Civic Intelligence

The Lockridge Charitable Foundation Trust

990PF • Fiscal year 2022 • EIN 77-6198547

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 04, 2023

Organization Profile
7947 Hollywood BlvdLos Angeles, CA 90046

(310) 502-2055

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

100th percentile

218320%

Faster asset growth than 100% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

1351337%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,840,900

Up $12,835,021 (+218320%) from 2021

Net Assets

Up

$12,840,900

Up $12,835,021 (+218320%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$13,176,506

Up $13,175,531 (+1351337%) from 2021

Expenses

Up

$341,485

Up $340,460 (+33216%) from 2021

Net Income

Up

$12,835,021

Up $12,835,071 (+25670142%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2022

Assets$12,840,900
Liabilities$0
Net Assets$12,840,900
Open 2022 Filing

Operations Trend

Revenue Growth100th 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

2022

Revenue$13,176,506
Expenses$341,485
Net Income$12,835,021
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICK SMALLTrustee-$0--
ERIC SMALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lockridge Charitable Foundation
EIN
77-6198547
Phone
3105022055
Address
7947 HOLLYWOOD BLVD, LOS ANGELES, CA 90046

Signing Officer

Name
Nick and Eric Small
Title
Trustee
Phone
3105022055
Signed
2023-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Burdick & Associates Pc
Address
8400 E PRENTICE AVE STE 660, GREENWOOD VILLAGE, CO 80111
Preparer
James L Burdick
Phone
3038131380
Raw XML Appendix363 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/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105022055
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NICK SMALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0164705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1167775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BASKETBALL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OCEAN ADVOCATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLORADO SCHOOL OF MINES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLORADO SCHOOL OF MINES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LOS ANGELES LGBT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MONTEREY BAY AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 4005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21118 N MCCADDEN PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3886 CANNERY ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393940
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0340480
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt055728
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0161433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0163243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0337021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0180093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0180093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0946449
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0284752
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0161433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0163243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0337021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0340480
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0284752
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01126542
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0841790
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ERIKA LOCKRIDGE ESTATE AND RELATED TRUSTS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07947 HOLLYWOOD BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090046
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012937233
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1205
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04467
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13906
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-EXEMPT QTIP PORTION TRUST
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SURVIVORS TR PORTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04467
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13906
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04467
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13906
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICK AND ERIC SMALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03105022055
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOCKRIDGE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0776198547
ReturnHeader/Filer/PhoneNum03105022055
ReturnHeader/Filer/USAddress/AddressLine1Txt07947 HOLLYWOOD BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090046
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263075049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURDICK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08400 E PRENTICE AVE STE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03038131380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L BURDICK
ReturnHeader/ReturnTs02023-08-08T13:41:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AND ERIC SMALL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,840,900
Liabilities
$0
Net assets
$12,840,900
Revenue
$13,176,506
Expenses
$341,485
Net income
$12,835,021
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