Civic Intelligence

Locke Foundation

990EZ • Fiscal year 2011 • EIN 20-0364281

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 11, 2012

Organization ProfileN/A
PO Box 108595690
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$48,452

Flat from 2011

Net Assets

$48,452

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$23,906

Flat from 2011

Expenses

Flat

$20,427

Flat from 2011

Net Income

Flat

$3,479

Flat from 2011

Historical Trend

Balance Sheet Trend

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: $48,452Net Assets 2011: $48,4522011Assets 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

2011

Assets$48,452
Liabilities-
Net Assets$48,452
Open 2011 Filing

Operations Trend

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 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

2011

Revenue$23,906
Expenses$20,427
Net Income$3,479
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 11, 2012
Return Version
2011v1.2
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 Appendix172 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/PersonName1EILEEN LEUNG
CompensationExplanation/Compensation/PersonName2DEBBIE MENDEL
CompensationExplanation/Compensation/PersonName3BROCK ALEXANDER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY021475
IRS990EZ/CashSavingsAndInvestments/EOY024954
IRS990EZ/ContributionsGiftsGrantsEtc023881
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear03479
IRS990EZ/FeesAndOthPymtToIndContractors03180
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts023906
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome025
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY044973
IRS990EZ/NetAssetsOrFundBalancesBOY044973
IRS990EZ/NetAssetsOrFundBalances/EOY048452
IRS990EZ/NetAssetsOrFundBalancesEOY048452
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO BOX 987
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11821 CHERRY LN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12PO BOX 1192
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13PO BOX 241
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0WALNUT GROVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2WALNUT GROVE
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/ZIPCode195616
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode295690
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode395690
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition08.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition14.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition38.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CLARENCE CHU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1EILEEN LEUNG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DEBBIE MENDEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3BROCK ALEXANDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY023498
IRS990EZ/OtherAssetsTotal/EOY023498
IRS990EZ/OtherExpensesTotal017247
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/ProgramServiceExpenses011157
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
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/BOY044973
IRS990EZ/TotalAssets/EOY048452
IRS990EZ/TotalExpenses020427
IRS990EZ/TotalProgramServiceExpenses011157
IRS990EZ/TotalRevenue023906
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear023881
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year015279
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years022897
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years028207
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years018112
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0108376
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years069
IRS990ScheduleA/GrossInvestmentIncome509/Total0119
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear025
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year025
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years045
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total095
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years069
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0119
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99900
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99890
IRS990ScheduleA/PublicSupportTotal5090108471
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear023906
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year015304
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years022942
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years028207
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years018112
IRS990ScheduleA/Total509/Total0108471
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear023931
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year015329
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years022942
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years028276
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years018112
IRS990ScheduleA/TotalSupportTotal/Total0108590
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING AND PROMOTION 625 OFFICE 812 INSURANCE 2,341 MISCELLANEOUS 14 PARK EXPNESES 2,785 TRAVEL 1,639 PRINTING 1,186 SPECIAL EVENT 5,533 TAXES 154 UTILITIES 2,158 TOTAL 17,247
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 ACCOMPLISHMENT
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/DateSigned02012-07-11
ReturnHeader/Officer/Name0CLARENCE CHU
ReturnHeader/Officer/Phone09167761661
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02012-07-17
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/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-17T16:41:57-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$48,452
Liabilities
-
Net assets
$48,452
Revenue
$23,906
Expenses
$20,427
Net income
$3,479
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
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.24$0.20$0.03
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