Civic Intelligence

Lucky Seven Foundation

990PF • Fiscal year 2020 • EIN 91-1722000

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 16, 2021

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

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

6th percentile

-102%

Higher net margin than 6% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

14th percentile

-3.7%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,875,504

Down $992,096 (-3.7%) from 2019

Net Assets

Down

$25,875,504

Down $992,096 (-3.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Down

$968,649

Down $662,004 (-41%) from 2019

Expenses

Up

$1,960,745

Up $40,187 (+2.1%) from 2019

Net Income

Down

-$992,096

Down $702,191 (-242%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2020

Assets$25,875,504
Liabilities$0
Net Assets$25,875,504
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

2020

Revenue$968,649
Expenses$1,960,745
Net Income-$992,096
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 16, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol A BackusDir, Pres-$0--
Christopher R BackusDir, Treas*-$0--
Edward A BackusDir, Treas-$0--
John BackusDirector-$0--
Valerie F BackusDirector-$0--
Robert FiksoDirector-$0--
Matthew F StollerDir, Sec-$0--
Philip R StollerDirector-$0--
Susan B StollerDirector-$0--
Spencer BackusDirector-$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 Ann Sorbie
Title
President
Phone
8008391754
Signed
2021-10-16
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 2,818 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41SNAP ON INC NOTE CALL - 3.250%
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,875,504
Liabilities
$0
Net assets
$25,875,504
Revenue
$968,649
Expenses
$1,960,745
Net income
-$992,096
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
2020Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$0.97$1.96$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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