Civic Intelligence

Roger & Davina Lockhart Foundation

990PF • Fiscal year 2011 • EIN 71-6178972

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 15, 2012

Organization Profile
P O Box 1072613
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.

2011 filings • <$500k 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

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

12th percentile

-40%

Faster asset growth than 12% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$54,366

Down $36,496 (-40%) from 2010

Net Assets

Down

$54,366

Down $36,496 (-40%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$36,888

Up $24,943 (+209%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2010: $90,862Liabilities 2010: $0Net Assets 2010: $90,8622010Assets 2011: $54,366Liabilities 2011: $0Net Assets 2011: $54,3662011Assets 2012: $22,042Liabilities 2012: $02012Assets 2013: $2,520Liabilities 2013: $02013Assets 2014: $2,268Liabilities 2014: $02014Assets 2015: $868Liabilities 2015: $02015Assets 2019: $249Liabilities 2019: $02019Assets 2020: $249Liabilities 2020: $0Net Assets 2020: $2492020

Highlighted filing

2011

Assets$54,366
Liabilities$0
Net Assets$54,366
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $11,9452010Expenses 2011: $36,8882011Revenue 2012: $129Expenses 2012: $32,453Net Income 2012: -$32,3242012Revenue 2013: $3,008Expenses 2013: $22,530Net Income 2013: -$19,5222013Revenue 2014: $11Expenses 2014: $263Net Income 2014: -$2522014Revenue 2015: $0Expenses 2015: $1,400Net Income 2015: -$1,4002015Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2011

Revenue-
Expenses$36,888
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER LOCKHARTTrustee-$0--
DAVINA LOCKHARTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DONATION-Holiday Island, AR, US$20,000
Paid Grant-STUDENT SCHOLARSHIPS, BOOKS-Eureka Springs, AR, US$16,334
Filing and Contact Details

Filer

EIN
71-6178972
Raw XML Appendix197 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/AnalysisIncomeProducingActy/TotalPartXVIA0392
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0150
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0392
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0404
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0392
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal054366
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04
IRS990PF/DistributableAmount/TotalTax04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue04
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY054366
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROGER LOCKHART
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVINA LOCKHART
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1020 BLUE WATER CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1120 BLUE WATER CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Holiday Island
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Holiday Island
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0AR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1AR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0726314521
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1726314521
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct04
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome04
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions036334
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions036330
IRS990PF/QualifyingDistributions/ExpensesAndContributions036334
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm04
IRS990PF/QualifyingDistributions/QualifyingDistributions036334
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROGER LOCKHART
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04792531283
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1020 BLUE WATER CIRCLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Holiday Island
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0AR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0726314521
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount016334
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0STUDENT SCHOLARSHIPS, BOOKS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ACADEMY OF EXCELLENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1NEW DAY FELLOWSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10157 HUNTSVILLE ROAD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Holiday Island
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AR
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear036334
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/QualifyingDistributions036334
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0404
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0404
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0716178972
ReturnHeader/Filer/Name/BusinessNameLine10ROGER DAVINA LOCKHART FOUNDATION
ReturnHeader/Filer/NameControl0ROGE
ReturnHeader/Filer/Phone04792536260
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 10
ReturnHeader/Filer/USAddress/City0Beaver
ReturnHeader/Filer/USAddress/State0AR
ReturnHeader/Filer/USAddress/ZIPCode072613
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-08-15
ReturnHeader/Officer/Name0ROGER D LOCKHART
ReturnHeader/Officer/Phone04792536260
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-08-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOHNSTON AHLSCHWEDE PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103545 NW 58TH STREET STE 325C
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OKLAHOMA CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode073112
ReturnHeader/Preparer/Name0JANA L JOHNSTON
ReturnHeader/Preparer/Phone04059177272
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-15T01:17:20-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,366
Liabilities
$0
Net assets
$54,366
Revenue
-
Expenses
$36,888
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.25$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.00$1.40$1.40
2014Summary only. Only limited summary data is available for this year.$2.27$0.00$0.01$0.26$0.25
2013Summary only. Only limited summary data is available for this year.$2.52$0.00$3.01$22.5$19.5
2012Summary only. Only limited summary data is available for this year.$22.0$0.00$0.13$32.5$32.3
2011Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$36.9
2010Detailed filing. Detailed filing data is available for this year.$90.9$0.00$90.9$11.9