Civic Intelligence

The Lantana Foundation XXX-XX-XXXX

990PF • Fiscal year 2017 • EIN 90-6051309

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

Organization Profile
ONE COLLEY AVENUE Suite 517Norfolk, VA 23510

(757) 961-6476

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,732,064

Up $11,028 (+0.6%) from 2016

Net Assets

Up

$1,730,956

Up $12,182 (+0.7%) from 2016

Liabilities

Down

$1,108

Down $1,154 (-51%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin71st percentile

Revenue

Down

$135,625

Down $65,622 (-33%) from 2016

Expenses

Up

$114,208

Up $29,130 (+34%) from 2016

Net Income

Down

$21,417

Down $94,752 (-82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,148,792Liabilities 2011: $0Net Assets 2011: $1,148,7922011Assets 2012: $1,091,428Liabilities 2012: $0Net Assets 2012: $1,091,4282012Assets 2013: $1,059,292Liabilities 2013: $252Net Assets 2013: $1,059,0402013Assets 2014: $1,284,781Liabilities 2014: $5,142Net Assets 2014: $1,279,6392014Assets 2015: $1,602,897Liabilities 2015: $289Net Assets 2015: $1,602,6082015Assets 2016: $1,721,036Liabilities 2016: $2,262Net Assets 2016: $1,718,7742016Assets 2017: $1,732,064Liabilities 2017: $1,108Net Assets 2017: $1,730,9562017Assets 2018: $1,907,147Liabilities 2018: $1,783Net Assets 2018: $1,905,3642018Assets 2019: $2,073,027Liabilities 2019: $0Net Assets 2019: $2,073,0272019Assets 2020: $1,704,620Liabilities 2020: $0Net Assets 2020: $1,704,6202020Assets 2021: $1,694,710Liabilities 2021: $0Net Assets 2021: $1,694,7102021Assets 2022: $1,488,111Liabilities 2022: $0Net Assets 2022: $1,488,1112022Assets 2023: $1,376,644Liabilities 2023: $0Net Assets 2023: $1,376,6442023Assets 2024: $1,289,686Liabilities 2024: $0Net Assets 2024: $1,289,6862024Assets 2025: $1,273,799Liabilities 2025: $0Net Assets 2025: $1,273,7992025

Highlighted filing

2017

Assets$1,732,064
Liabilities$1,108
Net Assets$1,730,956
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $64,0502011Expenses 2012: $67,9522012Expenses 2013: $66,9212013Revenue 2014: $309,570Expenses 2014: $78,267Net Income 2014: $231,3032014Revenue 2015: $643,998Expenses 2015: $96,540Net Income 2015: $547,4582015Revenue 2016: $201,247Expenses 2016: $85,078Net Income 2016: $116,1692016Revenue 2017: $135,625Expenses 2017: $114,208Net Income 2017: $21,4172017Revenue 2018: $285,535Expenses 2018: $102,394Net Income 2018: $183,1412018Revenue 2019: $326,166Expenses 2019: $127,267Net Income 2019: $198,8992019Revenue 2020: $628,777Expenses 2020: $942,465Net Income 2020: -$313,6882020Revenue 2021: $192,218Expenses 2021: $203,838Net Income 2021: -$11,6202021Revenue 2022: $103,194Expenses 2022: $309,309Net Income 2022: -$206,1152022Revenue 2023: $58,605Expenses 2023: $169,561Net Income 2023: -$110,9562023Revenue 2024: $85,959Expenses 2024: $172,871Net Income 2024: -$86,9122024Revenue 2025: $195,869Expenses 2025: $210,806Net Income 2025: -$14,9372025

Highlighted filing

2017

Revenue$135,625
Expenses$114,208
Net Income$21,417
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L MILLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lantana Foundation
EIN
90-6051309
In Care Of
% JAMES L MILLER
Phone
7579616476
Address
ONE COLLEY AVENUE Suite 517, NORFOLK, VA 23510

Signing Officer

Name
James L Miller
Title
Trustee
Phone
7576407190
Signed
2018-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
150 Boush Street Suite 1100, Norfolk, VA 23510
Preparer
James E Prince III
Phone
7576407190
Raw XML Appendix308 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/DistributableAmountGrp/DistributableAsAdjustedAmt0110324
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01718774
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02262586
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02235580
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033939
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0111432
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE COLLEY AVENUE
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONEE CHARITABLE PURPOSE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FURTHER DONEE'S CHARITABLE PURPOSE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RANDOLPH MACON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED WAY OF SOUTH HAMPTON ROADS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 JAMESTOWN CRESCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1204 HENRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22515 WALMER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3580 MASSIE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
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/AppliedToCurrentYearAmt011486
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt098514
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0110324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098838
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt098514
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES L MILLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ONE COLLEY AVENUE APT 517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORFOLK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023510
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022533
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt022533
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0102 shares ISHARES CORE S&P 500-ETF INDEX FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09235
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFF BETWEEN FMV AND COST OF CONTRIBUTIO
TaxesSchedule/TaxesDetail/Amt01108
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES BALANCE DUE
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07576407190
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LANTANA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES L MILLER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0LANT
ReturnHeader/Filer/EIN0906051309
ReturnHeader/Filer/InCareOfNm0% JAMES L MILLER
ReturnHeader/Filer/PhoneNum07579616476
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE COLLEY AVENUE Suite 517
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC09C39C14FCC7E3CC6844B583DD3B0E5081964B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId027745B154FC8052976959A067951EB614792E4C1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054222620180405000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.30.229.250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Boush Street Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norfolk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576407190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James E Prince III
ReturnHeader/ReturnTs02018-02-09T09:11:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,732,064
Liabilities
$1,108
Net assets
$1,730,956
Revenue
$135,625
Expenses
$114,208
Net income
$21,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.20$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.19$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.63$0.94$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.33$0.13$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.29$0.10$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.14$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.20$0.09$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.64$0.10$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.28$0.31$0.08$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06