Civic Intelligence

Lulac Ohio Educational Foundation

990EZ • Fiscal year 2023 • EIN 46-4819062

Jul 01, 2022 to Jun 30, 2023 • Filed on May 11, 2023

Organization Profile
PO Box 19057Cincinnati, OH 45219

(513) 608-8160

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$10,088

No earlier filing loaded for comparison.

Net Assets

$10,088

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

$18,190

No earlier filing loaded for comparison.

Expenses

$9,192

No earlier filing loaded for comparison.

Net Income

$8,998

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 2023: $10,088Liabilities 2023: $0Net Assets 2023: $10,0882023Assets 2024: $28,544Net Assets 2024: $28,5442024Assets 2025: $26,535Liabilities 2025: $0Net Assets 2025: $26,5352025

Highlighted filing

2023

Assets$10,088
Liabilities$0
Net Assets$10,088
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2023: $18,190Expenses 2023: $9,192Net Income 2023: $8,9982023Revenue 2024: $43,481Expenses 2024: $26,025Net Income 2024: $17,4562024Revenue 2025: $39,499Expenses 2025: $41,508Net Income 2025: -$2,0092025

Highlighted filing

2023

Revenue$18,190
Expenses$9,192
Net Income$8,998
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$18,190
Mission and Program Overview

Mission

Educational

Program Services

DescriptionGrantsExpenses
None--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosa L MoesePresident-$0--
Kathleen P YoungSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lulac Ohio Educational Foundation
EIN
46-4819062
Address
PO Box 19057, Cincinnati, OH 45219

Signing Officer

Name
Rosa L Moese
Title
President
Phone
5136088160
Signed
2023-05-11
Discuss with paid preparer
No

Preparer

Firm
Michael Williams
Address
3560 St Charles Place, CINCINNATI, OH 45208-1433
Preparer
Jesus Riera
Phone
5134048437
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountLULAC NATIONAL SCHOLARSHIPS 9,100OFFICE SUPPLIES 67BANK FEES 25”

Raw XML Appendix109 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/PersonNm0Rosa Laura Moese
IRS990EZ/BooksInCareOfDetail/PhoneNum05136088160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08815 Eagle Creek Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Chester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01090
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010088
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018190
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08998
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01090
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010088
IRS990EZ/GrossReceiptsAmt018190
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01090
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01090
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rosa L Moese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathleen P Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Educational
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09192
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018190
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01700
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01700
IRS990ScheduleA/TotalSupportAmt01700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLULAC NATIONAL SCHOLARSHIPS 9,100OFFICE SUPPLIES 67BANK FEES 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosa L Moese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05136088160
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LULAC OHIO EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LULA
ReturnHeader/Filer/EIN0464819062
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 19057
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260761496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Williams
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03560 St Charles Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452081433
ReturnHeader/PreparerPersonGrp/PhoneNum05134048437
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jesus Riera
ReturnHeader/ReturnTs02023-11-08T14:32:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rosa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moese
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,088
Liabilities
$0
Net assets
$10,088
Revenue
$18,190
Expenses
$9,192
Net income
$8,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$39.5$41.5$2.01
2024Detailed filing. Detailed filing data is available for this year.$28.5$28.5$43.5$26.0$17.5
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$18.2$9.19$9.00