Civic Intelligence

The L-Fund

990EZ • Fiscal year 2018 • EIN 81-1104113

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 02, 2019

PO Box 2561Palm Springs, CA 92263

(760) 969-6499

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$15,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

145%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

181%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$150,490

Up $89,060 (+145%) from 2017

Net Assets

Up

$131,538

Up $79,071 (+151%) from 2017

Liabilities

Up

$18,952

Up $9,989 (+111%) from 2017

Revenue

Up

$148,491

Up $95,629 (+181%) from 2017

Expenses

Up

$69,420

Up $51,674 (+291%) from 2017

Net Income

Up

$79,071

Up $43,955 (+125%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $61,430Liabilities 2017: $8,963Net Assets 2017: $52,4672017Assets 2018: $150,490Liabilities 2018: $18,952Net Assets 2018: $131,5382018Assets 2019: $254,062Liabilities 2019: $9,124Net Assets 2019: $244,9382019Assets 2020: $352,676Liabilities 2020: $0Net Assets 2020: $352,6762020Assets 2021: $421,811Liabilities 2021: $1Net Assets 2021: $421,8102021Assets 2022: $361,370Liabilities 2022: $0Net Assets 2022: $361,3702022Assets 2024: $424,956Liabilities 2024: $0Net Assets 2024: $424,9562024

Highlighted filing

2018

Assets$150,490
Liabilities$18,952
Net Assets$131,538

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $52,862Expenses 2017: $17,746Net Income 2017: $35,1162017Revenue 2018: $148,491Expenses 2018: $69,420Net Income 2018: $79,0712018Revenue 2019: $283,400Expenses 2019: $170,351Net Income 2019: $113,0492019Revenue 2020: $264,415Expenses 2020: $156,677Net Income 2020: $107,7382020Revenue 2021: $132,912Expenses 2021: $63,778Net Income 2021: $69,1342021Revenue 2022: $73,873Expenses 2022: $134,313Net Income 2022: -$60,4402022Revenue 2024: $144,779Expenses 2024: $108,419Net Income 2024: $36,3602024

Highlighted filing

2018

Revenue$148,491
Expenses$69,420
Net Income$79,071
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 2, 2019
Return Version
2018v3.1
Gross Receipts
$199,727
Mission and Program Overview

Mission

Charitable relief to lesbians in crisis

To provide financial relief from crisis to lesbians in the coachella valley

Program Services

DescriptionGrantsExpenses
GRANTS TO RECIPIENTS$26,501$26,501
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA CARPENTERCEOFT$15,000-$15,000
SHARON SIEGELTreasurerPT$0--
KATE ULLMANVice PresidePT$0--
DENISE PETTYChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$78,010$78,010$51,236$26,774
Total Events$78,010$78,010$51,236$26,774
Filing and Contact Details

Filer

Filer Name
The L-fund
EIN
81-1104113
Address
PO BOX 2561, PALM SPRINGS, CA 92263

Signing Officer

Name
Kate Ullman
Title
Vice President
Phone
7603048487
Signed
2019-04-02

Preparer

Firm
Barton CPA
Address
787 N PALM CANYON DR, PALM SPRINGS, CA 92262-5507
Preparer
Gregory D Barton CPA
Phone
7609696499
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 26,501

Form 990-ez, Part I, Line 16

Expenses 1,496 office 1,742 supplies 410 information technology 6,345 travel 50 member meals 5,686 insurance 2,189 bank charges 91 dues & subscriptions 362 education & training 25 merchant fees 3,606 po box rental 96 postage 205 telephone 182 license 20 total 22,505

Form 990-ez, Part II, Line 24

Pledges receivable 2,760 0 prepaid expenses and deferred charges 696 13,500 total 3,456 13,500

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 13 0 deferred revenue 8,950 18,952

Raw XML Appendix153 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BARTON CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum07609696499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0GREG BARTON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0N PALM CANYON DR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057974
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0121717
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt079071
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019314
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061430
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150490
IRS990EZ/FundraisingGrossIncomeAmt078010
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026501
IRS990EZ/GrossReceiptsAmt0199727
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131538
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131538
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt215000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARON SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE ULLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE PETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03456
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013500
IRS990EZ/OtherExpensesTotalAmt022505
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL RELIEF FROM CRISIS TO LESBIANS IN THE COACHELLA VALLEY
IRS990EZ/PrintingPublicationsPostageAmt01100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO RECIPIENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026501
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026501
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051236
IRS990EZ/SpecialEventsNetIncomeLossAmt026774
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08963
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018952
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069420
IRS990EZ/TotalProgramServiceExpensesAmt026501
IRS990EZ/TotalRevenueAmt0148491
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0121717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0155433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0146340
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0301773
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0199727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037256
IRS990ScheduleA/Total509Grp/TotalAmt0301773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0199727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037256
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0301773
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051236
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078010
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026774
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051236
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt051236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 26,501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 1,496 OFFICE 1,742 SUPPLIES 410 INFORMATION TECHNOLOGY 6,345 TRAVEL 50 MEMBER MEALS 5,686 INSURANCE 2,189 BANK CHARGES 91 DUES & SUBSCRIPTIONS 362 EDUCATION & TRAINING 25 MERCHANT FEES 3,606 PO BOX RENTAL 96 POSTAGE 205 TELEPHONE 182 LICENSE 20 TOTAL 22,505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 2,760 0 PREPAID EXPENSES AND DEFERRED CHARGES 696 13,500 TOTAL 3,456 13,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 13 0 DEFERRED REVENUE 8,950 18,952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE ULLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07603048487
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE L-FUND
ReturnHeader/Filer/BusinessNameControlTxt0THEL
ReturnHeader/Filer/EIN0811104113
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2561
ReturnHeader/Filer/USAddress/CityNm0PALM SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092263
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08EDCE27C9E55526D557A34166313196D43B3021F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08EDCE27C9E55526D557A34166313196D43B3021F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.132.116.213
ReturnHeader/FilingSecurityInformation/IPDt02019-04-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:01:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954770856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0787 N PALM CANYON DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922625507
ReturnHeader/PreparerPersonGrp/PhoneNum07609696499
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D BARTON CPA
ReturnHeader/ReturnTs02019-04-09T10:01:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings