Lukas Foundation FY2020 filing

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The organization fulfills its exempt purpose by providing developmentally disabled adults lifelong residential care and vocational traing at lower than cost (approximately one-half the state average) and provides up to 50% financial aid as needed.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 02-0358724) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$113K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $296K a year · 19% of revenue · last 5 filings
A surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
72%
of spending
72% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$113K
to officers and key staff · 8% of spending
Pay to officers and key staff is 8% of spending.
Part VII, Section A
4.0 mo
of spending, in cash
Plus $7.0M in investments, Pt X · Ln 11–13
4.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $14K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$94K
1% of total assets
Liabilities are 1% of assets.
Pt X · Ln 26
Independent board members
8
of 9 voting members
8 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.4M
Spent
$1.5M
To programs
72%
Net assets
$8.6M
By yearFY2020–FY2024
Revenue
$1.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.7M
FY2022$1.4M
FY2023$1.5M
FY2024$1.7M
Expenses
$1.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.8M
FY2022$1.7M
FY2023$1.6M
FY2024$2.5M
Net assets
$8.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.6M
FY2021$8.8M
FY2022$7.3M
FY2023$7.4M
FY2024$6.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $1.1M Management & general 28% · $417K Fundraising 0% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $113K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Vice President/Executive
$112,978Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary to the Board
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kristen Stanton$93,114$142,500$122,876$113,884$112,978
Beverly Evans$113,003————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lukas Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers lifelong residential care and vocational training for adults with developmental disabilities at reduced costs.

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1 program · $1.1M · in their own filed words · FY2020
01

The lukas foundation's main program is to provide lifelong residential care for developmentally disabled adults. Vocational training is also offered to these individuals.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 02-0358724) · Dispute this line
$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$14K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$863K
Investment incomeLn 3$345K
Gifts and grantsLn 1h$145K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.1M
Managementcol C$417K
Fundraisingcol D$2K
Owns and owesPt X
$8.6M
net assets · Ln 32
Cash and savingsLn 1–2$490K
Total assetsLn 16$8.7M
LiabilitiesLn 26$94K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$145K
Fees for servicesLn 2g$863K
Investment incomeLn 3$345K
Other incomeLn 4–11$63K
Gains on assetsLn 7$205K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$64K
SavingsLn 2$426K
Cash and savings togetherLn 1–2$490K
Prepaid expenses and deferred chargesLn 9$23K
Land, buildings, equipmentLn 10c$1.2M
InvestmentsLn 11–13$7.0M
Total assetsLn 16$8.7M
LiabilitiesLn 26$94K
Net assetsLn 32$8.6M
OperationsPt I, VI
EmployeesI 532
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$59K
Share of the $6.6M endowmentSch D 1g0.89%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$6.6M$5.9M$5.1M$5.4M$4.8M
AddedLn 1b$21K$46K$50K
SpentLn 1d–1f$66K$92K$138K$94K$156K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$181K$490K
InvestmentsLn 11–13$6.7M$7.0M
Land, buildings, equipmentLn 10c$1.2M$1.2M
Total assetsLn 16$8.1M$8.7M
LiabilitiesLn 26$0$94K
Net assetsLn 32$8.1M$8.6M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$129K$91K$39K
Other salaries and wagesLn 7$729K$511K$219K
Other employee benefitsLn 9$15K$10K$4K
Payroll taxesLn 10$68K$48K$20K
Accounting feesLn 11c$13K$13K
Investment management feesLn 11f$59K$59K
Advertising and promotionLn 12$3K$277$2K
Office expensesLn 13$8K$979$7K
OccupancyLn 16$92K$73K$18K
TravelLn 17$11K$9K$2K
Depreciation, depletion and amortizationLn 22$90K$72K$18K
InsuranceLn 23$60K$48K$12K
Other expenses (24a–d)Ln 24$175K$175K
All other expensesLn 24e$20K$17K$2K$2K
Total functional expensesLn 25$1.5M$1.1M$417K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Jul 21, 2025 $1.7M$2.5M−$817K$6.6M 990 PDF
FY2023Filed with the IRS Sep 3, 2024 $1.5M$1.6M−$131K$7.4M 990 PDF
FY2022Filed with the IRS Sep 27, 2023 $1.4M$1.7M−$321K$7.3M 990 PDF
FY2021Filed with the IRS Sep 6, 2022 $1.7M$1.8M−$157K$8.8M 990 PDF
FY2020 ViewingFiled with the IRS Sep 23, 2021 $1.4M$1.5M−$56K$8.6M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $1,415,991 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $223,187$144,735
I-9 Program service revenuePrior year $757,949$863,234
I-10 Investment incomePrior year $642,057$344,935
I-11 Other revenuePrior year $7,545$63,087
I-12 Total revenuePrior year $1,630,738$1,415,991
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $508,439$941,742
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $584,371$530,330
I-18 Total expensesPrior year $1,092,810$1,472,072
I-19 Revenue less expensesPrior year $537,928−$56,081
Part VI · Governance 8 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,415,991 across 7 lines filed
VIII-1f All other contributions, gifts and grants$144,735
VIII-1h Total contributions, gifts and grants$144,735
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $863,234$863,234
VIII-3 Investment incomeExcluded from tax $139,698$139,698
VIII-7 Net gain or loss on sales of assetsExcluded from tax $205,237$205,237
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $63,087$63,087
VIII-12 Total revenueRelated to mission $926,321 · Unrelated business $0 · Excluded from tax $344,935$1,415,991
Part IX · Statement of functional expenses $1,472,072 across 14 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $90,502 · Management $38,787$129,289
IX-7 Other salaries and wagesPrograms $510,528 · Management $218,797$729,325
IX-9 Other employee benefitsPrograms $10,500 · Management $4,500$15,000
IX-10 Payroll taxesPrograms $47,690 · Management $20,438$68,128
IX-11c Accounting feesManagement $13,404$13,404
IX-11f Investment management feesManagement $59,159$59,159
IX-12 Advertising and promotionPrograms $277 · Management $2,493$2,770
IX-13 Office expensesPrograms $979 · Management $7,003$7,982
IX-16 OccupancyPrograms $73,354 · Management $18,339$91,693
IX-17 TravelPrograms $8,739 · Management $2,184$10,923
IX-22 Depreciation, depletion and amortizationPrograms $71,638 · Management $17,909$89,547
IX-23 InsurancePrograms $47,653 · Management $11,913$59,566
IX-24 Other expenses (24a–d)Programs $175,243$175,243
IX-24e All other expensesPrograms $16,595 · Management $1,607 · Fundraising $1,841$20,043
IX-25 Total functional expensesPrograms $1,053,698 · Management $416,533 · Fundraising $1,841$1,472,072
Part X · Balance sheet $8,693,072 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $46,851$64,413
X-2 Savings and temporary cash investmentsStart of year $134,028$425,621
X-9 Prepaid expenses and deferred chargesStart of year $10,697$23,327
X-10c Land, buildings and equipment, netStart of year $1,240,075$1,186,628
X-11 Publicly traded securitiesStart of year $6,653,087$6,993,083
X-16 Total assetsStart of year $8,084,738$8,693,072
X-25 Other liabilitiesStart of year $0$93,600
X-26 Total liabilitiesStart of year $0$93,600
X-27 Net assets without donor restrictionsStart of year $2,191,422$1,982,997
X-28 Net assets with donor restrictionsStart of year $5,893,316$6,616,475
X-32 Total net assets or fund balancesStart of year $8,084,738$8,599,472
X-33 Total liabilities and net assetsStart of year $8,084,738$8,693,072
Part XI · Reconciliation of net assets $8,599,472 net assets at year end
XI-1 Total revenue$1,415,991
XI-2 Total expenses$1,472,072
XI-3 Revenue less expenses−$56,081
XI-4 Net assets at start of year$8,084,738
XI-5 Net unrealized gains (losses) on investments$570,815
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,599,472

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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