Civic Intelligence

Learning with Lucky Inc.

990EZ • Fiscal year 2020 • EIN 83-3685810

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 02, 2021

Organization Profilelearningwithlucky.org
9019 N 83rd StreetScottsdale, AZ 85258

(406) 939-1028

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

8.8%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-83%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,547

Up $3,694 (+8.8%) from 2019

Net Assets

Up

$45,547

Up $3,694 (+8.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$14,700

Down $70,278 (-83%) from 2019

Expenses

Down

$11,006

Down $32,119 (-74%) from 2019

Net Income

Down

$3,694

Down $38,159 (-91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2020

Assets$45,547
Liabilities-
Net Assets$45,547
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$14,700
Expenses$11,006
Net Income$3,694
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 2, 2021
Return Version
2020v4.0
Gross Receipts
$14,700
Mission and Program Overview

Mission

The organization's mission is to help chilldren 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 32,000 successful graduates of the Learning with Lucky program.$11,007-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Learning with Lucky Inc
EIN
83-3685810
Phone
4069391028
Address
9019 N 83rd Street, Scottsdale, AZ 85258

Signing Officer

Name
Lindsay Toepke
Title
President
Signed
2021-02-02
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.1005

“Travel $103”

Other Expenses.1012

“Insurance $1419”

Other Expenses.1

“Supplies $3990”

Other Expenses.3

“Telephone, Telecommunications $567”

Other Expenses.4

“Bank Fees $9”

Other Assets.1005

“Accounts Receivable - Beginning $2812 Accounts Receivable - Ending $920”

Other Assets.1

“Puppy Inventory - Beginning $12335 Puppy Inventory - Ending $28598”

Other Assets.2

“Undeposited Funds - Beginning $0 Undeposited Funds - Ending $50”

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
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IRS990EZ/OtherExpensesTotalAmt06088
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IRS990EZ/PrintingPublicationsPostageAmt03308
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 32,000 successful graduates of the Learning with Lucky program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011007
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011006
IRS990EZ/TotalProgramServiceExpensesAmt011007
IRS990EZ/TotalRevenueAmt014700
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0learningwithlucky.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt099678
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/PublicSupportTotal509Amt099678
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084978
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $3990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone, Telecommunications $567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $2812 Accounts Receivable - Ending $920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Puppy Inventory - Beginning $12335 Puppy Inventory - Ending $28598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Undeposited Funds - Beginning $0 Undeposited Funds - Ending $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay Toepke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-02
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ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0833685810
ReturnHeader/Filer/PhoneNum04069391028
ReturnHeader/Filer/USAddress/AddressLine1Txt09019 N 83rd Street
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085258
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
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ReturnHeader/PreparerPersonGrp/PhoneNum05032285585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin W Keithley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-02T15:55:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsay
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Toepke
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,547
Liabilities
-
Net assets
$45,547
Revenue
$14,700
Expenses
$11,006
Net income
$3,694
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits