Civic Intelligence

Lupuloff-Barth Foundation

990PF • Fiscal year 2011 • EIN 76-0288218

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 06, 2012

Organization Profile
PO Box 5604877256-6048
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

36th percentile

-6.1%

Faster asset growth than 36% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$46,221

Down $3,002 (-6.1%) from 2010

Net Assets

Down

$46,221

Down $3,002 (-6.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,850

Down $17,647 (-78%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$60K$40K$20K$0Assets 2010: $49,223Liabilities 2010: $0Net Assets 2010: $49,2232010Assets 2011: $46,221Liabilities 2011: $0Net Assets 2011: $46,2212011Assets 2012: $41,636Liabilities 2012: $0Net Assets 2012: $41,6362012Assets 2013: $33,762Liabilities 2013: $0Net Assets 2013: $33,7622013Assets 2014: $29,330Liabilities 2014: $0Net Assets 2014: $29,3302014Assets 2015: $21,083Liabilities 2015: $0Net Assets 2015: $21,0832015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2011

Assets$46,221
Liabilities$0
Net Assets$46,221
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $22,4972010Expenses 2011: $4,8502011Expenses 2012: $13,8502012Revenue 2013: $2,712Expenses 2013: $11,637Net Income 2013: -$8,9252013Revenue 2014: $5,595Expenses 2014: $10,777Net Income 2014: -$5,1822014Revenue 2015: $3,206Expenses 2015: $10,678Net Income 2015: -$7,4722015Revenue 2016: $17,907Expenses 2016: $38,990Net Income 2016: -$21,0832016

Highlighted filing

2011

Revenue-
Expenses$4,850
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 6, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARIN MARCY BARTHVP/Sec/Treas/Director-$0--
TODD F BARTHPresident/Director-$0--
H RUSSELL BOWERSVP/Director-$0--
MAX LUPULOFFDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANDERBILT UNIVERSITYPAVE PROGRAMPUBLIC CHARITYNASHVILLE, TN, US$2,500
Paid GrantPHI BETA KAPPA ALUMNI ASSOCIATION OF GREATER HOUSTONGENERAL FUNDPUBLIC CHARITYHOUSTON, TX, US$500
Paid GrantTHE KINKAID SCHOOLKINKAID HABITAT FOR HUMANITY PROJECTPUBLIC CHARITYHOUSTON, TX, US$500
Filing and Contact Details

Filer

EIN
76-0288218
Raw XML Appendix335 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/PersonName3MAX LUPULOFF
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50759
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50759
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear052561
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0677
IRS990PF/UndistributedIncome/ExcessFromYear1018517
IRS990PF/UndistributedIncome/ExcessFromYear209146
IRS990PF/UndistributedIncome/ExcessFromYear309222
IRS990PF/UndistributedIncome/ExcessFromYear4014999
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions03700
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0677
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus053320
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover052643
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0RAYMOND JAMES FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0400
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount080
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0760288218
ReturnHeader/Filer/Name/BusinessNameLine10LUPULOFF-BARTH FOUNDATION
ReturnHeader/Filer/NameControl0LUPU
ReturnHeader/Filer/Phone07136272600
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 56048
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0772566048
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-06-06
ReturnHeader/Officer/Name0CARIN M BARTH
ReturnHeader/Officer/Phone07136272600
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0741067601
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MOHLE ADAMS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103900 ESSEX LANE SUITE 1000
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077027
ReturnHeader/Preparer/Name0MARK T WATSON
ReturnHeader/Preparer/Phone07136291381
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-15T13:44:22-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,221
Liabilities
$0
Net assets
$46,221
Revenue
-
Expenses
$4,850
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$17.9$39.0$21.1
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$3.21$10.7$7.47
2014Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$5.60$10.8$5.18
2013Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$2.71$11.6$8.93
2012Detailed filing. Detailed filing data is available for this year.$41.6$0.00$41.6$13.9
2011Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$4.85
2010Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$22.5