Civic Intelligence

Lowell Area Schools Education Foundation

990 • Fiscal year 2014 • EIN 38-3251960

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 09, 2015

Organization ProfileWWW.LOWELLEDUCATIONFOUNDATION.ORG

Refreshing map…

300 High StreetLowell, MI 49331

(616) 987-2500

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

37th percentile

-1.4%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

0.0%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$239,203

Up $24,296 (+11%) from 2013

Net Assets

Up

$239,203

Up $24,296 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin37th percentile

Revenue

Up

$29,505

Up $11 (+0.0%) from 2013

Expenses

Down

$29,918

Down $1,973 (-6.2%) from 2013

Net Income

Up

-$413

Up $1,984 (+83%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2011: $765,588Liabilities 2011: $0Net Assets 2011: $765,5882011Assets 2012: $199,862Liabilities 2012: $0Net Assets 2012: $199,8622012Assets 2013: $214,907Liabilities 2013: $0Net Assets 2013: $214,9072013Assets 2014: $239,203Liabilities 2014: $0Net Assets 2014: $239,2032014Assets 2015: $248,383Liabilities 2015: $0Net Assets 2015: $248,3832015Assets 2016: $271,975Liabilities 2016: $25,022Net Assets 2016: $246,9532016Assets 2017: $293,042Liabilities 2017: $27,511Net Assets 2017: $265,5312017Assets 2018: $317,559Liabilities 2018: $26,553Net Assets 2018: $291,0062018Assets 2019: $333,991Liabilities 2019: $25,644Net Assets 2019: $308,3472019Assets 2020: $340,704Liabilities 2020: $24,688Net Assets 2020: $316,0162020Assets 2021: $415,377Liabilities 2021: $23,700Net Assets 2021: $391,6772021Assets 2022: $380,170Liabilities 2022: $23,707Net Assets 2022: $356,4632022Assets 2023: $415,419Liabilities 2023: $22,745Net Assets 2023: $392,6742023Assets 2025: $510,250Liabilities 2025: $20,852Net Assets 2025: $489,3982025

Highlighted filing

2014

Assets$239,203
Liabilities$0
Net Assets$239,203
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $51,6672011Expenses 2012: $34,6042012Revenue 2013: $29,494Expenses 2013: $31,891Net Income 2013: -$2,3972013Revenue 2014: $29,505Expenses 2014: $29,918Net Income 2014: -$4132014Revenue 2015: $34,542Expenses 2015: $29,477Net Income 2015: $5,0652015Revenue 2016: $40,097Expenses 2016: $38,099Net Income 2016: $1,9982016Revenue 2017: $30,367Expenses 2017: $35,314Net Income 2017: -$4,9472017Revenue 2018: $34,916Expenses 2018: $25,898Net Income 2018: $9,0182018Revenue 2019: $34,310Expenses 2019: $28,875Net Income 2019: $5,4352019Revenue 2020: $37,649Expenses 2020: $31,909Net Income 2020: $5,7402020Revenue 2021: $32,368Expenses 2021: $29,314Net Income 2021: $3,0542021Revenue 2022: $34,804Expenses 2022: $28,842Net Income 2022: $5,9622022Revenue 2023: $39,668Expenses 2023: $32,491Net Income 2023: $7,1772023Revenue 2025: $31,795Expenses 2025: $33,292Net Income 2025: -$1,4972025

Highlighted filing

2014

Revenue$29,505
Expenses$29,918
Net Income-$413
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$29,505
Mission and Program Overview

Mission

To provide funding for innovative learning and enhanced programs for the students of Lowell Area Schools

To provide funding for innovative learning and enhanced programs for the students of lowell area schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,976$65,179▲ $9,203
Savings and Temporary Cash Investments$50,248$47,847▼ $2,401
Land, Buildings, and Equipment, Net$1$1→ $0
Total Assets$214,907$239,203▲ $24,296
Other Assets Total$108,682$126,176▲ $17,494
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$105,070$117,854▲ $12,784
Unrestricted Net Assets$106,170$117,623▲ $11,453
Temporarily Rstr Net Assets$3,667$3,726▲ $59
Total Net Assets Fund Balance$214,907$239,203▲ $24,296
Total Liabilities and Net Assets / Fund Balance$214,907$239,203▲ $24,296

Asset Categories

AssetBook ValueDepreciationBasis
Land$1-$1
Other Assets Org$126,176--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Linda LesagePresident
Lanie RiceTrustee
Laurie NoallTrustee
Nancy HopkinsTrustee
Ray WolfeTrustee
Stacy DiamondTrustee
Pat NugentBd of Ed Rep
Stephanie CleaverCo-treasurer
Jessica CurtisSecretary
Greg PrattSuperintenda
Peggy KorzenTreasurer
Mark WeberVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$28,207
Program Service Revenue
$0
Investment Income
$1,298
Other Revenue
$0
All Other Contributions
$22,434
Change in Net Assets
$-413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,797
Other Expenses$4,121
Total Fundraising Expense$450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,797--$25,797
Office Expenses-$1,550$450$2,000
Fees for Services Accounting-$1,000-$1,000
Insurance-$1,000-$1,000
Conferences and Meetings-$121-$121
Total Functional Expenses$25,797$3,671$450$29,918
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-6002049-3Classroom Innovation$25,797
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer compares to records and financial statements.”

Form 990, Page 6, Part VI, Line 19

“Tax return and financial statements are published on the organization's website. Other documents are provided upon request”

Filing and Contact Details

Filer

EIN
38-3251960
Phone
6169872500

Signing Officer

Name
Peggy Korzen
Title
Treasurer
Phone
6169872500
Signed
2015-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggy Korzen
Formed
1995
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Preparer
Linda L Graff CPA
Phone
6168686120
Raw XML Appendix335 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1BD OF ED REP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER COMPARES TO RECORDS AND FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN AND FINANCIAL STATEMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. OTHER DOCUMENTS ARE PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/ExclusionAmt01298
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029505
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214907
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0239203
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0106170
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0117623
IRS990/USAddress/AddressLine10300 HIGH ST
IRS990/USAddress/City0LOWELL
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049331
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.LOWELLEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY KORZEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06169872500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOWELL AREA SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine20EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0383251960
ReturnHeader/Filer/PhoneNum06169872500
ReturnHeader/Filer/USAddress/AddressLine10300 HIGH STREET
ReturnHeader/Filer/USAddress/City0LOWELL
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LINDA L GRAFF CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105399 WATERWOOD DR SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049331
ReturnHeader/PreparerPersonGrp/PhoneNum06168686120
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L GRAFF CPA
ReturnHeader/ReturnTs02015-02-13T15:15:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,203
Liabilities
$0
Net assets
$239,203
Revenue
$29,505
Expenses
$29,918
Net income
-$413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$0.21$4.89$0.32$0.33$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.23$3.93$0.40$0.32$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.24$3.56$0.35$0.29$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.24$3.92$0.32$0.29$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.25$3.16$0.38$0.32$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.26$3.08$0.34$0.29$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.27$2.91$0.35$0.26$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.28$2.66$0.30$0.35$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.25$2.47$0.40$0.38$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.35$0.29$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.30$0.30$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.29$0.32$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$0.00$7.66$0.52