Robert & Lois Luckie Foundation is a 501(c)(3) organization based in Birmingham, Alabama, registered in 1999, with $210,155 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$210K
▲ 171.6% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$165K
Net assets
$3.4M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robert & Lois Luckie Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robert & Lois Luckie Foundation: 244 mo reserves · +22% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robert & Lois Luckie Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robert & Lois Luckie Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $546K (FY2013) to $210K (FY2023) across 11 reported years.
Financial snapshot
Operating margin
21.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.4M
Total liabilities
$0
Net assets
$3.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $210,155▲172% | $164,785▲10.8% | $3,356,087▲1.4% | $3,356,087▲1.4% | 990PF |
| 2022 | $77,382▼73.9% | $148,788▲55.7% | $3,310,715▼2.1% | $3,310,715▼2.1% | 990PF |
| 2021 | $296,774▼39.1% | $95,552▼82.8% | $3,382,121▲6.3% | $3,382,121▲6.3% | 990PF |
| 2020 | $487,704▲496% | $555,803▲363% | $3,180,899▼2.1% | $3,180,899▼2.1% | 990PF |
| 2019 | $81,861▼55.6% | $119,994▼32.4% | $3,248,998▼1.2% | $3,248,998▼1.2% | 990PF |
| 2018 | $184,225▼30.7% | $177,466▼4.1% | $3,287,131▲0.2% | $3,287,131▲0.2% | 990PF |
| 2017 | $265,872▲12.4% | $185,020▼0.8% | $3,280,372▲2.5% | $3,280,372▲2.5% | 990PF |
| 2016 | $236,463▲62.6% | $186,419▼4.5% | $3,199,520▲1.6% | $3,199,520▲1.6% | 990PF |
| 2015 | $145,443▼69.2% | $195,290▲13.0% | $3,149,476▼1.6% | $3,149,476▼1.6% | 990PF |
| 2014 | $472,111▼13.5% | $172,886▼8.4% | $3,199,323▲9.0% | $3,199,323▲9.0% | 990PF |
| 2013 | $545,741 | $188,818▲25.7% | $2,934,843▲12.4% | $2,934,843▲12.4% | 990PF |
| 2012 | — | $150,177▲21.4% | $2,610,075▲14.9% | $2,610,075▲14.9% | 990PF |
| 2011 | — | $123,696▲5.9% | $2,271,896▲11.8% | $2,271,896▲11.8% | 990PF |
| 2010 | — | $116,827 | $2,033,013 | $2,033,013 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for Robert & Lois Luckie Foundation (EIN 72-1399703) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.