Civic Intelligence

The Lucille Foundation C/O Greenbergrosenblattkull & Bitsoli

990PF • Fiscal year 2022 • EIN 04-3528932

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 24, 2023

Organization Profile
306 Main Street 400Worcester, MA 01615-0034

(508) 791-0901

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.62x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-162%

Higher net margin than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.6%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-66%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,583,847

Down $93,265 (-5.6%) from 2021

Net Assets

Down

$1,543,972

Down $103,322 (-6.3%) from 2021

Liabilities

Up

$39,875

Up $10,057 (+34%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin6th percentile

Revenue

Down

$63,879

Down $126,454 (-66%) from 2021

Expenses

Up

$167,201

Up $2,388 (+1.4%) from 2021

Net Income

Down

-$103,322

Down $128,842 (-505%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,473,202Liabilities 2010: $28,845Net Assets 2010: $2,444,3572010Assets 2011: $2,439,113Liabilities 2011: $74,383Net Assets 2011: $2,364,7302011Assets 2012: $2,415,351Liabilities 2012: $64,562Net Assets 2012: $2,350,7892012Assets 2013: $2,245,984Liabilities 2013: $56,906Net Assets 2013: $2,189,0782013Assets 2014: $2,227,565Liabilities 2014: $40,583Net Assets 2014: $2,186,9822014Assets 2015: $2,199,066Liabilities 2015: $13,383Net Assets 2015: $2,185,6832015Assets 2016: $2,091,977Liabilities 2016: $11,985Net Assets 2016: $2,079,9922016Assets 2017: $2,033,857Liabilities 2017: $20,554Net Assets 2017: $2,013,3032017Assets 2018: $1,915,174Liabilities 2018: $5,733Net Assets 2018: $1,909,4412018Assets 2019: $1,839,746Liabilities 2019: $37,918Net Assets 2019: $1,801,8282019Assets 2020: $1,681,530Liabilities 2020: $59,756Net Assets 2020: $1,621,7742020Assets 2021: $1,677,112Liabilities 2021: $29,818Net Assets 2021: $1,647,2942021Assets 2022: $1,583,847Liabilities 2022: $39,875Net Assets 2022: $1,543,9722022Assets 2023: $1,392,459Liabilities 2023: $17,199Net Assets 2023: $1,375,2602023Assets 2024: $1,294,788Liabilities 2024: $1,823Net Assets 2024: $1,292,9652024

Highlighted filing

2022

Assets$1,583,847
Liabilities$39,875
Net Assets$1,543,972
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $161,8352010Expenses 2011: $163,2692011Expenses 2012: $162,6692012Revenue 2013: $4,345Expenses 2013: $166,056Net Income 2013: -$161,7112013Revenue 2014: $163,525Expenses 2014: $165,621Net Income 2014: -$2,0962014Revenue 2015: $165,289Expenses 2015: $166,588Net Income 2015: -$1,2992015Revenue 2016: $62,060Expenses 2016: $167,751Net Income 2016: -$105,6912016Revenue 2017: $98,854Expenses 2017: $165,543Net Income 2017: -$66,6892017Revenue 2018: $61,173Expenses 2018: $165,035Net Income 2018: -$103,8622018Revenue 2019: $54,469Expenses 2019: $162,082Net Income 2019: -$107,6132019Revenue 2020: -$12,451Expenses 2020: $167,603Net Income 2020: -$180,0542020Revenue 2021: $190,333Expenses 2021: $164,813Net Income 2021: $25,5202021Revenue 2022: $63,879Expenses 2022: $167,201Net Income 2022: -$103,3222022Revenue 2023: -$5,485Expenses 2023: $163,227Net Income 2023: -$168,7122023Revenue 2024: $80,722Expenses 2024: $163,017Net Income 2024: -$82,2952024

Highlighted filing

2022

Revenue$63,879
Expenses$167,201
Net Income-$103,322
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART G ROSEMANTrustee-$0--
DANIELA CORTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lucille Foundation
EIN
04-3528932
Phone
5087910901
Address
306 MAIN STREET 400, WORCESTER, MA 01615-0034

Signing Officer

Name
Stuart Roseman
Title
Trustee
Phone
5087910901
Signed
2023-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Michael J Hayes CPA
Phone
5087910901
Raw XML Appendix334 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/StatementsRegardingActyGrp/PhoneNum05087910901
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STUART G ROSEMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DANIELA CORTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0148466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEWVUE COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0470 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001420
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0148466
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt078255
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt057393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt054547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt054547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0318080
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064540
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt057393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060579
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0148466
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070211
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0372627
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0302416
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt029818
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0COVERED CALLS ON SECURITIES OWNED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt039875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010774
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/Amt14677
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROSEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUCILLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GREENBERGROSENBLATTKULL & BITSOLI
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0043528932
ReturnHeader/Filer/PhoneNum05087910901
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 MAIN STREET 400
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016150034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042687094
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENBERG ROSENBLATT KULL & BITSOLIPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0306 MAIN STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087910901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J HAYES CPA
ReturnHeader/ReturnTs02023-04-28T11:14:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSEMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,583,847
Liabilities
$39,875
Net assets
$1,543,972
Revenue
$63,879
Expenses
$167,201
Net income
-$103,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.38$0.01$0.16$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.54$0.06$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.03$1.65$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.06$1.62$0.01$0.17$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.04$1.80$0.05$0.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$0.06$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.02$2.01$0.10$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$0.17$0.17$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.04$2.19$0.16$0.17$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.06$2.19$0.00$0.17$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.42$0.06$2.35$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.44$0.07$2.36$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.47$0.03$2.44$0.16