LOWERY INSTITUTE FOR EXCELLENCE INC

EIN: 850430763 501(c)(3) Religion

FRISCO, TX

Total Revenue
$92,052
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
TX
Principal Officer
Dr Charles Lowery
Phone
9403954860
Tax Period
2023-01-01 to 2023-12-31

LOWERY INSTITUTE FOR EXCELLENCE INC, founded in 2000, is a micro nonprofit in the Religion sector that reported $92K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring.

Mission

We are an educational non-profit with Charles Lowery being the only employee who speaks for organizations educating them on life events such as relationships and balance between work and home life. He is a psychologist.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $34,600
Program Service Revenue $57,452
Investment Income $0
Other Revenue $0
TOTAL REVENUE $92,052

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue $92,052 $231,823 -0.6%
Expenses N/A $173,371 -1.0%
Net Income N/A $58,452 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Charlesl Lowery President 30.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $92,052 No data No data No data
2023 $140,598 $149,864 $61,992 $-9,266
2022 $231,423 $173,371 $82,843 $58,052
2021 $180,804 $189,045 $66,241 $-8,241
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