Civic Intelligence

Luke'S Legacy Foundation

990EZ • Fiscal year 2015 • EIN 47-2206419

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

PO Box 923Diablo, CA 94528

(925) 895-8531

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

27th percentile

-6.6%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

4th percentile

-77%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

826%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,932

Down $6,300 (-77%) from 2014

Net Assets

$1,932

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$94,788

Up $84,550 (+826%) from 2014

Expenses

Up

$101,088

Up $99,082 (+4939%) from 2014

Net Income

Down

-$6,300

Down $14,532 (-177%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $8,232Liabilities 2014: $02014Assets 2015: $1,932Net Assets 2015: $1,9322015Assets 2016: $3,025Liabilities 2016: $0Net Assets 2016: $3,0252016Assets 2017: $6,197Liabilities 2017: $0Net Assets 2017: $6,1972017Assets 2018: $58,519Liabilities 2018: $0Net Assets 2018: $58,5192018Assets 2019: $161,213Liabilities 2019: $60,000Net Assets 2019: $101,2132019Assets 2020: $268,020Liabilities 2020: $55,000Net Assets 2020: $213,0202020Assets 2021: $342,186Liabilities 2021: $22,000Net Assets 2021: $320,1862021Assets 2022: $355,081Liabilities 2022: $0Net Assets 2022: $355,0812022Assets 2023: $396,483Liabilities 2023: $02023Assets 2024: $149,021Liabilities 2024: $0Net Assets 2024: $149,0212024

Highlighted filing

2015

Assets$1,932
Liabilities-
Net Assets$1,932

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $10,238Expenses 2014: $2,006Net Income 2014: $8,2322014Revenue 2015: $94,788Expenses 2015: $101,088Net Income 2015: -$6,3002015Revenue 2016: $157,341Expenses 2016: $156,248Net Income 2016: $1,0932016Revenue 2017: $137,445Expenses 2017: $134,273Net Income 2017: $3,1722017Revenue 2018: $122,378Expenses 2018: $70,056Net Income 2018: $52,3222018Revenue 2019: $71,116Expenses 2019: $28,422Net Income 2019: $42,6942019Revenue 2020: $398,127Expenses 2020: $286,320Net Income 2020: $111,8072020Revenue 2021: $447,396Expenses 2021: $340,230Net Income 2021: $107,1662021Revenue 2022: $315,655Expenses 2022: $280,760Net Income 2022: $34,8952022Revenue 2023: $65,885Expenses 2023: $24,483Net Income 2023: $41,4022023Revenue 2024: $24,005Expenses 2024: $230,510Net Income 2024: -$206,5052024

Highlighted filing

2015

Revenue$94,788
Expenses$101,088
Net Income-$6,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.0
Gross Receipts
$123,283
Mission and Program Overview

Mission

To financially give aid to a diverse selection of nonprofit animal rescue operations whose ultimate goal is to place the rescues in viable forever homes.To provide financial support for the prevention of more unwanted animals through worthwhile spaying and neutering programs.To give financial support to veterinarians associated with nonprofit rescue centers whose pawed patients are unable to receive crucial treatment due to the financial constraints of their owners.

Program Services

DescriptionGrantsExpenses
Lukes Legacy Foundation sponsored various Spay/Neuter clinic taking place in the Coacehlla Valley during 2015. In addition, Lukes Legacy sponsered lifesaving surgeries for community pets in 2015.$2,020$86,020
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE SCHERERPresidentPT$0--
MELANIE SCHERERSecretaryPT$0--
MELANIE SCHERERTreasurerPT$0--
PRISCILLA AVEDONDirector-$0--
REGINA GOODRICHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show and Golf Tournement$105,999$105,999$2,661$103,338
Total Events$105,999$105,999$28,495$77,504
Filing and Contact Details

Filer

Filer Name
Lukes Legacy Foundation
EIN
47-2206419
Phone
9258958531
Address
PO BOX 923, DIABLO, CA 94528

Signing Officer

Name
Melanie Scherer
Title
President
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Alan David TaksarCertified Public Accountant
Address
15303 Ventura Blvd Suite 1040, Sherman Oaks, CA 91403
Preparer
Alan David Taksar
Phone
8183860795
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: NON RESTRICTIVE | Donee's Name: LOVING ALL ANIMALS/SPANIELS | Donee's Address: 73550 Alessandro Drive PALM DESERT CA 92260 | Relationship of Donee: NONE | Cash Amount Given: $19000

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: NON RESTRICTIVE | Donee's Name: HUMANE SOCIETY OF THE DESERT | Donee's Address: 17825 N Indian Canyon Dr. North Palm Springs CA 92258 | Relationship of Donee: NONE | Cash Amount Given: $37000

Grants and Similar Amounts Paid In Excess of $5,000.4

Class of Activity: NON RESTRICTIVE | Donee's Name: LIVING FREE ANIMAL SANCTUARY | Donee's Address: 54250 Keen Camp Road Mountain Center CA 92561 | Relationship of Donee: NONE | Cash Amount Given: $15020

Grants and Similar Amounts Paid In Excess of $5,000.5

Class of Activity: NON RESTRICTIVE | Donee's Name: ANIMAL HOSPITAL OF DESERT HOT SPRINGS | Donee's Address: 13700 Palm Dr. DESERT HOT SPRINGS CA 92240 | Relationship of Donee: NONE | Cash Amount Given: $10000

Other Expenses.1001

Advertising and Promotion $3009

Other Expenses.1002

Office Expenses $3143

Other Expenses.1007

Conferences, Conventions, and Meetings $368

Other Expenses.1

WEBSITE FEES $4225

Other Expenses.2

Program service expenses $2020

Other Expenses.4

BANK CHARGES $494

Other Expenses.6

TELEPHONE $68

Other Expenses.7

TAXES AND LICENSES $35

Raw XML Appendix169 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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ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE SCHERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUKES LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUKE
ReturnHeader/Filer/EIN0472206419
ReturnHeader/Filer/PhoneNum09258958531
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 923
ReturnHeader/Filer/USAddress/CityNm0DIABLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alan David TaksarCertified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015303 Ventura Blvd Suite 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum08183860795
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN DAVID TAKSAR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-12T16:13:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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