Civic Intelligence

The Lords Fund

EIN 74-2879125 • Tempe, AZ

PO Box 1620Tempe, AZ 85280
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$816,605

Up $57,718 (+7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$816,605

Up $57,718 (+7.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin81st percentile

Revenue

Down

$178,921

Down $22,712 (-11%) from 2023

Expenses

Down

$121,203

Down $86 (-0.1%) from 2023

Net Income

Down

$57,718

Down $22,626 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,656,147Liabilities 2011: $02011Assets 2012: $4,293,745Liabilities 2012: $02012Assets 2013: $4,027,627Liabilities 2013: $02013Assets 2014: $2,914,320Liabilities 2014: $02014Assets 2015: $2,026,635Liabilities 2015: $0Net Assets 2015: $2,026,6352015Assets 2016: $1,379,731Liabilities 2016: $0Net Assets 2016: $1,379,7312016Assets 2018: $1,008,438Liabilities 2018: $0Net Assets 2018: $1,008,4382018Assets 2019: $786,845Liabilities 2019: $0Net Assets 2019: $786,8452019Assets 2020: $673,234Liabilities 2020: $0Net Assets 2020: $673,2342020Assets 2021: $628,345Liabilities 2021: $0Net Assets 2021: $628,3452021Assets 2022: $678,543Liabilities 2022: $0Net Assets 2022: $678,5432022Assets 2023: $758,887Liabilities 2023: $0Net Assets 2023: $758,8872023Assets 2024: $816,605Liabilities 2024: $0Net Assets 2024: $816,6052024

Latest loaded filing

2024

Assets$816,605
Liabilities$0
Net Assets$816,605
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,057,165Expenses 2011: $1,445,128Net Income 2011: -$387,9632011Revenue 2012: $3,610,554Expenses 2012: $972,956Net Income 2012: $2,637,5982012Revenue 2013: $1,204,531Expenses 2013: $1,470,649Net Income 2013: -$266,1182013Revenue 2014: $73,758Expenses 2014: $1,187,065Net Income 2014: -$1,113,3072014Revenue 2015: $102,810Expenses 2015: $990,495Net Income 2015: -$887,6852015Revenue 2016: $368Expenses 2016: $647,272Net Income 2016: -$646,9042016Revenue 2018: $14,728Expenses 2018: $415,376Net Income 2018: -$400,6482018Revenue 2019: $449,726Expenses 2019: $671,319Net Income 2019: -$221,5932019Revenue 2020: $2,021Expenses 2020: $115,632Net Income 2020: -$113,6112020Revenue 2021: $76Expenses 2021: $44,965Net Income 2021: -$44,8892021Revenue 2022: $101,266Expenses 2022: $51,068Net Income 2022: $50,1982022Revenue 2023: $201,633Expenses 2023: $121,289Net Income 2023: $80,3442023Revenue 2024: $178,921Expenses 2024: $121,203Net Income 2024: $57,7182024

Latest loaded filing

2024

Revenue$178,921
Expenses$121,203
Net Income$57,718
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.18$0.12$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.20$0.12$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.10$0.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.00$0.04$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.00$0.12$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.45$0.67$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.01$0.42$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.00$0.65$0.65
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.99$0.89
2014Summary only. Only limited summary data is available for this year.$2.91$0.00$0.07$1.19$1.11
2013Summary only. Only limited summary data is available for this year.$4.03$0.00$1.20$1.47$0.27
2012Summary only. Only limited summary data is available for this year.$4.29$0.00$3.61$0.97$2.64
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.06$1.45$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 17, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William Lance BerkmanPresident-$0--
Cynthia BerkmanVice President-$0--
Larry BerkmanSecretary-$0--
Jason BakerDirector-$0--
Jason WaltonDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General Purpose-Houston, TX, US$98,000
Paid Grant-General Purpose-Katy, TX, US$57,800
Paid Grant-General Purpose-Fort Worth, TX, US$25,000
Paid Grant-Kylie Intfen Heart of Gold Endowment-Georgetown, TX, US$10,000
Paid Grant-Athletics program-Houston, TX, US$10,000
Paid Grant-General Purpose-Houston, TX, US$10,000
Paid Grant-General Purpose-Houston, TX, US$5,000
Paid Grant-General Purpose-Conway, AR, US$500
Paid Grant-General Purpose-Cincinnati, OH, US$500
Filing and Contact Details

Filer

Filer Name
The Lords Fund
EIN
74-2879125
Phone
4808005360
Address
PO Box 1620, Tempe, AZ 85280

Signing Officer

Name
William Berkman
Title
President
Signed
2026-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Blue Trust Inc
Address
1000 Health Park Dr Suite 180, Brentwood, TN 37027
Preparer
Andrew McLaren
Phone
4802811074
Raw XML Appendix306 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William Lance Berkman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cynthia Berkman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Larry Berkman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jason Baker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jason Walton
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Second Baptist School Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Southwestern Univeristy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Houston Christian University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Houston's First Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Student Mobilization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Truly Fed Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6As Our Own
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Redeemer Bible Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Spring Spirit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06410 Woodway Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11001 E University Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27502 Fondren Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37401 Katy Fwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4950 Carson Cove 112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5515 A S Fry Rd 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 632612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 Verna Trail North
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt88526 Pitner Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Georgetown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Conway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Katy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd472034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6452362612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd776108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd877080
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0216800
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/AppliedToCurrentYearAmt037965
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt082490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt089771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt079193
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt079193
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0381932
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0178835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt082490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018352
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012484
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0216800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0178835
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0461125
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0282290
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
TaxesSchedule/TaxesDetail/Amt03075
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Berkman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lords Fund
ReturnHeader/Filer/BusinessNameControlTxt0LORD
ReturnHeader/Filer/EIN0742879125
ReturnHeader/Filer/PhoneNum04808005360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1620
ReturnHeader/Filer/USAddress/CityNm0Tempe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085280
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853932468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald Blue Trust Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 Health Park Dr Suite 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brentwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum04802811074
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew McLaren
ReturnHeader/ReturnTs02026-03-17T14:43:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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