Legal & Compliance Tracker
DocuSign templates, entity compliance calendar, IP tiers, and HR legal status — All entities — Updated April 7, 2026
DocuSign Templates
7
Ready — awaiting upload
ACTION NEEDED
Active Entities
13
NE + CO + WY LLCs
TRACKED
Mamonga Form 1065
PAST DUE
March 15, 2026 deadline
FILE NOW
NDA-First Protocol
Active
Tier 2 info requires NDA
ENFORCED
AI Agent Attorney
Pending
NOLAN research + MORGAN hire
IN QUEUE
IP Tier System
3-Tier
Public / Confidential / Internal
ACTIVE APR 6
DocuSign Templates — Upload Queue
⚠ Action Required: Samuel or Lucy — upload all 7 templates to DocuSign before any new hires, client engagements, or vendor contracts. Templates are attorney-review-required before first use.
Employee Confidentiality, IP & Non-Solicitation Agreement (NE)
Nebraska — for LUCA LLC employees. 24-month non-solicitation enforceable.
NEEDS UPLOAD
Employee Confidentiality Agreement (CO)
Colorado — Skyline employees. No non-compete below $123,750/year (C.R.S. § 8-2-113).
NEEDS UPLOAD
Independent Contractor Agreement (with IP Assignment)
With IP Assignment + Non-Solicitation. Use for all 1099 contractors.
NEEDS UPLOAD
Standard NDA — Client Confidentiality Agreement
Required before ANY Tier 2 disclosure to external parties.
NEEDS UPLOAD
Vendor / Partner NDA
Tier 2 minimum for all vendors. COMPLY tracks signed agreements.
NEEDS UPLOAD
NE Offer Letter with IP Clause
Paired with NE Confidentiality Agreement. For LUCA LLC W-2 employees.
NEEDS UPLOAD
CO Offer Letter (Skyline)
Colorado-compliant. No non-compete clause unless earnings threshold met.
NEEDS UPLOAD
IP Tier Classification System
TierNameExamplesExternal AccessLegal Basis
Tier 1 Public Team names, titles, service descriptions, division names, website content FREELY SHARED N/A — public marketing
Tier 2 Client-Confidential Pricing, proposals, scopes, engagement methodology, client data, deliverable structures REQUIRES NDA NDA-First Protocol (Rule 23)
Tier 3 Internal Only AI agent configs, SKILL.md files, LUCAOS structure, margin structure, AI workforce design, revenue data NEVER DISCLOSED DTSA 18 U.S.C. § 1836 + NE Trade Secrets Act §§ 87-501–507
Compliance Calendar — All Entities
PAST DUE — March 15, 2026
Form 1065 — Partnership Return
Mamonga LLC (WY) — Aibora 75% / Samuel 25% — LEDGER escalation required
April 7, 2026
Cloudflare Invoice IN-61712314
LUCA LLC — Samuel must update payment method TODAY
April 15, 2026
Federal Tax Returns (Individuals)
Samuel & Lucy personal tax returns
April 15, 2026
941 Quarterly Payroll Tax
LUCA LLC + Skyline — Q1 2026 employer payroll taxes
September 15, 2026
1120-S Extended — S-Corp Returns
LUCA LLC (NE S-Corp) — extended deadline if extension filed
September 15, 2026
Form 1065 Extended — Mamonga
Mamonga LLC — extended deadline. File ASAP — already past due.
Biennial — NE SOS
LUCA LLC Biennial Report
Nebraska Secretary of State — COMPLY monitors deadline
Annual — CO SOS
Skyline Annual Report
Colorado Secretary of State — COMPLY tracks due date
Annual — WY SOS
WY LLC Annual Reports
Everstone, Keystone Blue, Mamonga, Mai Sky Blue, Shinda — COMPLY tracks
Entity Registry — 13 Known Entities
LUCA LLC
NE S-Corp | Active | Managing Director: Samuel
ACTIVE
Mfinanga Photography + Motion (MPM)
NE LLC | S-Corp election pending 2026
S-CORP PENDING
Skyline Home Health Care
CO | NPI: 1104334887 | Active
ACTIVE
Skyline Transition Agency L.L.C.
CO LLC | CO SOS ID 20231971835 | Aibora organizer
ACTIVE
Everstone Management LLC
WY disregarded | Samuel 100% | EIN 41-2715672
HOLDING
Keystone Blue LLC
WY disregarded | Samuel 100% | EIN 41-2690780
HOLDING
Mamonga LLC
WY partnership | Aibora 75% / Samuel 25% | EIN 41-2965502 | Parent of 4 CO LLCs
1065 PAST DUE
4 Mamonga Subsidiaries
23715 FUKA, JASRE, ASMA, MASA — CO disregarded LLCs under Mamonga
CO RENTALS
KTS (Dissolved 2021)
NE LLC | Form 22 cancellation #9833781 | ARCHIVED
DISSOLVED
Open Compliance Actions
FILE Mamonga 1065 IMMEDIATELY
Past due March 15. Penalties accruing daily. LEDGER + Samuel: file or extension NOW.
P1 URGENT
Upload 7 DocuSign Templates
Samuel or Lucy. Attorney review required before first use. Templates ready in LUCAOS.
P2
Hire Attorney AI Agent
NOLAN to research role → MORGAN to create agent → review all 7 legal templates.
P2
MPM S-Corp Election
Mfinanga Photography + Motion — Form 2553 pending 2026. LEDGER + COMPLY coordinate.
P2
BOI Reporting — All WY LLCs
FinCEN Beneficial Ownership Information filings. COMPLY to verify status for all 6 WY entities.
P3
DME Supplier Registration
DMEPOS enrollment + surety bond + NSC registration. COMPLY + CRED coordinate for Skyline.
P3
CDPHE License Expiration Monitoring
Skyline Home Health Care — Colorado CDPHE license. COMPLY tracks renewal date.
MONITORED
LUCA LLC  |  lucatechnology.com  |  Lincoln, Nebraska  |  CONFIDENTIAL — TIER 3 INTERNAL COMPLY + MORGAN + LEDGER  |  Updated: