Civic Intelligence

Lufkin Isd Education Foundation

990EZ • Fiscal year 2017 • EIN 46-4546625

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

64th percentile

10%

Higher net margin than 64% 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

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$123,125

Up $9,452 (+8.3%) from 2016

Net Assets

Up

$123,125

Up $9,452 (+8.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$91,696

Up $3,271 (+3.7%) from 2016

Expenses

Up

$82,244

Up $31,406 (+62%) from 2016

Net Income

Down

$9,452

Down $28,135 (-75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$123,125
Liabilities-
Net Assets$123,125
Open 2017 Filing

Operations Trend

Revenue Growth54th 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

2017

Revenue$91,696
Expenses$82,244
Net Income$9,452
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.2
Gross Receipts
$102,633
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$59,851-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA WATSON-WATKINSPast President-$0--
SCOTT NEILLPresident-$0--
MONIQUE NUNNMarketing VP-$0--
KRISTI GAYFinance VP-$0--
TYANE DIETZPrograms VP-$0--
BETH JONESSecretary-$0--
DEMETRESS HARRELLDevelopment VP-$0--
SHELLI ELLISPresident Elect-$0--
VICKIE EVANSExecutive DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Academic Banquet$30,358-$10,937-
Total Events$30,358-$10,937$-10,937
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
2018-08-08
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: $52455”

Other Expenses.1002

“Office Expenses $254”

Other Expenses.1005

“Travel $621”

Other Expenses.1012

“Insurance $474”

Other Expenses.1

“TEACHER SHIRTS $7396”

Other Expenses.2

“WEBSITE FEES $2130”

Other Expenses.4

“MEETING EXPENSE $1437”

Other Expenses.6

“MISC OTHER EXPENSE $120”

Raw XML Appendix184 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/PersonNm8VICKIE EVANS
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/TitleTxt7PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive Dir.
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012432
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083028
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: GRANTS TO TEACHERS | Cash Amount Given: $52455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER SHIRTS $7396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE FEES $2130
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI GAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUFKIN ISD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUFK
ReturnHeader/Filer/EIN0464546625
ReturnHeader/Filer/PhoneNum09366995806
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ReturnHeader/Filer/USAddress/CityNm0LUFKIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075904
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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/ReturnTs02018-08-08T13:48:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$123,125
Liabilities
-
Net assets
$123,125
Revenue
$91,696
Expenses
$82,244
Net income
$9,452
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