Civic Intelligence

Luke W Jordan Jr Foundation

EIN 20-5304340 • Thousand Oaks, CA

3492 Wild Lilac Road Apt 227Thousand Oaks, CA 91360
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

64th percentile

4.5%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

278%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$358,895

Up $15,358 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$358,895

Up $15,358 (+4.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$15,951

Up $11,735 (+278%) from 2023

Expenses

Down

$7,260

Down $7,641 (-51%) from 2023

Net Income

Up

$8,691

Up $19,376 (+181%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2011: $113,330Liabilities 2011: $0Net Assets 2011: $113,3302011Assets 2012: $186,457Liabilities 2012: $0Net Assets 2012: $186,4572012Assets 2013: $226,319Liabilities 2013: $0Net Assets 2013: $226,3192013Assets 2014: $334,285Liabilities 2014: $0Net Assets 2014: $334,2852014Assets 2015: $341,068Liabilities 2015: $02015Assets 2016: $202,327Liabilities 2016: $0Net Assets 2016: $202,3272016Assets 2017: $284,763Liabilities 2017: $0Net Assets 2017: $284,7632017Assets 2018: $415,385Liabilities 2018: $0Net Assets 2018: $415,3852018Assets 2019: $386,106Liabilities 2019: $0Net Assets 2019: $386,1062019Assets 2020: $391,219Liabilities 2020: $0Net Assets 2020: $391,2192020Assets 2021: $420,756Liabilities 2021: $0Net Assets 2021: $420,7562021Assets 2022: $326,283Liabilities 2022: $0Net Assets 2022: $326,2832022Assets 2023: $343,537Liabilities 2023: $0Net Assets 2023: $343,5372023Assets 2024: $358,895Liabilities 2024: $0Net Assets 2024: $358,8952024

Highlighted filing

2024

Assets$358,895
Liabilities$0
Net Assets$358,895
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100KExpenses 2011: $6,0002011Expenses 2012: $8,5002012Revenue 2013: $15,997Expenses 2013: $6,236Net Income 2013: $9,7612013Revenue 2014: $10,513Expenses 2014: $10,541Net Income 2014: -$282014Revenue 2015: $8,479Expenses 2015: $13,150Net Income 2015: -$4,6712015Revenue 2016: $2,918Expenses 2016: $22,236Net Income 2016: -$19,3182016Revenue 2017: $67,384Expenses 2017: $30,339Net Income 2017: $37,0452017Revenue 2018: $166,390Expenses 2018: $33,854Net Income 2018: $132,5362018Revenue 2019: -$6,850Expenses 2019: $45,008Net Income 2019: -$51,8582019Revenue 2020: $98,890Expenses 2020: $93,777Net Income 2020: $5,1132020Revenue 2021: $75,320Expenses 2021: $67,085Net Income 2021: $8,2352021Revenue 2022: $8,417Expenses 2022: $45,534Net Income 2022: -$37,1172022Revenue 2023: $4,216Expenses 2023: $14,901Net Income 2023: -$10,6852023Revenue 2024: $15,951Expenses 2024: $7,260Net Income 2024: $8,6912024

Highlighted filing

2024

Revenue$15,951
Expenses$7,260
Net Income$8,691
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$358,895
Liabilities
$0
Net assets
$358,895
Revenue
$15,951
Expenses
$7,260
Net income
$8,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.16$0.07$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.04$0.15$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.08$0.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.75$0.67$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.99$0.94$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.07$0.45$0.52
2018Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$1.66$0.34$1.33
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.67$0.30$0.37
2016Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.03$0.22$0.19
2015Summary only. Only limited summary data is available for this year.$3.41$0.00$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.11$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.16$0.06$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKE W JORDAN JRPresident-$0--
Filing and Contact Details

Filer

Filer Name
Luke W Jordan Jr Foundation
EIN
20-5304340
Phone
8052317473
Address
3492 WILD LILAC ROAD APT 227, THOUSAND OAKS, CA 91360

Signing Officer

Name
Luke W Jordan Jr
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Gibb Llp
Address
31351 VIA COLINAS STE 202, WESTLAKE VILLAGE, CA 91362-4561
Preparer
Lisa a Allison
Phone
8183946689
Raw XML Appendix206 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.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE W JORDAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/Filer/EIN0205304340
ReturnHeader/Filer/PhoneNum08052317473
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ALLISON
ReturnHeader/ReturnTs02025-05-13T15:36:49-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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