Civic Intelligence

Joseph Lewicki Foundation

990 • Fiscal year 2013 • EIN 26-3378291

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 28, 2014

Organization ProfileN/A
3900 N Ocean Drive33308

(954) 776-6318

Siviq Scores

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

Liabilities / Assets

99th percentile

8.24x

Higher debt load relative to assets than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

2.48x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-115%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$864

Up $264 (+44%) from 2012

Net Assets

Down

-$6,258

Down $3,319 (-113%) from 2012

Liabilities

Up

$7,122

Up $3,583 (+101%) from 2012

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin4th percentile

Revenue

$2,874

No earlier filing loaded for comparison.

Expenses

Up

$6,193

Up $2,273 (+58%) from 2012

Net Income

-$3,319

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$10K$5.0K$0-$5.0K-$10KAssets 2010: $30Liabilities 2010: $3,150Net Assets 2010: -$3,1202010Assets 2011: $29Liabilities 2011: $3,539Net Assets 2011: -$3,5102011Assets 2012: $600Liabilities 2012: $3,539Net Assets 2012: -$2,9392012Assets 2013: $864Liabilities 2013: $7,122Net Assets 2013: -$6,2582013Assets 2014: $864Liabilities 2014: $7,122Net Assets 2014: -$6,2582014

Highlighted filing

2013

Assets$864
Liabilities$7,122
Net Assets-$6,258
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $5,7232010Expenses 2011: $10,1392011Expenses 2012: $3,9202012Revenue 2013: $2,874Expenses 2013: $6,193Net Income 2013: -$3,3192013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2013

Revenue$2,874
Expenses$6,193
Net Income-$3,319
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$2,874
Mission and Program Overview

Mission

The purpose of the foundation is to be a charity to help families that have a chronically ill young adult with financial help to allow these students to attend college, graduate school and, to promote independence and self reliance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$3,539$7,122▲ $3,583
Cash and Non-Interest-Bearing Accounts$600$864▲ $264
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$600$864▲ $264
Other Assets Total-$0-
Liabilities
Total Liabilities$3,539$7,122▲ $3,583
Net Assets / Fund Balance
Unrestricted Net Assets$-2,939$-6,258▼ $3,319
Total Net Assets Fund Balance$-2,939$-6,258▼ $3,319
Total Liabilities and Net Assets / Fund Balance$600$864▲ $264
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Kathleen Higgins LeePresident
Linda BockstegeVice President
George J LeeDirector
Larisa McgrathSecretary
Michael McgrathTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,874
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,874
Change in Net Assets
$-3,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,443
Grants and Similar Amounts Paid$2,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,750--$2,750
Office Expenses-$556-$556
Fees for Services Accounting-$400-$400
Other Expenses-$65-$65
All Other Expenses-$30-$30
Total Functional Expenses$2,750$3,443$0$6,193
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,539$7,122▲ $3,583
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“"FAMILY RELATIONSHIP"”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON WRITTEN REQUEST.”

Filing and Contact Details

Filer

EIN
26-3378291
Phone
9547766318

Signing Officer

Name
Kathleen Higgins Lee
Title
President
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Robert P Reilly CPA
Phone
5164888400
Raw XML Appendix363 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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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02750
IRS990/TotalFunctionalExpensesGrp/TotalAmt06193
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03539
IRS990/TotalLiabilitiesEOYAmt07122
IRS990/TotalLiabilitiesGrp/BOYAmt03539
IRS990/TotalLiabilitiesGrp/EOYAmt07122
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2939
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-6258
IRS990/TotalProgramServiceExpensesAmt02750
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02874
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0864
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-2939
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-6258
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN HIGGINS LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE JOSEPH LEWICKI CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0263378291
ReturnHeader/Filer/PhoneNum09547766318
ReturnHeader/Filer/USAddress/AddressLine103900 N OCEAN DRIVE
ReturnHeader/Filer/USAddress/City0FORT LAUDERDALE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SHR CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103000 MARCUS AVE STE 3W4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0110421009
ReturnHeader/PreparerPersonGrp/PhoneNum05164888400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P REILLY CPA
ReturnHeader/ReturnTs02014-10-28T13:37:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$864
Liabilities
$7,122
Net assets
-$6,258
Revenue
$2,874
Expenses
$6,193
Net income
-$3,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.86$7.12$6.26$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.86$7.12$6.26$2.87$6.19$3.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$3.54$2.94$3.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$3.54$3.51$10.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$3.15$3.12$5.72