Civic Intelligence

Lucky Tales Rescue Inc

EIN 47-3168366 • 501(c)3 • Ft Thomas, KY

Profile

Animal Rescue

390 Chesapeake AveFt Thomas, KY 41075

www.luckytalesrescue.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

17th percentile

-61%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Down

$20,020

Down $30,739 (-61%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$20,020

Down $30,739 (-61%) from 2023

Revenue

Down

$90,072

Down $68,620 (-43%) from 2023

Expenses

Down

$120,811

Down $20,625 (-15%) from 2023

Net Income

Down

-$30,739

Down $47,995 (-278%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $12,017Net Assets 2017: $12,0172017Assets 2018: $22,344Net Assets 2018: $20,9932018Assets 2019: $21,924Net Assets 2019: $21,9242019Assets 2020: $37,300Net Assets 2020: $59,2242020Assets 2021: $58,089Net Assets 2021: $58,0892021Assets 2022: $33,503Liabilities 2022: $0Net Assets 2022: $33,5032022Assets 2023: $50,759Liabilities 2023: $0Net Assets 2023: $50,7592023Assets 2024: $20,020Liabilities 2024: $0Net Assets 2024: $20,0202024

Highlighted filing

2024

Assets$20,020
Liabilities$0
Net Assets$20,020

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2017: $73,411Expenses 2017: $79,720Net Income 2017: -$6,3092017Revenue 2018: $77,247Expenses 2018: $68,271Net Income 2018: $8,9762018Revenue 2019: $58,584Expenses 2019: $59,004Net Income 2019: -$4202019Revenue 2020: $119,218Expenses 2020: $81,918Net Income 2020: $37,3002020Revenue 2021: $143,864Expenses 2021: $145,000Net Income 2021: -$1,1362021Revenue 2022: $109,731Expenses 2022: $134,317Net Income 2022: -$24,5862022Revenue 2023: $158,692Expenses 2023: $141,436Net Income 2023: $17,2562023Revenue 2024: $90,072Expenses 2024: $120,811Net Income 2024: -$30,7392024

Highlighted filing

2024

Revenue$90,072
Expenses$120,811
Net Income-$30,739

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.1
Gross Receipts
$101,209
Mission and Program Overview

Mission

Ensure proper placement of orphaned animals

Animal Rescue

Program Services

DescriptionGrantsExpenses
The prevention of cruelty to animals$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura MorganPresident-$0--
Elizabeth MorganTreasurer-$0--
Amanda RossSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lucky Tales Rescue Inc
EIN
47-3168366
Phone
8598016029
Address
390 CHESAPEAKE AVE, FT THOMAS, KY 41075

Signing Officer

Name
Elizabeth Morgan
Title
Treasurer
Phone
5132532592
Signed
2025-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Owic CPA
Address
1717 DIXIE HWY Suite 150, FT Wright, KY 41011
Preparer
Randy Brown CPA
Phone
8592032000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Food expense. Amount: 1,002. Description: Insurance Expense. Amount: 3,160. Description: Medicine Expense. Amount: 3,857. Description: Microchip. Amount: 140. Description: Misc Expense. Amount: 11,921. Description: Paypal Fees expense. Amount: 132. Description: Square Fee Expense. Amount: 114. Description: Storage expense. Amount: 2,494. Description: Supplies expense. Amount: 16,272. Description: Vetting expense. Amount: 81,693. Description: Venmo Fees expenses. Amount: 26. Total to Form 990-EZ, line 16: 120,811.

Raw XML Appendix155 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/PersonNm0ELIZABETH MORGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05132532592
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018 BRIGHTWOOD DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLD SPRING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041076
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Ross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0120811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Animal Rescue
IRS990EZ/ProgramServiceRevenueAmt041180
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Food expense. Amount: 1,002. Description: Insurance Expense. Amount: 3,160. Description: Medicine Expense. Amount: 3,857. Description: Microchip. Amount: 140. Description: Misc Expense. Amount: 11,921. Description: Paypal Fees expense. Amount: 132. Description: Square Fee Expense. Amount: 114. Description: Storage expense. Amount: 2,494. Description: Supplies expense. Amount: 16,272. Description: Vetting expense. Amount: 81,693. Description: Venmo Fees expenses. Amount: 26. Total to Form 990-EZ, line 16: 120,811.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05132532592
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
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ReturnHeader/Filer/BusinessNameControlTxt0LUCK
ReturnHeader/Filer/EIN0473168366
ReturnHeader/Filer/PhoneNum08598016029
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-21
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ReturnHeader/ReturnTs02025-06-09T08:04:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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