Civic Intelligence

Mike and Leslie Lowrey Foundation

990PF • Fiscal year 2012 • EIN 20-5509324

Oct 01, 2011 to Sep 30, 2012 • Filed on Aug 15, 2013

Organization Profile
206 Teakwood St77566
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,194,223

Flat from 2012

Net Assets

$5,194,223

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$318,960

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,182,710Liabilities 2010: $0Net Assets 2010: $5,182,7102010Assets 2011: $5,227,727Liabilities 2011: $0Net Assets 2011: $5,227,7272011Assets 2012: $5,194,223Liabilities 2012: $0Net Assets 2012: $5,194,2232012Assets 2012: $5,194,223Liabilities 2012: $12012Assets 2013: $5,237,270Liabilities 2013: $0Net Assets 2013: $5,237,2702013Assets 2014: $5,354,201Liabilities 2014: $0Net Assets 2014: $5,354,2012014Assets 2015: $6,136,770Liabilities 2015: $0Net Assets 2015: $6,136,7702015Assets 2016: $5,911,202Liabilities 2016: $0Net Assets 2016: $5,911,2022016Assets 2017: $5,597,459Liabilities 2017: $0Net Assets 2017: $5,597,4592017Assets 2018: $5,822,611Liabilities 2018: $0Net Assets 2018: $5,822,6112018Assets 2019: $5,713,025Liabilities 2019: $0Net Assets 2019: $5,713,0252019Assets 2020: $5,744,289Liabilities 2020: $12020Assets 2021: $5,463,149Liabilities 2021: $12021Assets 2022: $5,487,535Liabilities 2022: $0Net Assets 2022: $5,487,5352022Assets 2023: $5,597,891Liabilities 2023: $12023Assets 2024: $5,816,105Liabilities 2024: $0Net Assets 2024: $5,816,1052024

Highlighted filing

2012

Assets$5,194,223
Liabilities$0
Net Assets$5,194,223
Open 2012 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $275,7752010Expenses 2011: $299,7622011Expenses 2012: $318,9602012Revenue 2012: $286,013Expenses 2012: $318,960Net Income 2012: -$32,9472012Expenses 2013: $319,1932013Revenue 2014: $456,312Expenses 2014: $339,586Net Income 2014: $116,7262014Revenue 2015: $1,114,323Expenses 2015: $331,754Net Income 2015: $782,5692015Revenue 2016: $160,681Expenses 2016: $386,249Net Income 2016: -$225,5682016Revenue 2017: $79,691Expenses 2017: $168,607Net Income 2017: -$88,9162017Revenue 2018: $581,521Expenses 2018: $355,898Net Income 2018: $225,6232018Revenue 2019: $218,738Expenses 2019: $343,922Net Income 2019: -$125,1842019Revenue 2020: $435,876Expenses 2020: $405,095Net Income 2020: $30,7812020Revenue 2021: $144,681Expenses 2021: $425,759Net Income 2021: -$281,0782021Revenue 2022: $515,245Expenses 2022: $483,707Net Income 2022: $31,5382022Revenue 2023: $654,356Expenses 2023: $530,045Net Income 2023: $124,3112023Revenue 2024: $421,973Expenses 2024: $204,541Net Income 2024: $217,4322024

Highlighted filing

2012

Revenue-
Expenses$318,960
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Aug 15, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James F Brown JrDirector-$0--
Jennifer Michele WehrlyVP-$0--
Leslie A LowreySecretary-$0--
James M LowreyPres & CEO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To help the local community oundation carry out its nonprofit purpose.N/AAngleton, TX, US$280,000
Paid Grant-To help educate the youth of the community in the ways of business.501(c)Angleton, TX, US$1,500
Filing and Contact Details

Filer

EIN
20-5509324
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GeneralExplanationAttachment/GeneralExplanation/Explanation0Estimated Tax Payment for 2011 (fiscal year ending 9/30/2012)On May 15, 2012, the Foundation submitted an Estimated Tax Payment for the year 2011 in the amount of $6,100. This amount exceeded the 2011 tax liability. On review of the records, it appears the IRS refunded this check about one month later, although for a slightly different amount. Confirmation of this refund is pending following discussion with the Tax Practiioner Hotline. Please consider this reasonable cause and waive the Underpayment Penalty that would be due otherwise.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0James F Brown Jr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Jennifer Michele Wehrly
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Leslie A Lowrey
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3James M Lowrey
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode077566
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode177566
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2775663214
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode3775663214
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0281500
IRS990PF/QualifyingDistributions/ExpensesAndContributions0281500
IRS990PF/QualifyingDistributions/QualifyingDistributions0281500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10James M Lowrey
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09792973157
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10206 Teakwood St
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Lake Jackson
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0775663214
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0James M Lowrey
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1280000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To help educate the youth of the community in the ways of business.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To help the local community oundation carry out its nonprofit purpose.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Junior Achievement of Brazoria Coun
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Community Foundation of Brazoria Co
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10104 W Myrtle Suite 218
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11104 W Myrtle St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Angleton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Angleton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077515
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode177515
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0281500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04243
IRS990PF/UndistributedIncome/AppliedToYear10277257
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0269523
IRS990PF/UndistributedIncome/QualifyingDistributions0281500
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0265280
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0277257
OtherAssetsSchedule/OtherAssets/BOYBookValue02306
OtherAssetsSchedule/OtherAssets/Description0Net Intangible Assets
OtherAssetsSchedule/OtherAssets/EOYBookValue02077
OtherDecreasesSchedule/OtherDecreases/Amount04115
OtherDecreasesSchedule/OtherDecreases/Description0Basis adjustment by Natl Fidelity
OtherExpensesSchedule/OtherExpenses/Description0TGB #5707 Bank Charges
OtherExpensesSchedule/OtherExpenses/Description1Fidelity account charges
OtherExpensesSchedule/OtherExpenses/Description2Amortization
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0350
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome126496
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2229
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0350
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks126496
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2229
OtherIncreasesSchedule/OtherIncreases/Amount03558
OtherIncreasesSchedule/OtherIncreases/Description0Tax exempt interest income
TaxesSchedule/Taxes/Amount06165
TaxesSchedule/Taxes/Category0Form 990 - Tax on Inv Income
TaxesSchedule/Taxes/NetInvestmentIncome06165
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0205509324
ReturnHeader/Filer/Name/BusinessNameLine10Mike and Leslie Lowrey Foundation
ReturnHeader/Filer/NameControl0MIKE
ReturnHeader/Filer/Phone09792973157
ReturnHeader/Filer/USAddress/AddressLine10206 Teakwood St
ReturnHeader/Filer/USAddress/City0Lake Jackson
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077566
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0James M Lowrey
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Newton Newton Downs & Blair PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,194,223
Liabilities
$0
Net assets
$5,194,223
Revenue
-
Expenses
$318,960
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.42$0.20$0.22
2023Summary only. Only limited summary data is available for this year.$5.60$0.00$0.65$0.53$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.00$5.49$0.52$0.48$0.03
2021Summary only. Only limited summary data is available for this year.$5.46$0.00$0.14$0.43$0.28
2020Summary only. Only limited summary data is available for this year.$5.74$0.00$0.44$0.41$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.22$0.34$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.58$0.36$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.08$0.17$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.16$0.39$0.23
2015Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$1.11$0.33$0.78
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.46$0.34$0.12
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.32
2012Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.32
2012Summary only. Only limited summary data is available for this year.$5.19$0.00$0.29$0.32$0.03
2011Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.30
2010Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.28