Civic Intelligence

Elkin Lewis Fund Tw

990PF • Fiscal year 2018 • EIN 23-6214962

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 20, 2019

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

5th percentile

-76%

Higher net margin than 5% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$164,780

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

19th percentile

-5.2%

Faster asset growth than 19% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$13,356,667

Down $731,968 (-5.2%) from 2017

Net Assets

Down

$13,356,667

Down $731,968 (-5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin5th percentile

Revenue

Down

$942,869

Down $1,976,413 (-68%) from 2017

Expenses

Up

$1,659,248

Up $50,929 (+3.2%) from 2017

Net Income

Down

-$716,379

Down $2,027,342 (-155%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$40M$30M$20M$10M$0Assets 2011: $14,191,790Liabilities 2011: $0Net Assets 2011: $14,191,7902011Assets 2013: $13,932,166Liabilities 2013: $0Net Assets 2013: $13,932,1662013Assets 2014: $14,693,142Liabilities 2014: $0Net Assets 2014: $14,693,1422014Assets 2015: $14,059,212Liabilities 2015: $0Net Assets 2015: $14,059,2122015Assets 2016: $12,777,306Liabilities 2016: $0Net Assets 2016: $12,777,3062016Assets 2017: $14,088,635Liabilities 2017: $0Net Assets 2017: $14,088,6352017Assets 2018: $13,356,667Liabilities 2018: $0Net Assets 2018: $13,356,6672018Assets 2019: $14,767,491Liabilities 2019: $0Net Assets 2019: $14,767,4912019Assets 2020: $14,273,411Liabilities 2020: $0Net Assets 2020: $14,273,4112020Assets 2021: $14,609,573Liabilities 2021: $0Net Assets 2021: $14,609,5732021Assets 2022: $33,901,929Liabilities 2022: $0Net Assets 2022: $33,901,9292022Assets 2023: $32,728,198Liabilities 2023: $0Net Assets 2023: $32,728,1982023Assets 2024: $32,106,119Liabilities 2024: $0Net Assets 2024: $32,106,1192024

Highlighted filing

2018

Assets$13,356,667
Liabilities$0
Net Assets$13,356,667
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $1,149,5712011Revenue 2013: $1,423,995Expenses 2013: $1,670,089Net Income 2013: -$246,0942013Revenue 2014: $2,564,629Expenses 2014: $1,761,424Net Income 2014: $803,2052014Revenue 2015: $1,168,507Expenses 2015: $1,800,017Net Income 2015: -$631,5102015Revenue 2016: $499,872Expenses 2016: $1,781,041Net Income 2016: -$1,281,1692016Revenue 2017: $2,919,282Expenses 2017: $1,608,319Net Income 2017: $1,310,9632017Revenue 2018: $942,869Expenses 2018: $1,659,248Net Income 2018: -$716,3792018Revenue 2019: $2,888,007Expenses 2019: $1,475,536Net Income 2019: $1,412,4712019Revenue 2020: $1,175,875Expenses 2020: $1,672,832Net Income 2020: -$496,9572020Revenue 2021: $1,986,115Expenses 2021: $1,649,242Net Income 2021: $336,8732021Revenue 2022: $21,453,185Expenses 2022: $2,171,580Net Income 2022: $19,281,6052022Revenue 2023: $626,639Expenses 2023: $1,795,472Net Income 2023: -$1,168,8332023Revenue 2024: $1,196,718Expenses 2024: $1,812,036Net Income 2024: -$615,3182024

Highlighted filing

2018

Revenue$942,869
Expenses$1,659,248
Net Income-$716,379
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 20, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$164,780-$164,780
Filing and Contact Details

Filer

Filer Name
Elkin Lewis Fund Tw
EIN
23-6214962
Phone
8003523705
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2019-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 707 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1To the foundations knowledge no funds have been diverted to any activity other than originally made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2To the foundations knowledge no funds have been diverted to any activity other than originally made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3To the foundations knowledge no funds have been diverted to any activity other than originally made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4To the foundations knowledge no funds have been diverted to any activity other than originally made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0The Merchants FD of PA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1The Merchants FD of PA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2The Merchants FD of PA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3The Merchants FD of PA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine2Txt1C/O Patricia Blakely
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0To provide relief for indigent merchants, their widows, and their families.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1To provide relief for indigent merchants, their widows, and their families
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2The Foundation has no reason to doubt the accuracy of information supplied therefore, no direct independent verification
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3The Foundation has no reason to doubt the accuracy of information supplied therefore, no direct independent verification
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51914805EU6 UNIV OF PITTSBURGH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52534187109 LINCOLN NATL CORP IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53913903100 UNIVERSAL HEALTH SVC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54693506BD8 PPG INDUSTRIES INC 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55125509BN8 CIGNA CORP 4.375% 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5620281PGJ5 CMWLTH FING AUTH PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57427866108 THE HERSHEY COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58611530AX4 MONROEVILLE PA FIN 5
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0680362
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0230167
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt032340
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0942869
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0230167
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0148302
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0164780
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01480000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01480000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0582756
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0680362
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-716379
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0619116
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0230167
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0664621
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01497478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0148302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01659248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0812923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0942869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017478
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0148302
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0179248
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31941-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3392

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,356,667
Liabilities
$0
Net assets
$13,356,667
Revenue
$942,869
Expenses
$1,659,248
Net income
-$716,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$1.20$1.81$0.62
2023Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$0.63$1.80$1.17
2022Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$21.5$2.17$19.3
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.99$1.65$0.34
2020Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.18$1.67$0.50
2019Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.89$1.48$1.41
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.94$1.66$0.72
2017Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$2.92$1.61$1.31
2016Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.50$1.78$1.28
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$1.17$1.80$0.63
2014Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.56$1.76$0.80
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.42$1.67$0.25
2011Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.15