Civic Intelligence

Lone Oak Education Foundation

EIN 81-2390031 • 501(c)3 • Lone Oak, TX

Pub. 78 Eligible990-N Coverage

Profile

To provide opporunities for excellence in education, promote innovation in teaching, and partner with the community to enhance the quality of education and inspire learning for students.

8162 Highway 69 SLone Oak, TX 75453

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

44th percentile

-0.3%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

52nd percentile

-0.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$37,614

Down $188 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$56,077

Up $21,651 (+63%) from 2018

Expenses

Down

$56,265

Down $6,791 (-11%) from 2018

Net Income

Up

-$188

Up $28,442 (+99%) from 2018

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $66,596Liabilities 2017: $164Net Assets 2017: $66,4322017Assets 2018: $37,802Liabilities 2018: $0Net Assets 2018: $37,8022018Assets 2019: $37,614Liabilities 2019: $02019

Highlighted filing

2019

Assets$37,614
Liabilities$0
Net Assets-

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $72,211Expenses 2017: $5,779Net Income 2017: $66,4322017Revenue 2018: $34,426Expenses 2018: $63,056Net Income 2018: -$28,6302018Revenue 2019: $56,077Expenses 2019: $56,265Net Income 2019: -$1882019

Highlighted filing

2019

Revenue$56,077
Expenses$56,265
Net Income-$188

Filings

Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$34,634
Mission and Program Overview

Mission

To provide opporunities for excellence in education, promote innovation in teaching, and partner with the community to enhance the quality of education and inspire learning for students.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS, AND TECHNOLOGY FOR CLASSROOMS-$56,872
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ NORMANPresident-$0--
ROSE HAYDENVice President Development-$0--
PHYLLIS MAHANDVice President Finance-$0--
BEVERLY WHITEVice President Programs-$0--
MICHELLE GILBERTVice President Marketing-$0--
PAULA BILLINGSLEASecretary-$0--
LANCE CAMPBELLBoard Member-$0--
ORVILLE GENTRYBoard Member-$0--
DEBBIE HANDBoard Member-$0--
DANA HICKSBoard Member-$0--
RICHARD LEE HOGUEBoard Member-$0--
MENDY KIZERBoard Member-$0--
SHANNON NICHOLBoard Member-$0--
TIM NORMANBoard Member-$0--
JEAN TAYLORBoard Member-$0--
KYLE WILHITEBoard Member-$0--
SARA WORDBoard Member-$0--
LEAH FORTENBERRYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lone Oak Isd Education Foundation
EIN
81-2390031
Phone
9403905888
Address
8162 HIGHWAY 69 S, LONE OAK, TX 75453

Signing Officer

Name
Liz Norman
Title
President
Phone
9403905888
Signed
2018-11-12

Preparer

Firm
Conway Company Cpas
Address
8910 WESLEY ST, GREENVILLE, TX 75402
Preparer
Coleen M Smith CPA Mo
Phone
9034501200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Education enrichment; donation; lone oak isd: 8162 hwy 69 s, lone oak, tx, 75453; none, 53872.

Form 990EZ, Part I, Line 10

Classroom grants; donation; teachers classroom donations: , , , ; , 3000.

Form 990EZ, Part I, Line 16

WEBSITE 147.

Form 990EZ, Part I, Line 16

ADVERTISING 563.

Form 990EZ, Part I, Line 16

INSURANCE 633.

Form 990EZ, Part I, Line 16

OTHER EXPENSES 2486.

Form 990EZ, Part II, Line 26

ACCOUNTS PAYABLE 164. 0.

Raw XML Appendix204 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANA HICKS
IRS990EZ/BooksInCareOfDetail/PhoneNum09403905888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08162 HWY 69 S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONE OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066596
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034634
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28630
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066596
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037802
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056872
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034634
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt151.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt161.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt171.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZ NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSE HAYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHYLLIS MAHAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAULA BILLINGSLEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LANCE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ORVILLE GENTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEBBIE HAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DANA HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD LEE HOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MENDY KIZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12SHANNON NICHOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13TIM NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JEAN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15KYLE WILHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16SARA WORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17LEAH FORTENBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03829
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE OPPORUNITIES FOR EXCELLENCE IN EDUCATION, PROMOTE INNOVATION IN TEACHING, AND PARTNER WITH THE COMMUNITY TO ENHANCE THE QUALITY OF EDUCATION AND INSPIRE LEARNING FOR STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt01655
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS, AND TECHNOLOGY FOR CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056872
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0208
IRS990EZ/SpecialEventsNetIncomeLossAmt0-208
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0164
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063056
IRS990EZ/TotalProgramServiceExpensesAmt056872
IRS990EZ/TotalRevenueAmt034426
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101855
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011900
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0113755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079121
IRS990ScheduleA/Total509Grp/TotalAmt0113755
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION ENRICHMENT; DONATION; LONE OAK ISD: 8162 HWY 69 S, LONE OAK, TX, 75453; NONE, 53872.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM GRANTS; DONATION; TEACHERS CLASSROOM DONATIONS: , , , ; , 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE 147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVERTISING 563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER EXPENSES 2486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS PAYABLE 164. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LIZ NORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09403905888
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONE OAK ISD EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0812390031
ReturnHeader/Filer/PhoneNum09403905888
ReturnHeader/Filer/USAddress/AddressLine1Txt08162 HIGHWAY 69 S
ReturnHeader/Filer/USAddress/CityNm0LONE OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075453
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07A663AE69AAEE68DE257831EB35EEEA40DB3C86D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07A663AE69AAEE68DE257831EB35EEEA40DB3C86D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.96.244.227
ReturnHeader/FilingSecurityInformation/IPDt02018-12-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:06:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONWAY COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08910 WESLEY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075402
ReturnHeader/PreparerPersonGrp/PhoneNum09034501200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLEEN M SMITH CPA MO
ReturnHeader/ReturnTs02018-12-10T07:06:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.