Civic Intelligence

Lucia Mar Foundation for Innovation

990EZ • Fiscal year 2016 • EIN 90-0720587

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 13, 2016

Organization ProfileN/A
PO Box 48Arroyo Grande, CA 93420

(805) 878-2823

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,356

Up $1,928 (+3.2%) from 2015

Net Assets

Up

$62,356

Up $1,928 (+3.2%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$41,151

Down $36,648 (-47%) from 2015

Expenses

Down

$39,223

Down $11,417 (-23%) from 2015

Net Income

Down

$1,928

Down $25,231 (-93%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2016

Assets$62,356
Liabilities-
Net Assets$62,356
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$41,151
Expenses$39,223
Net Income$1,928
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 13, 2016
Return Version
2015v2.0
Gross Receipts
$41,151
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.$37,800-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynn WalterVice President-$0--
Sharon McDanielSecretary-$0--
Beth CurranPresidentPT$0--
Sandy DavisTreasurer-$0--
Garin SinclairDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lucia Mar Foundation For Innovation
EIN
90-0720587
Phone
8058782823
Address
PO Box 48, Arroyo Grande, CA 93420

Signing Officer

Name
Sandy Davis
Title
Treasurer
Signed
2016-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Galloway and Associates
Address
2236 South Broadway Suite M, Santa Maria, CA 93454-7800
Preparer
Michael T Galloway
Phone
8059281745
Supplemental Narrative

Additional Explanations

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: $32500”

Other Expenses.1001

“Advertising and Promotion $700”

Other Expenses.1

“Bank Fees $131”

Other Expenses.3

“Miscellaneous Fees $35”

Raw XML Appendix156 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/CityNm0Arroyo Grande
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093420
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lynn Walter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon McDaniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Beth Curran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandy Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Garin Sinclair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0866
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/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide support for professional and technical development within the Lucia Mar school district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039223
IRS990EZ/TotalProgramServiceExpensesAmt037800
IRS990EZ/TotalRevenueAmt041151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0395571
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0395571
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041141
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077119
IRS990ScheduleA/Total509Grp/TotalAmt0395571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077799
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077119
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: LMUSD Grants | Donee's Address: PO Box 48 Arroyo Grande CA 93420 | Cash Amount Given: $32500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous Fees $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandy Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucia Mar Foundation For Innovation
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0900720587
ReturnHeader/Filer/PhoneNum08058782823
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 48
ReturnHeader/Filer/USAddress/CityNm0Arroyo Grande
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093420
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02236 South Broadway Suite M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934547800
ReturnHeader/PreparerPersonGrp/PhoneNum08059281745
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael T Galloway
ReturnHeader/ReturnTs02016-10-13T09:39:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,356
Liabilities
-
Net assets
$62,356
Revenue
$41,151
Expenses
$39,223
Net income
$1,928
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits