Civic Intelligence

Lucky Seven Foundation

990PF • Fiscal year 2019 • EIN 91-1722000

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$26,867,600

Up $234,705 (+0.9%) from 2015

Net Assets

Up

$26,867,600

Up $234,705 (+0.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin15th percentile

Revenue

Up

$1,630,653

Up $445,373 (+38%) from 2015

Expenses

Up

$1,920,558

Up $642,402 (+50%) from 2015

Net Income

Down

-$289,905

Down $197,029 (-212%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2011: $27,194,163Liabilities 2011: $02011Assets 2012: $26,855,198Liabilities 2012: $02012Assets 2013: $26,802,556Liabilities 2013: $02013Assets 2014: $26,725,771Liabilities 2014: $02014Assets 2015: $26,632,895Liabilities 2015: $0Net Assets 2015: $26,632,8952015Assets 2019: $26,867,600Liabilities 2019: $0Net Assets 2019: $26,867,6002019Assets 2020: $25,875,504Liabilities 2020: $0Net Assets 2020: $25,875,5042020Assets 2021: $26,769,578Liabilities 2021: $12021Assets 2022: $29,479,057Liabilities 2022: $3,865,121Net Assets 2022: $25,613,9362022Assets 2023: $26,218,236Liabilities 2023: $751,2202023Assets 2024: $27,610,239Liabilities 2024: $3,088,395Net Assets 2024: $24,521,8442024

Highlighted filing

2019

Assets$26,867,600
Liabilities$0
Net Assets$26,867,600
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $860,106Expenses 2011: $1,671,272Net Income 2011: -$811,1662011Revenue 2012: $1,258,358Expenses 2012: $1,524,505Net Income 2012: -$266,1472012Revenue 2013: $1,483,547Expenses 2013: $1,537,689Net Income 2013: -$54,1422013Revenue 2014: $1,628,069Expenses 2014: $1,704,854Net Income 2014: -$76,7852014Revenue 2015: $1,185,280Expenses 2015: $1,278,156Net Income 2015: -$92,8762015Revenue 2019: $1,630,653Expenses 2019: $1,920,558Net Income 2019: -$289,9052019Revenue 2020: $968,649Expenses 2020: $1,960,745Net Income 2020: -$992,0962020Revenue 2021: $2,635,263Expenses 2021: $1,741,939Net Income 2021: $893,3242021Revenue 2022: $1,070,520Expenses 2022: $2,278,162Net Income 2022: -$1,207,6422022Revenue 2023: $2,212,849Expenses 2023: $2,367,769Net Income 2023: -$154,9202023Revenue 2024: $1,261,687Expenses 2024: $2,206,859Net Income 2024: -$945,1722024

Highlighted filing

2019

Revenue$1,630,653
Expenses$1,920,558
Net Income-$289,905
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol A BackusDir, VP*-$0--
Christopher R BackusDirector-$0--
Edward A BackusDirector-$0--
John BackusDir, Treas*-$0--
Keriann BackusDirector-$0--
Massimo D BackusDir*, VP-$0--
Peter G BackusDirector-$0--
Sandor A BackusDirector-$0--
Spencer BackusDirector-$0--
Valerie F BackusDirector-$0--
Edward A Backus JrDirector-$0--
Robert FiksoDir, Pres*-$0--
Matthew F StollerDir, Sec-$0--
Philip R StollerDirector-$0--
Susan B StollerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lucky Seven Foundation
EIN
91-1722000
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Carol Backus
Title
President
Phone
8008391754
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 3,193 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1John Backus
CompensationExplanation/CompensationExplanationGrp/PersonNm2Keriann Backus
CompensationExplanation/CompensationExplanationGrp/PersonNm3Massimo D Backus
CompensationExplanation/CompensationExplanationGrp/PersonNm4Peter G Backus
CompensationExplanation/CompensationExplanationGrp/PersonNm5Sandor A Backus
CompensationExplanation/CompensationExplanationGrp/PersonNm6Spencer Backus
CompensationExplanation/CompensationExplanationGrp/PersonNm7Edward A Backus Jr
CompensationExplanation/CompensationExplanationGrp/PersonNm8Robert Fikso
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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1* removed from the position in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2* removed from foundation in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3* removed from the posision in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4* removed from foundation in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt5* removed from foundation in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt6* removed from foundation in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt7* removed from foundation in 2019
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt8* removed from the position in 2019
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17COSTCO - 3.000% - 05/17/2027
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25EXXON MOBIL CORP - 2.709% - 03
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26GOOGLE INC - 3.375% - 02/25/20
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29HOME DEPOT INC - 2.950% - 06/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30ILLINIOS TOOL - 3.500% - 03/01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31JOHNSON & JOHNSON-2.95%-3/3/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32JOHNSON & JOHNSON-2.95%-9/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33JPMORGAN CHASE &CO NOTE - 2.40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34LILLY ELI &CO - 3.100% - 05/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35LILLY ELI &CO NOTE - 2.750% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36MICROSOFT CORP - 3.125% - 11/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37MICROSOFT CORP NOTE - 3.300% -
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39NIKE INC NOTE CALL - 2.375% -
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41PEPSICO INC - 2.750% - 03/01/2
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALASKA AIR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALLEGHANY CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMEREN ILL PUB 5.16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BOSWELL JG CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADRIDGE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHAUTAUQUA INTERNATIONAL GROWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COLUMBIA BANKING SYSTEM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CONNECTICUT LIGHT PREFERRED L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CRACKER BARREL OLD COUNTRY STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EQUINIX, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FIRST NATIONAL BANK - AK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FRMRS & MRCHNT BK LONG BEACH C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOLOGIC, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INDPLS PWR & LT 5.65 PFD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57W T B FINL CORP CMT CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WELLTOWER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WILEY JOHN & SONS INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WISDOMTREE SC DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64XILINX INC
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,867,600
Liabilities
$0
Net assets
$26,867,600
Revenue
$1,630,653
Expenses
$1,920,558
Net income
-$289,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$3.09$24.5$1.26$2.21$0.95
2023Summary only. Only limited summary data is available for this year.$26.2$0.75$2.21$2.37$0.15
2022Detailed filing. Detailed filing data is available for this year.$29.5$3.87$25.6$1.07$2.28$1.21
2021Summary only. Only limited summary data is available for this year.$26.8$0.00$2.64$1.74$0.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.00$25.9$0.97$1.96$0.99
2019Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.63$1.92$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.00$26.6$1.19$1.28$0.09
2014Summary only. Only limited summary data is available for this year.$26.7$0.00$1.63$1.70$0.08
2013Summary only. Only limited summary data is available for this year.$26.8$0.00$1.48$1.54$0.05
2012Summary only. Only limited summary data is available for this year.$26.9$0.00$1.26$1.52$0.27
2011Summary only. Only limited summary data is available for this year.$27.2$0.00$0.86$1.67$0.81