Civic Intelligence

Learning with Lucky Inc.

990EZ • Fiscal year 2024 • EIN 83-3685810

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 01, 2025

Organization Profilelearningwithlucky.org
14291 E Coyote 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

7th percentile

-79%

Higher net margin than 7% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-9.8%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

5th percentile

-77%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,808

Down $4,202 (-9.8%) from 2023

Net Assets

$38,808

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$5,296

Down $17,950 (-77%) from 2023

Expenses

Down

$9,498

Down $1,235 (-12%) from 2023

Net Income

Down

-$4,202

Down $16,715 (-134%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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: $02023Assets 2024: $38,808Net Assets 2024: $38,8082024

Highlighted filing

2024

Assets$38,808
Liabilities-
Net Assets$38,808
Open 2024 Filing

Operations Trend

Revenue Growth5th 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: $12,5132023Revenue 2024: $5,296Expenses 2024: $9,498Net Income 2024: -$4,2022024

Highlighted filing

2024

Revenue$5,296
Expenses$9,498
Net Income-$4,202
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 1, 2025
Return Version
2024v5.0
Gross Receipts
$5,296
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 32,000 successful graduates of the Learning with Lucky program.-$9,498
Compensation and Service Providers
Top Officer Pay79th 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 Coyote Road, Scottsdale, AZ 85259

Signing Officer

Name
Lindsay Toepke
Title
President
Signed
2025-02-01
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.1

“Supplies $2950”

Other Expenses.2

“Donated Inventory to Schools $2088”

Other Expenses.3

“Insurance $1490”

Other Expenses.4

“Telephone, Telecommunications $603”

Other Expenses.5

“Postage $368”

Other Expenses.6

“Rounding $-1”

Other Assets.1

“Puppy Inventory - Beginning $8278 Puppy Inventory - Ending $6190”

Raw XML Appendix154 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
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085259
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Toepke
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08278
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06190
IRS990EZ/OtherExpensesTotalAmt07498
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/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/ProgramServiceExpensesAmt09498
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/TotalExpensesAmt09498
IRS990EZ/TotalProgramServiceExpensesAmt09498
IRS990EZ/TotalRevenueAmt05296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0learningwithlucky.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080126
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/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080126
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014700
IRS990ScheduleA/Total509Grp/TotalAmt080126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies $2950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donated Inventory to Schools $2088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone, Telecommunications $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Postage $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rounding $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Puppy Inventory - Beginning $8278 Puppy Inventory - Ending $6190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay Toepke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Learning with Lucky Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0833685810
ReturnHeader/Filer/PhoneNum04069391028
ReturnHeader/Filer/USAddress/AddressLine1Txt014291 E Coyote Road
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085259
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-02-01T14:47:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,808
Liabilities
-
Net assets
$38,808
Revenue
$5,296
Expenses
$9,498
Net income
-$4,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.8$38.8$5.30$9.50$4.20
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