Civic Intelligence

Lukas Foundation Inc

990 • Fiscal year 2014 • EIN 02-0358724

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 02, 2015

Organization ProfileLUKASCOMMUNITY.ORG
PO Box 137Temple, NH 03084

(603) 878-4796

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

18th percentile

-9.9%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

32nd percentile

$82,503

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-8.5%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$7,270,792

Up $123,783 (+1.7%) from 2013

Net Assets

Up

$7,256,382

Up $117,410 (+1.6%) from 2013

Liabilities

Up

$14,410

Up $6,373 (+79%) from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin18th percentile

Revenue

Down

$915,687

Down $85,556 (-8.5%) from 2013

Expenses

Up

$1,006,744

Up $45,706 (+4.8%) from 2013

Net Income

Down

-$91,057

Down $131,262 (-326%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$10M$5.0M$0Assets 2010: $6,316,457Liabilities 2010: $6,261Net Assets 2010: $6,310,1962010Assets 2011: $6,554,554Liabilities 2011: $11,086Net Assets 2011: $6,543,4682011Assets 2012: $6,762,739Liabilities 2012: $11,004Net Assets 2012: $6,751,7352012Assets 2013: $7,147,009Liabilities 2013: $8,037Net Assets 2013: $7,138,9722013Assets 2014: $7,270,792Liabilities 2014: $14,410Net Assets 2014: $7,256,3822014Assets 2015: $7,125,249Liabilities 2015: $3,802Net Assets 2015: $7,121,4472015Assets 2016: $7,229,477Liabilities 2016: $8,886Net Assets 2016: $7,220,5912016Assets 2017: $7,633,555Liabilities 2017: $3,120Net Assets 2017: $7,630,4352017Assets 2018: $7,137,027Liabilities 2018: $0Net Assets 2018: $7,137,0272018Assets 2019: $8,084,738Liabilities 2019: $0Net Assets 2019: $8,084,7382019Assets 2020: $8,693,072Liabilities 2020: $93,600Net Assets 2020: $8,599,4722020Assets 2021: $8,805,547Liabilities 2021: $0Net Assets 2021: $8,805,5472021Assets 2022: $7,262,105Liabilities 2022: $0Net Assets 2022: $7,262,1052022Assets 2023: $7,430,388Liabilities 2023: $40,187Net Assets 2023: $7,390,2012023Assets 2024: $6,584,021Liabilities 2024: $27,961Net Assets 2024: $6,556,0602024

Highlighted filing

2014

Assets$7,270,792
Liabilities$14,410
Net Assets$7,256,382
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $950,0452010Expenses 2011: $896,1502011Expenses 2012: $922,2092012Revenue 2013: $1,001,243Expenses 2013: $961,038Net Income 2013: $40,2052013Revenue 2014: $915,687Expenses 2014: $1,006,744Net Income 2014: -$91,0572014Revenue 2015: $968,912Expenses 2015: $964,275Net Income 2015: $4,6372015Revenue 2016: $1,073,130Expenses 2016: $1,017,734Net Income 2016: $55,3962016Revenue 2017: $1,001,875Expenses 2017: $1,137,585Net Income 2017: -$135,7102017Revenue 2018: $1,235,877Expenses 2018: $1,025,338Net Income 2018: $210,5392018Revenue 2019: $1,630,738Expenses 2019: $1,092,810Net Income 2019: $537,9282019Revenue 2020: $1,415,991Expenses 2020: $1,472,072Net Income 2020: -$56,0812020Revenue 2021: $1,676,506Expenses 2021: $1,833,427Net Income 2021: -$156,9212021Revenue 2022: $1,373,989Expenses 2022: $1,694,793Net Income 2022: -$320,8042022Revenue 2023: $1,470,413Expenses 2023: $1,601,785Net Income 2023: -$131,3722023Revenue 2024: $1,693,856Expenses 2024: $2,510,883Net Income 2024: -$817,0272024

Highlighted filing

2014

Revenue$915,687
Expenses$1,006,744
Net Income-$91,057
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 2, 2015
Return Version
2014v5.0
Gross Receipts
$1,225,908
Mission and Program Overview

Mission

The organization fulfills it's exempt purpose by providing developmentally disabled adults lifelong residential care and vocational training at lower than cost (approximately one-half the state average) and provides up to 50% financial aid as needed.

The organization fulfills its exempt purpose by providing developmentally disabled adults lifelong residential care and vocational traing at lower than cost (approximately one-half the state average) and provides up to 50% financial aid as needed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,184,428$5,364,159▲ $179,731
Land, Buildings, and Equipment, Net$1,799,303$1,707,919▼ $91,384
Cash and Non-Interest-Bearing Accounts$92,410$116,200▲ $23,790
Prepaid Expenses and Deferred Charges$36,160$40,091▲ $3,931
Accounts Receivable$26,083$25,296▼ $787
Savings and Temporary Cash Investments$8,625$17,127▲ $8,502
Total Assets$7,147,009$7,270,792▲ $123,783
Liabilities
Accounts Payable and Accrued Expenses$6,531$12,470▲ $5,939
Other Liabilities$1,506$1,940▲ $434
Total Liabilities$8,037$14,410▲ $6,373
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,000,000$3,000,000→ $0
Unrestricted Net Assets$2,614,691$2,676,188▲ $61,497
Temporarily Rstr Net Assets$1,524,281$1,580,194▲ $55,913
Total Net Assets Fund Balance$7,138,972$7,256,382▲ $117,410
Total Liabilities and Net Assets / Fund Balance$7,147,009$7,270,792▲ $123,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,174,251$894,561$2,068,812
Leasehold Improvements$269,677$1,280,863$1,550,540
Other Land Buildings$109,085$216,955$326,040
Land$140,156-$140,156
Equipment$14,750$87,992$102,742

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,467,784$67,370▲ $298,469$159,066$4,634,759
2013$4,016,409$16,761▲ $471,740-$4,467,784
2012$3,763,218-▲ $292,559-$4,016,409
2011$3,569,709$70,764▲ $159,242-$3,763,218
2010$3,310,779-▲ $290,672-$3,569,709
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
David SpearsVice PresidentFT$82,503$82,503

Board Members and Trustees

NameTitle
Herbert ZuckermanPresident
Al AugstenTrustee
Frances QuinnTrustee
James PotterTrustee
Lloyd WalkerTrustee
Arleen ZuckermanSecretary
John KieleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,380
Program Service Revenue
$678,558
Investment Income
$137,885
Other Revenue
$2,864
All Other Contributions
$96,380
Change in Net Assets
$-91,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$616,132
Salaries, Compensation, and Employee Benefits$390,612
Total Fundraising Expense$6,557
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$256,090--$256,090
Depreciation Depletion$145,200--$145,200
Other Employee Benefits$114,063--$114,063
Occupancy$100,296--$100,296
Fees for Service Investment Mgmnt Fees-$46,182-$46,182
Insurance$45,762--$45,762
All Other Expenses$18,160$970$6,557$25,687
Travel$21,507--$21,507
Payroll Taxes$20,459--$20,459
Other Expenses$9,937--$9,937
Fees for Services Accounting-$9,400-$9,400
Office Expenses-$6,727-$6,727
Advertising$65--$65
Total Functional Expenses$936,908$63,279$6,557$1,006,744
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Expense Account$1,940
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
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 11

“Line 11a explanation - form 990 was reviewed by treasurer prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Reviewed by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lukas Foundation Inc
EIN
02-0358724
Phone
6038784796
Address
PO BOX 137, TEMPLE, NH 03084

Signing Officer

Name
John Kieley
Title
Treasurer
Phone
6038784796
Signed
2015-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herbert Zuckerman
Formed
1981
Legal Domicile
Nh
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
0

Preparer

Firm
Oster & Wheeler Pc
Address
86 WEST ST PO BOX 623, KEENE, NH 03431
Preparer
Christopher R Wheeler CPA
Phone
6033524500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation qualifies as an organization exempt from income tax under section 501(c)(3) of the internal revenue code. The foundation has evaluated its significant tax positions, including its tax exempt status, and determined that they do not need to recognize a liability for any uncertain tax positions for interest, penalties or potential taxes. Accordingly, no provision for income taxes is required. The foundation's annual return filing (form 990) and state filing (form nhct-2a) remain subject to examination by major tax jurisdictions for the standard three-year statute of limitations.”

Raw XML AppendixShowing 400 of 452 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0195950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0634293
IRS990ScheduleA/TotalSupportAmt01369521
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/BuildingsGrp/BookValueAmt01174251
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0894561
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02068812
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03569709
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt014750
IRS990ScheduleD/EquipmentGrp/DepreciationAmt087992
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01280863
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01550540
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0109085
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT EXPENSE ACCOUNT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.34090
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS EVALUATED ITS SIGNIFICANT TAX POSITIONS, INCLUDING ITS TAX EXEMPT STATUS, AND DETERMINED THAT THEY DO NOT NEED TO RECOGNIZE A LIABILITY FOR ANY UNCERTAIN TAX POSITIONS FOR INTEREST, PENALTIES OR POTENTIAL TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE FOUNDATION'S ANNUAL RETURN FILING (FORM 990) AND STATE FILING (FORM NHCT-2A) REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE-YEAR STATUTE OF LIMITATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01707919
IRS990ScheduleD/TotalLiabilityAmt01940
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - FORM 990 WAS REVIEWED BY TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt07147009
IRS990/TotalAssetsGrp/EOYAmt07270792
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt011
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0936908
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt08037
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IRS990/TotalReportableCompFromOrgAmt082503

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,270,792
Liabilities
$14,410
Net assets
$7,256,382
Revenue
$915,687
Expenses
$1,006,744
Net income
-$91,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.58$0.03$6.56$1.69$2.51$0.82
2023Detailed filing. Detailed filing data is available for this year.$7.43$0.04$7.39$1.47$1.60$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$1.37$1.69$0.32
2021Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$1.68$1.83$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.69$0.09$8.60$1.42$1.47$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$1.63$1.09$0.54
2018Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.24$1.03$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$1.00$1.14$0.14
2016Detailed filing. Detailed filing data is available for this year.$7.23$0.01$7.22$1.07$1.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.12$0.97$0.96$0.00
2014Detailed filing. Detailed filing data is available for this year.$7.27$0.01$7.26$0.92$1.01$0.09
2013Detailed filing. Detailed filing data is available for this year.$7.15$0.01$7.14$1.00$0.96$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.01$6.75$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.01$6.54$0.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.01$6.31$0.95