Civic Intelligence

Lost Pond Foundation

990PF • Fiscal year 2022 • EIN 87-3736370

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
135 South Elm StreetHinsdale, IL 60521

(312) 332-5440

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

95th percentile

87%

Higher net margin than 95% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

68th percentile

5.6%

Faster asset growth than 68% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,992,652

Up $1,689,403 (+5.6%) from 2021

Net Assets

Up

$31,992,652

Up $1,689,403 (+5.6%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Down

$1,941,290

Down $33,054,584 (-94%) from 2021

Expenses

Up

$251,887

Up $251,887 from 2021

Net Income

Down

$1,689,403

Down $33,306,471 (-95%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$40M$30M$20M$10M$0Assets 2021: $30,303,249Liabilities 2021: $1Net Assets 2021: $30,303,2492021Assets 2022: $31,992,652Liabilities 2022: $1Net Assets 2022: $31,992,6522022Assets 2023: $32,493,769Liabilities 2023: $1Net Assets 2023: $32,493,7692023Assets 2024: $33,638,799Liabilities 2024: $0Net Assets 2024: $33,638,7992024

Highlighted filing

2022

Assets$31,992,652
Liabilities$1
Net Assets$31,992,652
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2021: $34,995,874Expenses 2021: $0Net Income 2021: $34,995,8742021Revenue 2022: $1,941,290Expenses 2022: $251,887Net Income 2022: $1,689,4032022Revenue 2023: $1,631,193Expenses 2023: $1,657,523Net Income 2023: -$26,3302023Revenue 2024: $2,891,251Expenses 2024: $1,840,653Net Income 2024: $1,050,5982024

Highlighted filing

2022

Revenue$1,941,290
Expenses$251,887
Net Income$1,689,403
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN WILSONPresident-$0--
GREGORY W WILSONTreasurer-$0--
AMANDA W WILSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lost Pond Foundation
EIN
87-3736370
In Care Of
% SUSAN WILSON
Phone
3123325440
Address
135 South Elm Street, HINSDALE, IL 60521

Signing Officer

Name
Susan Wilson
Title
President
Phone
3123325440
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
71 South Wacker Drive Suite 2600, Chicago, IL 60606
Preparer
Steven Miles
Phone
3123573950
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6318566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt725000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN EQUITY PREMIUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HPS CORPORATE LENDING FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COHEN & STEERS RL EST F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JPM MANAGED INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD TTL BD MKT IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JPM PRIME MM FD-INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HPS CLF ORIGINATION FEES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01509373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12488047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21128073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33010548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4928650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52743638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6318631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0396461
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01038087
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06742
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01441290
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01441290
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03039
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03039
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06078
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01038087
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0213750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0213750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0396461
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0396461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01689403
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018426276
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06742
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06742
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03980
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03980
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01038087
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01412485
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0223082
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0251887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01441290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01941290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09332
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028805
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038137
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02313
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02503404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11148011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213386346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3166251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5163692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1785527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-65250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-9850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5178299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12150270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1785527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-65250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-16000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5178299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02503409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11933538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213321096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3150251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5341991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN #16006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN #16006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN #64001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN #66006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN #16006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JP MORGAN #16006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01038087
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01689403
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031992652
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030303249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031992652
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01616895
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01616895
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01616895
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01636529
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019634
IRS990PF/DistributableAmountGrp/TotalTaxAmt019634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04456
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04456
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019634

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Filings

Displayed year

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

Open filing
Assets
$31,992,652
Liabilities
$1
Net assets
$31,992,652
Revenue
$1,941,290
Expenses
$251,887
Net income
$1,689,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$2.89$1.84$1.05
2023Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.63$1.66$0.03
2022Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$1.94$0.25$1.69
2021Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$35.0$0.00$35.0