Civic Intelligence

Donald Lee and Sally Steadman Lucas Foundation

990PF • Fiscal year 2019 • EIN 27-0167162

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
3500 S Dupont HighwayDover, DE 19901

(888) 682-4368

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-239%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

1st percentile

-83%

Faster asset growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

317%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$496,840

Down $2,447,547 (-83%) from 2018

Net Assets

Down

$496,840

Down $2,447,547 (-83%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Up

$1,009,789

Up $767,678 (+317%) from 2018

Expenses

Up

$3,420,231

Up $2,701,624 (+376%) from 2018

Net Income

Down

-$2,410,442

Down $1,933,946 (-406%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $12,792,722Liabilities 2011: $0Net Assets 2011: $12,792,7222011Assets 2012: $8,128,108Liabilities 2012: $0Net Assets 2012: $8,128,1082012Assets 2013: $7,614,241Liabilities 2013: $0Net Assets 2013: $7,614,2412013Assets 2015: $6,130,841Liabilities 2015: $0Net Assets 2015: $6,130,8412015Assets 2016: $5,016,557Liabilities 2016: $0Net Assets 2016: $5,016,5572016Assets 2017: $3,514,931Liabilities 2017: $0Net Assets 2017: $3,514,9312017Assets 2018: $2,944,387Liabilities 2018: $0Net Assets 2018: $2,944,3872018Assets 2019: $496,840Liabilities 2019: $0Net Assets 2019: $496,8402019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$496,840
Liabilities$0
Net Assets$496,840
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $1,189,6022011Expenses 2012: $5,677,3282012Revenue 2013: $750,474Expenses 2013: $1,264,341Net Income 2013: -$513,8672013Revenue 2015: $332,575Expenses 2015: $1,796,428Net Income 2015: -$1,463,8532015Revenue 2016: $336,410Expenses 2016: $1,450,694Net Income 2016: -$1,114,2842016Revenue 2017: $519,485Expenses 2017: $2,021,111Net Income 2017: -$1,501,6262017Revenue 2018: $242,111Expenses 2018: $718,607Net Income 2018: -$476,4962018Revenue 2019: $1,009,789Expenses 2019: $3,420,231Net Income 2019: -$2,410,4422019Revenue 2020: $140,694Expenses 2020: $405,298Net Income 2020: -$264,6042020

Highlighted filing

2019

Revenue$1,009,789
Expenses$3,420,231
Net Income-$2,410,442
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY S LUCASPres/Treas/Sec-$0--
Filing and Contact Details

Filer

Filer Name
Donald Lee and Sally Steadman Lucas
EIN
27-0167162
Phone
8886824368
Address
3500 S DUPONT HIGHWAY, DOVER, DE 19901

Signing Officer

Name
Sally S Lucas
Title
Pres/dir/sec/tr
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
26515 Carmel Rancho Blvd STE 100, Carmel, CA 93923
Preparer
Kris Toscano CPA
Phone
8316245333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161UNITED OVERSEAS BK LTD ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163UNIVERAL HLTH SVC B
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166W ABASH NATIONAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm244NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm245PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246BP PLC
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03406500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt063056
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt063056
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02997607
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05441
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05441
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05441
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0996162
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0858
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0183
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013731
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0941109
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2410442
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt096921
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt059816
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0593761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02944387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0496840
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0125413
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0125413
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0125413
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0135375
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09962
IRS990PF/DistributableAmountGrp/TotalTaxAmt09962
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,840
Liabilities
$0
Net assets
$496,840
Revenue
$1,009,789
Expenses
$3,420,231
Net income
-$2,410,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$0.41$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.01$3.42$2.41
2018Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.24$0.72$0.48
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.52$2.02$1.50
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.34$1.45$1.11
2015Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.33$1.80$1.46
2013Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.75$1.26$0.51
2012Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$5.68
2011Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.19