Civic Intelligence

First Lutheran School Endowment

990PF • Fiscal year 2016 • EIN 71-6050601

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
PO Box 7Fort Smith, AR 72902

(479) 788-4288

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-446%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$262,063

Down $15,422 (-5.6%) from 2015

Net Assets

Down

$262,063

Down $15,422 (-5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$3,457

Down $2,201 (-39%) from 2015

Expenses

Down

$18,879

Down $786 (-4.0%) from 2015

Net Income

Down

-$15,422

Down $1,415 (-10%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$400K$300K$200K$100K$0Assets 2011: $330,181Liabilities 2011: $0Net Assets 2011: $330,1812011Assets 2012: $319,749Liabilities 2012: $0Net Assets 2012: $319,7492012Assets 2013: $309,139Liabilities 2013: $4,515Net Assets 2013: $304,6242013Assets 2014: $291,492Liabilities 2014: $0Net Assets 2014: $291,4922014Assets 2015: $277,485Liabilities 2015: $0Net Assets 2015: $277,4852015Assets 2016: $262,063Liabilities 2016: $0Net Assets 2016: $262,0632016Assets 2017: $251,020Liabilities 2017: $0Net Assets 2017: $251,0202017Assets 2018: $244,708Liabilities 2018: $0Net Assets 2018: $244,7082018Assets 2019: $235,723Liabilities 2019: $0Net Assets 2019: $235,7232019Assets 2020: $234,367Liabilities 2020: $0Net Assets 2020: $234,3672020Assets 2021: $244,408Liabilities 2021: $0Net Assets 2021: $244,4082021Assets 2022: $235,070Liabilities 2022: $0Net Assets 2022: $235,0702022Assets 2023: $230,436Liabilities 2023: $0Net Assets 2023: $230,4362023Assets 2024: $235,270Liabilities 2024: $0Net Assets 2024: $235,2702024

Highlighted filing

2016

Assets$262,063
Liabilities$0
Net Assets$262,063
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$40K$20K$0-$20KExpenses 2011: $21,6332011Expenses 2012: $17,8592012Revenue 2013: $4,347Expenses 2013: $19,472Net Income 2013: -$15,1252013Revenue 2014: $6,616Expenses 2014: $19,748Net Income 2014: -$13,1322014Revenue 2015: $5,658Expenses 2015: $19,665Net Income 2015: -$14,0072015Revenue 2016: $3,457Expenses 2016: $18,879Net Income 2016: -$15,4222016Revenue 2017: $8,634Expenses 2017: $19,677Net Income 2017: -$11,0432017Revenue 2018: $10,695Expenses 2018: $17,007Net Income 2018: -$6,3122018Revenue 2019: $9,618Expenses 2019: $18,603Net Income 2019: -$8,9852019Revenue 2020: $15,362Expenses 2020: $16,718Net Income 2020: -$1,3562020Revenue 2021: $26,833Expenses 2021: $16,792Net Income 2021: $10,0412021Revenue 2022: $6,214Expenses 2022: $15,552Net Income 2022: -$9,3382022Revenue 2023: -$680Expenses 2023: $3,954Net Income 2023: -$4,6342023Revenue 2024: $9,210Expenses 2024: $4,376Net Income 2024: $4,8342024

Highlighted filing

2016

Revenue$3,457
Expenses$18,879
Net Income-$15,422
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL T BARRTrustee-$0--
WILLIAM SHAVER IIITrustee-$0--
MIKE KAASATrustee-$0--
Filing and Contact Details

Filer

Filer Name
First Lutheran School Endowment
EIN
71-6050601
Phone
4797884288
Address
PO BOX 7, FORT SMITH, AR 72902

Signing Officer

Name
Michael T Barr
Title
Trustee
Phone
4797884288
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Przybysz & Associates Cpas Pc
Address
4200 JENNY LIND RD STE B, FORT SMITH, AR 72901
Preparer
Marc Lux CPA
Phone
4796490888
Raw XML Appendix325 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PUBLICLY TRADED SECURITIES
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm710,000 BERKSHIRE HATHAWAY .8%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm810,000 CATERPILLAR INC .95%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1010,000 DU PONT E I DE NEMOURS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1715,000 IBM CORP 1.125%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2120.000 WELLS FARGO & CO 2.15%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020098
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD INFLATION PROT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0328454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0338574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252145
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016049
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016069
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt020
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016069
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST NATIONL BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 7
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT SMITH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04797884288
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST LUTHERAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02407 MASSARD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015143
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/AppliedToCurrentYearAmt01407
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014662
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015267
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016069
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013860
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014662
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt051225
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0FIRST LUTHERAN SCHOOL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01654
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL T BARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04797884288
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST LUTHERAN SCHOOL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FIRST NATIONAL BANK OF FT SMITH
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0716050601
ReturnHeader/Filer/PhoneNum04797884288
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7
ReturnHeader/Filer/USAddress/CityNm0FORT SMITH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId034759337EAF132F8E4C7CE103977D707A24F1B82
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0BC836616ABCD9AF5E8BC30F821395E32363279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRZYBYSZ & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 JENNY LIND RD STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT SMITH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072901
ReturnHeader/PreparerPersonGrp/PhoneNum04796490888
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC LUX CPA
ReturnHeader/ReturnTs02017-11-14T15:51:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,063
Liabilities
$0
Net assets
$262,063
Revenue
$3,457
Expenses
$18,879
Net income
-$15,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.09$0.04$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.01$0.04$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.06$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.27$0.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.15$0.17$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.10$0.19$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.11$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.03$0.19$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.06$0.20$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.07$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.05$3.05$0.04$0.19$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.22