Civic Intelligence

Lifepoint Charitable Endowment Inc

EIN 26-3776538 • 501(c)3 • Houston, TX

Profile

To promote the donation of life ins pol

802 Redleaf LaneHouston, TX 77090

www.lifepointce.org

Siviq Scores

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

Liabilities / Assets

99th percentile

33.97x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-41%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$14,275

Down $9,728 (-41%) from 2016

Liabilities

Up

$484,893

Up $44,423 (+10%) from 2016

Net Assets

Down

-$470,618

Down $54,151 (-13%) from 2016

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$56,195

Down $142,181 (-72%) from 2016

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$500K$0-$500KAssets 2012: $413,216Liabilities 2012: $350,000Net Assets 2012: $63,2162012Assets 2013: $190,922Liabilities 2013: $82,038Net Assets 2013: $108,8842013Assets 2014: $100,072Liabilities 2014: $204,295Net Assets 2014: -$104,2232014Assets 2015: $23,506Liabilities 2015: $241,597Net Assets 2015: -$218,0912015Assets 2016: $24,003Liabilities 2016: $440,470Net Assets 2016: -$416,4672016Assets 2017: $14,275Liabilities 2017: $484,893Net Assets 2017: -$470,6182017

Highlighted filing

2017

Assets$14,275
Liabilities$484,893
Net Assets-$470,618
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2012: $141,9242012Revenue 2013: $280,961Expenses 2013: $235,293Net Income 2013: $45,6682013Revenue 2014: $58,098Expenses 2014: $271,205Net Income 2014: -$213,1072014Revenue 2015: $3,329Expenses 2015: $117,197Net Income 2015: -$113,8682015Expenses 2016: $198,3762016Expenses 2017: $56,1952017

Highlighted filing

2017

Revenue-
Expenses$56,195
Net Income-
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,275
Liabilities
$484,893
Net assets
-$470,618
Revenue
-
Expenses
$56,195
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.14$4.85$4.71$0.56
2016Detailed filing. Detailed filing data is available for this year.$0.24$4.40$4.16$1.98
2015Detailed filing. Detailed filing data is available for this year.$0.24$2.42$2.18$0.03$1.17$1.14
2014Detailed filing. Detailed filing data is available for this year.$1.00$2.04$1.04$0.58$2.71$2.13
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.82$1.09$2.81$2.35$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$3.50$0.63$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$0
Mission and Program Overview

Mission

We help charities thrive. Lifepoint collects donations of life insurance policies from seniors who then name the charities they want to benefit from their life policy. Lifepoint works to secure cash donations and loans to pay premium obligations

To promote the donation of life ins pol

Program Services

DescriptionGrantsExpenses
PAID LIFE INS POLICIES-$56,195
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE E TONEYCEO-$0--
JAMES B MCELRAVYCFO-$0--
Filing and Contact Details

Filer

Filer Name
Lifepoint Charitable Endowment Inc
EIN
26-3776538
Address
802 REDLEAF LANE, HOUSTON, TX 77090

Signing Officer

Name
Dale Toney
Title
President
Phone
2812356000
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
James B Mcelravy CPA
Address
363 N SAM HOUSTON PKWY STE 1100, HOUSTON, TX 77060
Preparer
James B McElravy CPA
Phone
7134502727
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank sc 168interest 35,550insurance premiums 18,611”

Description of other assets Part II line 24

“Category beginning of year end of yearcash value life insurance 21,954 14,275”

Description of total liabilities Part II line 26

“Category beginning of year end of yearmortgages and notes payable 438,426 484,893”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DALE E TONEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02812356000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0802 REDLEAF LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-56195
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01866
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024003
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014275
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-414423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-470618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-414423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-470618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE E TONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES B MCELRAVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021954
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014275
IRS990EZ/OtherExpensesTotalAmt054329
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE DONATION OF LIFE INS POL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAID LIFE INS POLICIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056195
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0438426
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0484893
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056195
IRS990EZ/TotalProgramServiceExpensesAmt056195
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LIFEPOINTCE.ORG
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK SC 168INTEREST 35,550INSURANCE PREMIUMS 18,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARCASH VALUE LIFE INSURANCE 21,954 14,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARMORTGAGES AND NOTES PAYABLE 438,426 484,893
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE TONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02812356000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEPOINT CHARITABLE ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0263776538
ReturnHeader/Filer/USAddress/AddressLine1Txt0802 REDLEAF LANE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077090
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0497EEDBD8A4B1AF2B6AB14FDA95C94CCBEEDFF67
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0497EEDBD8A4B1AF2B6AB14FDA95C94CCBEEDFF67
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07614662018284n1x03xo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTm010:24:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261782782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES B MCELRAVY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0363 N SAM HOUSTON PKWY STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077060
ReturnHeader/PreparerPersonGrp/PhoneNum07134502727
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James B McElravy CPA
ReturnHeader/ReturnTs02018-10-11T10:22:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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