Civic Intelligence

Lufkin Isd Education Foundation

990EZ • Fiscal year 2014 • EIN 46-4546625

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization ProfileN/A
101 Cotton SquareLufkin, TX 75904

(936) 699-5806

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$32,849

No earlier filing loaded for comparison.

Net Assets

$32,849

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$82,577

No earlier filing loaded for comparison.

Expenses

$49,728

No earlier filing loaded for comparison.

Net Income

$32,849

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2014: $32,849Net Assets 2014: $32,8492014Assets 2015: $76,086Net Assets 2015: $76,0862015Assets 2016: $113,673Net Assets 2016: $113,6732016Assets 2017: $123,125Net Assets 2017: $123,1252017Assets 2018: $137,893Net Assets 2018: $137,8932018Assets 2019: $127,800Net Assets 2019: $127,8002019Assets 2020: $163,662Net Assets 2020: $163,6622020Assets 2021: $194,865Net Assets 2021: $194,8652021Assets 2022: $200,110Net Assets 2022: $200,1102022Assets 2023: $198,908Net Assets 2023: $198,9082023Assets 2024: $198,701Net Assets 2024: $198,7012024

Highlighted filing

2014

Assets$32,849
Liabilities-
Net Assets$32,849
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2014: $82,577Expenses 2014: $49,728Net Income 2014: $32,8492014Revenue 2015: $92,919Expenses 2015: $49,682Net Income 2015: $43,2372015Revenue 2016: $88,425Expenses 2016: $50,838Net Income 2016: $37,5872016Revenue 2017: $91,696Expenses 2017: $82,244Net Income 2017: $9,4522017Revenue 2018: $113,003Expenses 2018: $98,235Net Income 2018: $14,7682018Revenue 2019: $96,747Expenses 2019: $106,840Net Income 2019: -$10,0932019Revenue 2020: $98,807Expenses 2020: $62,945Net Income 2020: $35,8622020Revenue 2021: $121,192Expenses 2021: $89,989Net Income 2021: $31,2032021Revenue 2022: $114,120Expenses 2022: $108,875Net Income 2022: $5,2452022Revenue 2023: $124,674Expenses 2023: $125,876Net Income 2023: -$1,2022023Revenue 2024: $129,037Expenses 2024: $129,244Net Income 2024: -$2072024

Highlighted filing

2014

Revenue$82,577
Expenses$49,728
Net Income$32,849
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$91,729
Mission and Program Overview

Mission

This corporation is organized exclusively for charitable and educational purposes to benefit the Lufkin Independent School District

Program Services

DescriptionGrantsExpenses
Provide funds, services and property to supplement the teaching and service functions of the Lufkin Independent School District$27,185-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECCA CHANCEPresident-$0--
LYNNE HANEYProgram VP-$0--
TERRA FIDONEMarketing VP-$0--
MARK HICKSDevelopment VP-$0--
KRISTI GAYFinance VP-$0--
DR LATONYA GOFFNEYMember-$0--
Filing and Contact Details

Filer

Filer Name
Lufkin Isd Education Foundation
EIN
46-4546625
Phone
9366995806
Address
101 COTTON SQUARE, LUFKIN, TX 75904

Signing Officer

Name
Kristi Gay
Title
VP of Finance
Signed
2015-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Todd Hamaker & Johnson LLP
Address
420 South First Street, Lufkin, TX 75901
Preparer
Kim Johnson CPA
Phone
9366328181
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: GRANTS TO TEACHERS | Cash Amount Given: $13731”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: LUFKIN ISD | Cash Amount Given: $25000”

Other Expenses.1002

“Office Expenses $610”

Other Expenses.1012

“Insurance $474”

Other Expenses.2

“TEACHER SHIRTS $3455”

Other Expenses.3

“WEBSITE FEES $2215”

Other Expenses.5

“MISC OTHER EXPENSE $150”

Raw XML Appendix155 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTI GAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR LATONYA GOFFNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROGRAM VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MARKETING VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DEVELOPMENT VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06904
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt04093
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027185
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09152
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9152
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049728
IRS990EZ/TotalProgramServiceExpensesAmt027185
IRS990EZ/TotalRevenueAmt082577
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083028
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt083028
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: GRANTS TO TEACHERS | Cash Amount Given: $13731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: LUFKIN ISD | Cash Amount Given: $25000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $474
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC OTHER EXPENSE $150
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI GAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUFKIN ISD EDUCATION FOUNDATION
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ReturnHeader/Filer/PhoneNum09366995806
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum09366328181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM JOHNSON CPA
ReturnHeader/ReturnTs02015-08-18T12:36:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,849
Liabilities
-
Net assets
$32,849
Revenue
$82,577
Expenses
$49,728
Net income
$32,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.29$1.29$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.25$1.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.00$2.00$1.14$1.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.95$1.95$1.21$0.90$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.99$0.63$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.97$1.07$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.13$0.98$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.92$0.82$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.88$0.51$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.93$0.50$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.83$0.50$0.33