Civic Intelligence

The Lucelia Foundation Inc

990PF • Fiscal year 2023 • EIN 13-4009608

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

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

70th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Net Margin

9th percentile

-284%

Higher net margin than 9% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Asset Growth

72nd percentile

6.9%

Faster asset growth than 72% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-16%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$5,683,272

Up $369,189 (+6.9%) from 2022

Net Assets

Up

$5,683,272

Up $369,189 (+6.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Down

$218,350

Down $43,105 (-16%) from 2022

Expenses

Up

$838,930

Up $446,704 (+114%) from 2022

Net Income

Down

-$620,580

Down $489,809 (-375%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2023

Assets$5,683,272
Liabilities$0
Net Assets$5,683,272
Open 2023 Filing

Operations Trend

Revenue Growth38th 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

2023

Revenue$218,350
Expenses$838,930
Net Income-$620,580
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay70th 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
2024-10-28
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 Appendix271 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/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0810321
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0538344
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01251011
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0712667
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0989769
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028303
TaxesSchedule/TaxesDetail/Amt0306
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0306
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH G MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05853258075
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F MCGRAW CPA
ReturnHeader/ReturnTs02024-11-05T08:12:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,683,272
Liabilities
$0
Net assets
$5,683,272
Revenue
$218,350
Expenses
$838,930
Net income
-$620,580
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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • NTEE T20Z • $5M-$10M nonprofits