Civic Intelligence

Lukas Foundation Inc

990 • Fiscal year 2019 • EIN 02-0358724

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

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

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$99,451

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,084,738

Up $947,711 (+13%) from 2018

Net Assets

Up

$8,084,738

Up $947,711 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin85th percentile

Revenue

Up

$1,630,738

Up $394,861 (+32%) from 2018

Expenses

Up

$1,092,810

Up $67,472 (+6.6%) from 2018

Net Income

Up

$537,928

Up $327,389 (+156%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2019

Assets$8,084,738
Liabilities$0
Net Assets$8,084,738
Open 2019 Filing

Operations Trend

Revenue Growth84th 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

2019

Revenue$1,630,738
Expenses$1,092,810
Net Income$537,928
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$3,423,956
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$5,719,379$6,653,087▲ $933,708
Land, Buildings, and Equipment, Net$1,252,410$1,240,075▼ $12,335
Savings and Temporary Cash Investments$44,630$134,028▲ $89,398
Cash and Non-Interest-Bearing Accounts$86,679$46,851▼ $39,828
Prepaid Expenses and Deferred Charges$33,929$10,697▼ $23,232
Total Assets$7,137,027$8,084,738▲ $947,711
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,056,370$5,893,316▲ $836,946
Net Assets Without Donor Restrictions$2,080,657$2,191,422▲ $110,765
Total Net Assets Fund Balance$7,137,027$8,084,738▲ $947,711
Total Liabilities and Net Assets / Fund Balance$7,137,027$8,084,738▲ $947,711

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$887,104$1,181,707$2,068,811
Other Land Buildings$166,395$1,577,894$1,744,289
Equipment$46,420$313,759$360,179
Land$140,156-$140,156

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,062,117$21,460▲ $906,441$44,460$5,897,531
2018$5,372,006$46,000▼ $217,496$92,000$5,062,117
2017$4,781,916-▲ $684,419$50,607$5,372,006
2016$4,599,814$50,000▲ $287,703$114,420$4,781,916
2015$4,634,759$95,000▲ $37,625$126,921$4,599,814
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen StantonVice President/executiveFT$83,337$16,114$99,451
David SpearsFormer Vice President/exec-$84,000-$84,000

Board Members and Trustees

NameTitle
Lloyd WalkerPresident
Arleen ZuckermanSecretary to the Board
Becket McnabTrustee
Herbert ZuckermanTrustee
James PotterTrustee
Lincoln GeigerTrustee
Vincent RocheTrustee
John KieleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$223,187
Program Service Revenue
$757,949
Investment Income
$642,057
Other Revenue
$7,545
All Other Contributions
$223,187
Change in Net Assets
$537,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$584,371
Salaries, Compensation, and Employee Benefits$508,439
Total Fundraising Expense$629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,982$80,046-$267,028
Current Officers, Directors, Trustees, and Key Employees$128,416$55,125-$183,541
Occupancy$73,006$18,251-$91,257
Depreciation Depletion$71,454$17,863-$89,317
Insurance$54,308$13,577-$67,885
Fees for Service Investment Mgmnt Fees-$55,217-$55,217
All Other Expenses$32,917$2,938$629$36,484
Payroll Taxes$24,409$10,461-$34,870
Other Employee Benefits$16,100$6,900-$23,000
Other Expenses$21,634--$21,634
Travel$13,936$3,484-$17,420
Fees for Services Accounting-$14,526-$14,526
Office Expenses$1,200$10,672-$11,872
Advertising$275$2,480-$2,755
Total Functional Expenses$800,641$291,540$629$1,092,810
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 11B

“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 B, Line 15

“Annually the board reviews and approves compensation for the officers and key employees of the organization. The board ensures that compensation arrangements are comparable to the market for the duties and responsibilities required by the position.”

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
Lloyd Walker
Title
President
Phone
6038784796
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Walker
Formed
1981
Legal Domicile
Nh
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
0

Preparer

Firm
Oster & Wheeler Pc
Address
86 WEST STREET 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 524 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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IRS990/PoliticalCampaignActyInd00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0765494
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044630
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt086247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt095820
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0290109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0164837
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01797222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0765493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0688216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0694079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0704388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0694821
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0642057
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0290109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0164837
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01797222
IRS990ScheduleA/InvestmentIncomeCYPct00.30500
IRS990ScheduleA/InvestmentIncomePYPct00.24980
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69500
IRS990ScheduleA/PublicSupportPY509Pct00.75020
IRS990ScheduleA/PublicSupportTotal509Amt04095188
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0988680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0784309
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0790641
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01080744
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00070
IRS990ScheduleD/BuildingsGrp/BookValueAmt0887104
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01181707
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02068811
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt048027
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05062117
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt021460
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05897531
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0906441
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt044460
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05372006
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05062117
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt092000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05372006
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0140156
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01577894
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01744289
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50870
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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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,084,738
Liabilities
$0
Net assets
$8,084,738
Revenue
$1,630,738
Expenses
$1,092,810
Net income
$537,928
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