Civic Intelligence

Frances Lacy Elementary School Foundation

990EZ • Fiscal year 2019 • EIN 56-2272645

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

Organization Profilewww.lacyfoundation.org
2001 Lake Boone TrailRaleigh, NC 27607

(919) 612-5085

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE B • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

-1.0%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • NTEE B • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$174,756

Up $7,635 (+4.6%) from 2018

Net Assets

Up

$174,756

Up $7,635 (+4.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin50th percentile

Revenue

Down

$164,262

Down $1,624 (-1.0%) from 2018

Expenses

Down

$156,627

Down $20,791 (-12%) from 2018

Net Income

Up

$7,635

Up $19,167 (+166%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $114,885Liabilities 2011: $02011Assets 2012: $140,671Liabilities 2012: $02012Assets 2013: $152,227Liabilities 2013: $02013Assets 2014: $175,001Liabilities 2014: $02014Assets 2015: $175,373Net Assets 2015: $175,3732015Assets 2016: $172,541Liabilities 2016: $0Net Assets 2016: $172,5412016Assets 2017: $176,202Liabilities 2017: $0Net Assets 2017: $176,2022017Assets 2018: $167,121Liabilities 2018: $0Net Assets 2018: $167,1212018Assets 2019: $174,756Liabilities 2019: $0Net Assets 2019: $174,7562019Assets 2020: $250,736Liabilities 2020: $0Net Assets 2020: $250,7362020Assets 2021: $330,508Liabilities 2021: $0Net Assets 2021: $330,5082021Assets 2022: $141,381Liabilities 2022: $0Net Assets 2022: $141,3812022Assets 2023: $130,915Liabilities 2023: $0Net Assets 2023: $130,9152023Assets 2024: $194,960Liabilities 2024: $0Net Assets 2024: $194,9602024Assets 2025: $186,972Liabilities 2025: $0Net Assets 2025: $186,9722025

Highlighted filing

2019

Assets$174,756
Liabilities$0
Net Assets$174,756
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $111,645Expenses 2011: $138,672Net Income 2011: -$27,0272011Revenue 2012: $139,867Expenses 2012: $114,081Net Income 2012: $25,7862012Revenue 2013: $153,980Expenses 2013: $142,424Net Income 2013: $11,5562013Revenue 2014: $172,356Expenses 2014: $149,582Net Income 2014: $22,7742014Revenue 2015: $151,351Expenses 2015: $150,979Net Income 2015: $3722015Revenue 2016: $182,564Expenses 2016: $185,116Net Income 2016: -$2,5522016Revenue 2017: $162,658Expenses 2017: $159,060Net Income 2017: $3,5982017Revenue 2018: $165,886Expenses 2018: $177,418Net Income 2018: -$11,5322018Revenue 2019: $164,262Expenses 2019: $156,627Net Income 2019: $7,6352019Revenue 2020: $196,652Expenses 2020: $132,494Net Income 2020: $64,1582020Revenue 2021: $262,570Expenses 2021: $206,308Net Income 2021: $56,2622021Revenue 2022: $293,646Expenses 2022: $500,251Net Income 2022: -$206,6052022Revenue 2023: $334,080Expenses 2023: $357,447Net Income 2023: -$23,3672023Revenue 2024: $371,485Expenses 2024: $343,081Net Income 2024: $28,4042024Revenue 2025: $338,823Expenses 2025: $359,572Net Income 2025: -$20,7492025

Highlighted filing

2019

Revenue$164,262
Expenses$156,627
Net Income$7,635
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$190,701
Mission and Program Overview

Mission

To provide for teachers and assistant teachers' salaries and benefits for additional positions outside of state budget to increase literacy and overall educational achievement goals at Frances Lacy Elementary School.

To provide for teachers and assistant teachers' salaries and benefits for additional positions to reduce class size at Frances Lacy Elementary School.

Program Services

DescriptionGrantsExpenses
Helped to staff assistant teachers, teaching specialists, and other classroom teachers at Frances Lacy Elementary, reducing student-to-teacher ratios and providing enhanced educational opportunities to all students.$185,940$183,066
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregg NewtonPresident Elect-$0--
Elizabeth SmithDirector-$0--
Candace WatsonPrincipal-$0--
Julie BakerPta Liason-$0--
Lucy AustinBoard Advisor/Treasurer Elect-$0--
Langdon HarrisPresident-$0--
Judy MullinsTreasurer-$0--
Kimberly LayonParty Co-Chair-$0--
Anna MooreNotecards Chair-$0--
Allison CrumplerDirector-$0--
Mary Beth GinnDirector-$0--
Matt HoneycuttDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lacy Live$140,431-$4,458-
Laps for Lacy$35,451-$3,576-
Total Events$185,940-$26,439$-26,439
Filing and Contact Details

Filer

Filer Name
Frances Lacy Elementary Foundation
EIN
56-2272645
Phone
9196125085
Address
2001 Lake Boone Trail, Raleigh, NC 27607

Signing Officer

Name
Lucy Austin
Title
Treasurer
Phone
9196125085
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Heroux & Company LLP
Address
4700 Falls of Neuse Road Suite 110, Raleigh, NC 27609
Preparer
John P Heroux CPA
Phone
9197889570
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Merrill Lynch. Amount: 127.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Unrealized Gains. Amount: 4,634.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: Wake County Public Schools. Affiliate Address: 5625 Dillard Drive Cary, NC 27518. Purpose of Payment: Teacher Salary Supplements. Amount of Payment: 140,406.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: Frances Lacy Elementary School. Affiliate Address: 2001 Lake Boone Trail Raleigh, NC 27607. Purpose of Payment: Teacher Salary Supplements. Amount of Payment: 5,000. Total included on Form 990-EZ, line 10: 145,406.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Bank Fees. Amount: 5,618. Description: Marketing . Amount: 1,000. Description: Insurance. Amount: 1,570. Description: Investment Expenses. Amount: 65. Total to Form 990-EZ, line 16: 8,253.”

Raw XML Appendix234 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/PersonNm11Matt Honeycutt
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Principal
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide for teachers and assistant teachers' salaries and benefits for additional positions to reduce class size at Frances Lacy Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt0618
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Lacy Live
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Laps for Lacy
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Merrill Lynch. Amount: 127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Unrealized Gains. Amount: 4,634.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Affiliate Name: Wake County Public Schools. Affiliate Address: 5625 Dillard Drive Cary, NC 27518. Purpose of Payment: Teacher Salary Supplements. Amount of Payment: 140,406.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Affiliate Name: Frances Lacy Elementary School. Affiliate Address: 2001 Lake Boone Trail Raleigh, NC 27607. Purpose of Payment: Teacher Salary Supplements. Amount of Payment: 5,000. Total included on Form 990-EZ, line 10: 145,406.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Bank Fees. Amount: 5,618. Description: Marketing . Amount: 1,000. Description: Insurance. Amount: 1,570. Description: Investment Expenses. Amount: 65. Total to Form 990-EZ, line 16: 8,253.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lucy Austin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09196125085
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Frances Lacy Elementary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0562272645
ReturnHeader/Filer/PhoneNum09196125085
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 Lake Boone Trail
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027607
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9CAC4BAE1FC71DB86F18B670FB30EF29839B574
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.226.20.50
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
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ReturnHeader/FilingSecurityInformation/IPTm016:44:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562082565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heroux & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 Falls of Neuse Road Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197889570
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Heroux CPA
ReturnHeader/ReturnTs02020-07-15T16:44:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,756
Liabilities
$0
Net assets
$174,756
Revenue
$164,262
Expenses
$156,627
Net income
$7,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$3.39$3.60$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$3.71$3.43$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$3.34$3.57$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$2.94$5.00$2.07
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.63$2.06$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$1.97$1.32$0.64
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.64$1.57$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.66$1.77$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.63$1.59$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.83$1.85$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.75$1.75$1.51$1.51$0.00
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$1.72$1.50$0.23
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.54$1.42$0.12
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$1.40$1.14$0.26
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.12$1.39$0.27