Civic Intelligence

Lucia Mar Foundation for Innovation

EIN 90-0720587 • 501(c)3 • Arroyo Grande, CA

Profile

To benefit the students of the Lucia Mar Unified School District by securing funding to support programs and practices that fulfill the District mission.

PO Box 48Arroyo Grande, CA 93420

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

1st percentile

-5491%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

11th percentile

-73%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $40,081 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $40,081 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$730

Down $1,990 (-73%) from 2021

Expenses

Up

$40,811

Up $19,491 (+91%) from 2021

Net Income

Down

-$40,081

Down $21,481 (-115%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $271,124Liabilities 2011: $0Net Assets 2011: $271,1242011Assets 2012: $82,519Liabilities 2012: $02012Assets 2013: $59,538Liabilities 2013: $02013Assets 2014: $33,269Liabilities 2014: $02014Assets 2015: $60,428Net Assets 2015: $60,4282015Assets 2016: $62,356Net Assets 2016: $62,3562016Assets 2017: $71,425Net Assets 2017: $71,4252017Assets 2018: $110,211Net Assets 2018: $110,2112018Assets 2019: $64,889Net Assets 2019: $64,8892019Assets 2020: $58,681Net Assets 2020: $58,6812020Assets 2021: $40,081Net Assets 2021: $40,0812021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $33,9432011Revenue 2012: $77,269Expenses 2012: $265,878Net Income 2012: -$188,6092012Revenue 2013: $126,659Expenses 2013: $149,640Net Income 2013: -$22,9812013Revenue 2014: $73,183Expenses 2014: $99,452Net Income 2014: -$26,2692014Revenue 2015: $77,799Expenses 2015: $50,640Net Income 2015: $27,1592015Revenue 2016: $41,151Expenses 2016: $39,223Net Income 2016: $1,9282016Revenue 2017: $19,685Expenses 2017: $10,616Net Income 2017: $9,0692017Revenue 2018: $58,508Expenses 2018: $19,722Net Income 2018: $38,7862018Revenue 2019: $9,115Expenses 2019: $54,438Net Income 2019: -$45,3232019Revenue 2020: $15,986Expenses 2020: $22,193Net Income 2020: -$6,2072020Revenue 2021: $2,720Expenses 2021: $21,320Net Income 2021: -$18,6002021Revenue 2022: $730Expenses 2022: $40,811Net Income 2022: -$40,0812022

Highlighted filing

2022

Revenue$730
Expenses$40,811
Net Income-$40,081
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$730
Expenses
$40,811
Net income
-$40,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.41$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.03$0.21$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.09$0.54$0.45
2018Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.59$0.20$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.20$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.41$0.39$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.78$0.51$0.27
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.73$0.99$0.26
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$1.27$1.50$0.23
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.77$2.66$1.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.00$2.71$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$730
Mission and Program Overview

Mission

To benefit the students of the Lucia Mar Unified School District by securing funding to support programs and practices that fulfill the District mission.

Program Services

DescriptionGrantsExpenses
Provide support for professional and technical development within the Lucia Mar school district.-$37,464
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron BrownVice President-$0--
Sharon McDanielSecretary-$0--
Mike ZigelmanDirector-$0--
Jin KimTreasurer-$0--
Nicole LougheadDirector-$0--
Garin SinclairPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lucia Mar Foundation For Innovation
EIN
90-0720587
Phone
8055502653
Address
PO Box 48, Arroyo Grande, CA 93420

Signing Officer

Name
Jin Kim
Title
Treasurer
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Galloway & Associates
Address
2236 South Broadway Suite M, Santa Maria, CA 93454
Preparer
Michael T Galloway
Phone
8059281745
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: New Tech High | Donee's Address: PO Box 48 Arroyo Grande CA 93420 | Cash Amount Given: $9364”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: LMUSD Grants | Donee's Address: PO Box 48 Arroyo Grande CA 93420 | Cash Amount Given: $30117”

Other Expenses.1

“Miscellaneous Fees $50”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jin Kim
IRS990EZ/BooksInCareOfDetail/PhoneNum08055488205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01255 San Carlos Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Luis Obispo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0730
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-40081
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040081
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039481
IRS990EZ/GrossReceiptsAmt0730
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040081
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040081
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ron Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon McDaniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Zigelman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jin Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nicole Loughead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Garin Sinclair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To benefit the students of the Lucia Mar Unified School District by securing funding to support programs and practices that fulfill the District mission.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide support for professional and technical development within the Lucia Mar school district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037464
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/TotalExpensesAmt040811
IRS990EZ/TotalRevenueAmt0730
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087059
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/PublicSupportTotal509Amt087059
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058508
IRS990ScheduleA/Total509Grp/TotalAmt087059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058508
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087059
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Professional Fees
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-05-15
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0953748024
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0650
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0Corporation
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0actual
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02236 S Broadway St Suite M
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Santa Maria
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd093454
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: New Tech High | Donee's Address: PO Box 48 Arroyo Grande CA 93420 | Cash Amount Given: $9364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: LMUSD Grants | Donee's Address: PO Box 48 Arroyo Grande CA 93420 | Cash Amount Given: $30117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous Fees $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jin Kim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucia Mar Foundation For Innovation
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0900720587
ReturnHeader/Filer/PhoneNum08055502653
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 48
ReturnHeader/Filer/USAddress/CityNm0Arroyo Grande
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093420
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953748024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Galloway & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02236 South Broadway Suite M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093454
ReturnHeader/PreparerPersonGrp/PhoneNum08059281745
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael T Galloway
ReturnHeader/ReturnTs02022-05-12T21:44:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kim
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.