Civic Intelligence

Luke Roux Foundation Inc

EIN 99-0579708 • 501(c)3 • Farmington, CT

Profile

To make awards, grants or other distributions designed to meet the social and economic needs of the communities in which the foundation operates and to support community organizations that contribute to the quality of life in such communities.

41 Garden GateFarmington, CT 06032

lukeroux.com

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$64,117

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$64,117

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

$73,159

No earlier filing loaded for comparison.

Expenses

$9,042

No earlier filing loaded for comparison.

Net Income

$64,117

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2025: $64,117Net Assets 2025: $64,1172025

Highlighted filing

2025

Assets$64,117
Liabilities-
Net Assets$64,117
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2025: $73,159Expenses 2025: $9,042Net Income 2025: $64,1172025

Highlighted filing

2025

Revenue$73,159
Expenses$9,042
Net Income$64,117
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,117
Liabilities
-
Net assets
$64,117
Revenue
$73,159
Expenses
$9,042
Net income
$64,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$64.1$64.1$73.2$9.04$64.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Apr 25, 2025
Return Version
2024v5.0
Gross Receipts
$73,159
Mission and Program Overview

Mission

To make awards, grants or other distributions designed to meet the social and economic needs of the communities in which the foundation operates and to support community organizations that contribute to the quality of life in such communities.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND CHARITABLE PURPOSES-$9,042
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRI ROUXPresident-$0--
MEREDITH BARTHOLOMAYTreasurer-$0--
TRICIA HAGGERTY WENZDirector-$0--
STEPHEN ROUXDirector-$0--
ERIC PEOPLESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Luke Roux Foundation Inc
EIN
99-0579708
Phone
8606785160
Address
41 GARDEN GATE, FARMINGTON, CT 06032

Signing Officer

Name
Carri Roux
Title
President
Phone
8606785160
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Bengtson & Smith Pc
Address
10 WATERSIDE DR STE 304, FARMINGTON, CT 06032-3056
Preparer
Christine Smith
Phone
8606785160
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 3,823 office supplies 117 credit card fees 578 grants given 616 licenses and permits 325 ride vouchers (gift cards 2,060 total 7,519”

Form 990-ez, Part III

“To make awards, grants or other distributions designed to meet the social and economic needs of the communities in which the foundation operates and to support community organizations that contribute to the quality of life in such communities.”

Raw XML Appendix124 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/PersonNm0CARRI ROUX
IRS990EZ/BooksInCareOfDetail/PhoneNum08606785160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt041 GARDEN GATE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006032
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064117
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067810
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt064117
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064117
IRS990EZ/FundraisingGrossIncomeAmt05349
IRS990EZ/GrossReceiptsAmt073159
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064117
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064117
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRI ROUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH BARTHOLOMAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA HAGGERTY WENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN ROUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIC PEOPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07519
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE AWARDS, GRANTS OR OTHER DISTRIBUTIONS DESIGNED TO MEET THE SOCIAL AND ECONOMIC NEEDS OF THE COMMUNITIES IN WHICH THE FOUNDATION OPERATES AND TO SUPPORT COMMUNITY ORGANIZATIONS THAT CONTRIBUTE TO THE QUALITY OF LIFE IN SUCH COMMUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt01523
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND CHARITABLE PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09042
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt05349
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09042
IRS990EZ/TotalProgramServiceExpensesAmt09042
IRS990EZ/TotalRevenueAmt073159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LUKEROUX.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt067810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05349
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt05349
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt073159
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073159
IRS990ScheduleA/Total509Grp/TotalAmt073159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 3,823 OFFICE SUPPLIES 117 CREDIT CARD FEES 578 GRANTS GIVEN 616 LICENSES AND PERMITS 325 RIDE VOUCHERS (GIFT CARDS 2,060 TOTAL 7,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO MAKE AWARDS, GRANTS OR OTHER DISTRIBUTIONS DESIGNED TO MEET THE SOCIAL AND ECONOMIC NEEDS OF THE COMMUNITIES IN WHICH THE FOUNDATION OPERATES AND TO SUPPORT COMMUNITY ORGANIZATIONS THAT CONTRIBUTE TO THE QUALITY OF LIFE IN SUCH COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRI ROUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08606785160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUKE ROUX FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUKE
ReturnHeader/Filer/EIN0990579708
ReturnHeader/Filer/PhoneNum08606785160
ReturnHeader/Filer/USAddress/AddressLine1Txt041 GARDEN GATE
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061012544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENGTSON & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 WATERSIDE DR STE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060323056
ReturnHeader/PreparerPersonGrp/PhoneNum08606785160
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SMITH
ReturnHeader/ReturnTs02025-06-09T11:39:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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