Civic Intelligence

Lufkin High School Alumni Association

990 • Fiscal year 2020 • EIN 75-2066143

May 01, 2019 to Apr 30, 2020 • Filed on Aug 16, 2020

PO Box 150837Lufkin, TX 75915

(936) 632-4155

Siviq Scores

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

Liabilities / Assets

45th percentile

0.07x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.98x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

35th percentile

0.7%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,996,018

Up $36,463 (+0.7%) from 2019

Net Assets

Up

$4,629,863

Up $50,353 (+1.1%) from 2019

Liabilities

Down

$366,155

Down $13,890 (-3.7%) from 2019

Revenue

Down

$373,959

Down $214,092 (-36%) from 2019

Expenses

Up

$323,606

Up $10,348 (+3.3%) from 2019

Net Income

Down

$50,353

Down $224,440 (-82%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,153,863Liabilities 2011: $217,760Net Assets 2011: $2,936,1032011Assets 2012: $3,193,265Liabilities 2012: $248,776Net Assets 2012: $2,944,4892012Assets 2013: $3,422,342Liabilities 2013: $256,550Net Assets 2013: $3,165,7922013Assets 2014: $3,707,195Liabilities 2014: $261,077Net Assets 2014: $3,446,1182014Assets 2015: $3,940,806Liabilities 2015: $265,723Net Assets 2015: $3,675,0832015Assets 2016: $3,868,994Liabilities 2016: $285,365Net Assets 2016: $3,583,6292016Assets 2017: $4,105,580Liabilities 2017: $308,437Net Assets 2017: $3,797,1432017Assets 2018: $4,636,788Liabilities 2018: $332,071Net Assets 2018: $4,304,7172018Assets 2019: $4,959,555Liabilities 2019: $380,045Net Assets 2019: $4,579,5102019Assets 2020: $4,996,018Liabilities 2020: $366,155Net Assets 2020: $4,629,8632020Assets 2021: $5,903,729Liabilities 2021: $391,969Net Assets 2021: $5,511,7602021Assets 2022: $5,447,653Liabilities 2022: $454,470Net Assets 2022: $4,993,1832022Assets 2023: $5,565,577Liabilities 2023: $438,008Net Assets 2023: $5,127,5692023Assets 2025: $6,296,880Liabilities 2025: $452,270Net Assets 2025: $5,844,6102025

Highlighted filing

2020

Assets$4,996,018
Liabilities$366,155
Net Assets$4,629,863

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $254,2002011Expenses 2012: $266,7702012Expenses 2013: $251,8342013Revenue 2014: $528,938Expenses 2014: $248,612Net Income 2014: $280,3262014Revenue 2015: $483,689Expenses 2015: $254,724Net Income 2015: $228,9652015Revenue 2016: $173,172Expenses 2016: $264,626Net Income 2016: -$91,4542016Revenue 2017: $483,795Expenses 2017: $270,281Net Income 2017: $213,5142017Revenue 2018: $782,609Expenses 2018: $275,035Net Income 2018: $507,5742018Revenue 2019: $588,051Expenses 2019: $313,258Net Income 2019: $274,7932019Revenue 2020: $373,959Expenses 2020: $323,606Net Income 2020: $50,3532020Revenue 2021: $1,226,745Expenses 2021: $344,848Net Income 2021: $881,8972021Revenue 2022: $390,079Expenses 2022: $325,540Net Income 2022: $64,5392022Revenue 2023: $755,297Expenses 2023: $366,165Net Income 2023: $389,1322023Revenue 2025: $480,437Expenses 2025: $372,098Net Income 2025: $108,3392025

Highlighted filing

2020

Revenue$373,959
Expenses$323,606
Net Income$50,353
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 16, 2020
Return Version
2019v5.0
Gross Receipts
$374,034
Mission and Program Overview

Mission

To provide college scholarships for graduates of lufkin high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,951,520$4,979,964▲ $28,444
Cash and Non-Interest-Bearing Accounts$3,282$11,035▲ $7,753
Land, Buildings, and Equipment, Net$4,753$5,019▲ $266
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,959,555$4,996,018▲ $36,463
Other Assets Total-$0-
Liabilities
Grants Payable$377,072$364,661▼ $12,411
Other Liabilities$2,973$1,494▼ $1,479
Total Liabilities$380,045$366,155▼ $13,890
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,188,700$4,251,836▲ $63,136
Net Assets Without Donor Restrictions$390,810$378,027▼ $12,783
Total Net Assets Fund Balance$4,579,510$4,629,863▲ $50,353
Total Liabilities and Net Assets / Fund Balance$4,959,555$4,996,018▲ $36,463

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,019$7,278$12,297
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cindy NealChairman
Angie RoperDirector
David AbneyDirector
Hall HendersonDirector
Hillary HaglundDirector
Kirk MathisDirector
Scott BergerDirector
Jeff ToddSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$233,850
Program Service Revenue
$0
Investment Income
$99,664
Other Revenue
$40,445
All Other Contributions
$233,850
Change in Net Assets
$50,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,000
Other Expenses$91,347
Salaries, Compensation, and Employee Benefits$79,259
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$153,000--$153,000
Other Salaries and Wages-$79,259-$79,259
All Other Expenses-$2,792-$2,792
Other Expenses-$2,306-$2,306
Office Expenses-$1,478-$1,478
Depreciation Depletion-$1,128-$1,128
Fees for Services Accounting-$1,040-$1,040
Total Functional Expenses$153,000$170,606$0$323,606
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$200
Gaming Direct Expenses$75
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The executive director reviews the 990 prior to filing. The 990 is made available to the entire board at the next meeting for additional review and input.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Organizating documents, governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Lufkin High School Alumni Association
EIN
75-2066143
Phone
9366324155
Address
PO BOX 150837, LUFKIN, TX 75915

Signing Officer

Name
Glen Arnold
Title
Executive Director
Signed
2020-08-16
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
12

Preparer

Firm
Todd Hamaker & Johnson LLP
Address
420 South First Street, Lufkin, TX 75901
Preparer
Melvin R Todd CPA
Phone
9366328181
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050353
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt068342
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0208342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0433824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0238119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0158142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0130054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0159254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01119393
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt099663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt088100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt060581
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0391103
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt099663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt088100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063822
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt060581
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0391103
IRS990ScheduleA/InvestmentIncomeCYPct00.25890
IRS990ScheduleA/InvestmentIncomePYPct00.27630
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60310
IRS990ScheduleA/PublicSupportPY509Pct00.58540
IRS990ScheduleA/PublicSupportTotal509Amt0911051
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt068342
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0208342
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0433824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0238119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0158142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0130054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0159254
IRS990ScheduleA/Total509Grp/TotalAmt01119393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0533487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0326219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0237079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0193876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219835
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01510496
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05019
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07278
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012297
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01494
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05019
IRS990ScheduleD/TotalLiabilityAmt01494
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0153000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0169
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE USED TO PAY FOR SCHOLARSHIP RECIPIENTS' HIGHER LEARNING EXPENSES. SCHOLARSHIP PROCEEDS ARE SENT DIRECTLY TO THE STUDENTS' HIGHER LEARNING INSTITUTIONS, OR STUDENTS CAN RECEIVE A REIMBURSEMENT FOR OUT-OF-POCKET HIGHER LEARNING EXPENSES BY PROVIDING RECEIPTS TO THE ASSOCIATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE 990 PRIOR TO FILING. THE 990 IS MADE AVAILABLE TO THE ENTIRE BOARD AT THE NEXT MEETING FOR ADDITIONAL REVIEW AND INPUT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATING DOCUMENTS, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04959555
IRS990/TotalAssetsEOYAmt04996018
IRS990/TotalAssetsGrp/BOYAmt04959555
IRS990/TotalAssetsGrp/EOYAmt04996018
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0233850
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0170606
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323606
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0380045
IRS990/TotalLiabilitiesEOYAmt0366155
IRS990/TotalLiabilitiesGrp/BOYAmt0380045

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.45$5.84$0.48$0.37$0.11
2023Summary only. Only limited summary data is available for this year.$5.57$0.44$5.13$0.76$0.37$0.39
2022Summary only. Only limited summary data is available for this year.$5.45$0.45$4.99$0.39$0.33$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.39$5.51$1.23$0.34$0.88
2020Detailed filing. Detailed filing data is available for this year.$5.00$0.37$4.63$0.37$0.32$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.38$4.58$0.59$0.31$0.27
2018Summary only. Only limited summary data is available for this year.$4.64$0.33$4.30$0.78$0.28$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.31$3.80$0.48$0.27$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.87$0.29$3.58$0.17$0.26$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.27$3.68$0.48$0.25$0.23
2014Summary only. Only limited summary data is available for this year.$3.71$0.26$3.45$0.53$0.25$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.26$3.17$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.25$2.94$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.22$2.94$0.25