Civic Intelligence

Learning with Lucky Inc.

990EZ • Fiscal year 2022 • EIN 83-3685810

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 26, 2023

Organization Profilelearningwithlucky.org
14291 E Canyon RoadScottsdale, AZ 85259

(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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

18th percentile

-27%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-6.0%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,497

Down $11,413 (-27%) from 2021

Net Assets

Down

$30,497

Down $11,413 (-27%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$17,867

Down $1,150 (-6.0%) from 2021

Expenses

Up

$29,280

Up $6,626 (+29%) from 2021

Net Income

Down

-$11,413

Down $7,776 (-214%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2022

Assets$30,497
Liabilities-
Net Assets$30,497
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$17,867
Expenses$29,280
Net Income-$11,413
Open 2022 Filing
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 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.-$29,280
Compensation and Service Providers
Top Officer Pay78th 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt023696
IRS990EZ/OtherExpensesTotalAmt026415
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt02540
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029280
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt017867
IRS990EZ/TransactionWithControlEntInd0false
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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
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay Toepke
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ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0833685810
ReturnHeader/Filer/PhoneNum04069391028
ReturnHeader/Filer/USAddress/AddressLine1Txt014291 E Canyon Road
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
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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.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,497
Liabilities
-
Net assets
$30,497
Revenue
$17,867
Expenses
$29,280
Net income
-$11,413
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