Civic Intelligence

Lugar Family Foundation

990PF • Fiscal year 2018 • EIN 75-2912021

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.8%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$573,058

Down $16,540 (-2.8%) from 2017

Net Assets

Down

$573,057

Down $16,541 (-2.8%) from 2017

Liabilities

Up

$1

Up $1 from 2017

Revenue

Down

$49,959

Down $365,007 (-88%) from 2017

Expenses

Down

$66,500

Down $467,150 (-88%) from 2017

Net Income

Up

-$16,541

Up $102,143 (+86%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$573,058
Liabilities$1
Net Assets$573,057

Operations Trend

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

2018

Revenue$49,959
Expenses$66,500
Net Income-$16,541
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-11-15
Discuss with paid preparer
Yes

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 Appendix369 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/PersonNm0Steven M Lugar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gari B Lugar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Pat C Beaird
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORLANDO
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0538612
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0483929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02031
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063339
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024142
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0539679
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0515537
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0266
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0266
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt02601
TaxesSchedule/TaxesDetail/Amt1560
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02601
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1560
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven M Lugar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/PreparerFirmEIN0752175951
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/ReturnTs02019-11-15T08:35:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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