Civic Intelligence

Lowell Area Schools Education Foundation

990 • Fiscal year 2016 • EIN 38-3251960

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

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

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$271,975

Up $23,592 (+9.5%) from 2015

Net Assets

Down

$246,953

Down $1,430 (-0.6%) from 2015

Liabilities

Up

$25,022

Up $25,022 from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin54th percentile

Revenue

Up

$40,097

Up $5,555 (+16%) from 2015

Expenses

Up

$38,099

Up $8,622 (+29%) from 2015

Net Income

Down

$1,998

Down $3,067 (-61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2016

Assets$271,975
Liabilities$25,022
Net Assets$246,953
Open 2016 Filing

Operations Trend

Revenue Growth70th 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

2016

Revenue$40,097
Expenses$38,099
Net Income$1,998
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$40,097
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
Savings and Temporary Cash Investments$49,785$73,905▲ $24,120
Investments in Publicly Traded Securities$68,501$71,250▲ $2,749
Land, Buildings, and Equipment, Net$1$1→ $0
Total Assets$248,383$271,975▲ $23,592
Other Assets Total$130,096$126,819▼ $3,277
Liabilities
Other Liabilities-$25,022-
Total Liabilities$0$25,022▲ $25,022
Net Assets / Fund Balance
Unrestricted Net Assets$127,781$126,762▼ $1,019
Permanently Rstr Net Assets$116,591$116,180▼ $411
Temporarily Rstr Net Assets$4,011$4,011→ $0
Total Net Assets Fund Balance$248,383$246,953▼ $1,430
Total Liabilities and Net Assets / Fund Balance$248,383$271,975▲ $23,592

Asset Categories

AssetBook ValueDepreciationBasis
Land$1-$1
Other Assets Org$126,819--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Heather CooperPresident
Karen LatvaTrustee
Mike ArnswaldTrustee
Stephanie PeelTrustee
Linda LesageAlumni
Pat NugentBd of Ed Rep
Laurie EldredPlanned Givi
Jessica CurtisSecretary
Greg PrattSuperintenda
Stephanie CleaverTreasurer
Ray WolfeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$39,960
Program Service Revenue
$0
Investment Income
$137
Other Revenue
$0
All Other Contributions
$29,344
Change in Net Assets
$1,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,138
Other Expenses$13,961
Total Fundraising Expense$4,562
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,138--$24,138
Office Expenses-$943$4,464$5,407
Fees for Services Accounting-$1,020-$1,020
Insurance-$700-$700
Other Expenses-$79$98$79
Conferences and Meetings-$72-$72
All Other Expenses-$16-$16
Total Functional Expenses$24,138$9,399$4,562$38,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell Area SchoolsLowell, MI3Classroom Innovation$24,138
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$25,022
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

Filer Name
Lowell Area Schools
EIN
38-3251960
Phone
6169872500
Address
300 HIGH STREET, LOWELL, MI 49331

Signing Officer

Name
Stephanie Cleaver
Title
Treasurer
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Peel
Formed
1995
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Linda L Graff CPA Pc
Address
5399 WATERWOOD DR SE, LOWELL, MI 49331
Preparer
Linda L Graff CPA
Phone
6168686120
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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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IRS990ScheduleI/RecipientTable/RecipientEIN0386002049
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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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04011
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04011
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0248383
IRS990/TotalAssetsEOYAmt0271975
IRS990/TotalAssetsGrp/BOYAmt0248383
IRS990/TotalAssetsGrp/EOYAmt0271975
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039960
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04562
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024138
IRS990/TotalFunctionalExpensesGrp/TotalAmt038099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt025022
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt025022
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0248383
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0246953
IRS990/TotalProgramServiceExpensesAmt024138
IRS990/TotalRevenueGrp/ExclusionAmt0137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040097
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248383
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0271975
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0127781
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0126762
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.LOWELLEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE CLEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWELL AREA SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0383251960
ReturnHeader/Filer/PhoneNum06169872500
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDA L GRAFF CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05399 WATERWOOD DR SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049331
ReturnHeader/PreparerPersonGrp/PhoneNum06168686120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L GRAFF CPA
ReturnHeader/ReturnTs02017-05-11T14:24:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,975
Liabilities
$25,022
Net assets
$246,953
Revenue
$40,097
Expenses
$38,099
Net income
$1,998
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
2016Detailed filing. Detailed filing data is available for this year.$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