Civic Intelligence

Lancaster Education Foundation Inc

990EZ • Fiscal year 2020 • EIN 01-0820193

Sep 01, 2019 to Aug 31, 2020 • Filed on Nov 24, 2020

P O Box 1144Lancaster, TX 75146

(972) 227-7100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

61st percentile

13%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-9.9%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$297,140

Up $33,271 (+13%) from 2019

Net Assets

Up

$297,140

Up $33,271 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$79,399

Down $8,746 (-9.9%) from 2019

Expenses

Down

$46,128

Down $22,390 (-33%) from 2019

Net Income

Up

$33,271

Up $13,644 (+70%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $145,037Liabilities 2011: $02011Assets 2012: $147,086Net Assets 2012: $147,0862012Assets 2013: $160,134Liabilities 2013: $02013Assets 2014: $183,688Liabilities 2014: $0Net Assets 2014: $183,6882014Assets 2016: $201,452Liabilities 2016: $0Net Assets 2016: $201,4522016Assets 2017: $224,629Liabilities 2017: $0Net Assets 2017: $224,6292017Assets 2018: $244,242Liabilities 2018: $0Net Assets 2018: $244,2422018Assets 2019: $263,869Liabilities 2019: $0Net Assets 2019: $263,8692019Assets 2020: $297,140Liabilities 2020: $0Net Assets 2020: $297,1402020Assets 2021: $339,225Liabilities 2021: $0Net Assets 2021: $339,2252021Assets 2022: $379,284Liabilities 2022: $0Net Assets 2022: $379,2842022Assets 2023: $380,636Liabilities 2023: $0Net Assets 2023: $380,6362023Assets 2024: $390,036Liabilities 2024: $0Net Assets 2024: $390,0362024

Highlighted filing

2020

Assets$297,140
Liabilities$0
Net Assets$297,140

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0Revenue 2011: $40,640Expenses 2011: $21,691Net Income 2011: $18,9492011Revenue 2012: $42,984Expenses 2012: $26,295Net Income 2012: $16,6892012Revenue 2013: $31,058Expenses 2013: $18,010Net Income 2013: $13,0482013Revenue 2014: $60,193Expenses 2014: $36,639Net Income 2014: $23,5542014Revenue 2016: $52,275Expenses 2016: $34,304Net Income 2016: $17,9712016Revenue 2017: $63,027Expenses 2017: $39,850Net Income 2017: $23,1772017Revenue 2018: $59,335Expenses 2018: $39,722Net Income 2018: $19,6132018Revenue 2019: $88,145Expenses 2019: $68,518Net Income 2019: $19,6272019Revenue 2020: $79,399Expenses 2020: $46,128Net Income 2020: $33,2712020Revenue 2021: $61,009Expenses 2021: $18,924Net Income 2021: $42,0852021Revenue 2022: $91,243Expenses 2022: $17,131Net Income 2022: $74,1122022Revenue 2023: $31,728Expenses 2023: $30,376Net Income 2023: $1,3522023Revenue 2024: $71,970Expenses 2024: $62,570Net Income 2024: $9,4002024

Highlighted filing

2020

Revenue$79,399
Expenses$46,128
Net Income$33,271
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Nov 24, 2020
Return Version
2019v5.1
Gross Receipts
$79,399
Mission and Program Overview

Mission

Educational support for lancaster isd

Program Services

DescriptionGrantsExpenses
FOUNDATION ASSISTED WITH EDUCATION NEEDS OF STUDENTS AND TEACHERS OF THE LANCASTER ISD. MULTIPLE GRANTS ISSUED TO FOURTEEN CAMPUSES FOR LANCASTER ISD, $31600$31,600-
FOUNDATION ASSISTED WITH EDUCATIONS NEEDS OF STUDENTS AND TEACHERS OF THE LANCASTER ISD. ONE GRANT ISSUED TO LANCASTER OUTREACH CENTER FOR SCHOOL SUPPLIES. $19369$19,369-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN CLARKTreasurer-$0--
JOCELYN CAESARDirector-$0--
BARBARA HUGHESSecretary-$0--
KIMBERLY SIMPSONDirector-$0--
KENNETH GOVANPresident-$0--
DOUG HUNTDirector-$0--
SHANE SHEPHERDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lancaster Education Foundation
EIN
01-0820193
Address
P O Box 1144, Lancaster, TX 75146

Signing Officer

Name
Ellen Clark
Title
Treasurer
Phone
9722271705
Signed
2020-11-24
Discuss with paid preparer
No

Preparer

Firm
Jerry Frazier CPA
Address
550 N MAIN ST STE 205, Duncanville, TX 75116
Preparer
Jerry Frazier CPA
Phone
2149069383
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountVALUATION CHANGE 36,448INVESTMENT PORTFOLIO VALUE INCREASE 36448

List of grants and similar amounts paid Part I line 10

Activity SCHOOL SUPPLIES Grantee LANCASTER OUTREACH Street 720 RANDLETT ST City, State, Zip Lancaster, TX 75146Relationship NA Amount 9,608Activity GRANTS Grantee LANCASTER ISD Street 422 S CENTER City, State, Zip Lancaster, TX 75146Relationship NA Amount 33,070

Raw XML Appendix200 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm2BARBARA HUGHES
CompensationExplanation/CompensationExplanationGrp/PersonNm3KIMBERLY SIMPSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4KENNETH GOVAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5DOUG HUNT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER POSITION,NO COMPENSATION.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt5NO COMPENSATION
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOCELYN CAESAR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY SIMPSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherRevenueTotalAmt036448
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT FOR LANCASTER ISD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOUNDATION ASSISTED WITH EDUCATIONS NEEDS OF STUDENTS AND TEACHERS OF THE LANCASTER ISD. ONE GRANT ISSUED TO LANCASTER OUTREACH CENTER FOR SCHOOL SUPPLIES. $19369
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FOUNDATION ASSISTED WITH EDUCATION NEEDS OF STUDENTS AND TEACHERS OF THE LANCASTER ISD. MULTIPLE GRANTS ISSUED TO FOURTEEN CAMPUSES FOR LANCASTER ISD, $31600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019369
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046128
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036062
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0231163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03382
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012928
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06889
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IRS990ScheduleA/InvestmentIncomeCYPct00.19000
IRS990ScheduleA/InvestmentIncomePYPct00.19000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09165
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09165
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77990
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0317851
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountVALUATION CHANGE 36,448INVESTMENT PORTFOLIO VALUE INCREASE 36448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity SCHOOL SUPPLIES Grantee LANCASTER OUTREACH Street 720 RANDLETT ST City, State, Zip Lancaster, TX 75146Relationship NA Amount 9,608Activity GRANTS Grantee LANCASTER ISD Street 422 S CENTER City, State, Zip Lancaster, TX 75146Relationship NA Amount 33,070
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09722271705
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lancaster Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0010820193
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1144
ReturnHeader/Filer/USAddress/CityNm0Lancaster
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270430868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JERRY FRAZIER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 N MAIN ST STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duncanville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075116
ReturnHeader/PreparerPersonGrp/PhoneNum02149069383
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry Frazier CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-02T16:40:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.72$0.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.32$0.30$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.79$0.91$0.17$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.61$0.19$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.79$0.46$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.88$0.69$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.59$0.40$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.63$0.40$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.52$0.34$0.18
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.84$0.00$1.84$0.60$0.37$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$0.31$0.18$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$0.43$0.26$0.17
2011Summary only. Only limited summary data is available for this year.$1.45$0.00$0.41$0.22$0.19