Civic Intelligence

Learning with Lucky Inc

EIN 83-3685810 • 501(c)3 • Scottsdale, AZ

Profile

The organization's mission is to help children become confident, lifelong readers through community involvement and positive reinforcement with measurable results.

14291 E Canyon RoadScottsdale, AZ 85259

learningwithlucky.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

11th percentile

-79%

Higher net margin than 11% 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

40th percentile

-9.8%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

10th percentile

-77%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$43,010

Up $12,513 (+41%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$23,246

Up $5,379 (+30%) from 2022

Expenses

Down

$10,733

Down $18,547 (-63%) from 2022

Net Income

Up

$12,513

Up $23,926 (+210%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$60K$40K$20K$0Assets 2019: $41,853Net Assets 2019: $41,8532019Assets 2020: $45,547Net Assets 2020: $45,5472020Assets 2021: $41,910Net Assets 2021: $41,9102021Assets 2022: $30,497Net Assets 2022: $30,4972022Assets 2023: $43,010Liabilities 2023: $02023

Highlighted filing

2023

Assets$43,010
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2019: $84,978Expenses 2019: $43,125Net Income 2019: $41,8532019Revenue 2020: $14,700Expenses 2020: $11,006Net Income 2020: $3,6942020Revenue 2021: $19,017Expenses 2021: $22,654Net Income 2021: -$3,6372021Revenue 2022: $17,867Expenses 2022: $29,280Net Income 2022: -$11,4132022Revenue 2023: $23,246Expenses 2023: $10,733Net Income 2023: $12,5132023

Highlighted filing

2023

Revenue$23,246
Expenses$10,733
Net Income$12,513
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$43,010
Liabilities
$0
Net assets
-
Revenue
$23,246
Expenses
$10,733
Net income
$12,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$43.0$0.00$23.2$10.7$12.5
2022Detailed filing. Detailed filing data is available for this year.$30.5$30.5$17.9$29.3$11.4
2021Detailed filing. Detailed filing data is available for this year.$41.9$41.9$19.0$22.7$3.64
2020Detailed filing. Detailed filing data is available for this year.$45.5$45.5$14.7$11.0$3.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$41.9$85.0$43.1$41.9
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 26, 2023
Return Version
2022v4.1
Gross Receipts
$17,867
Mission and Program Overview

Mission

The organization's mission is to help children become confident, lifelong readers through community involvement and positive reinforcement with measurable results.

Program Services

DescriptionGrantsExpenses
Learning with Lucky's program is designed to motivate young students to enjoy reading. It combines a reading companion dog along with specific goals and achievements to facilitate a students association of reading with something fun. The organization has had over 30,000 successful graduates of the Learning with Lucky program.-$29,280
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay ToepkePresidentPT$0--
Jolene SondheimDirectorPT$0--
Katherine BayesDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Learning with Lucky Inc
EIN
83-3685810
Phone
4069391028
Address
14291 E Canyon Road, Scottsdale, AZ 85259

Signing Officer

Name
Lindsay Toepke
Title
President
Signed
2023-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Kevin W Keithley CPA PC
Address
715 SW Morrison Ste 700, Portland, OR 97205
Preparer
Kevin W Keithley
Phone
5032285585
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1419”

Other Expenses.1

“Donated Inventory to Schools $18857”

Other Expenses.2

“Supplies $4129”

Other Expenses.4

“Postage $1355”

Other Expenses.5

“Telephone, Telecommunications $640”

Other Expenses.6

“Bank Fees $15”

Other Assets.1005

“Accounts Receivable - Beginning $720 Accounts Receivable - Ending $7684”

Other Assets.1

“Puppy Inventory - Beginning $11019 Puppy Inventory - Ending $16012”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Lindsay Toepke
IRS990EZ/BooksInCareOfDetail/PhoneNum04069391028
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014291 E Canyon Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085259
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06801
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017867
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11413
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041910
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030497
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt017867
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041910
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041910
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030497
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Toepke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jolene Sondheim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katherine Bayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011739
IRS990EZ/OtherAssetsTotalDetail/EOYAmt023696
IRS990EZ/OtherExpensesTotalAmt026415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's mission is to help children become confident, lifelong readers through community involvement and positive reinforcement with measurable results.
IRS990EZ/PrintingPublicationsPostageAmt02540
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Learning with Lucky's program is designed to motivate young students to enjoy reading. It combines a reading companion dog along with specific goals and achievements to facilitate a students association of reading with something fun. The organization has had over 30,000 successful graduates of the Learning with Lucky program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029280
IRS990EZ/TotalProgramServiceExpensesAmt029280
IRS990EZ/TotalRevenueAmt017867
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0learningwithlucky.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136562
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0136562
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084978
IRS990ScheduleA/Total509Grp/TotalAmt0136562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donated Inventory to Schools $18857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $4129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage $1355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone, Telecommunications $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $720 Accounts Receivable - Ending $7684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Puppy Inventory - Beginning $11019 Puppy Inventory - Ending $16012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay Toepke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Learning with Lucky Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0833685810
ReturnHeader/Filer/PhoneNum04069391028
ReturnHeader/Filer/USAddress/AddressLine1Txt014291 E Canyon Road
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085259
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931212696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kevin W Keithley CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 SW Morrison Ste 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097205
ReturnHeader/PreparerPersonGrp/PhoneNum05032285585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin W Keithley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-31T20:31:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsay
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Toepke
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.