Civic Intelligence

The Lords Fund

990PF • Fiscal year 2024 • EIN 74-2879125

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

Organization Profile
PO Box 1620Tempe, AZ 85280

(480) 800-5360

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

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

Liabilities / Revenue

43rd percentile

0.00x

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

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

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

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

Asset Growth

63rd percentile

7.6%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$816,605

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

Net Assets

Up

$816,605

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd 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

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

Highlighted filing

2024

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

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2024

Revenue$178,921
Expenses$121,203
Net Income$57,718
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
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 PurposePCHouston, TX, US$50,000
Paid Grant-General PurposePCAlbuquerque, NM, US$25,000
Paid Grant-Athletic Program-Georgetown, TX, US$15,000
Paid Grant-Athletics programPCHouston, TX, US$10,000
Paid Grant-General PurposePCKaty, TX, US$10,000
Paid Grant-General PurposePCHouston, TX, US$5,000
Paid Grant-General PurposePCConway, AR, US$1,200
Paid Grant-General PurposePCRye Brook, NY, US$1,000
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
Phone
4808005360
Signed
2025-11-11
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 Appendix332 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/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/GrantOrContributionPurposeTxt6General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Second Baptist School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Southwestern Univeristy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Houston Christian University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Faith Comes by Hearing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4First Baptist
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Leukemia Lymphoma Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Student Mobilization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Truly Fed Ministries
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/AddressLine1Txt32421 Aztec Rd NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47401 Katy Fwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53 International Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6950 Carson Cove 112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7515 A S Fry Rd 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Georgetown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Albuquerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Rye Brook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Conway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Katy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd672034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd777450
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0117200
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/AppliedToCurrentYearAmt034710
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt079193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0626714
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0626714
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0282290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt082490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018352
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt079193
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0117200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt082490
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0909004
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0826514
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Willliam Cara Berkman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1620
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tempe
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085280
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt081439
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt081439
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0800 Shares Celestica, Inc and 160 Shares Microstrategy
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0148
TaxesSchedule/TaxesDetail/Amt01763
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Berkman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04808005360
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-11-11T09:32:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$816,605
Liabilities
$0
Net assets
$816,605
Revenue
$178,921
Expenses
$121,203
Net income
$57,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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