Civic Intelligence

Lcsd 2 Education Foundation

EIN 83-0332506 • 501(c)3 • Afton, WY

Profile

To provide scholarships for students, improve eduction and provide grants to teachers.

222 E 4th AveAfton, WY 83110-1010
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

38th percentile

-11%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$502,216

Up $122,185 (+32%) from 2022

Liabilities

Flat

$11,825

Flat from 2022

Net Assets

Up

$490,391

Up $122,185 (+33%) from 2022

Revenue

Up

$246,547

Up $148,404 (+151%) from 2022

Expenses

Down

$140,665

Down $2,092 (-1.5%) from 2022

Net Income

Up

$105,882

Up $150,496 (+337%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $178,930Liabilities 2010: $21,396Net Assets 2010: $157,5342010Assets 2013: $210,590Liabilities 2013: $11,825Net Assets 2013: $198,7652013Assets 2014: $228,418Liabilities 2014: $11,825Net Assets 2014: $216,5932014Assets 2015: $247,161Liabilities 2015: $11,825Net Assets 2015: $235,3362015Assets 2016: $394,072Liabilities 2016: $9,555Net Assets 2016: $384,5172016Assets 2017: $536,462Liabilities 2017: $9,480Net Assets 2017: $526,9822017Assets 2018: $642,336Liabilities 2018: $11,825Net Assets 2018: $630,5112018Assets 2019: $358,435Liabilities 2019: $11,825Net Assets 2019: $346,6102019Assets 2020: $344,400Liabilities 2020: $11,825Net Assets 2020: $332,5752020Assets 2021: $424,845Liabilities 2021: $11,825Net Assets 2021: $413,0202021Assets 2022: $380,031Liabilities 2022: $11,825Net Assets 2022: $368,2062022Assets 2023: $502,216Liabilities 2023: $11,825Net Assets 2023: $490,3912023

Highlighted filing

2023

Assets$502,216
Liabilities$11,825
Net Assets$490,391

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $36,508Expenses 2010: $43,043Net Income 2010: -$6,5352010Revenue 2013: $60,975Expenses 2013: $44,946Net Income 2013: $16,0292013Revenue 2014: $65,779Expenses 2014: $47,951Net Income 2014: $17,8282014Revenue 2015: $79,051Expenses 2015: $60,308Net Income 2015: $18,7432015Revenue 2016: $214,320Expenses 2016: $65,139Net Income 2016: $149,1812016Revenue 2017: $203,515Expenses 2017: $74,482Net Income 2017: $129,0332017Revenue 2018: $163,333Expenses 2018: $57,458Net Income 2018: $105,8752018Revenue 2019: $104,688Expenses 2019: $75,787Net Income 2019: $28,9012019Revenue 2020: $86,091Expenses 2020: $98,506Net Income 2020: -$12,4152020Revenue 2021: $166,667Expenses 2021: $96,415Net Income 2021: $70,2522021Revenue 2022: $98,143Expenses 2022: $142,757Net Income 2022: -$44,6142022Revenue 2023: $246,547Expenses 2023: $140,665Net Income 2023: $105,8822023

Highlighted filing

2023

Revenue$246,547
Expenses$140,665
Net Income$105,882

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 27, 2024
Return Version
2023v5.0
Gross Receipts
$246,547
Mission and Program Overview

Mission

To provide scholarships for students, improve eduction and provide grants to teachers.

To provide scholarships to worthy students and provide grants to teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$368,206$490,391▲ $122,185
Savings and Temporary Cash Investments$257,924$366,997▲ $109,073
Investments in Publicly Traded Securities$110,687$125,643▲ $14,956
Accounts Receivable$11,420$9,576▼ $1,844
Total Assets$380,031$502,216▲ $122,185
Liabilities
Other Liabilities$11,825$11,825→ $0
Total Liabilities$11,825$11,825→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$368,206$490,391▲ $122,185
Total Liabilities and Net Assets / Fund Balance$380,031$502,216▲ $122,185

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,000-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim HaleChairman
Alan StaufferBoard Member
Cory FromeBoard Member
Dan DockstaderBoard Member
Jason HorsleyBoard Member
Jennifer ScherbelBoard Member
Marti HalversonBoard Member
Jan MoodyDirector
Matt EricksonDirector
Tel JohnsonDirector
Tim AllredDirector
Marty KleemamTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$241,315
Program Service Revenue
$0
Investment Income
$5,232
Other Revenue
$0
All Other Contributions
$241,315
Change in Net Assets
$105,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,004
Grants and Similar Amounts Paid$13,811
Professional Fundraising Fees$2,850
Total Fundraising Expense$2,850
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$19,860-$19,860
Grants to Domestic Individuals$13,811--$13,811
Fees for Services Professional Fundraising--$2,850$2,850
All Other Expenses-$1,005-$1,005
Insurance-$864-$864
Office Expenses-$742-$742
Other Expenses$738$754-$738
Advertising-$437-$437
Travel-$394-$394
Total Functional Expenses$112,054$25,761$2,850$140,665
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,850
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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

PART VI, SECTION A, LINE 8A

Minutes are taken at each meeting, sent out to the board after the meeting and kept in the records.

PART VI, SECTION A, LINE 8B

Minutes are taken at each meeting, sent out to the board after the meeting and kept in the records.

Part VI, Section B, Line 11

A copy is kept at the organizations office.

Part VI, Section C, Line 19

It is available if anyone requests it.

Filing and Contact Details

Filer

Filer Name
Lcsd 2 Education Foundation
EIN
83-0332506
Address
222 E 4TH AVE, AFTON, WY 83110-1010

Signing Officer

Name
Tim Hale
Title
Chairman
Signed
2024-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Hale
Formed
2001
Legal Domicile
Wy
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Megan Johnson
Address
390 BEAR CREEK ESTATES DRIVE, THAYNE, WY 83127
Preparer
Megan Johnson
Phone
3078834573
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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/AgentTrusteeEtcInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02000
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt02000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Minutes are taken at each meeting, sent out to the board after the meeting and kept in the records.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Minutes are taken at each meeting, sent out to the board after the meeting and kept in the records.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy is kept at the organizations office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3It is available if anyone requests it.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0380031
IRS990/TotalAssetsEOYAmt0502216
IRS990/TotalAssetsGrp/BOYAmt0380031
IRS990/TotalAssetsGrp/EOYAmt0502216
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0241315
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025761
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112054
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140665
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011825
IRS990/TotalLiabilitiesEOYAmt011825
IRS990/TotalLiabilitiesGrp/BOYAmt011825
IRS990/TotalLiabilitiesGrp/EOYAmt011825
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0368206
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0490391
IRS990/TotalProgramServiceExpensesAmt093145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246547
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0380031
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IRS990/TravelGrp/ManagementAndGeneralAmt0394
IRS990/TravelGrp/TotalAmt0394
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IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01046 WASHINGTON
IRS990/USAddress/CityNm0AFTON
IRS990/USAddress/StateAbbreviationCd0WY
IRS990/USAddress/ZIPCd083110
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LCSD 2 EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LCSD
ReturnHeader/Filer/EIN0830332506
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 E 4TH AVE
ReturnHeader/Filer/USAddress/CityNm0AFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd0831101010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830348483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEGAN JOHNSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0390 BEAR CREEK ESTATES DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083127
ReturnHeader/PreparerPersonGrp/PhoneNum03078834573
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN JOHNSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-04T10:58:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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