Nonprofit · EIN 26-4448238
THE LUCY PET FOUNDATION INC
Tax-exempt · WESTLAKE VLG, CA 91362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $94,099 | $145,147 | -$51,048 | $127,222 | $0 | $127,222 |
| December 31, 2024 | 990 | $127,201 | $165,748 | -$38,547 | $178,270 | $0 | $178,270 |
| December 31, 2023 | 990 | $185,627 | $112,724 | $72,903 | $216,817 | $0 | $216,817 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $94,099
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,400
- Travel
- $2,350
- Depreciation
- $950
- Program services (functional)
- $108,205
- Management and general (functional)
- $36,942
Balance sheet and other
- Total assets, start of year
- $178,270
- Total assets, end of year
- $127,222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $127,222
- Land, buildings and equipment
- $2,375
- Gross receipts
- $94,099
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH HERRICK | PRESIDENT & CFO Trustee or director, Officer | 5 | $0 |
| JUDY BARRON | SECRETARY Trustee or director, Officer | 1 | $0 |
| RON BARRON | BOARD DIRECTOR Trustee or director, Officer | 1 | $0 |
| ERNI DI MASSA | BOARD DIRECTOR Trustee or director, Officer | 5 | $0 |
| JOHN SHORT | BOARD DIRECTOR Trustee or director, Officer | 1 | $0 |
| DANNY CASSON | BOARD DIRECTOR Trustee or director, Officer | 1 | $0 |
| SHERLY FULOP | DVM Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH HERRICK | PRESIDENT & CFO Trustee or director, Officer | 5 | $0 |
| JUDY BARRON | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH HERRICK | PRESIDENT & CEO Trustee or director, Officer | 5 | $0 |
| LYNNDA HERRICK | CFO Trustee or director, Officer | 5 | $0 |
| JUDY BARRON | SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 31340 VIA COLINAS STE 101, WESTLAKE VLG, CA 91362-6792
- Mailing address (990-N for 2012)
- 919 Lawrence Dr, Thousand Oaks CA 91320
- Principal officer (990 for 2025)
- JOSEPH HERRICK, 5022 ROYAL VISTA CT, WESTLAKE VILLAGE, CA 91362
- Principal officer (990-N for 2012)
- Joey Herrick, 919 Lawrence Dr, Thousand Oaks CA 91320
- Signed the 990
- JOSEPH HERRICK, PRESIDENT
- Phone
- (855) 499-5829
- Website
- www.lucypetfoundation.org
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4448238 or by the name THE LUCY PET FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO REDUCE PET OVERPOPULATION BY HAVING MOBILE SPAY/NEUTER CLINICS ACROSS THE COUNTRY AND TO SUPPORT CAUSES THAT BENEFIT ANIMAL WELFARE.
Program accomplishments
- VARIOUS EVENT APPEARANCES, INCLUDING FREE TO THE PUBLIC MOBILE SPAY/NEUTER, VACCINATIONS & PET ADOPTION CLINICS, TO BRING AWARENESS TO THE NEED FOR SPAYING & NEUTERING DOGS AND CATS, AND TO BRING AWARE TO THE PLIGHT OF ANIMALS IN SHELTERS.Expenses $108,205 · grants $10,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4448238
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $127,222
- Income (IRS master file)
- $94,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $94,099 | $145,147 | $127,222 | XML |
| 990 | December 2024 | $127,201 | $165,748 | $178,270 | XML |
| 990 | December 2023 | $185,627 | $112,724 | $216,817 | XML |
| 990 | December 2022 | $136,072 | $19,419 | $143,914 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Joey Herrick | September 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4448238).
Questions about THE LUCY PET FOUNDATION INC
- What is the EIN of THE LUCY PET FOUNDATION INC?
- The employer identification number (EIN) of THE LUCY PET FOUNDATION INC is 26-4448238.
- Is THE LUCY PET FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE LUCY PET FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE LUCY PET FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE LUCY PET FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LUCY PET FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE LUCY PET FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names JOSEPH HERRICK.
- Who are the officers and directors of THE LUCY PET FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does THE LUCY PET FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $94,099, expenses of $145,147 and total assets of $127,222 at year end.
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All nonprofits in WESTLAKE VLG · California · Philanthropy, voluntarism and grantmaking foundations