Civic Intelligence

First Lutheran School Endowment

990PF • Fiscal year 2023 • EIN 71-6050601

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

681%

Higher net margin than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-2.0%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$230,436

Down $4,634 (-2.0%) from 2022

Net Assets

Down

$230,436

Down $4,634 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$680

Down $6,894 (-111%) from 2022

Expenses

Down

$3,954

Down $11,598 (-75%) from 2022

Net Income

Up

-$4,634

Up $4,704 (+50%) from 2022

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: $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

2023

Assets$230,436
Liabilities$0
Net Assets$230,436
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$680
Expenses$3,954
Net Income-$4,634
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
4797884342
Signed
2024-11-15

Preparer

Firm
Prz Cpas & Advisors
Address
4200 JENNY LIND RD STE B, FORT SMITH, AR 72901
Preparer
Hayden Przybysz Ea
Phone
4796490888
Raw XML Appendix273 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0975
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013712
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt02732
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt02732
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0975
IRS990PF/UndistributedIncomeGrp/Taxable2Amt013315
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt02732
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013712
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0594
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01781
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt054
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL T BARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04797884342
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843068935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRZ CPAS & ADVISORS
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAYDEN PRZYBYSZ EA
ReturnHeader/ReturnTs02024-11-15T12:43:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,436
Liabilities
$0
Net assets
$230,436
Revenue
-$680
Expenses
$3,954
Net income
-$4,634
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
2023Detailed filing. Detailed filing data is available for this year.$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