Civic Intelligence

Lugar Family Foundation

990PF • Fiscal year 2014 • EIN 75-2912021

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
12221 Merit DrDallas, TX 75251

(972) 503-1040

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

14th percentile

-9.5%

Faster asset growth than 14% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

510%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$556,257

Down $58,205 (-9.5%) from 2013

Net Assets

Down

$556,257

Down $58,204 (-9.5%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin88th percentile

Revenue

Up

$79,009

Up $66,048 (+510%) from 2013

Expenses

Up

$44,131

Up $6,541 (+17%) from 2013

Net Income

Up

$34,878

Up $59,507 (+242%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2014

Assets$556,257
Liabilities$0
Net Assets$556,257
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

2014

Revenue$79,009
Expenses$44,131
Net Income$34,878
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven M LugarFoundation Mana-$0--
Gari B LugarFoundation Mana-$0--
Pat C BeairdTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lugar Family Foundation
EIN
75-2912021
Phone
9725031040
Address
12221 Merit Dr, Dallas, TX 75251

Signing Officer

Name
Steven M Lugar
Title
Foundation Manager
Signed
2015-11-12
Discuss with paid preparer
No

Preparer

Firm
Beaird Harris & Co Pc
Address
12221 MERIT DR STE 750, DALLAS, TX 75251-3201
Preparer
Ron J Skalberg CPA
Phone
9725031040
Raw XML Appendix339 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 692170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14141 INTERNATIONAL PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 628222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt317720 NE HALSEY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4ACU BOX 29139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53715 MAIN ST 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6777 S BARKET RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72045 BEDFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CARROLLTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ABILENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5THE COLONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd479699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd776021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043746
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/AppliedToCurrentYearAmt041715
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014105
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01749
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043746
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02031
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012074
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Steven M Gari B Lugar
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Steven M Gari B Lugar
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05819 Glen Heather Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15819 Glen Heather Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075252
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175252
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt039375
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt170351
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt039375
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt170351
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,081.429 SHARES DFA TAX MANAGED U.S. SMALL CAP PORTFOLIO (DFTSX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12,824.221 SHARES DFA TAX MANAGED U.S. MARKETWIDE VALUE PORTFOLIO II(DFMVX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-01-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt093082
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0203
TaxesSchedule/TaxesDetail/Amt1182
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0203
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1182
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven M Lugar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUGAR FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUGA
ReturnHeader/Filer/EIN0752912021
ReturnHeader/Filer/PhoneNum09725031040
ReturnHeader/Filer/USAddress/AddressLine1Txt012221 Merit Dr
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075251
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEAIRD HARRIS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012221 MERIT DR STE 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752513201
ReturnHeader/PreparerPersonGrp/PhoneNum09725031040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron J Skalberg CPA
ReturnHeader/ReturnTs02015-11-12T09:46:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,257
Liabilities
$0
Net assets
$556,257
Revenue
$79,009
Expenses
$44,131
Net income
$34,878
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