Civic Intelligence

The Roderick P Lucas and Joyce I Lucas Charitable Foundation

990PF • Fiscal year 2018 • EIN 83-0321704

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 13, 2019

PO Box 1804Jackson, WY 83001-1804

(307) 733-3498

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$673,029

Up $954 (+0.1%) from 2017

Net Assets

Up

$673,029

Up $954 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Up

$58,166

Up $16,486 (+40%) from 2017

Expenses

Up

$57,212

Up $2,295 (+4.2%) from 2017

Net Income

Up

$954

Up $14,191 (+107%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $809,505Liabilities 2011: $02011Assets 2012: $776,556Liabilities 2012: $02012Assets 2013: $771,458Liabilities 2013: $02013Assets 2014: $771,360Liabilities 2014: $1Net Assets 2014: $771,3602014Assets 2015: $721,911Liabilities 2015: $1Net Assets 2015: $721,9112015Assets 2016: $685,312Liabilities 2016: $0Net Assets 2016: $685,3122016Assets 2017: $672,075Liabilities 2017: $0Net Assets 2017: $672,0752017Assets 2018: $694,890Liabilities 2018: $0Net Assets 2018: $694,8902018Assets 2018: $673,029Liabilities 2018: $0Net Assets 2018: $673,0292018Assets 2019: $714,958Liabilities 2019: $3,200Net Assets 2019: $711,7582019Assets 2020: $713,891Liabilities 2020: $1Net Assets 2020: $713,8912020Assets 2021: $767,508Liabilities 2021: $7,200Net Assets 2021: $760,3082021Assets 2022: $765,855Liabilities 2022: $1Net Assets 2022: $765,8552022Assets 2023: $781,852Liabilities 2023: $1Net Assets 2023: $781,8522023Assets 2024: $834,219Liabilities 2024: $0Net Assets 2024: $834,2192024

Highlighted filing

2018

Assets$673,029
Liabilities$0
Net Assets$673,029

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $3,297Expenses 2011: $54,727Net Income 2011: -$51,4302011Revenue 2012: $21,589Expenses 2012: $54,538Net Income 2012: -$32,9492012Revenue 2013: $46,045Expenses 2013: $51,143Net Income 2013: -$5,0982013Revenue 2014: $51,821Expenses 2014: $51,919Net Income 2014: -$982014Revenue 2015: $5,759Expenses 2015: $55,208Net Income 2015: -$49,4492015Revenue 2016: $13,031Expenses 2016: $49,630Net Income 2016: -$36,5992016Revenue 2017: $41,680Expenses 2017: $54,917Net Income 2017: -$13,2372017Revenue 2018: $80,027Expenses 2018: $57,212Net Income 2018: $22,8152018Revenue 2018: $58,166Expenses 2018: $57,212Net Income 2018: $9542018Revenue 2019: $94,768Expenses 2019: $56,038Net Income 2019: $38,7302019Revenue 2020: $58,582Expenses 2020: $56,449Net Income 2020: $2,1332020Revenue 2021: $106,875Expenses 2021: $60,458Net Income 2021: $46,4172021Revenue 2022: $68,121Expenses 2022: $62,574Net Income 2022: $5,5472022Revenue 2023: $77,875Expenses 2023: $61,879Net Income 2023: $15,9962023Revenue 2024: $114,615Expenses 2024: $62,248Net Income 2024: $52,3672024

Highlighted filing

2018

Revenue$58,166
Expenses$57,212
Net Income$954
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 13, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER FLANAGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rod & Joyce Lucas Charitable Foundation
EIN
83-0321704
Address
PO BOX 1804, JACKSON, WY 83001-1804

Signing Officer

Name
Jennifer L Flanagan
Title
Trustee
Phone
3077333498
Signed
2019-08-13
Raw XML Appendix379 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Turning Point CPC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Moody Global Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Turning Point Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14In Touch Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Insight for Living
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Family Research Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Love Worth Finding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 742570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 4343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt415100 N 90th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 1167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71809 Wade Hampton Blvd Ste 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8672 Conestoga Rd PO Box 370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 90555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101240 N Lakeview Av 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12820 N LaSalle Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 3838
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO Box 7900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15PO Box 5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16801 G St NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17PO Box 38300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Grand Junction
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Aledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Villanova
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Frisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Germantown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd083001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd381502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd583001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd676008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd729609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd819085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd9200900555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1183001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1260610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1392163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1430357
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1575034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1620001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1738183
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047095
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042885
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07730
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0345
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0338
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047095
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04210
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09154
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04944
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09857
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09857
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Tax refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0335
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0335
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0US
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer L Flanagan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03077333498
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROD & JOYCE LUCAS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROD&
ReturnHeader/Filer/EIN0830321704
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1804
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd0830011804
ReturnHeader/ReturnTs02020-02-17T17:39:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$1.15$0.62$0.52
2023Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.78$0.62$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.68$0.63$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.68$0.07$7.60$1.07$0.60$0.46
2020Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.59$0.56$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.15$0.03$7.12$0.95$0.56$0.39
2018Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.80$0.57$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.58$0.57$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.42$0.55$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.13$0.50$0.37
2015Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.06$0.55$0.49
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.52$0.52$0.00
2013Summary only. Only limited summary data is available for this year.$7.71$0.00$0.46$0.51$0.05
2012Summary only. Only limited summary data is available for this year.$7.77$0.00$0.22$0.55$0.33
2011Summary only. Only limited summary data is available for this year.$8.10$0.00$0.03$0.55$0.51