Civic Intelligence

Lutz Foundation Inc.

990PF • Fiscal year 2019 • EIN 56-1073160

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

Organization Profile
124 Hillside 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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

-0.3%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$338,637

Down $2,549 (-0.7%) from 2018

Net Assets

Down

$338,637

Down $2,549 (-0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

Down

$21,380

Down $61 (-0.3%) from 2018

Expenses

Down

$23,930

Down $325 (-1.3%) from 2018

Net Income

Up

-$2,550

Up $264 (+9.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$338,637
Liabilities$0
Net Assets$338,637
Open 2019 Filing

Operations Trend

Revenue Growth48th 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

2019

Revenue$21,380
Expenses$23,930
Net Income-$2,550
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
124 HILLSIDE DR, SHELBY, NC 28150

Signing Officer

Name
Richard F Bowling Ii
Title
President
Phone
7044727971
Signed
2020-05-12
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD F BOWLING II
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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/DistributableAsAdjustedAmt01206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07970
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06764
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022428
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CONTRIBUTION FOR AWARD BANQUET
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01155
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0167
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F BOWLING II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044727971
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0561073160
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 HILLSIDE DR
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D241175C2DBF687B55B05CA5D6ECE0F98FA5DFCC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D241175C2DBF687B55B05CA5D6ECE0F98FA5DFCC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06903032020135qloi2pt
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.74.166.194
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTm021:40:21
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/PreparationDt02020-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIDNEY B WILKEY
ReturnHeader/ReturnTs02020-05-14T21:37:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,637
Liabilities
$0
Net assets
$338,637
Revenue
$21,380
Expenses
$23,930
Net income
-$2,550
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