Civic Intelligence

Santa Lucia Foundation

990 • Fiscal year 2019 • EIN 83-2660382

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization ProfileNONE
12101 Cardinal LaneEdmond, OK 73013

(405) 301-6757

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-3903%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$388,772

Down $7,181 (-1.8%) from 2018

Net Assets

Down

$388,772

Down $7,181 (-1.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$184

Down $499,915 (-100%) from 2018

Expenses

Down

$7,365

Down $96,781 (-93%) from 2018

Net Income

Down

-$7,181

Down $403,134 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2018: $395,953Liabilities 2018: $0Net Assets 2018: $395,9532018Assets 2019: $388,772Liabilities 2019: $0Net Assets 2019: $388,7722019Assets 2020: $368,146Liabilities 2020: $0Net Assets 2020: $368,1462020Assets 2021: $317,701Liabilities 2021: $0Net Assets 2021: $317,7012021Assets 2022: $187,242Liabilities 2022: $0Net Assets 2022: $187,2422022Assets 2023: $136,758Liabilities 2023: $0Net Assets 2023: $136,7582023Assets 2024: $189,432Liabilities 2024: $0Net Assets 2024: $189,4322024

Highlighted filing

2019

Assets$388,772
Liabilities$0
Net Assets$388,772
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $500,099Expenses 2018: $104,146Net Income 2018: $395,9532018Revenue 2019: $184Expenses 2019: $7,365Net Income 2019: -$7,1812019Revenue 2020: $61Expenses 2020: $20,687Net Income 2020: -$20,6262020Revenue 2021: $30Expenses 2021: $50,475Net Income 2021: -$50,4452021Revenue 2022: $26Expenses 2022: $130,485Net Income 2022: -$130,4592022Revenue 2023: $11Expenses 2023: $50,495Net Income 2023: -$50,4842023Revenue 2024: $64,371Expenses 2024: $11,697Net Income 2024: $52,6742024

Highlighted filing

2019

Revenue$184
Expenses$7,365
Net Income-$7,181
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$184
Mission and Program Overview

Mission

The organization's mission is to provide assistance for medical care, surgery and treatement of eye diseases and other visual problems for disabled, indigent or needy persons; to provide resources and community support for encouraging and supporting patient care, medical education, community education and scientific research relating to eye desease and other visual problems; to make charitable donations to the archdiocese of oklahoma city, catholic charities and other charitable organizations, including private universities and churches, to facilitate mission work in the united states and abroad to provide health and medical care and social services to the needy and for humanitarian purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$389,449$379,822▼ $9,627
Cash and Non-Interest-Bearing Accounts$6,504$8,950▲ $2,446
Total Assets$395,953$388,772▼ $7,181
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$395,953$388,772▼ $7,181
Total Net Assets Fund Balance$395,953$388,772▼ $7,181
Total Liabilities and Net Assets / Fund Balance$395,953$388,772▼ $7,181
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
James J DohertyDirector
Rhonda J DohertyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$184
Other Revenue
$0
Change in Net Assets
$-7,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,000
Other Expenses$1,365
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,000--$6,000
Fees for Services Accounting-$1,050-$1,050
Fees for Services Legal-$315-$315
Total Functional Expenses$6,000$1,365$0$7,365
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JOSEPH'S PERUVIAN MISSION FUNDEdmond, OK-Care of Needy$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“James j doherty jr rhonda j doherty director director spouse”

Form 990, Page 6, Part VI, Line 11B

“Directors each review return prior to filing”

Form 990, Page 6, Part VI, Line 19

“Forms 990 and 1023 made available to members of the public upon request”

Filing and Contact Details

Filer

Filer Name
Santa Lucia Foundation
EIN
83-2660382
Phone
4053016757
Address
12101 CARDINAL LANE, EDMOND, OK 73013

Signing Officer

Name
James J Doherty
Title
Director
Phone
4053016757
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James J Doherty
Formed
2018
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Bloch and Company P C
Address
PO BOX 2216, EDMOND, OK 73083-2216
Preparer
H Keith Bloch
Phone
4053597100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's mission is to provide assistance for medical care, surgery and treatement of eye diseases and other visual problems for disabled, indigent or needy persons; to provide resources and community support for encouraging and supporting patient care, medical education, community education and scientific research relating to eye desease and other visual problems; to make charitable donations to the archdiocese of oklahoma city, catholic charities and other charitable organizations, including private universities and churches, to facilitate mission work in the united states and abroad to provide health and medical care and social services to the needy and for humanitarian purposes.”

Raw XML Appendix259 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES J DOHERTY JR RHONDA J DOHERTY DIRECTOR DIRECTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS EACH REVIEW RETURN PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS 990 AND 1023 MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04053016757
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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ReturnHeader/Filer/PhoneNum04053016757
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ReturnHeader/FilingSecurityInformation/IPTm009:36:01
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730832216
ReturnHeader/PreparerPersonGrp/PhoneNum04053597100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H KEITH BLOCH
ReturnHeader/ReturnTs02020-11-13T09:36:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,772
Liabilities
$0
Net assets
$388,772
Revenue
$184
Expenses
$7,365
Net income
-$7,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.64$0.12$0.53
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.00$0.50$0.50
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$1.30$1.30
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.00$0.50$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.00$0.21$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.00$0.07$0.07
2018Summary only. Only limited summary data is available for this year.$3.96$0.00$3.96$5.00$1.04$3.96