Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Balance Sheet
Assets
Up$67,431
Up $11,454 (+20%) from 2012
Net Assets
Up$67,431
Up $11,454 (+20%) from 2012
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$73,931
Up $43,026 (+139%) from 2012
Expenses
Up$75,350
Up $51,970 (+222%) from 2012
Net Income
Down-$1,419
Down $8,944 (-119%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Feb 9, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $73,931
Mission and Program Overview
Mission
To educate the public about the contributions of early chinese-americans in california.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DOCENT -LED TOURS OF LOCKE; 20-200 VISTORS WEEKLY | - | $10,942 |
| COLLECTING, RECORDING AND STORING ARTIFACTS AND ARCHIVAL MATERIAL FOR PUBLIC USE FREE OF CHARGE; RECORDING AND PRESERVING ORAL HISTORIES FOR PUBLIC USE FREE OF CHARGE. | - | $350 |
| ERECTING 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 | - | - |
| SCHOLARSHIP | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CLARENCE CHU | Chair | - | $0 | - | - |
| EILEEN LEUNG | VP/Secretary | - | $0 | - | - |
| BROCK ALEXANDER | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Locke Foundation
- EIN
- 20-0364281
- Phone
- 9167761661
- Address
- PO BOX 1085, WALNUT GROVE, CA 95690
Signing Officer
- Name
- Clarence Chu
- Title
- Chair
- Phone
- 9167761661
- Signed
- 2016-02-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Pisoni & Associates
- Address
- PO BOX 984, WALNUT GROVE, CA 95690
- Preparer
- Bruce Pisoni CPA
- Phone
- 9167761945
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses 2,870 3,812 public officials travel/entertainment 34 4,368 tours 2,329 park expneses 4,277 special event 39,595 taxes 481 utilities 5,667 supplies 517 tile expense 2,000 dues 415 lease 334 maintenance 2,950 books 350 total 69,999”
Form 990-ez, Part II, Line 24
“Locke memorial monument & walls 23,498 23,498 total 23,498 23,498”
Form 990-ez, Part III
“To educate the public about the contributions of early chinese-americans in california.”
Form 990-ez, Part III, Line 30
“Erecting 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”
Form 990-ez, Part III, Line 31
“SCHOLARSHIP”
Raw XML Appendix135 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LOCKE FOUNDATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9167761661 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1035 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WALNUT GROVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95690 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 45352 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 43933 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5705 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1419 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5351 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 68850 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 67431 |
| IRS990EZ/GrossReceiptsAmt | 0 | 73931 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 53 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 68850 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 67431 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 68850 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 67431 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CLARENCE CHU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | EILEEN LEUNG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BROCK ALEXANDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP/SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 23498 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 23498 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 69999 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 68173 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DOCENT -LED TOURS OF LOCKE; 20-200 VISTORS WEEKLY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | COLLECTING, 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | ERECTING 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | SCHOLARSHIP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10942 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 350 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 75350 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 11292 |
| IRS990EZ/TotalRevenueAmt | 0 | 73931 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5705 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3275 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 8980 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 68226 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 36431 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 104657 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 113637 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 73931 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 39706 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 113637 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 73931 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 39706 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 113637 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES 2,870 3,812 PUBLIC OFFICIALS TRAVEL/ENTERTAINMENT 34 4,368 TOURS 2,329 PARK EXPNESES 4,277 SPECIAL EVENT 39,595 TAXES 481 UTILITIES 5,667 SUPPLIES 517 TILE EXPENSE 2,000 DUES 415 LEASE 334 MAINTENANCE 2,950 BOOKS 350 TOTAL 69,999 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | LOCKE MEMORIAL MONUMENT & WALLS 23,498 23,498 TOTAL 23,498 23,498 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO EDUCATE THE PUBLIC ABOUT THE CONTRIBUTIONS OF EARLY CHINESE-AMERICANS IN CALIFORNIA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ERECTING 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/SupplementalInformationDetail/ExplanationTxt | 4 | SCHOLARSHIP |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 30 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CLARENCE CHU |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9167761661 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-02-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LOCKE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOCK |
| ReturnHeader/Filer/EIN | 0 | 200364281 |
| ReturnHeader/Filer/PhoneNum | 0 | 9167761661 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1085 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WALNUT GROVE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95690 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 721543782 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PISONI & ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 984 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WALNUT GROVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95690 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9167761945 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-02-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRUCE PISONI CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2016-02-25T09:24:04-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $67,431
- Liabilities
- -
- Net assets
- $67,431
- Revenue
- $73,931
- Expenses
- $75,350
- Net income
- -$1,419