Civic Intelligence

Mike and Leslie Lowrey Foundation

990PF • Fiscal year 2013 • EIN 20-5509324

Oct 01, 2012 to Sep 30, 2013 • Filed on Mar 17, 2014

Organization Profile
206 Teakwood St77566
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,237,270

Up $43,047 (+0.8%) from 2012

Net Assets

$5,237,270

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$319,193

Up $233 (+0.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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: $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

2013

Assets$5,237,270
Liabilities$0
Net Assets$5,237,270
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $275,7752010Expenses 2011: $299,7622011Revenue 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

2013

Revenue-
Expenses$319,193
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Mar 17, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay32nd percentile

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$275,000
Filing and Contact Details

Filer

EIN
20-5509324
Raw XML Appendix365 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
AmortizationSchedule/Amortization/AmortizationPeriod015.0000
AmortizationSchedule/Amortization/AmountAmortized03432
AmortizationSchedule/Amortization/CurrentYearAmortization0229
AmortizationSchedule/Amortization/DateAcquiredCompletedExpended02006-11-01
AmortizationSchedule/Amortization/DeductionForPriorYears01355
AmortizationSchedule/Amortization/DescriptionOfAmortizedExpenses0Organization Costs
AmortizationSchedule/Amortization/TotalAmountOfAmortization01584
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0107040
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0105882
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0100000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1300000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2152283
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3213000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4214600
InvestmentsOtherSchedule2/InvestmentsOther/BookValue537319
InvestmentsOtherSchedule2/InvestmentsOther/BookValue6162318
InvestmentsOtherSchedule2/InvestmentsOther/BookValue7351010
InvestmentsOtherSchedule2/InvestmentsOther/BookValue8133227
InvestmentsOtherSchedule2/InvestmentsOther/BookValue9624199
InvestmentsOtherSchedule2/InvestmentsOther/BookValue10106132
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11429521
InvestmentsOtherSchedule2/InvestmentsOther/BookValue12155034
InvestmentsOtherSchedule2/InvestmentsOther/BookValue13269481
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1492255
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1510913
InvestmentsOtherSchedule2/InvestmentsOther/BookValue16162714
InvestmentsOtherSchedule2/InvestmentsOther/BookValue17173471
InvestmentsOtherSchedule2/InvestmentsOther/BookValue18296289
InvestmentsOtherSchedule2/InvestmentsOther/BookValue19127915
InvestmentsOtherSchedule2/InvestmentsOther/BookValue20462243
InvestmentsOtherSchedule2/InvestmentsOther/BookValue21177308
InvestmentsOtherSchedule2/InvestmentsOther/BookValue22215766
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Oppenheimer Senior Floating Rate Cl A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Yacktman Fund Service Class
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2John Hancock Alter Asset Alloc Fund A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3Oakmark International Class 1
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4Invesco Balanced Risk Alloc CL A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5Royce Low Priced Stock Fd-Serv CL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6T Rowe Price Mid Cap Growth
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7Fidelity Capital & Income
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8Vanguard Inflation Protected SECS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9Thornburg Intl Value CL A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10Templeton Global Bond Class A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11T Rowe Price Latin America Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12Pimco Total Return Fund Class R
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13Oppenheimer Dev Markets FD Class A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14Mutual Series Global Discovery Class A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15Matthews India Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16Keeley Small Cap Value Class A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17Columbia Seligman Com & Info CL A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18Perkins Mid Cap Value Fund Class T
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19First Eagle Overseas Class A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20Fairholme Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21FPA Cresent Instl
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22Blackrock US Opport. CL A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23Amana Mutual Fund Trust Growth
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24Amana Mutual Trust Fund Income
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV099880
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1302215
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2154081
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV3223805
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV4224934
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV536774
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV6198619
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV7341447
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV8140987
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV9618403
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1073420
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11427213
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV12225934
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV13328568
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1471208
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1521493
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV16186661
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV17234449
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV18366766
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV19184042
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV20623524
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV21260906
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV22324773
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV22AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0129582
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0112342
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0114379
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02412
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0244336
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0114379
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0358715
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0132560
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0226818
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0275000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0129582
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0129582
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0129582
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses039522
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01236930
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm02412
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02412
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0226721
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0312223
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm0566
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm029276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss029276
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm014917
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss014917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0132560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0275000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm044193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0319193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0356416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0358715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm044193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss044193
IRS990PF/BalanceSheets/CashBOY06763
IRS990PF/BalanceSheets/CashEOY08792
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0253710
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0107040
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0105882
IRS990PF/BalanceSheets/InvestmentsOtherBOY04819639
IRS990PF/BalanceSheets/InvestmentsOtherEOY04966998
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV05670102
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY02077
IRS990PF/BalanceSheets/OtherAssetsEOY01848
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0112034
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0152592
IRS990PF/BalanceSheets/TotalAssetsBOY05194223
IRS990PF/BalanceSheets/TotalAssetsEOY05237270
IRS990PF/BalanceSheets/TotalAssetsEOYFMV05775984
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY05194223
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY05237270
IRS990PF/BalanceSheets/TotalNetAssetsBOY05194223
IRS990PF/BalanceSheets/TotalNetAssetsEOY05237270
IRS990PF/BalanceSheets/UnrestrictedBOY05194223
IRS990PF/BalanceSheets/UnrestrictedEOY05237270
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0226818
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gain Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0112342
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0566
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses039522
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases03525
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal05237270
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY05194223
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY05237270
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0281811
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0281811
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0281811
IRS990PF/DistributableAmount/IncomeTaxForThisYear04971
IRS990PF/DistributableAmount/MinimumInvestmentReturn0293026
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06244
IRS990PF/DistributableAmount/TotalTax011215
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear06300
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment05000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06244
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment06300
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06244
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06244
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension07544
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments012544
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05775984
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05949762
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities05949762
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable089246
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0293026
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05860516
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05949762
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Pres & CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10221 Dewberry Dr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11317 Timbercreek Dr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12206 Teakwood St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13206 Teakwood St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Lake Jackson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Lake Jackson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Lake Jackson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Lake Jackson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
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/AdjQualifyingDistributions0275000
IRS990PF/QualifyingDistributions/ExpensesAndContributions0275000
IRS990PF/QualifyingDistributions/QualifyingDistributions0275000
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/Amount0275000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To help the local community oundation carry out its nonprofit purpose.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Community Foundation of Brazoria Co
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10104 W Myrtle St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Angleton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077515
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0275000
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/AppliedToCurrentYear09720
IRS990PF/UndistributedIncome/AppliedToYear10265280
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0281811
IRS990PF/UndistributedIncome/QualifyingDistributions0275000
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0272091
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0265280
OtherAssetsSchedule/OtherAssets/BOYBookValue02077
OtherAssetsSchedule/OtherAssets/Description0Net Intangible Assets
OtherAssetsSchedule/OtherAssets/EOYBookValue01848
OtherExpensesSchedule/OtherExpenses/Description0TGB #5707 Bank Charges
OtherExpensesSchedule/OtherExpenses/Description1Fidelity account charges
OtherExpensesSchedule/OtherExpenses/Description2Amortization
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0350
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome128697
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2229
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0350
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks128697
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2229
TaxesSchedule/Taxes/Amount04917
TaxesSchedule/Taxes/Amount15000
TaxesSchedule/Taxes/Amount25000
TaxesSchedule/Taxes/Category0Form 990 - Tax on Inv Income Bal 2011
TaxesSchedule/Taxes/Category1Form 990 - 2013
TaxesSchedule/Taxes/Category2Form 990 - 2012
TaxesSchedule/Taxes/NetInvestmentIncome04917
TaxesSchedule/Taxes/NetInvestmentIncome15000
TaxesSchedule/Taxes/NetInvestmentIncome25000
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/DateSigned02014-03-17
ReturnHeader/Officer/Name0James M Lowrey
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Newton Newton Downs & Blair PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106750 West Loop S Ste 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Bellaire
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0774014116
ReturnHeader/Preparer/Name0W Edgar Blair
ReturnHeader/Preparer/Phone07136661040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-17T14:54:20-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,237,270
Liabilities
$0
Net assets
$5,237,270
Revenue
-
Expenses
$319,193
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $5M-$10M nonprofits