Civic Intelligence

Lucia Foundation

990PF • Fiscal year 2021 • EIN 87-3993082

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 24, 2023

Organization Profile
55 Lane DriveLakeside Park, KY 41017

(513) 241-3111

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

$750,000

No earlier filing loaded for comparison.

Net Assets

$750,000

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin100th percentile

Revenue

$750,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$750,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2021: $750,000Liabilities 2021: $1Net Assets 2021: $750,0002021Assets 2022: $443,642Liabilities 2022: $12022Assets 2023: $1,088,417Liabilities 2023: $1Net Assets 2023: $1,088,4172023Assets 2024: $1,153,526Liabilities 2024: $0Net Assets 2024: $1,153,5262024

Highlighted filing

2021

Assets$750,000
Liabilities$1
Net Assets$750,000
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2021: $750,000Expenses 2021: $0Net Income 2021: $750,0002021Revenue 2022: $6,320Expenses 2022: $62,678Net Income 2022: -$56,3582022Revenue 2023: $579,748Expenses 2023: $88,829Net Income 2023: $490,9192023Revenue 2024: $261,140Expenses 2024: $196,031Net Income 2024: $65,1092024

Highlighted filing

2021

Revenue$750,000
Expenses$0
Net Income$750,000
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 24, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER ZIMMERMANPresident-$0--
CHRISTIANNE HOPWOODSecretary-$0--
NICHOLAS ZIMMERMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lucia Foundation Inc
EIN
87-3993082
Phone
5132413111
Address
55 LANE DRIVE, LAKESIDE PARK, KY 41017

Signing Officer

Name
Chris Zimmerman
Title
President
Phone
5132413111
Signed
2023-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Anna M Helfen CPA
Phone
5132413111
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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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132413111
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0873993082
ReturnHeader/Filer/PhoneNum05132413111
ReturnHeader/Filer/USAddress/AddressLine1Txt055 LANE DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKESIDE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 EAST 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA M HELFEN CPA
ReturnHeader/ReturnTs02023-03-03T15:41:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIMMERMAN
ReturnHeader/TaxPeriodBeginDt02021-11-19
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$750,000
Liabilities
$1
Net assets
$750,000
Revenue
$750,000
Expenses
$0
Net income
$750,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.26$0.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.58$0.09$0.49
2022Summary only. Only limited summary data is available for this year.$0.44$0.00$0.01$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.75$0.00$0.75