Civic Intelligence

Lopez Island Education Foundation

990EZ • Fiscal year 2013 • EIN 57-1145183

Jan 01, 2013 to Dec 31, 2013 • Filed on May 10, 2014

POP Box 1398261

(360) 468-3270

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

3rd percentile

-172%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-65%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$14,276

Down $6,887 (-33%) from 2012

Net Assets

Down

$14,276

Down $6,887 (-33%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$3,998

Down $7,558 (-65%) from 2012

Expenses

Down

$10,885

Down $5,759 (-35%) from 2012

Net Income

Down

-$6,887

Down $1,799 (-35%) from 2012

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $38,035Net Assets 2010: $38,0352010Assets 2011: $26,251Liabilities 2011: $02011Assets 2012: $21,163Net Assets 2012: $21,1632012Assets 2013: $14,276Net Assets 2013: $14,2762013Assets 2014: $20,089Net Assets 2014: $20,0892014Assets 2025: $188,287Liabilities 2025: $0Net Assets 2025: $188,2872025

Highlighted filing

2013

Assets$14,276
Liabilities-
Net Assets$14,276

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $9,070Expenses 2010: $14,068Net Income 2010: -$4,9982010Revenue 2011: $14,665Expenses 2011: $26,449Net Income 2011: -$11,7842011Revenue 2012: $11,556Expenses 2012: $16,644Net Income 2012: -$5,0882012Revenue 2013: $3,998Expenses 2013: $10,885Net Income 2013: -$6,8872013Revenue 2014: $17,370Expenses 2014: $11,557Net Income 2014: $5,8132014Revenue 2025: $403,782Expenses 2025: $273,226Net Income 2025: $130,5562025

Highlighted filing

2013

Revenue$3,998
Expenses$10,885
Net Income-$6,887
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 10, 2014
Return Version
2013v3.1
Gross Receipts
$3,998
Mission and Program Overview

Mission

LIEF is organized and operated exclusively for charitable and educational purposes within the meaning of Section 501(c)(3). Its mission is to enhance and supplement educational activities of Lopez Island Public Schools in order to help create excellence in education for students.

promote & enhance education-Lopez Isld Schools

Program Services

DescriptionGrantsExpenses
SUPPORT FOR 'FARM TO SCHOOL' PROGRAM WITH ORGANIC PRODUCE, SUSTAINABLE GARDENS, AND CAFETERIA SUPPORT.$4,767$4,767
Support for Music, environmental education, Middle School & Elementary field trips for Lopez School District.$4,006$4,006
FUNDED PROGRAMS FOR LITERACY, SPECIAL EDUCATION, CAREER TECH PROGRAMS IN LOPEZ SCHOOL DISTRICT.$1,500$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE STEPHENSChair-$0--
CHRIS GREACENSecretary-$0--
MICHELLE HELLERMember-$0--
LISA SHELBYMember-$0--
SALLY REEVETreasurer-$0--
ALEXA TAYLORMember-$0--
CHUENCHOM S GREACENMember-$0--
DAVE SATHERMember-$0--
ALAN DIBONAMember-$0--
Filing and Contact Details

Filer

EIN
57-1145183
Phone
3604683270

Signing Officer

Name
Sally Reeve
Title
Treasurer
Phone
3604683270
Signed
2014-05-10
Discuss with paid preparer
Yes

Preparer

Preparer
Barbara L Nason
Phone
3604682719
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Support farm to school & cafeteria programs public school lopez island school district none 4767. Support music, enviro ed, field trips, rockets public school lopez island school district none 4006. Support career tech, literacy,& spec ed public school lopez island school district none 1500.

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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/PrimaryExemptPurposeTxt0promote & enhance education-Lopez Isld Schools
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR 'FARM TO SCHOOL' PROGRAM WITH ORGANIC PRODUCE, SUSTAINABLE GARDENS, AND CAFETERIA SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support for Music, environmental education, Middle School & Elementary field trips for Lopez School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDED PROGRAMS FOR LITERACY, SPECIAL EDUCATION, CAREER TECH PROGRAMS IN LOPEZ SCHOOL DISTRICT.
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Facts and circumstances: Organization provides funds
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt1entirely for local public school. All projects directly
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt2benefit the school. Major contributions were
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt3received from a generous donor for worthwhile
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt4school projects (07-09). The Foundation did not realize that
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt5the magnitude of these donations would be a problem
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt6for tax status. In 2009, a major fundraising drive
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt7raised significant sums from the general public
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt8to improve public support numbers but the major
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt9donor also contributed significant sums to complete
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt10special projects for the School District already
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt11started. The Foundation took no donations
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12from the large donor after 2009. Since that time,
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt13there has been a recovery of public support percentage and
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt14we anticipate an increasing percentage for 2014.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT FARM TO SCHOOL & CAFETERIA PROGRAMS PUBLIC SCHOOL LOPEZ ISLAND SCHOOL DISTRICT NONE 4767. SUPPORT MUSIC, ENVIRO ED, FIELD TRIPS, ROCKETS PUBLIC SCHOOL LOPEZ ISLAND SCHOOL DISTRICT NONE 4006. SUPPORT CAREER TECH, LITERACY,& SPEC ED PUBLIC SCHOOL LOPEZ ISLAND SCHOOL DISTRICT NONE 1500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY REEVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03604683270
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lopez Island Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOPE
ReturnHeader/Filer/EIN0571145183
ReturnHeader/Filer/PhoneNum03604683270
ReturnHeader/Filer/USAddress/AddressLine10POP Box 13
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ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARBARA L NASON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 57
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOPEZ ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
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ReturnHeader/ReturnTs02014-05-10T12:09:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings