Civic Intelligence

Lowell Area Schools Education Foundation

990 • Fiscal year 2018 • EIN 38-3251960

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 19, 2019

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

0.08x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.76x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.4%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$317,559

Up $24,517 (+8.4%) from 2017

Net Assets

Up

$291,006

Up $25,475 (+9.6%) from 2017

Liabilities

Down

$26,553

Down $958 (-3.5%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin81st percentile

Revenue

Up

$34,916

Up $4,549 (+15%) from 2017

Expenses

Down

$25,898

Down $9,416 (-27%) from 2017

Net Income

Up

$9,018

Up $13,965 (+282%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$317,559
Liabilities$26,553
Net Assets$291,006
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$34,916
Expenses$25,898
Net Income$9,018
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 19, 2019
Return Version
2017v2.3
Gross Receipts
$34,916
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$88,992$96,627▲ $7,635
Savings and Temporary Cash Investments$61,445$68,906▲ $7,461
Land, Buildings, and Equipment, Net$1$1→ $0
Total Assets$293,042$317,559▲ $24,517
Other Assets Total$142,604$152,025▲ $9,421
Liabilities
Other Liabilities$27,511$26,553▼ $958
Total Liabilities$27,511$26,553▼ $958
Net Assets / Fund Balance
Unrestricted Net Assets$127,856$150,230▲ $22,374
Permanently Rstr Net Assets$133,664$136,765▲ $3,101
Temporarily Rstr Net Assets$4,011$4,011→ $0
Total Net Assets Fund Balance$265,531$291,006▲ $25,475
Total Liabilities and Net Assets / Fund Balance$293,042$317,559▲ $24,517

Asset Categories

AssetBook ValueDepreciationBasis
Land$1-$1
Other Assets Org$152,025--
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
$34,831
Program Service Revenue
$0
Investment Income
$85
Other Revenue
$0
All Other Contributions
$34,831
Change in Net Assets
$9,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,000
Other Expenses$4,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,000--$21,000
Fees for Services Accounting-$2,500-$2,500
Insurance-$700-$700
Office Expenses-$81-$81
Conferences and Meetings-$48-$48
Other Expenses-$7-$7
Total Functional Expenses$21,000$4,898$0$25,898
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell Area SchoolsLowell, MI3Classroom Innovation$21,000
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$26,553
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
2019-04-19
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Linda L Graff CPA Pc
Address
30 MIRROR LAKE CT, PENSACOLA, FL 32507
Preparer
Linda L Graff CPA
Phone
6168686120
Raw XML Appendix340 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING FOR INNOVATIVE LEARNING AND ENHANCED PROGRAMS FOR THE STUDENTS OF LOWELL AREA SCHOOLS.
IRS990/AllOtherContributionsAmt034831
IRS990/BooksInCareOfDetail/PersonNm0STEPHANIE CLEAVER
IRS990/BooksInCareOfDetail/PhoneNum06166820483
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011912 ALDEN COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049331
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt048
IRS990/ConferencesMeetingsGrp/TotalAmt048
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034831
IRS990/CYGrantsAndSimilarPaidAmt021000
IRS990/CYInvestmentIncomeAmt085
IRS990/CYOtherExpensesAmt04898
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt09018
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt025898
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034916
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED FUNDING FOR TEACHER REQUESTS RELATED TO CLASSROOM INNOVATION IN THE AREAS OF TECHNOLOGY, MATH, LITERACY AND SOCIAL STUDIES PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt021000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0HEATHER COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm1RAY WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHANIE CLEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm3JESSICA CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm4PAT NUGENT
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG PRATT
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE ARNSWALD
IRS990/Form990PartVIISectionAGrp/PersonNm7KAREN LATVA
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE PEEL
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN FORSBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BD OF ED REP
IRS990/Form990PartVIISectionAGrp/TitleTxt5SUPERINTENDA
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt021000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt021000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt034916
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0700
IRS990/InsuranceGrp/TotalAmt0700
IRS990/InvestmentIncomeGrp/ExclusionAmt085
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt088992
IRS990/InvestmentsPubTradedSecGrp/EOYAmt096627
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01
IRS990/LandBldgEquipCostOrOtherBssAmt01
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FUNDING FOR INNOVATIVE LEARNING AND ENHANCED PROGRAMS FOR THE STUDENTS OF LOWELL AREA SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0265531
IRS990/NetAssetsOrFundBalancesEOYAmt0291006
IRS990/NetUnrlzdGainsLossesInvstAmt016457
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt081
IRS990/OfficeExpensesGrp/TotalAmt081
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0142604
IRS990/OtherAssetsTotalGrp/EOYAmt0152025
IRS990/OtherExpensesGrp/Desc0LICENSES & DUES
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3PAY PAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt298
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37
IRS990/OtherExpensesGrp/TotalAmt01180
IRS990/OtherExpensesGrp/TotalAmt1284
IRS990/OtherExpensesGrp/TotalAmt298
IRS990/OtherExpensesGrp/TotalAmt37
IRS990/OtherLiabilitiesGrp/BOYAmt027511
IRS990/OtherLiabilitiesGrp/EOYAmt026553
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0133664
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0136765
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEPHANIE CLEAVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt030234
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032743
IRS990/PYInvestmentIncomeAmt0133
IRS990/PYOtherExpensesAmt02571
IRS990/PYRevenuesLessExpensesAmt0-4947
IRS990/PYTotalExpensesAmt035314
IRS990/PYTotalRevenueAmt030367
IRS990/ReconcilationRevenueExpnssAmt09018
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061445
IRS990/SavingsAndTempCashInvstGrp/EOYAmt068906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0166652
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportPY170Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt0166652
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028207
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0166652
IRS990ScheduleA/TotalSupportAmt0167072
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0122
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0298
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0420
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt01
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0152025
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIPS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0152025
IRS990ScheduleD/TotalLiabilityAmt026553
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt021000
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CLASSROOM INNOVATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOWELL AREA SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0386002049
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 HIGH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049331
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/TotalAssetsBOYAmt0293042
IRS990/TotalAssetsEOYAmt0317559
IRS990/TotalAssetsGrp/BOYAmt0293042
IRS990/TotalAssetsGrp/EOYAmt0317559
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034831
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04898
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021000
IRS990/TotalFunctionalExpensesGrp/TotalAmt025898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027511
IRS990/TotalLiabilitiesEOYAmt026553
IRS990/TotalLiabilitiesGrp/BOYAmt027511
IRS990/TotalLiabilitiesGrp/EOYAmt026553
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0265531
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0291006
IRS990/TotalProgramServiceExpensesAmt021000
IRS990/TotalRevenueGrp/ExclusionAmt085
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034916
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0293042
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0317559
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0127856
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0150230
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.LOWELLEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE CLEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-19
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.192.51
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm004:56:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134254309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDA L GRAFF CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 MIRROR LAKE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENSACOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032507
ReturnHeader/PreparerPersonGrp/PhoneNum06168686120
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L GRAFF CPA
ReturnHeader/ReturnTs02019-05-15T04:56:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,559
Liabilities
$26,553
Net assets
$291,006
Revenue
$34,916
Expenses
$25,898
Net income
$9,018
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits