Civic Intelligence

Locke Foundation

990EZ • Fiscal year 2012 • EIN 20-0364281

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 13, 2013

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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,977

Up $7,525 (+16%) from 2011

Net Assets

$55,977

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$30,905

Up $6,999 (+29%) from 2011

Expenses

Up

$23,380

Up $2,953 (+14%) from 2011

Net Income

Up

$7,525

Up $4,046 (+116%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2012

Assets$55,977
Liabilities-
Net Assets$55,977
Open 2012 Filing

Operations Trend

Revenue Growth78th percentile

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

2012

Revenue$30,905
Expenses$23,380
Net Income$7,525
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 13, 2013
Return Version
2012v2.1
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 Appendix155 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/PersonName2BROCK ALEXANDER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY024954
IRS990EZ/CashSavingsAndInvestments/EOY032479
IRS990EZ/ContributionsGiftsGrantsEtc07900
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear07525
IRS990EZ/FeesAndOthPymtToIndContractors04400
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts030905
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome027
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY048452
IRS990EZ/NetAssetsOrFundBalancesBOY048452
IRS990EZ/NetAssetsOrFundBalances/EOY055977
IRS990EZ/NetAssetsOrFundBalancesEOY055977
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CLARENCE CHU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1EILEEN LEUNG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2BROCK ALEXANDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VP/SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY023498
IRS990EZ/OtherAssetsTotal/EOY023498
IRS990EZ/OtherExpensesTotal017149
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA.
IRS990EZ/PrintingPublicationsPostage01831
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/ProgramServiceExpenses011108
IRS990EZ/ProgramServiceRevenue022978
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/BOY048452
IRS990EZ/TotalAssets/EOY055977
IRS990EZ/TotalExpenses023380
IRS990EZ/TotalProgramServiceExpenses011108
IRS990EZ/TotalRevenue030905
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear07900
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year023881
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years015279
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years022897
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years028207
IRS990ScheduleA/GiftsGrantsContribReceived509/Total098164
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years025
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years069
IRS990ScheduleA/GrossInvestmentIncome509/Total0119
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear023005
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year025
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years025
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years045
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total023100
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years069
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0119
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99890
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99900
IRS990ScheduleA/PublicSupportTotal5090121264
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear030905
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year023906
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years015304
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years022942
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years028207
IRS990ScheduleA/Total509/Total0121264
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear030905
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year023931
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years015329
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years022942
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years028276
IRS990ScheduleA/TotalSupportTotal/Total0121383
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING AND PROMOTION 1,778 OFFICE 586 TRAVEL 261 INSURANCE 1,681 TOURS 718 PARK EXPNESES 2,054 SPECIAL EVENT 6,854 TAXES 1,055 UTILITIES 633 PROMOTIONAL ITEMS 1,482 SUPPLIES 47 TOTAL 17,149
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/BuildTS02016-03-07 17:11:31Z
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/DateSigned02013-02-13
ReturnHeader/Officer/Name0CLARENCE CHU
ReturnHeader/Officer/Phone09167761661
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-05-08
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T17:02:22-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$55,977
Liabilities
-
Net assets
$55,977
Revenue
$30,905
Expenses
$23,380
Net income
$7,525
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