Civic Intelligence

Luck Companies Foundation

990PF • Fiscal year 2012 • EIN 54-6064982

Nov 01, 2011 to Oct 31, 2012 • Filed on Sep 16, 2013

Organization Profile
PO Box 2968223229
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

79th percentile

12%

Faster asset growth than 79% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$10,049,289

Up $1,049,765 (+12%) from 2011

Net Assets

$10,049,289

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$638,084

Up $115,787 (+22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,999,524Liabilities 2011: $02011Assets 2012: $10,049,289Liabilities 2012: $0Net Assets 2012: $10,049,2892012Assets 2013: $11,973,889Liabilities 2013: $02013Assets 2014: $12,587,109Liabilities 2014: $0Net Assets 2014: $12,587,1092014Assets 2015: $12,680,057Liabilities 2015: $0Net Assets 2015: $12,680,0572015Assets 2016: $12,866,544Liabilities 2016: $0Net Assets 2016: $12,866,5442016Assets 2017: $12,173,990Liabilities 2017: $0Net Assets 2017: $12,173,9902017Assets 2018: $11,833,886Liabilities 2018: $0Net Assets 2018: $11,833,8862018Assets 2019: $12,269,007Liabilities 2019: $02019Assets 2020: $11,810,621Liabilities 2020: $0Net Assets 2020: $11,810,6212020Assets 2021: $11,702,280Liabilities 2021: $0Net Assets 2021: $11,702,2802021Assets 2022: $10,508,953Liabilities 2022: $0Net Assets 2022: $10,508,9532022Assets 2023: $9,966,209Liabilities 2023: $0Net Assets 2023: $9,966,2092023Assets 2024: $10,005,234Liabilities 2024: $0Net Assets 2024: $10,005,2342024

Highlighted filing

2012

Assets$10,049,289
Liabilities$0
Net Assets$10,049,289
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,078,980Expenses 2011: $522,297Net Income 2011: $556,6832011Expenses 2012: $638,0842012Revenue 2013: $2,713,666Expenses 2013: $789,066Net Income 2013: $1,924,6002013Revenue 2014: $1,626,675Expenses 2014: $1,013,455Net Income 2014: $613,2202014Revenue 2015: $1,486,008Expenses 2015: $1,025,564Net Income 2015: $460,4442015Revenue 2016: $1,050,334Expenses 2016: $874,151Net Income 2016: $176,1832016Revenue 2017: $976,893Expenses 2017: $959,071Net Income 2017: $17,8222017Revenue 2018: $575,196Expenses 2018: $915,300Net Income 2018: -$340,1042018Revenue 2019: $1,361,543Expenses 2019: $926,422Net Income 2019: $435,1212019Revenue 2020: $471,090Expenses 2020: $929,476Net Income 2020: -$458,3862020Revenue 2021: $897,708Expenses 2021: $1,002,615Net Income 2021: -$104,9072021Revenue 2022: $11,849Expenses 2022: $1,018,208Net Income 2022: -$1,006,3592022Revenue 2023: $801,878Expenses 2023: $1,337,578Net Income 2023: -$535,7002023Revenue 2024: $753,232Expenses 2024: $714,207Net Income 2024: $39,0252024

Highlighted filing

2012

Revenue-
Expenses$638,084
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Sep 16, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES S LUCK IIIChairman Of The Board-$0--
WANDA S ORTWINETreasurer-$0--
LINDA TISSIERESecretary-$0--
CHARLES S LUCK IVVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALZHEIMERS ASSOCIATION-SEE ATTACHMENT A FOR OTHERSSEE ATTACHMENT A-GLEN ALLEN, VA, US$472,117
Filing and Contact Details

Filer

EIN
54-6064982
Raw XML Appendix327 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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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets012488842
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0178838
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHARLES S LUCK III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WANDA S ORTWINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LINDA TISSIERE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CHARLES S LUCK IV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIRMAN OF THE BOARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 29682
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 29682
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode023229
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WANDA S ORTWINE TREASURER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08047846398
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RICHMOND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION MAKES GRANTS TO QUALIFYING PUBLIC CHARITIES AND HAS NO SIGNIFICANT INVOLVEMENT IN ANY DIRECT CHARITABLE ACTIVITY.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0BY LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LUCK COMPANIES FOUNDATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08047846398
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 29682
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0232420682
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0WE HAVE AREAS OF PREFERENCE, BUT WE DO GIVE OUTSIDE OF THESE AREAS ON OCCASION. OUR FOCUS AREAS ARE YOUTH DEVELOPMENT AND EDUCATION; ENVIRONMENTAL STEWARDSHIP.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0QUARTERLY, FEBRUARY 1, APRIL 1, JULY 1, OCTOBER 1
IRS990PF/SupplementaryInformation/ContributingManager0NA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALZHEIMERS ASSOCIATION-SEE ATTACHMENT A FOR OTHERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104600 COX ROAD SUITE 130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GLEN ALLEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode023060
IRS990PF/SupplementaryInformation/ShareholderManager0NA
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0472117
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0583755
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30173832
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4057455
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0111638
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0111638
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0119649
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear30119649
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0472117
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0119649
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0231287
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1LETTERHEAD & SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description2OTHER INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0150
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11287
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome22766
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11287
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks22766
OtherIncomeSchedule2/OtherIncome/Description0MISC. INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome021
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks021
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount088707
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount118206
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount26233
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome088707
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome118206
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome26233
TaxesSchedule/Taxes/Amount044118
TaxesSchedule/Taxes/Category0ESTIMATED TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0546064982
ReturnHeader/Filer/InCareOfName0% WANDA S ORTWINE TREASURER
ReturnHeader/Filer/Name/BusinessNameLine10LUCK STONE FOUNDATION INC
ReturnHeader/Filer/NameControl0LUCK
ReturnHeader/Filer/Phone08047846300
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 29682
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023229
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-16
ReturnHeader/Officer/Name0Wanda Ortwine
ReturnHeader/Officer/Title0Chief Family Officer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101021 East Cary Street Suite 1250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Richmond
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode023219
ReturnHeader/Preparer/Phone08046971900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-09-16T10:11:21-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,049,289
Liabilities
$0
Net assets
$10,049,289
Revenue
-
Expenses
$638,084
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.75$0.71$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.97$0.00$9.97$0.80$1.34$0.54
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.01$1.02$1.01
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.90$1.00$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$0.47$0.93$0.46
2019Summary only. Only limited summary data is available for this year.$12.3$0.00$1.36$0.93$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$0.58$0.92$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.98$0.96$0.02
2016Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.05$0.87$0.18
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.49$1.03$0.46
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.63$1.01$0.61
2013Summary only. Only limited summary data is available for this year.$12.0$0.00$2.71$0.79$1.92
2012Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.64
2011Summary only. Only limited summary data is available for this year.$9.00$0.00$1.08$0.52$0.56