Civic Intelligence

Lutz Foundation Inc.

990PF • Fiscal year 2018 • EIN 56-1073160

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.8%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$341,186

Down $2,814 (-0.8%) from 2017

Net Assets

Down

$341,186

Down $2,814 (-0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Down

$21,441

Down $2,514 (-10%) from 2017

Expenses

Up

$24,255

Up $603 (+2.5%) from 2017

Net Income

Down

-$2,814

Down $3,117 (-1029%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2018

Assets$341,186
Liabilities$0
Net Assets$341,186
Open 2018 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

2018

Revenue$21,441
Expenses$24,255
Net Income-$2,814
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD F BOWLING IIPresident-$0--
SUSAN BOWLINGVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-CHARLOTTE, NC, US$8,000
Paid Grant-SCHOLARSHIP-RALEIGH, NC, US$6,000
Paid Grant-SCHOLARSHIP-BOILING SPRINGS, NC, US$2,000
Paid Grant-SCHOLARSHIP-HICKORY, NC, US$2,000
Paid Grant-SCHOLARSHIP-CHARLOTTE, NC, US$2,000
Paid Grant-SCHOLARSHIP-GREENSBORO, NC, US$2,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Richard F Bowling Ii
Title
President
Phone
7044727971
Signed
2019-05-09
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 Appendix290 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/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5274026168
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
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/AppliedToCurrentYearAmt016643
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022428
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07970
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024255
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07612
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032388
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024776
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01728
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CONTRIBUTION FOR AWARD BANQUET
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PREV YEAR SCHOLARSHIP RETURNED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01728
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0141
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0141
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F BOWLING II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044727971
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7135D1B502D1288EC2882E873B0D3C0D28AFE09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7135D1B502D1288EC2882E873B0D3C0D28AFE09
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06903032019133dkld3pw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.74.166.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTm016:48:27
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/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIDNEY B WILKEY
ReturnHeader/ReturnTs02019-05-13T16:46:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$341,186
Liabilities
$0
Net assets
$341,186
Revenue
$21,441
Expenses
$24,255
Net income
-$2,814
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