Civic Intelligence

Joyce & Lawrence Lacerte Charitable Foundation

990PF • Fiscal year 2015 • EIN 75-2681517

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 25, 2016

Organization Profile
4970 Landmark PlaceDallas, TX 75254

(214) 987-4567

Siviq Scores

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

Liabilities / Assets

99th percentile

11.10x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

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

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$20,270

Down $5,000 (-20%) from 2014

Net Assets

-$204,730

No earlier filing loaded for comparison.

Liabilities

Flat

$225,000

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2014

Expenses

Down

$5,000

Down $10,073 (-67%) from 2014

Net Income

Up

-$5,000

Up $10,073 (+67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $80,929Liabilities 2011: $200,0002011Assets 2012: $80,819Liabilities 2012: $200,0002012Assets 2013: $15,344Liabilities 2013: $200,0002013Assets 2014: $25,270Liabilities 2014: $225,0002014Assets 2015: $20,270Liabilities 2015: $225,000Net Assets 2015: -$204,7302015Assets 2016: $36,659Liabilities 2016: $0Net Assets 2016: $36,6592016Assets 2017: $29,254Liabilities 2017: $0Net Assets 2017: $29,2542017Assets 2018: $24,254Liabilities 2018: $0Net Assets 2018: $24,2542018Assets 2019: $9,116Liabilities 2019: $0Net Assets 2019: $9,1162019Assets 2020: $7,741Liabilities 2020: $0Net Assets 2020: $7,7412020Assets 2021: $815,700Liabilities 2021: $0Net Assets 2021: $815,7002021Assets 2022: $1,142,764Liabilities 2022: $0Net Assets 2022: $1,142,7642022Assets 2023: $457,652Liabilities 2023: $0Net Assets 2023: $457,6522023Assets 2024: $778,843Liabilities 2024: $0Net Assets 2024: $778,8432024

Highlighted filing

2015

Assets$20,270
Liabilities$225,000
Net Assets-$204,730
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,475,842Expenses 2011: $706,932Net Income 2011: $768,9102011Revenue 2012: $10,743Expenses 2012: $10,853Net Income 2012: -$1102012Revenue 2013: $3,420Expenses 2013: $68,886Net Income 2013: -$65,4662013Revenue 2014: $0Expenses 2014: $15,073Net Income 2014: -$15,0732014Revenue 2015: $0Expenses 2015: $5,000Net Income 2015: -$5,0002015Revenue 2016: $250,000Expenses 2016: $8,611Net Income 2016: $241,3892016Revenue 2017: $0Expenses 2017: $7,405Net Income 2017: -$7,4052017Revenue 2018: $0Expenses 2018: $5,000Net Income 2018: -$5,0002018Revenue 2019: $0Expenses 2019: $15,138Net Income 2019: -$15,1382019Revenue 2020: $0Expenses 2020: $1,375Net Income 2020: -$1,3752020Revenue 2021: $1,993,294Expenses 2021: $491,017Net Income 2021: $1,502,2772021Revenue 2022: $3,535,920Expenses 2022: $941,742Net Income 2022: $2,594,1782022Revenue 2023: $33,956Expenses 2023: $719,068Net Income 2023: -$685,1122023Revenue 2024: $512,321Expenses 2024: $136,650Net Income 2024: $375,6712024

Highlighted filing

2015

Revenue$0
Expenses$5,000
Net Income-$5,000
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE LACERTEDir/Pres/Treas-$0--
JOYCE LACERTEDir/VP/Sec-$0--
LENA BACADir/Asst Treas-$0--
Filing and Contact Details

Filer

Filer Name
Joyce and Lawrence Lacerte Charitable
EIN
75-2681517
Phone
2149874567
Address
4970 LANDMARK PLACE, DALLAS, TX 75254

Signing Officer

Name
Lawrence Lacerte
Title
President
Phone
2149874567
Signed
2016-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery Coscia Greilich Llp
Address
2500 DALLAS PARKWAY SUITE 300, PLANO, TX 75093
Preparer
LISA M O'CONNOR
Phone
9727480300
Raw XML Appendix285 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART II, LINE 20 LOANS FROM OFFICERS, DIRECTORS, TRUSTEES & OTHER DISQUALIFI
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART XV, LINE 2(B)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENT 2
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1STATEMENT 3
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LOAN DETAILS1. BORROWER... JOYCE & LAWRENCE LACERTE CHARITABLE TRUST2. ORIGINAL AMOUNT... $225,000.003. BALANCE DUE... $225,000.004. DATE OF NOTE... 11/17120145. MATURITY DATE... 11/16/20176. REPAYMENT TERMS...7. INTEREST RATE... 0%8. SECURITY... NONE9. PURPOSE OF LOAN... FUND CASH FOR CONTRIBUTIONS10. DESCRIPTION OF LENDER CONSIDERATION... $225,000.00
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1REQUIREMENTS FOR POTENTIAL DONEES- A WRITTEN PROPOSAL INCLUDING THE FOLLOWING SHOULD BE SUBMITTED TO THE FOUNDATION:- A BRIEF HISTORY OF THE ORGANIZATION- PURPOSE AND AMOUNT OF THE REQUEST- AMOUNT RAISED TO DATE TOWARD GOAL- OTHER REALIZED AND EXPECTED SOURCES OF FUNDING- LIST OF THE BOARD OF DIRECTORS- COPY OF TAX-EXEMPT STATUS, BUDGET AND CURRENT FINANCIAL REPORT- DISCLOSURE OF PERCENTAGE OF FUNDS USED FOR FUND-RAISING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01121
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0793
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0698373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0177992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0177992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0793974
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07563
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0698373
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03086
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0971966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0968880
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0793
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE LACERTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02149874567
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOYCE AND LAWRENCE LACERTE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LACE
ReturnHeader/Filer/EIN0752681517
ReturnHeader/Filer/PhoneNum02149874567
ReturnHeader/Filer/USAddress/AddressLine1Txt04970 LANDMARK PLACE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075254
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752919818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY COSCIA GREILICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 DALLAS PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09727480300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA M O'CONNOR
ReturnHeader/ReturnTs02016-07-25T12:28:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,270
Liabilities
$225,000
Net assets
-$204,730
Revenue
$0
Expenses
$5,000
Net income
-$5,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.51$0.14$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.03$0.72$0.69
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$3.54$0.94$2.59
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.99$0.49$1.50
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.25$0.01$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.23$0.20$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.03$0.23$0.00$0.02$0.02
2013Summary only. Only limited summary data is available for this year.$0.02$0.20$0.00$0.07$0.07
2012Summary only. Only limited summary data is available for this year.$0.08$0.20$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.08$0.20$1.48$0.71$0.77