Civic Intelligence

Lifeworks Foundation

990PF • Fiscal year 2011 • EIN 62-1428468

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 22, 2012

PO Box 5027637205-0276
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

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

95th percentile

$40,625

Higher top officer pay than 95% of similar nonprofits.

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

Asset Growth

55th percentile

1.2%

Faster asset growth than 55% 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.

Assets

Up

$3,832,024

Up $45,226 (+1.2%) from 2010

Net Assets

Up

$3,830,198

Up $45,268 (+1.2%) from 2010

Liabilities

Down

$1,826

Down $42 (-2.2%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$778,429

Down $178,086 (-19%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,786,798Liabilities 2010: $1,868Net Assets 2010: $3,784,9302010Assets 2011: $3,832,024Liabilities 2011: $1,826Net Assets 2011: $3,830,1982011Assets 2012: $3,548,813Liabilities 2012: $4,214Net Assets 2012: $3,544,5992012Assets 2013: $3,567,913Liabilities 2013: $0Net Assets 2013: $3,567,9132013Assets 2014: $3,753,794Liabilities 2014: $2,671Net Assets 2014: $3,751,1232014Assets 2015: $3,520,887Liabilities 2015: $9,130Net Assets 2015: $3,511,7572015Assets 2016: $3,361,517Liabilities 2016: $11,100Net Assets 2016: $3,350,4172016Assets 2017: $3,255,302Liabilities 2017: $1,102Net Assets 2017: $3,254,2002017Assets 2018: $3,214,547Liabilities 2018: $2,370Net Assets 2018: $3,212,1772018Assets 2019: $2,993,477Liabilities 2019: $2,357Net Assets 2019: $2,991,1202019Assets 2020: $2,843,240Liabilities 2020: $1,375Net Assets 2020: $2,841,8652020Assets 2021: $2,815,056Liabilities 2021: $0Net Assets 2021: $2,815,0562021Assets 2022: $2,593,681Liabilities 2022: $0Net Assets 2022: $2,593,6812022Assets 2023: $2,287,057Liabilities 2023: $2,274Net Assets 2023: $2,284,7832023Assets 2024: $2,488,486Liabilities 2024: $1,442Net Assets 2024: $2,487,0442024

Highlighted filing

2011

Assets$3,832,024
Liabilities$1,826
Net Assets$3,830,198

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $956,5152010Expenses 2011: $778,4292011Expenses 2012: $463,9302012Revenue 2013: $429,263Expenses 2013: $405,400Net Income 2013: $23,8632013Revenue 2014: $541,203Expenses 2014: $342,737Net Income 2014: $198,4662014Revenue 2015: $132,707Expenses 2015: $369,953Net Income 2015: -$237,2462015Revenue 2016: $92,312Expenses 2016: $251,743Net Income 2016: -$159,4312016Revenue 2017: $183,662Expenses 2017: $273,064Net Income 2017: -$89,4022017Revenue 2018: $238,306Expenses 2018: $279,362Net Income 2018: -$41,0562018Revenue 2019: $83,689Expenses 2019: $326,215Net Income 2019: -$242,5262019Revenue 2020: $162,757Expenses 2020: $307,297Net Income 2020: -$144,5402020Revenue 2021: $323,116Expenses 2021: $350,329Net Income 2021: -$27,2132021Revenue 2022: $92,569Expenses 2022: $313,944Net Income 2022: -$221,3752022Revenue 2023: $62,813Expenses 2023: $371,711Net Income 2023: -$308,8982023Revenue 2024: $601,782Expenses 2024: $399,521Net Income 2024: $202,2612024

Highlighted filing

2011

Revenue-
Expenses$778,429
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 22, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE N BULLARDDirectorPT$40,625-$40,625
PATRICIA BULLARDTrusteePT$40,625-$40,625
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEALING STONES FOUNDATIONFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$295,000
Paid GrantTHE LAND TRUST FOR TNFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$35,000
Paid GrantTHE BELCOURT THEATREFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$30,000
Paid GrantBELMONT UNIVERSITYFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$16,425
Paid GrantEARTHMATTERS TNFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$15,000
Paid GrantTENNESSEE ENVIRONMENTAL COUNCILFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$10,000
Paid GrantLAKE GASTON VOLUNTEER FIRE DEPARTMENTFURTHER CHARITY PURPOSEPUBLICBRACEY, VA, US$5,000
Paid GrantTN WILDLIFE FEDERATIONFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$5,000
Paid GrantGCN FRIENDS OF THE HOWE GARDENFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$1,000
Paid GrantLUPUS FOUNDATIONFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$500
Paid GrantSALAMAFURTHER CHARITY PURPOSEPUBLICNASHVILLE, TN, US$500
Filing and Contact Details

Filer

EIN
62-1428468
Raw XML AppendixShowing 400 of 1,343 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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AccountingFeesSchedule/AccountingFees/Category1MARIE SWINFORD, CPA
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DepreciationSchedule/Depreciation/PriorYearsDepreciation3392
DepreciationSchedule/Depreciation/PriorYearsDepreciation3444
DepreciationSchedule/Depreciation/PriorYearsDepreciation35847
DepreciationSchedule/Depreciation/PriorYearsDepreciation3665
DepreciationSchedule/Depreciation/PriorYearsDepreciation3735
DepreciationSchedule/Depreciation/PriorYearsDepreciation3818
DepreciationSchedule/Depreciation/PriorYearsDepreciation3934
DepreciationSchedule/Depreciation/PriorYearsDepreciation4023
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0157667
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1172966
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2126921
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3157945
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue40
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue60
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue739549
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue80
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue968271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10183934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11130515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1246405
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13169480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1462217
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15129020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1693800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17170155
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18167184
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19128398
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20142560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22239306
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2653514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue27206480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue29173156
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30109564
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue32100591
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue33176291
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue34190027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35190007
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0168690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1155736
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2170380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3135870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV60
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV775816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV80
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV955260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10143800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11107700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12139770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13168844

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.60$0.40$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.28$0.06$0.37$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.09$0.31$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.32$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.16$0.31$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.08$0.33$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.24$0.28$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.25$0.18$0.27$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$0.09$0.25$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.01$3.51$0.13$0.37$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.54$0.34$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.43$0.41$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.54$0.46
2011Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.78
2010Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.78$0.96