Civic Intelligence

Lufkin Isd Education Foundation

990EZ • Fiscal year 2018 • EIN 46-4546625

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 09, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% 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

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Up

$137,893

Up $14,768 (+12%) from 2017

Net Assets

Up

$137,893

Up $14,768 (+12%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$113,003

Up $21,307 (+23%) from 2017

Expenses

Up

$98,235

Up $15,991 (+19%) from 2017

Net Income

Up

$14,768

Up $5,316 (+56%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$137,893
Liabilities-
Net Assets$137,893

Operations Trend

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

2018

Revenue$113,003
Expenses$98,235
Net Income$14,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 9, 2019
Return Version
2018v3.1
Gross Receipts
$123,414
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$60,752-
Compensation and Service Providers

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 EVANSPrior Exec DirectorPT$0--
VERCIE MCMULLENExecutive DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Academic Banquet$27,832-$10,411-
Total Events$27,832-$10,411$-10,411
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
2019-08-09
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: $53784

Other Expenses.1002

Office Expenses $2157

Other Expenses.1003

Information Technology $648

Other Expenses.1005

Travel $651

Other Expenses.1012

Insurance $474

Other Expenses.1

TEACHER SHIRTS $6968

Other Expenses.2

WEBSITE FEES $2325

Other Expenses.4

MEETING EXPENSE $1280

Raw XML Appendix191 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/TitleTxt0PAST PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAMS VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DEVELOPMENT VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRIOR EXEC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Dir.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: GRANTS TO TEACHERS | Cash Amount Given: $53784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER SHIRTS $6968
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI GAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUFKIN ISD EDUCATION FOUNDATION
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ReturnHeader/Filer/EIN0464546625
ReturnHeader/Filer/PhoneNum09366995806
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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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/ReturnTs02019-08-09T09:39:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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