Civic Intelligence

Lufkin Isd Education Foundation

990EZ • Fiscal year 2016 • EIN 46-4546625

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

90th percentile

43%

Higher net margin than 90% 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

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.8%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$113,673

Up $37,587 (+49%) from 2015

Net Assets

Up

$113,673

Up $37,587 (+49%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$88,425

Down $4,494 (-4.8%) from 2015

Expenses

Up

$50,838

Up $1,156 (+2.3%) from 2015

Net Income

Down

$37,587

Down $5,650 (-13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2016

Assets$113,673
Liabilities-
Net Assets$113,673
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

2016

Revenue$88,425
Expenses$50,838
Net Income$37,587
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$99,726
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$42,337-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECCA CHANCEPast President-$0--
HEATHER BUCHANANPresident-$0--
MARY KINGMarketing VP-$0--
KRISTI GAYFinance VP-$0--
TYANE DIETZPrograms VP-$0--
LORELLE COLEMANSecretary-$0--
TARA WATSON WATKINSDevelopment VP-$0--
DR LATONYA GOFFNEYSuperintendent-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Academic Banquet$27,426-$5,476-
Total Events$27,426-$11,301$-11,301
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
2017-08-14
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: $37088”

Other Expenses.1002

“Office Expenses $1315”

Other Expenses.1012

“Insurance $474”

Other Expenses.1

“TEACHER SHIRTS $5249”

Other Expenses.2

“WEBSITE FEES $2280”

Other Expenses.3

“MEETING EXPENSE $1454”

Other Expenses.5

“MISC OTHER EXPENSE $374”

Raw XML Appendix186 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTI GAY
IRS990EZ/BooksInCareOfDetail/PhoneNum09366995806
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 COTTON SQUARE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUFKIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075904
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113673
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt099646
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037587
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113673
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037088
IRS990EZ/GrossReceiptsAmt099726
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt080
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076086
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113673
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076086
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113673
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECCA CHANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTI GAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TYANE DIETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LORELLE COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TARA WATSON WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DR LATONYA GOFFNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MARKETING VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAMS VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DEVELOPMENT VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SUPERINTENDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011146
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This corporation is organized exclusively for charitable and educational purposes to benefit the Lufkin Independent School District
IRS990EZ/PrintingPublicationsPostageAmt01604
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide funds, services and property to supplement the teaching and service functions of the Lufkin Independent School District
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042337
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011301
IRS990EZ/SpecialEventsNetIncomeLossAmt0-11301
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050838
IRS990EZ/TotalProgramServiceExpensesAmt042337
IRS990EZ/TotalRevenueAmt088425
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0236077
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0236077
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083028
IRS990ScheduleA/Total509Grp/TotalAmt0236077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083028
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236077
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027426
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027426
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011301
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ACADEMIC BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05400
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027426
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05476
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05476
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0425
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: GRANTS TO TEACHERS | Cash Amount Given: $37088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER SHIRTS $5249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE FEES $2280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETING EXPENSE $1454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC OTHER EXPENSE $374
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI GAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUFKIN ISD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUFK
ReturnHeader/Filer/EIN0464546625
ReturnHeader/Filer/PhoneNum09366995806
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 COTTON SQUARE
ReturnHeader/Filer/USAddress/CityNm0LUFKIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Todd Hamaker & Johnson LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 South First Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lufkin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075901
ReturnHeader/PreparerPersonGrp/PhoneNum09366328181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM JOHNSON CPA
ReturnHeader/ReturnTs02017-08-14T07:56:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$113,673
Liabilities
-
Net assets
$113,673
Revenue
$88,425
Expenses
$50,838
Net income
$37,587
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