Civic Intelligence

Lowell Area Schools Education Foundation

990 • Fiscal year 2017 • EIN 38-3251960

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 25, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.91x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$293,042

Up $21,067 (+7.7%) from 2016

Net Assets

Up

$265,531

Up $18,578 (+7.5%) from 2016

Liabilities

Up

$27,511

Up $2,489 (+9.9%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin18th percentile

Revenue

Down

$30,367

Down $9,730 (-24%) from 2016

Expenses

Down

$35,314

Down $2,785 (-7.3%) from 2016

Net Income

Down

-$4,947

Down $6,945 (-348%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2017

Assets$293,042
Liabilities$27,511
Net Assets$265,531
Open 2017 Filing

Operations Trend

Revenue Growth20th 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

2017

Revenue$30,367
Expenses$35,314
Net Income-$4,947
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 25, 2018
Return Version
2016v3.0
Gross Receipts
$30,367
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$71,250$88,992▲ $17,742
Savings and Temporary Cash Investments$73,905$61,445▼ $12,460
Land, Buildings, and Equipment, Net$1$1→ $0
Total Assets$271,975$293,042▲ $21,067
Other Assets Total$126,819$142,604▲ $15,785
Liabilities
Other Liabilities$25,022$27,511▲ $2,489
Total Liabilities$25,022$27,511▲ $2,489
Net Assets / Fund Balance
Permanently Rstr Net Assets$116,180$133,664▲ $17,484
Unrestricted Net Assets$126,762$127,856▲ $1,094
Temporarily Rstr Net Assets$4,011$4,011→ $0
Total Net Assets Fund Balance$246,953$265,531▲ $18,578
Total Liabilities and Net Assets / Fund Balance$271,975$293,042▲ $21,067

Asset Categories

AssetBook ValueDepreciationBasis
Land$1-$1
Other Assets Org$142,604--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Heather CooperPresident
John ForsbergTrustee
Karen LatvaTrustee
Mike ArnswaldTrustee
Stephanie PeelTrustee
Pat NugentBd of Ed Rep
Jessica CurtisSecretary
Greg PrattSuperintenda
Stephanie CleaverTreasurer
Ray WolfeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$30,234
Program Service Revenue
$0
Investment Income
$133
Other Revenue
$0
All Other Contributions
$23,394
Change in Net Assets
$-4,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,743
Other Expenses$2,571
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,743--$32,743
Insurance-$700-$700
Other Expenses-$100-$100
Conferences and Meetings-$47-$47
All Other Expenses-$15-$15
Total Functional Expenses$32,743$2,571$0$35,314
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell Area SchoolsLowell, MI3Classroom Innovation$32,743
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$27,511
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
2018-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Cleaver
Formed
1995
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
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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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032743
IRS990/TotalFunctionalExpensesGrp/TotalAmt035314
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025022
IRS990/TotalLiabilitiesEOYAmt027511
IRS990/TotalLiabilitiesGrp/BOYAmt025022
IRS990/TotalLiabilitiesGrp/EOYAmt027511
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246953
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265531
IRS990/TotalProgramServiceExpensesAmt032743
IRS990/TotalRevenueGrp/ExclusionAmt0133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030367
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0271975
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0293042
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0126762
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0127856
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.LOWELLEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE CLEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07E3E9D23E21369CC41A7A0873448E577F85D4609
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E3E9D23E21369CC41A7A0873448E577F85D4609
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/PreparationDt02018-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L GRAFF CPA
ReturnHeader/ReturnTs02018-01-28T05:14:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,042
Liabilities
$27,511
Net assets
$265,531
Revenue
$30,367
Expenses
$35,314
Net income
-$4,947
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
2017Detailed filing. Detailed filing data is available for this year.$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