Civic Intelligence

The Lucelia Foundation Inc

EIN 13-4009608 • Rochester, NY

625 Clinton SquareRochester, NY 14604
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.00x

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

NTEE T • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.00x

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

NTEE T • $5M-$10M nonprofits • Source year 2024

Net Margin

26th percentile

-24%

Higher net margin than 26% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

NTEE T • $5M-$10M nonprofits • Source year 2024

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

125%

Faster revenue growth than 77% of similar nonprofits.

NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$6,437,965

Up $754,693 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,437,965

Up $754,693 (+13%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin26th percentile

Revenue

Up

$491,491

Up $273,141 (+125%) from 2023

Expenses

Down

$608,563

Down $230,367 (-27%) from 2023

Net Income

Up

-$117,072

Up $503,508 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,812,368Liabilities 2011: $02011Assets 2012: $3,908,207Liabilities 2012: $02012Assets 2013: $4,189,910Liabilities 2013: $02013Assets 2014: $4,194,096Liabilities 2014: $02014Assets 2015: $4,015,342Liabilities 2015: $02015Assets 2017: $4,362,779Liabilities 2017: $0Net Assets 2017: $4,362,7792017Assets 2018: $3,877,119Liabilities 2018: $0Net Assets 2018: $3,877,1192018Assets 2019: $5,410,156Liabilities 2019: $0Net Assets 2019: $5,410,1562019Assets 2020: $6,041,998Liabilities 2020: $0Net Assets 2020: $6,041,9982020Assets 2021: $6,806,096Liabilities 2021: $0Net Assets 2021: $6,806,0962021Assets 2022: $5,314,083Liabilities 2022: $0Net Assets 2022: $5,314,0832022Assets 2023: $5,683,272Liabilities 2023: $0Net Assets 2023: $5,683,2722023Assets 2024: $6,437,965Liabilities 2024: $0Net Assets 2024: $6,437,9652024

Highlighted filing

2024

Assets$6,437,965
Liabilities$0
Net Assets$6,437,965
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $104,921Expenses 2011: $312,403Net Income 2011: -$207,4822011Revenue 2012: $105,804Expenses 2012: $303,142Net Income 2012: -$197,3382012Revenue 2013: $205,107Expenses 2013: $391,949Net Income 2013: -$186,8422013Revenue 2014: $248,731Expenses 2014: $203,056Net Income 2014: $45,6752014Revenue 2015: $281,409Expenses 2015: $189,846Net Income 2015: $91,5632015Revenue 2017: $144,195Expenses 2017: $176,006Net Income 2017: -$31,8112017Revenue 2018: $377,304Expenses 2018: $353,338Net Income 2018: $23,9662018Revenue 2019: $1,657,466Expenses 2019: $341,317Net Income 2019: $1,316,1492019Revenue 2020: $899,073Expenses 2020: $571,361Net Income 2020: $327,7122020Revenue 2021: $556,848Expenses 2021: $597,185Net Income 2021: -$40,3372021Revenue 2022: $261,455Expenses 2022: $392,226Net Income 2022: -$130,7712022Revenue 2023: $218,350Expenses 2023: $838,930Net Income 2023: -$620,5802023Revenue 2024: $491,491Expenses 2024: $608,563Net Income 2024: -$117,0722024

Highlighted filing

2024

Revenue$491,491
Expenses$608,563
Net Income-$117,072
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,437,965
Liabilities
$0
Net assets
$6,437,965
Revenue
$491,491
Expenses
$608,563
Net income
-$117,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$0.00$6.44$0.49$0.61$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.22$0.84$0.62
2022Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.26$0.39$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.00$6.81$0.56$0.60$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.00$6.04$0.90$0.57$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.41$1.66$0.34$1.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.38$0.35$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.14$0.18$0.03
2015Summary only. Only limited summary data is available for this year.$4.02$0.00$0.28$0.19$0.09
2014Summary only. Only limited summary data is available for this year.$4.19$0.00$0.25$0.20$0.05
2013Summary only. Only limited summary data is available for this year.$4.19$0.00$0.21$0.39$0.19
2012Summary only. Only limited summary data is available for this year.$3.91$0.00$0.11$0.30$0.20
2011Summary only. Only limited summary data is available for this year.$3.81$0.00$0.10$0.31$0.21
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 23, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH G MILLERDir, Pres-$0--
RICHARD A MILLERTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STMTSEE ATTACHED STMT.-STATEMENT, NY, US$343,130
Filing and Contact Details

Filer

Filer Name
The Lucelia Foundation Inc
EIN
13-4009608
In Care Of
% FAMILY OFFICE PARTNERS INC
Phone
5853258075
Address
625 CLINTON SQUARE, ROCHESTER, NY 14604

Signing Officer

Name
Elizabeth G Miller
Title
President
Phone
5853258075
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Family Office Partners Inc
Address
625 CLINTON SQUARE, ROCHESTER, NY 14604
Preparer
Robert F Mcgraw CPA
Phone
5853258075
Raw XML Appendix275 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0288614
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0288614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0220095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0270856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt065865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0712667
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0220095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0270856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt065865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0101335
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0343130
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054516
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0712667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0658151
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01403
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11359839
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE EXPENSES FROM K-1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED LOSS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FROM K-1 PIRATES COVE PARTNERS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110277
TaxesSchedule/TaxesDetail/Amt05033
TaxesSchedule/TaxesDetail/Amt15250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05033
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH G MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05853258075
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUCELIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUCE
ReturnHeader/Filer/EIN0134009608
ReturnHeader/Filer/InCareOfNm0% FAMILY OFFICE PARTNERS INC
ReturnHeader/Filer/PhoneNum05853258075
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 CLINTON SQUARE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAMILY OFFICE PARTNERS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 CLINTON SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014604
ReturnHeader/PreparerPersonGrp/PhoneNum05853258075
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F MCGRAW CPA
ReturnHeader/ReturnTs02023-10-31T12:01:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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