Civic Intelligence

Locke Foundation

990EZ • Fiscal year 2022 • EIN 20-0364281

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 09, 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$120,278

Up $52,847 (+78%) from 2015

Net Assets

Up

$116,713

Up $49,282 (+73%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$40,035

Down $33,896 (-46%) from 2015

Expenses

Down

$14,941

Down $60,409 (-80%) from 2015

Net Income

Up

$25,094

Up $26,513 (+1868%) from 2015

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

2022

Assets$120,278
Liabilities-
Net Assets$116,713
Open 2022 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

2022

Revenue$40,035
Expenses$14,941
Net Income$25,094
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 9, 2024
Return Version
2022v5.0
Gross Receipts
$55,200
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 FESTIVAL-$5,785
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART WALTHALLChairpersonPT$0--
CLARENCE CHUVice-ChairpersonPT$0--
DOUGLAS HSIASecretaryPT$0--
EILEEN LEUNGTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
May Festival$9,900$9,900$5,785$4,115
Total Events$9,900$9,900$5,785$4,115
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
2024-06-09
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 II Other Asset

“Inventory $4041 and equipment $1200.00”

Raw XML Appendix138 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/BOYAmt086378
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0116713
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020559
IRS990EZ/CostOfGoodsSoldAmt04041
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03856
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091619
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120278
IRS990EZ/FundraisingGrossIncomeAmt023580
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05871
IRS990EZ/GrossReceiptsAmt055200
IRS990EZ/GrossSalesOfInventoryAmt09912
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01149
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091619
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116713
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091619
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120278
IRS990EZ/OccupancyRentUtltsAndMaintAmt08145
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-CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05241
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03565
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE HISTORIC LEGACY LOCKE
IRS990EZ/PrintingPublicationsPostageAmt02940
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAY FESTIVAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05785
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011124
IRS990EZ/SpecialEventsNetIncomeLossAmt012456
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014941
IRS990EZ/TotalProgramServiceExpensesAmt05785
IRS990EZ/TotalRevenueAmt040035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011080
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013212
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt013212
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt036792
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036792
IRS990ScheduleA/Total509Grp/TotalAmt036792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036792
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05785
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAY FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09900
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04115
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05785
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVENTORY $4041 AND EQUIPMENT $1200.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART II OTHER ASSET
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN LEUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05307580567
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-09
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/PreparerFirmEIN0200364281
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/PreparationDt02024-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIN LI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-11T10:24:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,278
Liabilities
-
Net assets
$116,713
Revenue
$40,035
Expenses
$14,941
Net income
$25,094
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