Civic Intelligence

Lowe Foundation

990PF • Fiscal year 2022 • EIN 76-0262645

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 01, 2023

1717 W 6th Street STE 470Austin, TX 78703

(512) 579-3452

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

46th percentile

-2.0%

Faster asset growth than 46% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$51,597,338

Down $1,055,837 (-2.0%) from 2021

Net Assets

Down

$51,597,338

Down $864,704 (-1.6%) from 2021

Liabilities

Down

$0

Down $191,133 (-100%) from 2021

Revenue

Down

$3,444,416

Down $12,173,167 (-78%) from 2021

Expenses

Up

$4,309,120

Up $226,864 (+5.6%) from 2021

Net Income

Down

-$864,704

Down $12,400,031 (-107%) from 2021

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $38,907,215Liabilities 2011: $1252011Assets 2012: $38,970,002Liabilities 2012: $02012Assets 2013: $38,919,656Liabilities 2013: $02013Assets 2014: $38,805,109Liabilities 2014: $19,2322014Assets 2015: $38,496,858Liabilities 2015: $02015Assets 2019: $43,155,398Liabilities 2019: $0Net Assets 2019: $43,155,3982019Assets 2020: $40,926,716Liabilities 2020: $0Net Assets 2020: $40,926,7152020Assets 2021: $52,653,175Liabilities 2021: $191,133Net Assets 2021: $52,462,0422021Assets 2022: $51,597,338Liabilities 2022: $0Net Assets 2022: $51,597,3382022Assets 2023: $47,331,556Liabilities 2023: $0Net Assets 2023: $47,331,5562023Assets 2024: $53,256,767Liabilities 2024: $0Net Assets 2024: $53,256,7672024

Highlighted filing

2022

Assets$51,597,338
Liabilities$0
Net Assets$51,597,338

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $526,423Expenses 2011: $2,313,905Net Income 2011: -$1,787,4822011Revenue 2012: $2,368,916Expenses 2012: $2,306,004Net Income 2012: $62,9122012Revenue 2013: $2,372,724Expenses 2013: $2,423,071Net Income 2013: -$50,3472013Revenue 2014: $2,531,759Expenses 2014: $2,665,538Net Income 2014: -$133,7792014Revenue 2015: $2,691,685Expenses 2015: $2,980,704Net Income 2015: -$289,0192015Revenue 2019: $1,664,872Expenses 2019: $3,492,639Net Income 2019: -$1,827,7672019Revenue 2020: $1,405,171Expenses 2020: $3,633,854Net Income 2020: -$2,228,6832020Revenue 2021: $15,617,583Expenses 2021: $4,082,256Net Income 2021: $11,535,3272021Revenue 2022: $3,444,416Expenses 2022: $4,309,120Net Income 2022: -$864,7042022Revenue 2023: -$89,722Expenses 2023: $4,176,060Net Income 2023: -$4,265,7822023Revenue 2024: $10,141,456Expenses 2024: $4,216,245Net Income 2024: $5,925,2112024

Highlighted filing

2022

Revenue$3,444,416
Expenses$4,309,120
Net Income-$864,704
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 1, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY RALPH LOWEPresident/Trustee-$0--
DIANA STRAUSSTrustee-$0--
GEOFFREY PERRINTreasurer-$0--
CLAYTON MAEBIUSVP, Secretary, & Trustee-$0--
SAMANTHA PACETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lowe Foundation
EIN
76-0262645
In Care Of
% LOWE FOUNDATION
Phone
5125793452
Address
1717 W 6th Street STE 470, Austin, TX 78703

Signing Officer

Name
Clayton Maebius
Title
Vice President
Phone
5125793455
Signed
2023-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5th Avenue Suite 2800, SEATTLE, WA 98104
Preparer
Christopher Kutac
Phone
2063418063
Raw XML Appendix323 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt051993799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHMENT 17
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt013158759
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt012690835
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01134934
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051597338
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt051551
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY RALPH LOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANA STRAUSS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP, SECRETARY, & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOWE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05125793452
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.thelowefoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0DESCRIPTION OF ORGANIZATION AND NEEDS & 501 (C)(3) CERTIFICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Clayton Maebius
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05125793452
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01717 W 6th Street Suite 470
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Austin
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078703
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GENERALLY AWARDS ARE LIMITED TO TEXAS ORGANIZATIONS BENEFITING CRITICAL NEEDS OF AT RISK WOMEN & CHILDREN IN THE DALLAS/FORT WORTH AREA AND THE AUSTIN/SAN ANTONIO AREA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATION DEADLINE - DECEMBER 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY RALPH LOWE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Supporting Texas women and children's health and educational needs
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 19
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0AUSTIN TX HILL COUNTRY SAN ANTONI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0DALLASFORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd078703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03945333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Supporting Texas women and children's health and educational needs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 19
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0AUSTIN TX HILL COUNTRY SAN ANTONI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLASFORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078703
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt03806667
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03945333
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08179
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03942520
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03849133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03950699
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03840954
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03942520
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SOFTWARE MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04448
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1918
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1918
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0312610
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0312610
TaxesSchedule/TaxesDetail/Amt043449
TaxesSchedule/TaxesDetail/Amt12362
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02362
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAYTON MAEBIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05125793455
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lowe Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0760262645
ReturnHeader/Filer/InCareOfNm0% LOWE FOUNDATION
ReturnHeader/Filer/PhoneNum05125793452
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 W 6th Street STE 470
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078703
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 5th Avenue Suite 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098104
ReturnHeader/PreparerPersonGrp/PhoneNum02063418063
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER KUTAC
ReturnHeader/ReturnTs02023-06-01T16:08:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAYTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAEBIUS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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