Civic Intelligence

Locke Foundation

990EZ • Fiscal year 2010 • EIN 20-0364281

Jan 01, 2010 to Dec 31, 2010 • Filed on Mar 01, 2011

Organization ProfileN/A
PO Box 108595690
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

35th percentile

-3.9%

Higher net margin than 35% of similar nonprofits.

2010 filings • 501(c)3 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$44,973

No earlier filing loaded for comparison.

Net Assets

$44,973

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

$15,304

No earlier filing loaded for comparison.

Expenses

$15,895

No earlier filing loaded for comparison.

Net Income

-$591

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2010: $44,973Net Assets 2010: $44,9732010Assets 2011: $48,452Liabilities 2011: $02011Assets 2012: $55,977Net Assets 2012: $55,9772012Assets 2015: $67,431Net Assets 2015: $67,4312015Assets 2022: $120,278Net Assets 2022: $116,7132022Assets 2023: $119,971Net Assets 2023: $119,6522023Assets 2024: $133,583Net Assets 2024: $146,6052024

Highlighted filing

2010

Assets$44,973
Liabilities-
Net Assets$44,973
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $15,304Expenses 2010: $15,895Net Income 2010: -$5912010Revenue 2011: $23,906Expenses 2011: $20,427Net Income 2011: $3,4792011Revenue 2012: $30,905Expenses 2012: $23,380Net Income 2012: $7,5252012Revenue 2015: $73,931Expenses 2015: $75,350Net Income 2015: -$1,4192015Revenue 2022: $40,035Expenses 2022: $14,941Net Income 2022: $25,0942022Revenue 2023: $51,439Expenses 2023: $52,065Net Income 2023: -$6262023Revenue 2024: $69,005Expenses 2024: $42,371Net Income 2024: $26,6342024

Highlighted filing

2010

Revenue$15,304
Expenses$15,895
Net Income-$591
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Mar 1, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

To educate the public about the contributions of early chinese-americans in california.

Filing and Contact Details

Filer

EIN
20-0364281
Raw XML Appendix168 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.

Path#Value
CompensationExplanation/Compensation/PersonName0CLARENCE CHU
CompensationExplanation/Compensation/PersonName1STUART WALTHALL
CompensationExplanation/Compensation/PersonName2ALFRED YEE
CompensationExplanation/Compensation/PersonName3SHIRLEY ROBERTS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY022066
IRS990EZ/CashSavingsAndInvestments/EOY021475
IRS990EZ/ContributionsGiftsGrantsEtc015279
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-591
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts015304
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome025
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY045564
IRS990EZ/NetAssetsOrFundBalancesBOY045564
IRS990EZ/NetAssetsOrFundBalances/EOY044973
IRS990EZ/NetAssetsOrFundBalancesEOY044973
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO BOX 987
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11PO BOX 800
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine127431 MYRTLE VISTA AVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13PO BOX 1085
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0WALNUT GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1WALNUT GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2SACRAEMNTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3WALNUT GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode095690
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode195690
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode295831
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode395690
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition210
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition310
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CLARENCE CHU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1STUART WALTHALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ALFRED YEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3SHIRLEY ROBERTS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3EXEC DIR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY023498
IRS990EZ/OtherAssetsTotal/EOY023498
IRS990EZ/OtherExpensesTotal015895
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0DOCENT -LED TOURS OF LOCKE; 20-200 VISTORS WEEKLY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1COLLECTING, RECORDING AND STORING ARTIFACTS AND ARCHIVAL MATERIAL FOR PUBLIC USE FREE OF CHARGE; RECORDING AND PRESERVING ORAL HISTORIES FOR PUBLIC USE FREE OF CHARGE.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2ERECTING THE LOCKE MONUMENT TO COMMEMORATE AND EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE AMERICANS IN CALIFORNIA; ERECTING THE LOCKE MEMORIAL PARK WALLS DEDICATED TO PAST AND PRESENT RESIDENTS AND TO THE SUPPORTERS OF THE LOCKE FOUNDATION; 50-200 VISTORS WEEKLY
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01375
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 1035
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WALNUT GROVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095690
IRS990EZ/TheBooksAreInCareOf/NamePerson0LOCKE FOUNDATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09167761661
IRS990EZ/TotalAssets/BOY045564
IRS990EZ/TotalAssets/EOY044973
IRS990EZ/TotalExpenses015895
IRS990EZ/TotalProgramServiceExpenses01375
IRS990EZ/TotalRevenue015304
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear015279
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year022897
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years028207
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years018112
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years08055
IRS990ScheduleA/GiftsGrantsContribReceived509/Total092550
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years069
IRS990ScheduleA/GrossInvestmentIncome509/Total094
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear025
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year045
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total070
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years069
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total094
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99890
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99900
IRS990ScheduleA/PublicSupportTotal509092620
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear015304
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year022942
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years028207
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years018112
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years08055
IRS990ScheduleA/Total509/Total092620
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear015329
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year022942
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years028276
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years018112
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years08055
IRS990ScheduleA/TotalSupportTotal/Total092714
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING 220 INSURANCE 868 MISCELLANEOUS 50 OFFICE SUPPLIES 933 PARK EXPNESES 2,275 TRAVEL 129 PRINTING 1,695 PROFESSIONAL SERVICES 5,475 SPECIAL EVENT 764 TAXES 581 TOURS 611 UTILITIES 2,294 TOTAL 15,895
IRS990ScheduleO/GeneralExplanation/Explanation1LOCKE MEMORIAL MONUMENT & WALLS 23,498 23,498 TOTAL 23,498 23,498
IRS990ScheduleO/GeneralExplanation/Explanation2TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA.
IRS990ScheduleO/GeneralExplanation/Explanation3ERECTING THE LOCKE MONUMENT TO COMMEMORATE AND EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE AMERICANS IN CALIFORNIA; ERECTING THE LOCKE MEMORIAL PARK WALLS DEDICATED TO PAST AND PRESENT RESIDENTS AND TO THE SUPPORTERS OF THE LOCKE FOUNDATION; 50-200 VISTORS WEEKLY
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier3THIRD ACHIEVEMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200364281
ReturnHeader/Filer/Name/BusinessNameLine10LOCKE FOUNDATION
ReturnHeader/Filer/NameControl0LOCK
ReturnHeader/Filer/Phone09167761661
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1085
ReturnHeader/Filer/USAddress/City0WALNUT GROVE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095690
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-03-01
ReturnHeader/Officer/Name0CLARENCE CHU
ReturnHeader/Officer/Phone09167761661
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02011-03-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PISONI & ASSOCIATES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 984
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WALNUT GROVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095690
ReturnHeader/Preparer/Name0BRUCE PISONI CPA
ReturnHeader/Preparer/Phone09167761945
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-03-12T12:08:19-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,973
Liabilities
-
Net assets
$44,973
Revenue
$15,304
Expenses
$15,895
Net income
-$591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$1.47$0.69$0.42$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.51$0.52$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.17$0.40$0.15$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.74$0.75$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$0.31$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.24$0.20$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$0.15$0.16$0.01