The Lucelia Foundation Inc

990PF • Fiscal year 2017 • EIN 13-4009608

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization Profile

625 Clinton SquareRochester, NY 14604

(585) 325-8075

Siviq Scores

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

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

-22%

Higher net margin than 31% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

4.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2017

-28%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet

Liabilities / Assets72nd percentile

Assets

$4,362,779

Up $347,437 (+8.7%) from 2015

Net Assets

$4,362,779

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue72nd percentile Net Margin31st percentile

Revenue

Down

$144,195

Down $137,214 (-49%) from 2015

Expenses

Down

$176,006

Down $13,840 (-7.3%) from 2015

Net Income

Down

-$31,811

Down $123,374 (-135%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

Highlighted filing

2017

Assets$4,362,779

Liabilities$0

Net Assets$4,362,779

Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2017

Revenue$144,195

Expenses$176,006

Net Income-$31,811

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Nov 5, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ELIZABETH G MILLER	Dir, Pres	-	$0	-	-
RICHARD A MILLER	Treasurer	-	$0	-	-

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: 2018-11-05
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 Appendix285 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	1311871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	JP MORGAN MANAGED EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	PIRATES COVE PARTNERS LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RICHARD A MILLER
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	160895
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	301874
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	347401
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	435866
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	8330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	2162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	FROM K-1 PIRATES COVE PARTNERS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	8330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	2162
TaxesSchedule/TaxesDetail/Amt	0	4369
TaxesSchedule/TaxesDetail/Amt	1	250
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	4369
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ELIZABETH G MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5853258075
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE LUCELIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	LUC
ReturnHeader/Filer/EIN	0	134009608
ReturnHeader/Filer/InCareOfNm	0	% FAMILY OFFICE PARTNERS INC
ReturnHeader/Filer/PhoneNum	0	5853258075
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	625 CLINTON SQUARE
ReturnHeader/Filer/USAddress/CityNm	0	ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	14604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	8132A4FAD9F978D94CDBD2E1CB4DCFB55ED06FFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	8132A4FAD9F978D94CDBD2E1CB4DCFB55ED06FFF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	16495420183115000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	24.213.130.22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FAMILY OFFICE PARTNERS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	625 CLINTON SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	14604
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5853258075
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT F MCGRAW CPA
ReturnHeader/ReturnTs	0	2018-11-07T10:37:04-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,362,779
Liabilities: $0
Net assets: $4,362,779
Revenue: $144,195
Expenses: $176,006
Net income: -$31,811

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2017Detailed filing. Detailed filing data is available for this year.	$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