Civic Intelligence

The Lukezic Family Foundation Inc.

990PF • Fiscal year 2023 • EIN 85-0867310

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
55 Wall St Ste 708New York, NY 10005

(636) 586-5258

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • NTEE B90 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • NTEE B90 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2023 filings • NTEE B90 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE B90 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

94%

Faster asset growth than 89% of similar nonprofits.

2023 filings • NTEE B90 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.0%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • NTEE B90 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$154,496

Up $74,902 (+94%) from 2022

Net Assets

Up

$154,496

Up $74,902 (+94%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Flat

$50,000

Flat from 2022

Expenses

Up

$5,173

Up $1,529 (+42%) from 2022

Net Income

Down

$44,827

Down $1,529 (-3.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$200K$150K$100K$50K$0Assets 2020: $30,450Liabilities 2020: $1Net Assets 2020: $30,4502020Assets 2021: $9,979Liabilities 2021: $1Net Assets 2021: $9,9792021Assets 2022: $79,594Liabilities 2022: $1Net Assets 2022: $79,5942022Assets 2023: $154,496Liabilities 2023: $1Net Assets 2023: $154,4962023

Highlighted filing

2023

Assets$154,496
Liabilities$1
Net Assets$154,496
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2020: $84,000Expenses 2020: $53,550Net Income 2020: $30,4502020Revenue 2021: $1Expenses 2021: $40,471Net Income 2021: -$40,4702021Revenue 2022: $50,000Expenses 2022: $3,644Net Income 2022: $46,3562022Revenue 2023: $50,000Expenses 2023: $5,173Net Income 2023: $44,8272023

Highlighted filing

2023

Revenue$50,000
Expenses$5,173
Net Income$44,827
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES LUKEZICChairmanPT$0--
JOHN TORRESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Lukezic Family Foundation Inc
EIN
85-0867310
Address
55 WALL ST STE 708, NEW YORK, NY 10005

Signing Officer

Name
James Lukezic
Title
Chairman
Phone
9177836064
Signed
2024-05-06
Discuss with paid preparer
No

Preparer

Firm
Wilburn S Hinch Inc
Address
112 S MAIN ST, De Soto, MO 63020
Preparer
Darrell D Hinch
Phone
6365865258
Raw XML Appendix178 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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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt085528
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085528
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01283
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04212
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt084245
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES LUKEZIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN TORRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt155 WALL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES LUKEZIC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HELPING CHILDREN FROM UNDERPRIVILEGED NEIGHBORHOODS IN THE CITY OF NEW YORK
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER CURRENT ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt036254
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LUKEZIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09177836064
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUKEZIC FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUKE
ReturnHeader/Filer/EIN0850867310
ReturnHeader/Filer/USAddress/AddressLine1Txt055 WALL ST STE 708
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431040262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILBURN S HINCH INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0De Soto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063020
ReturnHeader/PreparerPersonGrp/PhoneNum06365865258
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARRELL D HINCH
ReturnHeader/ReturnTs02024-05-31T09:13:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUKEZIC
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,496
Liabilities
$1
Net assets
$154,496
Revenue
$50,000
Expenses
$5,173
Net income
$44,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.50$0.05$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.50$0.04$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.40$0.40
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.84$0.54$0.30