John Lucas Foundation FY2022 filing

Tax-deductible

Bellaire, TX501(c)(3)Youth DevelopmentEIN 45-0848163Revenue $260K in FY2022

On file with the IRSjohnlucasenterprises.com21 Pin Oak Estates CT, 77401-4225 · Bellaire, TXTax-exempt since Jun 2014Publicly supported charity — 170(b)(1)(A)(vi)

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The corporation is organized exclusively for charitable and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501c3 of the internal revenue code or the corresponding section of any future federal tax code.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $84K a year · 24% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $512K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$260K
-8% vs prior year
Spent
$360K
To programs
100%
Net assets
$63
By yearFY2020–FY2024
Revenue
$260K
FY2022▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$264K
FY2021$283K
FY2022$260K
FY2023$215K
FY2024$712K
Expenses
$360K
FY2022▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$209K
FY2021$417K
FY2022$360K
FY2023$118K
FY2024$209K
Net assets
$63
FY2022▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2020$183K
FY2021$100K
FY2022$63
FY2023$197K
FY2024$700K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2014-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Jun 2014.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $360K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Finance Chair
$0Pt VII · Sec A
Chair Member
$0Pt VII · Sec A
Chair Member
$0Pt VII · Sec A
Chair Member
$0Pt VII · Sec A
Chair Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Tarvia Lucas’s $9K as Secretary is at the 6th percentile of top reported officer pay among 1993 $100K–1M youth development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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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

Provides charitable and educational grants to qualified organizations.

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Provided by the organization

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1 program · $360K · in their own filed words · FY2022
01

To create self-sufficiency in the areas of youth developement.

$360Kprogram 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 2 funders$512K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$260K
Ln 12
Gifts and grantsLn 1h$260K
Money outPt IX
$360K
Ln 25
Programscol B$360K
Owns and owesPt X
$63
net assets · Ln 32
Cash and savingsLn 1–2$63
Total assetsLn 16$63
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$260K
Total revenueLn 12$260K
Assets in detailPt X, end of year
CashLn 1$63
Cash and savings togetherLn 1–2$63
Total assetsLn 16$63
LiabilitiesLn 26$0
Net assetsLn 32$63
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$100K$63
Total assetsLn 16$100K$63
LiabilitiesLn 26$0$0
Net assetsLn 32$100K$63
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
TravelLn 17$95K$95K
Other expenses (24a–d)Ln 24$265K$265K
Total functional expensesLn 25$360K$360K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $712K$209K$503K$700K 990 PDF
FY2023 $215K$118K$97K$197K 990 PDF
FY2022 Viewing $260K$360K−$100K$63 990 PDF
FY2021 $283K$417K−$134K$100K 990 PDF
FY2020 $264K$209K$55K$183K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $260,226 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $283,105$260,226
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $283,105$260,226
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $416,986$360,165
I-18 Total expensesPrior year $416,986$360,165
I-19 Revenue less expensesPrior year −$133,881−$99,939
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $260,226 across 3 lines filed
VIII-1f All other contributions, gifts and grants$260,226
VIII-1h Total contributions, gifts and grants$260,226
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$260,226
Part IX · Statement of functional expenses $360,165 across 2 lines filed
IX-17 TravelPrograms $95,451$95,451
IX-24 Other expenses (24a–d)Programs $264,714$264,714
IX-25 Total functional expensesPrograms $360,165 · Management $0 · Fundraising $0$360,165
Part X · Balance sheet $63 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $100,002$63
X-16 Total assetsStart of year $100,002$63
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $100,002$63
X-32 Total net assets or fund balancesStart of year $100,002$63
X-33 Total liabilities and net assetsStart of year $100,002$63
Part XI · Reconciliation of net assets $63 net assets at year end
XI-1 Total revenue$260,226
XI-2 Total expenses$360,165
XI-3 Revenue less expenses−$99,939
XI-4 Net assets at start of year$100,002
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$63

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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