Civic Intelligence

Peter Luce Foundation

990PF • Fiscal year 2018 • EIN 46-5208371

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
2893 St Helena Hwy NorthSt Helena, CA 94574

(303) 955-8507

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

97th percentile

121%

Faster asset growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1060%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,739,170

Up $2,592,677 (+121%) from 2017

Net Assets

Up

$4,739,170

Up $2,592,677 (+121%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin99th percentile

Revenue

Up

$2,607,157

Up $2,382,318 (+1060%) from 2017

Expenses

Down

$22,007

Down $107,318 (-83%) from 2017

Net Income

Up

$2,585,150

Up $2,489,636 (+2607%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,327,267Liabilities 2014: $02014Assets 2015: $2,454,169Liabilities 2015: $0Net Assets 2015: $2,454,1692015Assets 2016: $2,025,511Liabilities 2016: $0Net Assets 2016: $2,025,5112016Assets 2017: $2,146,493Liabilities 2017: $0Net Assets 2017: $2,146,4932017Assets 2018: $4,739,170Liabilities 2018: $0Net Assets 2018: $4,739,1702018Assets 2019: $5,371,045Liabilities 2019: $0Net Assets 2019: $5,371,0452019Assets 2020: $5,102,737Liabilities 2020: $0Net Assets 2020: $5,102,7372020Assets 2021: $5,080,592Liabilities 2021: $54,669Net Assets 2021: $5,025,9232021Assets 2022: $5,128,667Liabilities 2022: $2,369Net Assets 2022: $5,126,2982022Assets 2023: $4,993,804Liabilities 2023: $68,371Net Assets 2023: $4,925,4332023Assets 2024: $4,869,875Liabilities 2024: $37,762Net Assets 2024: $4,832,1132024

Highlighted filing

2018

Assets$4,739,170
Liabilities$0
Net Assets$4,739,170
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,511,014Expenses 2014: $183,747Net Income 2014: $2,327,2672014Revenue 2015: $360,211Expenses 2015: $218,921Net Income 2015: $141,2902015Revenue 2016: $400,637Expenses 2016: $829,295Net Income 2016: -$428,6582016Revenue 2017: $224,839Expenses 2017: $129,325Net Income 2017: $95,5142017Revenue 2018: $2,607,157Expenses 2018: $22,007Net Income 2018: $2,585,1502018Revenue 2019: $672,878Expenses 2019: $41,003Net Income 2019: $631,8752019Revenue 2020: $96,450Expenses 2020: $364,758Net Income 2020: -$268,3082020Revenue 2021: $253,443Expenses 2021: $330,257Net Income 2021: -$76,8142021Revenue 2022: $309,816Expenses 2022: $209,441Net Income 2022: $100,3752022Revenue 2023: $278,327Expenses 2023: $479,192Net Income 2023: -$200,8652023Revenue 2024: $266,663Expenses 2024: $359,983Net Income 2024: -$93,3202024

Highlighted filing

2018

Revenue$2,607,157
Expenses$22,007
Net Income$2,585,150
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clare Luce AbbeyPresident-$0--
Christena Luce McNicolVice President-$0--
Meredith LuceTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Peter Luce Foundation
EIN
46-5208371
In Care Of
% CLARE LUCE ABBEY
Phone
3039558507
Address
2893 St Helena Hwy North, St Helena, CA 94574

Signing Officer

Name
Clare Luce Abbey
Title
President
Phone
4158604498
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Odyssey Advisory Group LLC
Address
7900 E Union Avenue Suite 930, Denver, CO 80237
Preparer
David Cerullo
Phone
7204038651
Raw XML Appendix290 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christena Luce McNicol
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Meredith Luce
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0163218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0163218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0614920
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0163218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0451702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0451702
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0451702
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0614920
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Peter Paul Luce Charitable Remainde
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt061 Charlou Circle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Englewood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080111
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02464065
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07527
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INCOME ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015935
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015935
TaxesSchedule/TaxesDetail/Amt01912
TaxesSchedule/TaxesDetail/Amt14160
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01912
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARE LUCE ABBEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04158604498
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Peter Luce Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0465208371
ReturnHeader/Filer/InCareOfNm0% CLARE LUCE ABBEY
ReturnHeader/Filer/PhoneNum03039558507
ReturnHeader/Filer/USAddress/AddressLine1Txt02893 St Helena Hwy North
ReturnHeader/Filer/USAddress/CityNm0St Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A6E9EEB6C80AAF6A91FB383374F6F01FAC6E52E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A6E9EEB6C80AAF6A91FB383374F6F01FAC6E52E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084980920191545000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-06-03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.148.65.226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Odyssey Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 E Union Avenue Suite 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum07204038651
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Cerullo
ReturnHeader/ReturnTs02019-06-03T16:35:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,739,170
Liabilities
$0
Net assets
$4,739,170
Revenue
$2,607,157
Expenses
$22,007
Net income
$2,585,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.87$0.04$4.83$0.27$0.36$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.07$4.93$0.28$0.48$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.31$0.21$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.05$5.03$0.25$0.33$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.10$0.36$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.67$0.04$0.63
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$2.61$0.02$2.59
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.22$0.13$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.40$0.83$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.36$0.22$0.14
2014Summary only. Only limited summary data is available for this year.$2.33$0.00$2.51$0.18$2.33