Civic Intelligence

George W Lukovsky & Elizabeth L Lukovsky Irrevocable Trust

990PF • Fiscal year 2014 • EIN 35-7020378

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization Profile
5620 Huntington StDuluth, MN 55807

(218) 624-4917

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$27,269

No earlier filing loaded for comparison.

Net Assets

$27,269

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$716

No earlier filing loaded for comparison.

Net Income

-$716

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2014: $27,269Liabilities 2014: $0Net Assets 2014: $27,2692014Assets 2015: $26,342Liabilities 2015: $0Net Assets 2015: $26,3422015Assets 2016: $25,449Liabilities 2016: $0Net Assets 2016: $25,4492016Assets 2017: $25,449Liabilities 2017: $0Net Assets 2017: $25,4492017Assets 2018: $24,949Liabilities 2018: $0Net Assets 2018: $24,9492018Assets 2019: $24,599Liabilities 2019: $0Net Assets 2019: $24,5992019Assets 2020: $24,249Liabilities 2020: $0Net Assets 2020: $24,2492020Assets 2021: $23,999Liabilities 2021: $0Net Assets 2021: $23,9992021Assets 2022: $22,799Liabilities 2022: $0Net Assets 2022: $22,7992022Assets 2023: $21,549Liabilities 2023: $0Net Assets 2023: $21,5492023

Highlighted filing

2014

Assets$27,269
Liabilities$0
Net Assets$27,269
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2014: $0Expenses 2014: $716Net Income 2014: -$7162014Revenue 2015: $10,000Expenses 2015: $10,927Net Income 2015: -$9272015Revenue 2016: $0Expenses 2016: $893Net Income 2016: -$8932016Revenue 2017: $675Expenses 2017: $675Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $500Net Income 2018: -$5002018Revenue 2019: $0Expenses 2019: $350Net Income 2019: -$3502019Revenue 2020: $0Expenses 2020: $350Net Income 2020: -$3502020Revenue 2021: $0Expenses 2021: $250Net Income 2021: -$2502021Revenue 2022: $0Expenses 2022: $1,200Net Income 2022: -$1,2002022Revenue 2023: $0Expenses 2023: $1,250Net Income 2023: -$1,2502023

Highlighted filing

2014

Revenue$0
Expenses$716
Net Income-$716
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE LUKOVSKYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
George W Lukovsky and Elizebeth L L
EIN
35-7020378
Phone
2186244917
Address
5620 HUNTINGTON ST, DULUTH, MN 55807

Signing Officer

Name
George Lukovsky
Title
Ttee
Signed
2015-07-23

Preparer

Firm
Anderson Kuiti and Asuma Pl
Address
5 N 3RD AVE W STE 201, DULUTH, MN 55802-1614
Preparer
Brad L Schmugge
Phone
2187275066
Raw XML Appendix110 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
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-716
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0716
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-716
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027985
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027269
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01371
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt027985
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027985
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027985
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027985
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027985
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027269
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0418
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01371
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027416
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027834
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE LUKOVSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05620 HUNTINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055807
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GEORGE LUKOVKSY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05620 HUNTINGTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DULUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055807
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02186274917
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NO DIRECT CHARITABLE ACTIVITIES IN 2014
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0510
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01881
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0216
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE LUKOVSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE W LUKOVSKY AND ELIZEBETH L L
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0357020378
ReturnHeader/Filer/PhoneNum02186244917
ReturnHeader/Filer/USAddress/AddressLine1Txt05620 HUNTINGTON ST
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON KUITI AND ASUMA PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 N 3RD AVE W STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0558021614
ReturnHeader/PreparerPersonGrp/PhoneNum02187275066
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD L SCHMUGGE
ReturnHeader/ReturnTs02015-07-23T11:55:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,269
Liabilities
$0
Net assets
$27,269
Revenue
$0
Expenses
$716
Net income
-$716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$0.00$1.25$1.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.00$22.8$0.00$1.20$1.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.0$0.00$24.0$0.00$0.25$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$0.00$0.35$0.35
2019Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.00$0.35$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$0.00$0.50$0.50
2017Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$0.68$0.68$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$0.00$25.4$0.00$0.89$0.89
2015Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$10.0$10.9$0.93
2014Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$0.00$0.72$0.72
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits