Civic Intelligence

LM1983 Inc.

990PF • Fiscal year 2022 • EIN 83-2546384

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 06, 2023

Organization Profile
13217 Jamboree Road 169Tustin, CA 92782

(949) 255-7208

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

10th percentile

-74%

Higher net margin than 10% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

5th percentile

-22%

Faster asset growth than 5% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

-6.5%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,579,475

Down $1,819,334 (-22%) from 2021

Net Assets

Down

$6,579,475

Down $1,819,334 (-22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$214,273

Down $14,858 (-6.5%) from 2021

Expenses

Up

$372,334

Up $74,514 (+25%) from 2021

Net Income

Down

-$158,061

Down $89,372 (-130%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$10M$5.0M$0Assets 2018: $97,764Liabilities 2018: $02018Assets 2019: $5,964,516Liabilities 2019: $0Net Assets 2019: $5,964,5162019Assets 2020: $6,801,210Liabilities 2020: $0Net Assets 2020: $6,810,2102020Assets 2021: $8,398,809Liabilities 2021: $0Net Assets 2021: $8,398,8092021Assets 2022: $6,579,475Liabilities 2022: $0Net Assets 2022: $6,579,4752022Assets 2023: $7,821,301Liabilities 2023: $0Net Assets 2023: $7,821,3012023Assets 2024: $9,706,645Liabilities 2024: $0Net Assets 2024: $9,706,6452024

Highlighted filing

2022

Assets$6,579,475
Liabilities$0
Net Assets$6,579,475
Open 2022 Filing

Operations Trend

Revenue Growth37th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $100,264Expenses 2018: $2,500Net Income 2018: $97,7642018Revenue 2019: $5,108,960Expenses 2019: $26,547Net Income 2019: $5,082,4132019Revenue 2020: $145,785Expenses 2020: $251,126Net Income 2020: -$105,3412020Revenue 2021: $229,131Expenses 2021: $297,820Net Income 2021: -$68,6892021Revenue 2022: $214,273Expenses 2022: $372,334Net Income 2022: -$158,0612022Revenue 2023: $377,931Expenses 2023: $374,869Net Income 2023: $3,0622023Revenue 2024: $139,202Expenses 2024: $355,682Net Income 2024: -$216,4802024

Highlighted filing

2022

Revenue$214,273
Expenses$372,334
Net Income-$158,061
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY WELCHSecretaryPT$0--
COURTNEY WELCHChief Financial OfficerPT$0--
LOUIS WELCHDirector-$0--
MICHU WELCHDirector-$0--
BRENDAN WELCHPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOAG HOSPITAL FOUNDATIONDONATION-NEWPORT BEACH, CA, US$200,000
Paid GrantUCI FOUNDATIONDONATION-IRVINE, CA, US$50,000
Paid GrantCHP 11-99 FOUNDATIONDONATION-COSTA MESA, CA, US$50,000
Paid GrantCHOC CHILDREN'S FOUNDATIONDONATIONPCORANGE, CA, US$27,500
Paid GrantHARBOR DAY SCHOOL ENDOWMENT CORPDONATION-CORONA DEL MAR, CA, US$20,000
Paid GrantUNIVERSITY OF SAN DIEGODONATION-LA JOLLA, CA, US$7,500
Paid GrantKUKIO COMMUNITY FUND OF THE HAWAII COMM FOUNDATIONDONATION-HONOLULU, HI, US$2,500
Paid GrantJIM SANDERS NANEA FUNDDONATION-KAILUA KONA, HI, US$2,500
Paid GrantBOARDRIDER'S FOUNDATIONDONATION-HUNTINGTON BEACH, CA, US$1,500
Filing and Contact Details

Filer

Filer Name
Lm1983 Inc
EIN
83-2546384
In Care Of
% COURTNEY WELCH
Phone
9492557208
Address
13217 JAMBOREE ROAD 169, TUSTIN, CA 92782

Signing Officer

Name
Brendan Welch
Title
President
Phone
9492557208
Signed
2023-11-06

Preparer

Firm
Baziak & Company Cpas Inc
Address
806 E AVENIDA PICO SUITE I-332, SAN CLEMENTE, CA 92673
Preparer
Mary R Baziak CPA
Phone
9496972953
Raw XML Appendix345 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHOC CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOAG HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOARDRIDER'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KUKIO COMMUNITY FUND OF THE HAWAII COMM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JIM SANDERS NANEA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HARBOR DAY SCHOOL ENDOWMENT CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UCI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CHP 11-99 FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01201 WEST LA VETA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1330 PLACENTIA AVENUE SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25600 ARGOSY CIR 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3827 FORT STREET MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49500 GILMAN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63443 PACIFIC VIEW DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 THEORY SITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83188 AIRWAY AVENUE SUITE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HUNTINGTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KAILUA KONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CORONA DEL MAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292649
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3968134317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd596745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892626
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0361500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0544
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0360956
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0352955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0361500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0352411
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0360956
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JMBM LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0529
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0265
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01661273
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FILING FEES
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt18220
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDAN WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492557208
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LM1983 INC
ReturnHeader/Filer/BusinessNameControlTxt0LM19
ReturnHeader/Filer/EIN0832546384
ReturnHeader/Filer/InCareOfNm0% COURTNEY WELCH
ReturnHeader/Filer/PhoneNum09492557208
ReturnHeader/Filer/USAddress/AddressLine1Txt013217 JAMBOREE ROAD 169
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAZIAK & COMPANY CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0806 E AVENIDA PICO SUITE I-332
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092673
ReturnHeader/PreparerPersonGrp/PhoneNum09496972953
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY R BAZIAK CPA
ReturnHeader/ReturnTs02023-11-10T14:28:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRENDAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELCH
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
$6,579,475
Liabilities
$0
Net assets
$6,579,475
Revenue
$214,273
Expenses
$372,334
Net income
-$158,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$0.14$0.36$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.38$0.37$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.21$0.37$0.16
2021Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.23$0.30$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.81$0.15$0.25$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$5.11$0.03$5.08
2018Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.00$0.10
Peer Organizations

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