Nonprofit · EIN 85-0430763
LOWERY INSTITUTE FOR EXCELLENCE INC
Tax-exempt · FRISCO, TX 75033
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $185,534 | $147,025 | $38,509 | $89,785 | $18,935 | $70,850 |
| December 31, 2023 | 990 (amended) | $140,598 | $149,864 | -$9,266 | $61,992 | $29,651 | $32,341 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $99,900
- Program service revenue
- $85,634
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $78,000
- Salaries, compensation and benefits (total)
- $78,000
- Professional fundraising fees
- $0
- Travel
- $13,852
- Program services (functional)
- $117,440
- Management and general (functional)
- $29,585
Balance sheet and other
- Total assets, start of year
- $61,992
- Total assets, end of year
- $89,785
- Total liabilities, end of year
- $18,935
- Net assets, end of year
- $70,850
- Net assets without donor restrictions
- $70,850
- Gross receipts
- $185,534
- Employees
- 1
- Volunteers
- 1
- Year formed
- 1995
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Lowery | President Highest-paid employee | 60 | $72,000 |
| Rob Blackmon | Board Member Trustee or director | 0 | $0 |
| Becky Blackmon | Board Member Trustee or director | 0 | $0 |
| Terri Catt | Board Member Trustee or director | 0 | $0 |
| Homer Daniels | Board Member Trustee or director | 0 | $0 |
| Cindy Daniels | Board Member Trustee or director | 0 | $0 |
| Kent Geer | Board Member Trustee or director | 0 | $0 |
| Laurie Geer | Board Member Trustee or director | 0 | $0 |
| Tim Hall | Board Member Trustee or director | 0 | $0 |
| Libby Hall | Board Member Trustee or director | 0 | $0 |
| Tim Horner | Board Member Trustee or director | 0 | $0 |
| Peggy Horner | Board Member Trustee or director | 0 | $0 |
| Griff Jones | Board Member Trustee or director | 0 | $0 |
| Susie Jones | Board Member Trustee or director | 0 | $0 |
| Paul Jones | Board Member Trustee or director | 0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sharla Jones | Board Member Trustee or director | 0 | $0 |
| WL McCulloch | Board Member Trustee or director | 0 | $0 |
| Cynthia McCulloch | Board Member Trustee or director | 0 | $0 |
| Jon Moore | Board Member Trustee or director | 0 | $0 |
| Vicki Moore | Board Member Trustee or director | 0 | $0 |
| Penny Lowery | Vice President Officer | 60 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Lowery | President Trustee or director, Officer | 40 | $75,000 |
| Peggy Horner | Board Member Trustee or director | 1 | $0 |
| Griff Jones | Board Member Trustee or director | 1 | $0 |
| Tim Horner | Board Member Trustee or director | 1 | $0 |
| Libby Hall | Board Member Trustee or director | 1 | $0 |
| Susie Jones | Board Member Trustee or director | 1 | $0 |
| Jon Moore | Board Member Trustee or director | 1 | $0 |
| Vicki Moore | Board Member Trustee or director | 1 | $0 |
| Cynthia McCulloch | Board Member Trustee or director | 1 | $0 |
| Paul Jones | Board Member Trustee or director | 1 | $0 |
| Sharla Jones | Board Member Trustee or director | 1 | $0 |
| Terri Catt | Board Member Trustee or director | 1 | $0 |
| Homer Daniels | Board Member Trustee or director | 1 | $0 |
| Michael Catt | Board Member Trustee or director | 1 | $0 |
| Rob Blackmon | Board Member Trustee or director | 1 | $0 |
| Becky Blackmon | Board Member Trustee or director | 1 | $0 |
| Laurie Geer | Board Member Trustee or director | 1 | $0 |
| Penny Lowery | Board Member Trustee or director | 20 | $0 |
| Tim Hall | Board Member Trustee or director | 1 | $0 |
| Cindy Daniels | Board Member Trustee or director | 1 | $0 |
| Kent Geer | Board Member Trustee or director | 1 | $0 |
| WL McCulloch | Chairman of the Board Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4086 WING POINT DR, FRISCO, TX 75033-2917
- In care of
- % CHARLES LOWERY
- Signed the 990
- CHARLES LOWERY, President
- Website
- charleslowery.com
- Return prepared by
- Jessica Dayton CPA
Mission
Nonprofit educational organization primarily focused on relationship conferences
Program accomplishments
- The organizational exempt purpose achievements include relationship conferences, stress conferences, balance conferences, banquets, and luncheons.Expenses $117,440
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0430763
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X80)
- Assets (IRS master file)
- $89,785
- Income (IRS master file)
- $185,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $185,534 | $147,025 | $89,785 | XML |
| 990 | December 2023 | $140,598 | $149,864 | $61,992 | XML |
| 990 | December 2022 | $231,423 | $173,371 | $82,843 | IRS |
| 990 | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0430763).
Questions about LOWERY INSTITUTE FOR EXCELLENCE INC
- What is the EIN of LOWERY INSTITUTE FOR EXCELLENCE INC?
- The employer identification number (EIN) of LOWERY INSTITUTE FOR EXCELLENCE INC is 85-0430763.
- Is LOWERY INSTITUTE FOR EXCELLENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LOWERY INSTITUTE FOR EXCELLENCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOWERY INSTITUTE FOR EXCELLENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOWERY INSTITUTE FOR EXCELLENCE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWERY INSTITUTE FOR EXCELLENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of LOWERY INSTITUTE FOR EXCELLENCE INC?
- The 990 for the year ended December 31, 2024 lists 21 people; 1 received compensation from the organization, the highest $72,000 (Charles Lowery, President).
- How much revenue does LOWERY INSTITUTE FOR EXCELLENCE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $185,534, expenses of $147,025 and total assets of $89,785 at year end.
Other nonprofits in FRISCO
- FAR EAST BROADCASTING COMPANY EIN 95-1461574 · last filed 990 for 2025
- INSIGHT FOR LIVING EIN 95-3392299 · last filed 990 for 2025
- EVERY ORPHANS HOPE EIN 54-2059952 · last filed 990 for 2025
- HINDU TEMPLE OF FRISCO EIN 46-4530586 · last filed 990 for 2024
- GITA MANDIR INC EIN 99-1462854 · last filed 990 for 2024
- NEW ORTHODOX MISSION CHURCH OF NORTH DALLAS EIN 93-2290729 · last filed 990 for 2024
- REMNANT CHRISTIAN NETWORK DALLAS TEXAS EIN 33-2271489 · last filed 990 for 2025
- GURUGHAR INC EIN 82-2453469 · last filed 990 for 2024