Civic Intelligence

Lulac Ohio Educational Foundation

990EZ • Fiscal year 2024 • EIN 46-4819062

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

95th percentile

183%

Faster asset growth than 95% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$28,544

Up $18,456 (+183%) from 2023

Net Assets

Up

$28,544

Up $18,456 (+183%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$43,481

Up $25,291 (+139%) from 2023

Expenses

Up

$26,025

Up $16,833 (+183%) from 2023

Net Income

Up

$17,456

Up $8,458 (+94%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$28,544
Liabilities-
Net Assets$28,544

Operations Trend

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

2024

Revenue$43,481
Expenses$26,025
Net Income$17,456
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$43,481
Mission and Program Overview

Mission

Educational

Support of education including scholarships

Program Services

DescriptionGrantsExpenses
32 Scholarships were given in September 2023$43,480$26,025
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA L MOESEPresidentPT$0--
KATHLEEN P YOUNGSecretary-$0--
CHANI MORRISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lulac Ohio Educational Foundation
EIN
46-4819062
Phone
5136088160
Address
PO BOX 19057, CINCINNATI, OH 45219

Signing Officer

Name
Laura Moese
Title
President
Phone
5136088160
Signed
2024-11-14
Discuss with paid preparer
No

Preparer

Firm
Chani Tax & Service LLC
Address
4903 CLEVES WARSAW PIKE, CINCINNATI, OH 45238
Preparer
Chani Morris
Phone
5135104443
Supplemental Narrative

Additional Explanations

Part I, line 8

Other Revenue: BANK INTEREST Amount: 1

Part I, line 10

Activity: SCHOLARSHIPS Grantee Name: LNESC LULAC NATIONAL EDUCATIONAL S Grantee Address: 1776 EYE STREET SUITE 400 WASHINGTON DC 20006 Amount: 18000 Relationship:

Part I, line 16

Description: CATERING GALA SCHOLARSHIP Amount: 4258

Part I, line 16

Description: MUSICIANS GALA SCHOLARSHIP Amount: 400

Part I, line 16

Description: NKY STUDENT UNION-GALA SCHOLARSHIP Amount: 225

Part I, line 16

Description: LANGUAGE SERVICE - GALA SCHOLARSHIP Amount: 252

Part I, line 16

Description: AB LINCE CONSULTING Amount: 400

Part I, line 16

Description: ADVERTISEMENT Amount: 1243

Part I, line 16

Description: FLORIST - GALA SCHOLARSHIP Amount: 505

Part I, line 16

Description: OFFICE SUPPLIES Amount: 742

Raw XML Appendix139 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CHANI MORRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum05139395049
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045238
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011088
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IRS990EZ/ContributionsGiftsGrantsEtcAmt043480
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IRS990EZ/ExcessOrDeficitForYearAmt017456
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt018000
IRS990EZ/GrossReceiptsAmt043481
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011088
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
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IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF EDUCATION INCLUDING SCHOLARSHIPS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026025
IRS990EZ/TotalProgramServiceExpensesAmt026025
IRS990EZ/TotalRevenueAmt043481
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02023 - Bank Fee $1.00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc02023 - Bank Fee $1.00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043480
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01700
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01701
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt043480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043480
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043480
IRS990ScheduleA/TotalSupportAmt045181
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue: BANK INTEREST Amount: 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity: SCHOLARSHIPS Grantee Name: LNESC LULAC NATIONAL EDUCATIONAL S Grantee Address: 1776 EYE STREET SUITE 400 WASHINGTON DC 20006 Amount: 18000 Relationship:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: CATERING GALA SCHOLARSHIP Amount: 4258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: MUSICIANS GALA SCHOLARSHIP Amount: 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: NKY STUDENT UNION-GALA SCHOLARSHIP Amount: 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: LANGUAGE SERVICE - GALA SCHOLARSHIP Amount: 252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: AB LINCE CONSULTING Amount: 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: ADVERTISEMENT Amount: 1243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: FLORIST - GALA SCHOLARSHIP Amount: 505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: OFFICE SUPPLIES Amount: 742
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05136088160
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LULAC OHIO EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LULA
ReturnHeader/Filer/EIN0464819062
ReturnHeader/Filer/PhoneNum05136088160
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ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04903 CLEVES WARSAW PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045238
ReturnHeader/PreparerPersonGrp/PhoneNum05135104443
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHANI MORRIS
ReturnHeader/ReturnTs02024-11-15T16:52:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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