Civic Intelligence

Lugar Family Foundation

990PF • Fiscal year 2012 • EIN 75-2912021

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
12221 Merit Dr75251
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

90th percentile

36%

Faster asset growth than 90% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$639,090

Up $169,143 (+36%) from 2011

Net Assets

Up

$639,090

Up $169,143 (+36%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$33,894

Up $7,284 (+27%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0Assets 2010: $448,544Liabilities 2010: $0Net Assets 2010: $448,5442010Assets 2011: $469,947Liabilities 2011: $0Net Assets 2011: $469,9472011Assets 2012: $639,090Liabilities 2012: $0Net Assets 2012: $639,0902012Assets 2013: $614,462Liabilities 2013: $1Net Assets 2013: $614,4612013Assets 2014: $556,257Liabilities 2014: $0Net Assets 2014: $556,2572014Assets 2015: $546,154Liabilities 2015: $0Net Assets 2015: $546,1542015Assets 2016: $708,537Liabilities 2016: $255Net Assets 2016: $708,2822016Assets 2017: $589,598Liabilities 2017: $0Net Assets 2017: $589,5982017Assets 2018: $573,058Liabilities 2018: $1Net Assets 2018: $573,0572018Assets 2019: $467,937Liabilities 2019: $0Net Assets 2019: $467,9372019Assets 2020: $452,244Liabilities 2020: $0Net Assets 2020: $452,2442020Assets 2021: $512,593Liabilities 2021: $0Net Assets 2021: $512,5932021Assets 2022: $520,978Liabilities 2022: $0Net Assets 2022: $520,9782022Assets 2023: $405,710Liabilities 2023: $0Net Assets 2023: $405,7102023Assets 2024: $324,622Liabilities 2024: $0Net Assets 2024: $324,6222024

Highlighted filing

2012

Assets$639,090
Liabilities$0
Net Assets$639,090
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $22,4822010Expenses 2011: $26,6102011Expenses 2012: $33,8942012Revenue 2013: $12,961Expenses 2013: $37,590Net Income 2013: -$24,6292013Revenue 2014: $79,009Expenses 2014: $44,131Net Income 2014: $34,8782014Revenue 2015: $39,646Expenses 2015: $49,749Net Income 2015: -$10,1032015Revenue 2016: $230,118Expenses 2016: $67,990Net Income 2016: $162,1282016Revenue 2017: $414,966Expenses 2017: $533,650Net Income 2017: -$118,6842017Revenue 2018: $49,959Expenses 2018: $66,500Net Income 2018: -$16,5412018Revenue 2019: $72,948Expenses 2019: $63,797Net Income 2019: $9,1512019Revenue 2020: $50,571Expenses 2020: $66,264Net Income 2020: -$15,6932020Revenue 2021: $79,739Expenses 2021: $19,390Net Income 2021: $60,3492021Revenue 2022: $41,809Expenses 2022: $33,424Net Income 2022: $8,3852022Revenue 2023: $473,423Expenses 2023: $588,691Net Income 2023: -$115,2682023Revenue 2024: $105,370Expenses 2024: $205,489Net Income 2024: -$100,1192024

Highlighted filing

2012

Revenue-
Expenses$33,894
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat C BeairdTrustee-$0--
Gari B LugarFoundation Mana-$0--
Steven M LugarFoundation Mana-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CONTRIBUTION TO HELP DEFRAY EXPENSES OF THE CHURCH'S MINISTRIES.501(C)(3)CARROLLTON, TX, US$15,376
Paid Grant-CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.501(C)(3)ABILENE, TX, US$10,079
Paid Grant-CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.501(C)(3)ORLANDO, FL, US$2,908
Paid Grant-CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.501(C)(3)PORTLAND, OR, US$2,762
Paid Grant-CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES OF THE MINISTRY.501(C)(3)SAN ANTONIO, TX, US$1,200
Paid Grant-CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.501(C)(3)BROOKFIELD, WI, US$1,000
Paid Grant-CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.501(C)(3)THE COLONY, TX, US$250
Filing and Contact Details

Filer

EIN
75-2912021
Raw XML Appendix357 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Pat C Beaird
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Gari B Lugar
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Steven M Lugar
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Foundation Mana
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Foundation Mana
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1018039 Windtop Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115819 Glen Heather Dr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1212221 Merit Dr Suite 750
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IRS990PF/SupplementaryInformation/ContributingManager0Gari B Lugar
IRS990PF/SupplementaryInformation/ContributingManager1Steven M Lugar
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CONTRIBUTION TO HELP DEFRAY EXPENSES OF THE CHURCH'S MINISTRIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CONTRIBUTION TO HELP DEFRAY OPERATING EXPENSES OF THE MINISTRY.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0TELLING THE TRUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1GOOD MOOD FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ABILENE CHRISTIAN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3MINISTRY ADVANCE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CAMPUS CRUSADE FOR CHRIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5BENT TREE BIBLE FELLOWSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6UPWORDS MINISTRIES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 692170
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BROOKFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1THE COLONY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ABILENE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ORLANDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CARROLLTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SAN ANTONIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175056
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode279699
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode397230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode432862
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode575007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode678269
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear033575
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear025451
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted025451
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101134
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201749
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear011007
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08124
IRS990PF/UndistributedIncome/ExcessFromYear101134
IRS990PF/UndistributedIncome/ExcessFromYear201749
IRS990PF/UndistributedIncome/QualifyingDistributions033575
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08124
IRS990PF/UndistributedIncome/TotalCorpus011007
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02883
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0139199
IRS990ScheduleB/ContributorInfo/AggregateContributions136568
IRS990ScheduleB/ContributorInfo/AggregateContributions216944
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine105819 Glen Heather Dr
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine115819 Glen Heather Dr
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine125819 Glen Heather Dr
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode075252
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode175252
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode275252
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Steven M Gari B Lugar
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1Steven M Gari B Lugar
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2Steven M Gari B Lugar
IRS990ScheduleB/ContributorInfo/ContributorNumber03
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber21
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/ContributorInfo/NoncashContributionType2X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI03
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI12
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI21
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-28
IRS990ScheduleB/NoncashProperty/DateReceived12012-02-08
IRS990ScheduleB/NoncashProperty/DateReceived22012-01-31
IRS990ScheduleB/NoncashProperty/FairMarketValue0139199
IRS990ScheduleB/NoncashProperty/FairMarketValue136568
IRS990ScheduleB/NoncashProperty/FairMarketValue216944
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription05,515 SHARES DFA TAX MANAGED U.S. SMALL CAP PORTFOLIO (DFTSX)
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription11,400 SHARES DFA U.S. SMALL CAP VALUE PORTFOLIO (DFSVX)
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription2374 SHARES EATON VANCE TM EMERGING MARKETS FUND (EITEX)
IRS990ScheduleB/Organization501c3ExemptPF0X
TaxesSchedule/Taxes/Amount0273
TaxesSchedule/Taxes/Amount146
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0273
TaxesSchedule/Taxes/NetInvestmentIncome146
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0752912021
ReturnHeader/Filer/Name/BusinessNameLine10Lugar Family Foundation
ReturnHeader/Filer/NameControl0LUGA
ReturnHeader/Filer/Phone09725031040
ReturnHeader/Filer/USAddress/AddressLine1012221 Merit Dr
ReturnHeader/Filer/USAddress/City0Dallas
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075251
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0Steven M Lugar
ReturnHeader/Officer/Title0Foundation Mana
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BEAIRD HARRIS & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012221 MERIT DR STE 750
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DALLAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0752513201
ReturnHeader/Preparer/Name0Ron J Skalberg CPA
ReturnHeader/Preparer/Phone09725031040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T12:03:31-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$639,090
Liabilities
$0
Net assets
$639,090
Revenue
-
Expenses
$33,894
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$1.05$2.05$1.00
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$4.73$5.89$1.15
2022Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.42$0.33$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.80$0.19$0.60
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.51$0.66$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.73$0.64$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.50$0.67$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$4.15$5.34$1.19
2016Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.08$2.30$0.68$1.62
2015Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.40$0.50$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.79$0.44$0.35
2013Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.13$0.38$0.25
2012Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.34
2011Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.22