Civic Intelligence

The Lucelia Foundation Inc

990PF • Fiscal year 2018 • EIN 13-4009608

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

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.

Liabilities / Assets

72nd percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

51st percentile

6.4%

Higher net margin than 51% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

162%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$3,877,119

Down $485,660 (-11%) from 2017

Net Assets

Down

$3,877,119

Down $485,660 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin51st percentile

Revenue

Up

$377,304

Up $233,109 (+162%) from 2017

Expenses

Up

$353,338

Up $177,332 (+101%) from 2017

Net Income

Up

$23,966

Up $55,777 (+175%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$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

2018

Assets$3,877,119
Liabilities$0
Net Assets$3,877,119
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$377,304
Expenses$353,338
Net Income$23,966
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH G MILLERDir, Pres-$0--
RICHARD A MILLERTreasurer-$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
2019-10-10
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 Appendix301 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0219836
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0219836
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0184627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0184627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0156973
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0101335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055638
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0321171
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0101335
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0341600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0240265
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELIZABETH GOSNELL MILLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01125 FIFTH AVE 12TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010128
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0130749
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501cInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0509626
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1 PIRATES COVE PARTNERS LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-2875
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FROM K-1 PIRATES COVE PARTNERS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19164
TaxesSchedule/TaxesDetail/Amt03128
TaxesSchedule/TaxesDetail/Amt110250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03128
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH G MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05853258075
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08132A4FAD9F978D94CDBD2E1CB4DCFB55ED06FFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08132A4FAD9F978D94CDBD2E1CB4DCFB55ED06FFF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId016495420193015000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.130.22
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/PreparationDt02019-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F MCGRAW CPA
ReturnHeader/ReturnTs02019-10-28T09:56:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,877,119
Liabilities
$0
Net assets
$3,877,119
Revenue
$377,304
Expenses
$353,338
Net income
$23,966
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
2018Detailed filing. Detailed filing data is available for this year.$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