.28$0.02
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$0.27$0.31$0.04
2011Summary only. Only limited summary data is available for this year.$3.82$0.00$0.38$0.28$0.09