Civic Intelligence

Lufkin Industries Foundation

EIN 75-6053064 • 501(c)4 • Lufkin, TX

Profile

To grant scholarships to dependent children of Lufkin Industries employees and retirees.

PO Box 152553Lufkin, TX 75915

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.04x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.60x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

54%

Higher net margin than 89% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$2,703,527

Up $275,862 (+11%) from 2023

Liabilities

Down

$107,917

Down $16,287 (-13%) from 2023

Net Assets

Up

$2,595,610

Up $292,149 (+13%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin89th percentile

Revenue

Up

$180,198

Up $69,420 (+63%) from 2023

Expenses

Down

$83,463

Down $67,753 (-45%) from 2023

Net Income

Up

$96,735

Up $137,173 (+339%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $829,119Liabilities 2010: $435,600Net Assets 2010: $393,5192010Assets 2011: $875,812Liabilities 2011: $413,600Net Assets 2011: $462,2122011Assets 2012: $1,210,264Liabilities 2012: $320,600Net Assets 2012: $889,6642012Assets 2013: $1,759,692Liabilities 2013: $484,600Net Assets 2013: $1,275,0922013Assets 2014: $1,951,374Liabilities 2014: $490,600Net Assets 2014: $1,460,7742014Assets 2015: $1,879,680Liabilities 2015: $476,600Net Assets 2015: $1,403,0802015Assets 2016: $1,895,254Liabilities 2016: $373,600Net Assets 2016: $1,521,6542016Assets 2017: $2,088,959Liabilities 2017: $277,600Net Assets 2017: $1,811,3592017Assets 2018: $1,967,074Liabilities 2018: $197,000Net Assets 2018: $1,770,0742018Assets 2019: $2,227,702Liabilities 2019: $146,000Net Assets 2019: $2,081,7022019Assets 2020: $2,485,476Liabilities 2020: $195,000Net Assets 2020: $2,290,4762020Assets 2021: $2,664,296Liabilities 2021: $170,250Net Assets 2021: $2,494,0462021Assets 2022: $2,120,605Liabilities 2022: $82,200Net Assets 2022: $2,038,4052022Assets 2023: $2,427,665Liabilities 2023: $124,204Net Assets 2023: $2,303,4612023Assets 2024: $2,703,527Liabilities 2024: $107,917Net Assets 2024: $2,595,6102024

Highlighted filing

2024

Assets$2,703,527
Liabilities$107,917
Net Assets$2,595,610
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $332,8602010Expenses 2011: $334,5382011Expenses 2012: $311,4492012Revenue 2013: $534,382Expenses 2013: $427,360Net Income 2013: $107,0222013Revenue 2014: $401,384Expenses 2014: $412,398Net Income 2014: -$11,0142014Revenue 2015: $202,670Expenses 2015: $345,687Net Income 2015: -$143,0172015Revenue 2016: $136,233Expenses 2016: $181,449Net Income 2016: -$45,2162016Revenue 2017: $261,734Expenses 2017: $148,802Net Income 2017: $112,9322017Revenue 2018: $206,727Expenses 2018: $114,832Net Income 2018: $91,8952018Revenue 2019: $146,404Expenses 2019: $103,216Net Income 2019: $43,1882019Revenue 2020: $114,903Expenses 2020: $152,345Net Income 2020: -$37,4422020Revenue 2021: $167,789Expenses 2021: $131,057Net Income 2021: $36,7322021Revenue 2022: $81,422Expenses 2022: $70,564Net Income 2022: $10,8582022Revenue 2023: $110,778Expenses 2023: $151,216Net Income 2023: -$40,4382023Revenue 2024: $180,198Expenses 2024: $83,463Net Income 2024: $96,7352024

Highlighted filing

2024

Revenue$180,198
Expenses$83,463
Net Income$96,735
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,703,527
Liabilities
$107,917
Net assets
$2,595,610
Revenue
$180,198
Expenses
$83,463
Net income
$96,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.11$2.60$0.18$0.08$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.12$2.30$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.08$2.04$0.08$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.17$2.49$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.20$2.29$0.11$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.15$2.08$0.15$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.20$1.77$0.21$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.28$1.81$0.26$0.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.37$1.52$0.14$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.48$1.40$0.20$0.35$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.49$1.46$0.40$0.41$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.48$1.28$0.53$0.43$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.32$0.89$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.41$0.46$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.44$0.39$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$235,339
Mission and Program Overview

Mission

To grant scholarships to dependent children of Lufkin Industries employees and retirees.

To grant scholarships to the dependent children of employees or retirees in good standing with Lufkin Industries, Inc. who meet the qualifications for admission to Colleges, Junior Colleges or Universities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,390,419$2,672,906▲ $282,487
Rtn Earn Endowment Incm Other Fnds$2,303,461$2,595,610▲ $292,149
Cash and Non-Interest-Bearing Accounts$37,246$30,621▼ $6,625
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,427,665$2,703,527▲ $275,862
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$124,204$107,917▼ $16,287
Total Liabilities$124,204$107,917▼ $16,287
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,303,461$2,595,610▲ $292,149
Total Liabilities and Net Assets / Fund Balance$2,427,665$2,703,527▲ $275,862
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stephen MontesPresident
Jordan RobinsonPresident Elect
Chris WeathersTrustee
David BerryTrustee
Jeremy SanfordTrustee
JoAnn TylerTrustee
Kelvin ColeTrustee
Stephen ConwayTrustee
Susan FeltsTrustee
Tim StacyTrustee
Tina PeavyTrustee
Melinda MooreSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$180,198
Other Revenue
$0
Change in Net Assets
$96,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,000
Other Expenses$5,463
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$78,000--$78,000
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$484-$484
All Other Expenses-$386-$386
Office Expenses-$124-$124
Total Functional Expenses$78,000$5,463$0$83,463
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 will be reviewed by the officers of the foundation prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lufkin Industries Foundation
EIN
75-6053064
Phone
9366375237
Address
PO Box 152553, Lufkin, TX 75915

Signing Officer

Name
Tina Peavy
Title
Secretary/Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Goff & Herrington PC
Address
5016 Champions Dr, Lufkin, TX 75901
Preparer
Laurie L Durbin CPA
Phone
9366342345
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“2024 Scholarships Forfeited = $42000”

Raw XML Appendix390 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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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To grant scholarships to dependent children of Lufkin Industries employees and retirees.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02303461
IRS990/NetAssetsOrFundBalancesEOYAmt02595610
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0108642
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3656
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0104986
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0153414
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0124
IRS990/OfficeExpensesGrp/TotalAmt0124
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt042000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Foreign taxes
IRS990/OtherExpensesGrp/Desc1Subscriptions
IRS990/OtherExpensesGrp/Desc2Insurance
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11049
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2795
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3484
IRS990/OtherExpensesGrp/TotalAmt01125
IRS990/OtherExpensesGrp/TotalAmt11049
IRS990/OtherExpensesGrp/TotalAmt2795
IRS990/OtherExpensesGrp/TotalAmt3484
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0147000
IRS990/PYInvestmentIncomeAmt0110778
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04216
IRS990/PYRevenuesLessExpensesAmt0-40438
IRS990/PYTotalExpensesAmt0151216
IRS990/PYTotalRevenueAmt0110778
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt096735
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02303461
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02595610
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt078000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Educational scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Schedule i, part i, line 2: Scholarships awarded are paid directly to the college, junior college, or university bi-annually and not to the individual applicants.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 will be reviewed by the officers of the foundation prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22024 Scholarships Forfeited = $42000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02427665
IRS990/TotalAssetsEOYAmt02703527
IRS990/TotalAssetsGrp/BOYAmt02427665
IRS990/TotalAssetsGrp/EOYAmt02703527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05463
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078000
IRS990/TotalFunctionalExpensesGrp/TotalAmt083463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0124204
IRS990/TotalLiabilitiesEOYAmt0107917
IRS990/TotalLiabilitiesGrp/BOYAmt0124204
IRS990/TotalLiabilitiesGrp/EOYAmt0107917
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02303461
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02595610
IRS990/TotalProgramServiceExpensesAmt078000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0183854
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-3656
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0180198
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02427665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02703527
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 152553
IRS990/USAddress/CityNm0Lufkin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0759152553
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tina Peavy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lufkin Industries Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LUFK
ReturnHeader/Filer/EIN0756053064
ReturnHeader/Filer/PhoneNum09366375237
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 152553
ReturnHeader/Filer/USAddress/CityNm0Lufkin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075915
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273625988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goff & Herrington PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05016 Champions Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lufkin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075901
ReturnHeader/PreparerPersonGrp/PhoneNum09366342345
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie L Durbin CPA
ReturnHeader/ReturnTs02025-11-17T08:14:43-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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