Civic Intelligence

Locke Foundation

990EZ • Fiscal year 2023 • EIN 20-0364281

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 02, 2024

Organization ProfileN/A
PO Box 1085Walnut Grove, CA 95690

(530) 758-0567

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$119,971

Down $307 (-0.3%) from 2022

Net Assets

Up

$119,652

Up $2,939 (+2.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$51,439

Up $11,404 (+28%) from 2022

Expenses

Up

$52,065

Up $37,124 (+248%) from 2022

Net Income

Down

-$626

Down $25,720 (-102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$119,971
Liabilities-
Net Assets$119,652
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$51,439
Expenses$52,065
Net Income-$626
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 2, 2024
Return Version
2023v5.0
Gross Receipts
$51,439
Mission and Program Overview

Mission

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

Educate historic legacy locke

Program Services

DescriptionGrantsExpenses
MAY EVENT-$5,773
SCHOLARSHIPS-$4,500
CHINESE NEW YEAR EVENT-$1,950
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART WALTHALLChairpersonPT$0--
CLARENCE CHUVice-ChairersonPT$0--
DOUGLAS HSIASecretaryPT$0--
EILEEN LEUNGTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Locke Foundation
EIN
20-0364281
Address
PO BOX 1085, WALNUT GROVE, CA 95690

Signing Officer

Name
Eileen Leung
Title
Treasurer
Phone
5307580567
Signed
2024-06-02
Discuss with paid preparer
Yes

Preparer

Firm
J & K Tax and Financial Services
Address
1740 FRUITRIDGE RD STE 102, SACRAMENTO, CA 95822
Preparer
Jin Li
Phone
9164531888
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16 Other Expenses

“Gift shop $2689; tile production $4710; sale taxes $588; tax filing $157; and refund $318”

Form 990EZ Part II Line 24 Other Assets Column B

“Inventory $2365 plus equipment $1200.00”

Raw XML Appendix131 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EILEEN LEUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum05307580567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1085
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095690
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0116713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0115971
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051439
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-626
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01755
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120278
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119971
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020327
IRS990EZ/GrossReceiptsAmt051439
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120278
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119971
IRS990EZ/OccupancyRentUtltsAndMaintAmt016584
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STUART WALTHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLARENCE CHU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUGLAS HSIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EILEEN LEUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIRERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03565
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04000
IRS990EZ/OtherExpensesTotalAmt08461
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE HISTORIC LEGACY LOCKE
IRS990EZ/PrintingPublicationsPostageAmt04938
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAY EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHINESE NEW YEAR EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05773
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052065
IRS990EZ/TotalProgramServiceExpensesAmt012223
IRS990EZ/TotalRevenueAmt051439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02900
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt028400
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028400
IRS990ScheduleA/Total509Grp/TotalAmt028400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028400
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIFT SHOP $2689; TILE PRODUCTION $4710; SALE TAXES $588; TAX FILING $157; AND REFUND $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORY $2365 PLUS EQUIPMENT $1200.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART II LINE 24 OTHER ASSETS COLUMN B
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN LEUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05307580567
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0200364281
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1085
ReturnHeader/Filer/USAddress/CityNm0WALNUT GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095690
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742997245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J & K TAX AND FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01740 FRUITRIDGE RD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095822
ReturnHeader/PreparerPersonGrp/PhoneNum09164531888
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIN LI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-08T15:05:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EILEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEUNG
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$119,971
Liabilities
-
Net assets
$119,652
Revenue
$51,439
Expenses
$52,065
Net income
-$626
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