Civic Intelligence

The Lucey Family Foundation Inc

EIN 20-3863497 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.03x

Higher debt load relative to assets than 63% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.12x

Higher debt load relative to revenue than 75% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

78th percentile

27%

Higher net margin than 78% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

64th percentile

7.2%

Faster asset growth than 64% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

126%

Faster revenue growth than 90% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$898,233

Up $60,228 (+7.2%) from 2023

Liabilities

Down

$27,358

Down $1,997 (-6.8%) from 2023

Net Assets

$870,875

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue75th percentileNet Margin78th percentile

Revenue

Up

$226,751

Up $126,500 (+126%) from 2023

Expenses

Up

$165,026

Up $4,326 (+2.7%) from 2023

Net Income

Up

$61,725

Up $122,174 (+202%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $238,338Liabilities 2010: $0Net Assets 2010: $238,3382010Assets 2011: $249,587Liabilities 2011: $0Net Assets 2011: $249,5872011Assets 2012: $251,170Liabilities 2012: $0Net Assets 2012: $251,1702012Assets 2013: $271,615Liabilities 2013: $1,007Net Assets 2013: $270,6082013Assets 2014: $615,851Liabilities 2014: $1,7222014Assets 2015: $685,349Liabilities 2015: $9,971Net Assets 2015: $675,3782015Assets 2016: $770,564Liabilities 2016: $21,611Net Assets 2016: $748,9532016Assets 2017: $722,827Liabilities 2017: $10,984Net Assets 2017: $711,8432017Assets 2018: $728,164Liabilities 2018: $10,181Net Assets 2018: $717,9832018Assets 2019: $720,679Liabilities 2019: $11,228Net Assets 2019: $709,4512019Assets 2020: $700,729Liabilities 2020: $13,962Net Assets 2020: $686,7672020Assets 2021: $886,913Liabilities 2021: $17,6072021Assets 2022: $888,367Liabilities 2022: $19,268Net Assets 2022: $869,0992022Assets 2023: $838,005Liabilities 2023: $29,3552023Assets 2024: $898,233Liabilities 2024: $27,358Net Assets 2024: $870,8752024

Highlighted filing

2024

Assets$898,233
Liabilities$27,358
Net Assets$870,875
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $31,9492010Expenses 2011: $16,7702011Expenses 2012: $5,8222012Revenue 2013: $339,605Expenses 2013: $320,167Net Income 2013: $19,4382013Revenue 2014: $520,058Expenses 2014: $176,537Net Income 2014: $343,5212014Revenue 2015: $233,675Expenses 2015: $172,426Net Income 2015: $61,2492015Revenue 2016: $228,487Expenses 2016: $154,912Net Income 2016: $73,5752016Revenue 2017: $119,624Expenses 2017: $156,734Net Income 2017: -$37,1102017Revenue 2018: $159,414Expenses 2018: $153,274Net Income 2018: $6,1402018Revenue 2019: $119,528Expenses 2019: $129,060Net Income 2019: -$9,5322019Revenue 2020: $117,342Expenses 2020: $140,026Net Income 2020: -$22,6842020Revenue 2021: $322,422Expenses 2021: $139,883Net Income 2021: $182,5392021Revenue 2022: $147,245Expenses 2022: $147,452Net Income 2022: -$2072022Revenue 2023: $100,251Expenses 2023: $160,700Net Income 2023: -$60,4492023Revenue 2024: $226,751Expenses 2024: $165,026Net Income 2024: $61,7252024

Highlighted filing

2024

Revenue$226,751
Expenses$165,026
Net Income$61,725
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$898,233
Liabilities
$27,358
Net assets
$870,875
Revenue
$226,751
Expenses
$165,026
Net income
$61,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.98$0.27$8.71$2.27$1.65$0.62
2023Summary only. Only limited summary data is available for this year.$8.38$0.29$1.00$1.61$0.60
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.19$8.69$1.47$1.47$0.00
2021Summary only. Only limited summary data is available for this year.$8.87$0.18$3.22$1.40$1.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.14$6.87$1.17$1.40$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.11$7.09$1.20$1.29$0.10
2018Detailed filing. Detailed filing data is available for this year.$7.28$0.10$7.18$1.59$1.53$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.11$7.12$1.20$1.57$0.37
2016Detailed filing. Detailed filing data is available for this year.$7.71$0.22$7.49$2.28$1.55$0.74
2015Detailed filing. Detailed filing data is available for this year.$6.85$0.10$6.75$2.34$1.72$0.61
2014Summary only. Only limited summary data is available for this year.$6.16$0.02$5.20$1.77$3.44
2013Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.71$3.40$3.20$0.19
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher LuceyVP, Director-$0--
Donald F LuceyPres, Dir, Sec-$0--
James LuceyDir, VP-$0--
Marianne LuceyDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
The Lucey Family Foundation Inc
EIN
20-3863497
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Donald Lucey
Title
President
Phone
8008391754
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 651 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ENTERPRISE PRODS OPER LLC - 5.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christopher Lucey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donald F Lucey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2James Lucey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Marianne Lucey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP, Dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
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