Civic Intelligence

Lpm Endowment Foundation

990 • Fiscal year 2020 • EIN 91-2051603

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 17, 2021

217 Front StreetLynden, WA 98264

(360) 392-0145

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

80th percentile

32%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

363%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,986,962

Up $486,231 (+32%) from 2019

Net Assets

Up

$1,986,962

Up $486,231 (+32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$333,436

Up $261,476 (+363%) from 2019

Expenses

Up

$45,769

Up $10,740 (+31%) from 2019

Net Income

Up

$287,667

Up $250,736 (+679%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $837,059Liabilities 2010: $0Net Assets 2010: $837,0592010Assets 2011: $844,289Liabilities 2011: $0Net Assets 2011: $844,2892011Assets 2012: $945,269Liabilities 2012: $0Net Assets 2012: $945,2692012Assets 2013: $1,083,948Liabilities 2013: $0Net Assets 2013: $1,083,9482013Assets 2014: $1,149,708Liabilities 2014: $0Net Assets 2014: $1,149,7082014Assets 2015: $1,128,156Liabilities 2015: $0Net Assets 2015: $1,128,1562015Assets 2016: $1,185,267Liabilities 2016: $0Net Assets 2016: $1,185,2672016Assets 2017: $1,342,341Liabilities 2017: $0Net Assets 2017: $1,342,3412017Assets 2018: $1,248,552Liabilities 2018: $0Net Assets 2018: $1,248,5522018Assets 2019: $1,500,731Liabilities 2019: $0Net Assets 2019: $1,500,7312019Assets 2020: $1,986,962Liabilities 2020: $0Net Assets 2020: $1,986,9622020Assets 2021: $2,176,358Liabilities 2021: $10Net Assets 2021: $2,176,3482021Assets 2022: $1,822,798Liabilities 2022: $0Net Assets 2022: $1,822,7982022Assets 2023: $2,055,491Liabilities 2023: $0Net Assets 2023: $2,055,4912023Assets 2024: $2,228,403Liabilities 2024: $0Net Assets 2024: $2,228,4032024

Highlighted filing

2020

Assets$1,986,962
Liabilities$0
Net Assets$1,986,962

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2010: $740,094Expenses 2010: $14,880Net Income 2010: $725,2142010Revenue 2011: $35,625Expenses 2011: $17,279Net Income 2011: $18,3462011Revenue 2012: $38,904Expenses 2012: $20,229Net Income 2012: $18,6752012Revenue 2013: $37,104Expenses 2013: $22,220Net Income 2013: $14,8842013Revenue 2014: $40,485Expenses 2014: $26,926Net Income 2014: $13,5592014Revenue 2015: $40,482Expenses 2015: $26,881Net Income 2015: $13,6012015Revenue 2016: $37,952Expenses 2016: $24,408Net Income 2016: $13,5442016Revenue 2017: $37,863Expenses 2017: $26,235Net Income 2017: $11,6282017Revenue 2018: $44,379Expenses 2018: $30,131Net Income 2018: $14,2482018Revenue 2019: $71,960Expenses 2019: $35,029Net Income 2019: $36,9312019Revenue 2020: $333,436Expenses 2020: $45,769Net Income 2020: $287,6672020Revenue 2021: $79,957Expenses 2021: $45,426Net Income 2021: $34,5312021Revenue 2022: $94,107Expenses 2022: $49,120Net Income 2022: $44,9872022Revenue 2023: $66,499Expenses 2023: $44,436Net Income 2023: $22,0632023Revenue 2024: $89,410Expenses 2024: $38,047Net Income 2024: $51,3632024

Highlighted filing

2020

Revenue$333,436
Expenses$45,769
Net Income$287,667
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 17, 2021
Return Version
2020v4.1
Gross Receipts
$333,436
Mission and Program Overview

Mission

To provide long-term financial support to the lynden pioneer museum through the accumulation, investment and management of funds in order to encourage the preservation and display of the cultures of our community's history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,497,179$1,918,237▲ $421,058
Cap Stk Tr Prin Current Funds$1,248,552$1,425,888▲ $177,336
Rtn Earn Endowment Incm Other Fnds$252,179$561,074▲ $308,895
Pledges and Grants Receivable-$67,000-
Cash and Non-Interest-Bearing Accounts$3,552$1,725▼ $1,827
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,500,731$1,986,962▲ $486,231
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,500,731$1,986,962▲ $486,231
Total Liabilities and Net Assets / Fund Balance$1,500,731$1,986,962▲ $486,231

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$184,830--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard DecimaChairman
Gordon PlottsVice-chair
Jenny WeeksDirector
John GilliesDirector
Mary ComptonDirector
Michael D LewisDirector
Patrick KirbyDirector
Richard EddyDirector
Susan ThiesenDirector
Troy LuginbillSecretary
Brandy VandekopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,632
Program Service Revenue
$0
Investment Income
$31,561
Other Revenue
$21,243
All Other Contributions
$280,632
Change in Net Assets
$287,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,642
Other Expenses$15,127
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,642--$30,642
Fees for Services Legal-$10,410-$10,410
Insurance-$2,760-$2,760
Fees for Services Other-$966-$966
Office Expenses-$404-$404
Fees for Services Accounting-$350-$350
Other Expenses-$167-$167
Information Technology-$70-$70
Total Functional Expenses$30,642$15,127$0$45,769
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lynden Heritage FoundationLynden, WA-TO PROVIDE LONG-TERM FINANCIAL SUPPORT TO THE LYNDEN PIONEER MUSEUM THROUGH THE ACCUMULATION, INVESTMENT AND MANAGEMENT OF FUNDS IN ORDER TO ENCOURAGE THE PRESERVATION AND DISPLAY OF THE CULTURES OF OUR COMMUNITY'S HISTORY.$30,642
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the 990 is furnished to the board for review and approval, prior to filing.

Form 990, Part VI, Section C, Line 19

Members of the us public may inspect the governing documents, the conflict of interest policy, and the monthly financial statements at 217 front street; lynden, wa, during business hours of the lynden pioneer museum.

Filing and Contact Details

Filer

Filer Name
Lpm Endowment Foundation
EIN
91-2051603
Phone
3603920145
Address
217 FRONT STREET, LYNDEN, WA 98264

Signing Officer

Name
Richard Decima
Title
Chairman
Phone
3603920145
Signed
2021-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Decima
Formed
2001
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Telgenhoff & Oetgen Ps
Address
400 FIFTH STREET, LYNDEN, WA 98264
Preparer
Jennifer a Weeks
Phone
3603545545
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LYNDEN PIONEER MUSEUM ENDOWMENT FOUNDATION EXISTS SOLELY TO PROTECT DONATED FINANCIAL ASSETS, AND, IN TURN, USES EARNINGS FROM THE ENDOWMENT TO FINANCIALLY SUPPORT THE LYNDEN HERITAGE FOUNDATION. ALL ACTIVITIES OF OUR BOARD ARE TO SOLELY SUPPORT THE LYNDEN HERITAGE FOUNDATION, PER OUR MISSION STATEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE LYNDEN PIONEER MUSEUM ENDOWMENT FOUNDATION EXISTS SOLELY TO PROTECT DONATED FINANCIAL ASSETS, AND, IN TURN, USES EARNINGS FROM THE ENDOWMENT TO FINANCIALLY SUPPORT THE LYNDEN HERITAGE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION E,, QUESTION 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION E,, QUESTION 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0911166202
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030642
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LYNDEN HERITAGE FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt030642
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01733407
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1184830
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD SECURITIES ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD SECURITIES ACCOUNT - OWEF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01918237
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030642
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE LONG-TERM FINANCIAL SUPPORT TO THE LYNDEN PIONEER MUSEUM THROUGH THE ACCUMULATION, INVESTMENT AND MANAGEMENT OF FUNDS IN ORDER TO ENCOURAGE THE PRESERVATION AND DISPLAY OF THE CULTURES OF OUR COMMUNITY'S HISTORY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LYNDEN HERITAGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0911166202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0217 FRONT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LYNDEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098264
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE ONLY GIVEN TO OUR SUPPORTED ORGANIZATION, THE LYNDEN HERITAGE FOUNDATION EIN 91-1166202
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS FURNISHED TO THE BOARD FOR REVIEW AND APPROVAL, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE US PUBLIC MAY INSPECT THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE MONTHLY FINANCIAL STATEMENTS AT 217 FRONT STREET; LYNDEN, WA, DURING BUSINESS HOURS OF THE LYNDEN PIONEER MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01500731
IRS990/TotalAssetsEOYAmt01986962
IRS990/TotalAssetsGrp/BOYAmt01500731
IRS990/TotalAssetsGrp/EOYAmt01986962
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0280632
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015127
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030642
IRS990/TotalFunctionalExpensesGrp/TotalAmt045769
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01500731
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01986962
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030642
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052804
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0333436
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01500731
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01986962
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0273 MABERRY LOOP
IRS990/USAddress/CityNm0LYNDEN
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098264
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DECIMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03603920145
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LPM ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LPME
ReturnHeader/Filer/EIN0912051603
ReturnHeader/Filer/PhoneNum03603920145
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 FRONT STREET
ReturnHeader/Filer/USAddress/CityNm0LYNDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098264
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911301494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TELGENHOFF & OETGEN PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 FIFTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098264
ReturnHeader/PreparerPersonGrp/PhoneNum03603545545
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER A WEEKS
ReturnHeader/ReturnTs02021-08-24T11:44:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.09$0.04$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.07$0.04$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.09$0.05$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.33$0.05$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.07$0.04$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.04$0.03$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.04$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.04$0.02$0.01
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.04$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.04$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.04$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.04$0.02$0.02
2010Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.74$0.01$0.73