Civic Intelligence

The Lockridge Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 77-6198547

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 25, 2020

Organization Profile
1475 Padre LanePebble Beach, CA 93953

(831) 620-1125

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

100%

Faster asset growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$6,962

Up $3,484 (+100%) from 2018

Net Assets

Up

$6,962

Up $3,484 (+100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin48th percentile

Revenue

Down

$168,044

Down $161,976 (-49%) from 2018

Expenses

Down

$164,560

Down $173,897 (-51%) from 2018

Net Income

Up

$3,484

Up $11,921 (+141%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$15M$10M$5.0M$0Assets 2011: $59,242Liabilities 2011: $02011Assets 2012: $12,442Liabilities 2012: $02012Assets 2013: $14,436Liabilities 2013: $02013Assets 2014: $462Liabilities 2014: $02014Assets 2015: $17,863Liabilities 2015: $0Net Assets 2015: $17,8632015Assets 2016: $12,715Liabilities 2016: $0Net Assets 2016: $12,7152016Assets 2017: $11,915Liabilities 2017: $0Net Assets 2017: $11,9152017Assets 2018: $3,478Liabilities 2018: $0Net Assets 2018: $3,4782018Assets 2019: $6,962Liabilities 2019: $0Net Assets 2019: $6,9622019Assets 2020: $5,929Liabilities 2020: $0Net Assets 2020: $5,9292020Assets 2021: $5,879Liabilities 2021: $0Net Assets 2021: $5,8792021Assets 2022: $12,840,900Liabilities 2022: $0Net Assets 2022: $12,840,9002022Assets 2023: $13,930,294Liabilities 2023: $0Net Assets 2023: $13,930,2942023Assets 2024: $14,028,972Liabilities 2024: $0Net Assets 2024: $14,028,9722024

Highlighted filing

2019

Assets$6,962
Liabilities$0
Net Assets$6,962
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $175,052Expenses 2011: $222,013Net Income 2011: -$46,9612011Revenue 2012: $1,100,042Expenses 2012: $1,146,842Net Income 2012: -$46,8002012Revenue 2013: $270,019Expenses 2013: $268,025Net Income 2013: $1,9942013Revenue 2014: $265,011Expenses 2014: $278,985Net Income 2014: -$13,9742014Revenue 2015: $122,011Expenses 2015: $104,610Net Income 2015: $17,4012015Revenue 2016: $130,927Expenses 2016: $136,075Net Income 2016: -$5,1482016Revenue 2017: $180,930Expenses 2017: $181,730Net Income 2017: -$8002017Revenue 2018: $330,020Expenses 2018: $338,457Net Income 2018: -$8,4372018Revenue 2019: $168,044Expenses 2019: $164,560Net Income 2019: $3,4842019Revenue 2020: $161,752Expenses 2020: $162,785Net Income 2020: -$1,0332020Revenue 2021: $975Expenses 2021: $1,025Net Income 2021: -$502021Revenue 2022: $13,176,506Expenses 2022: $341,485Net Income 2022: $12,835,0212022Revenue 2023: $1,720,826Expenses 2023: $631,432Net Income 2023: $1,089,3942023Revenue 2024: $780,332Expenses 2024: $681,654Net Income 2024: $98,6782024

Highlighted filing

2019

Revenue$168,044
Expenses$164,560
Net Income$3,484
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 25, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIKA H LOCKRIDGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lockridge Charitable Foundation
EIN
77-6198547
Phone
8316201125
Address
1475 PADRE LANE, PEBBLE BEACH, CA 93953

Signing Officer

Name
Erika Lockridge
Title
Trustee
Phone
8316201125
Signed
2020-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Burdick & Associates Pc
Address
8390 E CRESCENT PKWY STE 110, GREENWOOD VILLAGE, CO 80111
Preparer
James L Burdick
Phone
3038131380
Raw XML Appendix302 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/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/AppliedToCurrentYearAmt0257
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0337021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0180093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0103149
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0277633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0277633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0917753
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0163243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0337021
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0180093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0134247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0103149
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0163243
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01195386
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01032143
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE LOCKRIDGE SURVIVOR'S TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01475 PADRE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PEBBLE BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093953
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0168000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA LOCKRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08316201125
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOCKRIDGE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0776198547
ReturnHeader/Filer/PhoneNum08316201125
ReturnHeader/Filer/USAddress/AddressLine1Txt01475 PADRE LANE
ReturnHeader/Filer/USAddress/CityNm0PEBBLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093953
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263075049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURDICK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08390 E CRESCENT PKWY STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03038131380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L BURDICK
ReturnHeader/ReturnTs02020-02-10T17:26:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,962
Liabilities
$0
Net assets
$6,962
Revenue
$168,044
Expenses
$164,560
Net income
$3,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.78$0.68$0.10
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.72$0.63$1.09
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$13.2$0.34$12.8
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.16$0.16$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.17$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$0.34$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.18$0.18$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.13$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.12$0.10$0.02
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.27$0.28$0.01
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.27$0.27$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$1.10$1.15$0.05
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.18$0.22$0.05