The Roderick P Lucas And Joyce I Lucas Charitable Foundation
EIN: 830321704 · Jackson, WY · NTEE: T22
| Metric | Value |
|---|---|
| Total Revenue | $910K |
| Total Expenses | $62K |
| Net Assets | $782K |
Is The Roderick P Lucas And Joyce I Lucas Charitable Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About The Roderick P Lucas And Joyce I Lucas Charitable Foundation
The Roderick P Lucas And Joyce I Lucas Charitable Foundation (EIN: 830321704) is a nonprofit organization based in Jackson, WY, classified under NTEE code T22. The organization reported total revenue of $910K and total assets of $834K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Roderick P Lucas And Joyce I Lucas Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Roderick P Lucas And Joyce I Lucas Charitable Foundation is a small nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 30.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $78K |
| Total Expenses | $62K |
| Surplus / Deficit | +$16K |
| Total Assets | $782K |
| Total Liabilities | $1 |
| Net Assets | $782K |
| Operating Margin | 20.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 151.6 months |
Financial Health Grade: A
In 2023, The Roderick P Lucas And Joyce I Lucas Charitable Foundation reported a surplus of $16K with revenue exceeding expenses, holds 151.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), The Roderick P Lucas And Joyce I Lucas Charitable Foundation's revenue has grown at a compound annual growth rate (CAGR) of 30.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +14.3% | -1.1% | +2.1% |
| 2022 | -36.3% | +3.5% | -0.2% |
| 2021 | +82.4% | +7.1% | +7.5% |
| 2020 | -38.2% | +0.7% | -0.1% |
| 2019 | +1545.6% | +1.5% | -1.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for The Roderick P Lucas And Joyce I Lucas Charitable Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Roderick P Lucas And Joyce I Lucas Charitable Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $16K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about The Roderick P Lucas And Joyce I Lucas Charitable Foundation
Is The Roderick P Lucas And Joyce I Lucas Charitable Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, The Roderick P Lucas And Joyce I Lucas Charitable Foundation (EIN: 830321704) insufficient data. 0 red flags identified, 0 strengths noted.
How does The Roderick P Lucas And Joyce I Lucas Charitable Foundation spend its money?
Detailed spending breakdown data is not yet available for The Roderick P Lucas And Joyce I Lucas Charitable Foundation. Check back for updated IRS 990 analysis.
Are donations to The Roderick P Lucas And Joyce I Lucas Charitable Foundation tax-deductible?
The Roderick P Lucas And Joyce I Lucas Charitable Foundation is registered as a tax-exempt nonprofit (EIN: 830321704). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is The Roderick P Lucas And Joyce I Lucas Charitable Foundation located?
The Roderick P Lucas And Joyce I Lucas Charitable Foundation is headquartered in Jackson, Wyoming and files with the IRS under EIN 830321704. It is classified under NTEE code T22.
How many years of IRS 990 filings does The Roderick P Lucas And Joyce I Lucas Charitable Foundation have?
The Roderick P Lucas And Joyce I Lucas Charitable Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $910K in total revenue.
Filing History
IRS 990 filing history for The Roderick P Lucas And Joyce I Lucas Charitable Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Roderick P Lucas And Joyce I Lucas Charitable Foundation's revenue has grown by 2262%, moving from $3K to $78K. Total assets decreased by 3.4% over the same period, from $810K to $782K. Total functional expenses rose by 13.1%, from $55K to $62K. In its most recent filing year (2023), The Roderick P Lucas And Joyce I Lucas Charitable Foundation reported a surplus of $16K, with revenue exceeding expenses. The organization holds $1 in liabilities against $782K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $782K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $78K | $62K | $782K | $1 | — | View 990 |
| 2022 | $68K | $63K | $766K | $1 | — | — |
| 2021 | $107K | $60K | $768K | $7K | — | — |
| 2020 | $59K | $56K | $714K | $1 | — | — |
| 2019 | $95K | $56K | $715K | $3K | — | View 990 |
| 2015 | $6K | $55K | $722K | $1 | — | View 990 |
| 2014 | $52K | $52K | $771K | $1 | — | View 990 |
| 2013 | $46K | $51K | $771K | $0 | — | View 990 |
| 2012 | $22K | $55K | $777K | $0 | — | View 990 |
| 2011 | $3K | $55K | $810K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $78K, expenses of $62K, and assets of $782K (revenue +14.3% year-over-year).
- 2022: Revenue of $68K, expenses of $63K, and assets of $766K (revenue -36.3% year-over-year).
- 2021: Revenue of $107K, expenses of $60K, and assets of $768K (revenue +82.4% year-over-year).
- 2020: Revenue of $59K, expenses of $56K, and assets of $714K (revenue -38.2% year-over-year).
- 2019: Revenue of $95K, expenses of $56K, and assets of $715K (revenue +1545.6% year-over-year).
- 2015: Revenue of $6K, expenses of $55K, and assets of $722K (revenue -88.9% year-over-year).
- 2014: Revenue of $52K, expenses of $52K, and assets of $771K (revenue +12.5% year-over-year).
- 2013: Revenue of $46K, expenses of $51K, and assets of $771K (revenue +113.3% year-over-year).
- 2012: Revenue of $22K, expenses of $55K, and assets of $777K (revenue +554.8% year-over-year).
- 2011: Revenue of $3K, expenses of $55K, and assets of $810K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Roderick P Lucas And Joyce I Lucas Charitable Foundation:
Data Sources and Methodology
This transparency report for The Roderick P Lucas And Joyce I Lucas Charitable Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.