Civic Intelligence

Learning with Lucky Inc.

990EZ • Fiscal year 2021 • EIN 83-3685810

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 24, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-8.0%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

29%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$41,910

Down $3,637 (-8.0%) from 2020

Net Assets

Down

$41,910

Down $3,637 (-8.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$19,017

Up $4,317 (+29%) from 2020

Expenses

Up

$22,654

Up $11,648 (+106%) from 2020

Net Income

Down

-$3,637

Down $7,331 (-198%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$41,910
Liabilities-
Net Assets$41,910
Open 2021 Filing

Operations Trend

Revenue Growth67th 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

2021

Revenue$19,017
Expenses$22,654
Net Income-$3,637
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 24, 2022
Return Version
2021v4.0
Gross Receipts
$19,017
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.

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.$22,655-
Compensation and Service Providers
Top Officer Pay77th 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
2022-01-24
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 $17580”

Other Expenses.3

“Telephone, Telecommunications $883”

Other Expenses.4

“Postage $371”

Other Expenses.5

“Bank Fees $9”

Other Expenses.6

“Reconciliation Discepancies $-6”

Other Assets.1005

“Accounts Receivable - Beginning $920 Accounts Receivable - Ending $720”

Other Assets.1

“Puppy Inventory - Beginning $28598 Puppy Inventory - Ending $11019”

Other Assets.2

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

Raw XML Appendix156 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Toepke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jolene Sondheim
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt029568
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011739
IRS990EZ/OtherExpensesTotalAmt020256
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt02398
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/GrantsAndAllocationsAmt022655
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/TotalExpensesAmt022654
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IRS990EZ/TotalRevenueAmt019017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0learningwithlucky.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt084978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118695
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/PublicSupportTotal509Amt0118695
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084978
IRS990ScheduleA/Total509Grp/TotalAmt0118695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donated Inventory to Schools $17580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Telephone, Telecommunications $883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reconciliation Discepancies $-6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $920 Accounts Receivable - Ending $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Puppy Inventory - Beginning $28598 Puppy Inventory - Ending $11019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Undeposited Funds - Beginning $50 Undeposited Funds - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay Toepke
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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
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-01T08:40:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsay
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Toepke
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,910
Liabilities
-
Net assets
$41,910
Revenue
$19,017
Expenses
$22,654
Net income
-$3,637
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