Totals
- Total revenue
- $729,368
- Total expenses
- $534,194
- Contributions and grants received
- $770,103
- Grants paid
- $0
- Program service revenue
- $18,017
- Investment income
- $126
- Other revenue
- -$58,878
- Total assets, end of year
- $1,154,210
- Total liabilities, end of year
- $33,278
- Net assets or fund balances, end of year
- $1,120,932
- Program services expenses (Part IX)
- $320,116
- Management and general expenses
- $68,444
- Fundraising expenses
- $145,634
- Program service expenses (Part III)
- $320,116
Program services were 59.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$317,750
-
1e · Government grants (contributions)
$41,665
-
1f · All other contributions, gifts and grants
$410,688
-
2a · Program service revenue: WORKSHOP INCOME
total $18,017 · unrelated business $0 · excluded $0
-
3 · Investment income
total $126 · unrelated business $0 · excluded $126
-
8a · Fundraising events: gross income
$61,200
-
8a · Fundraising events: contributions included on line 1c
$317,750
-
8b · Fundraising events: direct expenses
$120,114
-
8c · Net income from fundraising events
total -$58,914 · unrelated business $0 · excluded -$58,914
-
11a · Other revenue: MISCELLANEOUS INCOME
total $36 · related or exempt $36 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$36
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $18,370 · program services $18,370 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $245,111 · program services $143,033 · management and general $24,275 · fundraising $77,803
-
9 · Other employee benefits
total $11,994 · program services $6,999 · management and general $1,188 · fundraising $3,807
-
10 · Payroll taxes
total $19,838 · program services $10,882 · management and general $3,037 · fundraising $5,919
-
11b · Fees: legal
total $181 · program services $0 · management and general $181 · fundraising $0
-
11c · Fees: accounting
total $26,689 · program services $0 · management and general $26,689 · fundraising $0
-
11g · Fees: other
total $111,701 · program services $91,413 · management and general $288 · fundraising $20,000
-
12 · Advertising and promotion
total $26,911 · program services $16,810 · management and general $237 · fundraising $9,864
-
13 · Office expenses
total $3,325 · program services $1,480 · management and general $922 · fundraising $923
-
14 · Information technology
total $11,974 · program services $3,832 · management and general $4,962 · fundraising $3,180
-
16 · Occupancy
total $3,548 · program services $2,058 · management and general $355 · fundraising $1,135
-
17 · Travel
total $22,161 · program services $12,670 · management and general $0 · fundraising $9,491
-
22 · Depreciation, depletion and amortization
total $2,100 · program services $1,218 · management and general $210 · fundraising $672
-
23 · Insurance
total $1,488 · program services $863 · management and general $149 · fundraising $476
-
24a · Other expenses: EVALUATIONS AND SITE VISITS
total $9,730 · program services $9,730 · management and general $0 · fundraising $0
-
24b · Other expenses: CREDIT CARD PROCESSING FEES
total $15,076 · program services $11 · management and general $2,701 · fundraising $12,364
-
24c · Other expenses: PROGRAM SUPPLIES
total $747 · program services $747 · management and general $0 · fundraising $0
-
24d · Other expenses: BAD DEBT EXPENSE
total $3,250 · program services $0 · management and general $3,250 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $674,710 · end of year $809,226
-
2 · Savings and temporary cash investments
beginning of year $252,356 · end of year $252,482
-
3 · Pledges and grants receivable
beginning of year $47,369 · end of year $71,727
-
4 · Accounts receivable
beginning of year $8,000 · end of year $15,000
-
9 · Prepaid expenses and deferred charges
beginning of year $8,483
-
10a · Land, buildings and equipment: cost or other basis
$3,906
-
10b · Land, buildings and equipment: accumulated depreciation
$3,906
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $7,875 · end of year $5,775
-
17 · Accounts payable and accrued expenses
beginning of year $31,370 · end of year $33,278
-
24 · Unsecured notes and loans payable
beginning of year $41,665
-
27 · Net assets without donor restrictions
beginning of year $925,758 · end of year $1,120,932
Mission and programs · 2022
Mission
THE LULU & LEO FUND HELPS CHILDREN AND FAMILIES FOSTER CREATIVE CONFIDENCE AND BUILD RESILIENCE THROUGH PROGRAMS THAT PROVIDE MEANINGFUL ENGAGEMENT WITH THE PRINCIPLES OF CREATIVITY.
-
CHOOSE CREATIVITY, POWERED BY THE LULU AND LEO FUND, EMPOWERS CHILDREN TO BUILD RESILIENCE, CREATIVE CONFIDENCE, AND SOCIAL-EMOTIONAL SKILLS THROUGH OUR LEARN WITH CREATIVE CONFIDENCE PROGRAMS. WE PROVIDE TRAINING, CURRICULA AND ON-GOING SUPPORT FOR EDUCATORS AND OTHER PROFESSIONALS BASED ON THE 10 PRINCIPLES OF CREATIVITY. LEARN WITH CREATIVE CONFIDENCE (LWCC) IS A K-6 ASSET-BASED CURRICULUM THAT DEVELOPS A STUDENT'S VALUES, PERSPECTIVES AND IDENTITY, OR BELIEF ECOLOGY. THE 10 PRINCIPLES OF CREATIVITY AND THEIR MANTRAS ARE THE PILLARS OF OUR PROGRAM. EMBEDDED ACROSS ALL ACADEMIC CONTENT, THE PRINCIPLES PROVIDE A CONSISTENT, CONSTRUCTIVE VOCABULARY FOR EDUCATORS TO DEVELOP AND BUILD THEIR STUDENTS CREATIVE CONFIDENCE AS LEARNERS. STUDENTS, AND IN THEIR OWN LIVES.
Expenses $320,116 · Revenue $18,017
As filed on the 2022 return.
Listed in Part VII
-
Stephanie KriegerSTEPHANIE KRIEGER
SENIOR DIRECTOR OF PROGRAMS
- Total calculated
- $111,700
- From this org
- $111,700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Marina KrimMARINA KRIM
CO-FOUNDER, BOARD MEMBER & CREATIVE DIRECTOR
- Total calculated
- $15,600
- From this org
- $15,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Kevin KrimKEVIN KRIM
CO-FOUNDER & CHAIRMAN
- Total calculated
- $0
- Hours/week
- 3
-
Brian C FoxBRIAN C FOX
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Casandra FritzscheCASANDRA FRITZSCHE
BOARD MEMBER (RESIGNED APRIL 30, 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Chad HarbachCHAD HARBACH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maura MillerMAURA MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard WolffeRICHARD WOLFFE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sonia SawlaniSONIA SAWLANI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sonali TheisenSONALI THEISEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lindsay TomensonLINDSAY TOMENSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421139349301122
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