Civic Intelligence

Phoebe R and John D Lewis Foundation

990PF • Fiscal year 2016 • EIN 31-1401478

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
5205 N Ironwood Rd No 211Milwaukee, WI 53217

(414) 231-9724

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.6%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-16%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,686,368

Down $122,314 (-1.6%) from 2015

Net Assets

Down

$7,686,368

Down $122,314 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin17th percentile

Revenue

Down

$493,683

Down $95,164 (-16%) from 2015

Expenses

Down

$609,677

Down $78,871 (-11%) from 2015

Net Income

Down

-$115,994

Down $16,293 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2010: $6,746,411Liabilities 2010: $94,949Net Assets 2010: $6,651,4622010Assets 2011: $6,471,911Liabilities 2011: $0Net Assets 2011: $6,471,9112011Assets 2012: $6,626,550Liabilities 2012: $345Net Assets 2012: $6,626,2052012Assets 2013: $6,869,199Liabilities 2013: $0Net Assets 2013: $6,869,1992013Assets 2014: $7,914,265Liabilities 2014: $0Net Assets 2014: $7,914,2652014Assets 2015: $7,808,682Liabilities 2015: $0Net Assets 2015: $7,808,6822015Assets 2016: $7,686,368Liabilities 2016: $0Net Assets 2016: $7,686,3682016Assets 2017: $7,758,345Liabilities 2017: $0Net Assets 2017: $7,758,3452017Assets 2018: $7,969,844Liabilities 2018: $0Net Assets 2018: $7,969,8442018Assets 2019: $7,942,715Liabilities 2019: $0Net Assets 2019: $7,942,7152019Assets 2020: $8,912,680Liabilities 2020: $0Net Assets 2020: $8,912,6802020Assets 2021: $8,917,546Liabilities 2021: $0Net Assets 2021: $8,917,5462021Assets 2022: $8,765,128Liabilities 2022: $0Net Assets 2022: $8,765,1282022

Highlighted filing

2016

Assets$7,686,368
Liabilities$0
Net Assets$7,686,368
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $409,0822010Expenses 2011: $457,5432011Expenses 2012: $477,0262012Revenue 2013: $778,322Expenses 2013: $497,024Net Income 2013: $281,2982013Revenue 2014: $1,606,782Expenses 2014: $561,716Net Income 2014: $1,045,0662014Revenue 2015: $588,847Expenses 2015: $688,548Net Income 2015: -$99,7012015Revenue 2016: $493,683Expenses 2016: $609,677Net Income 2016: -$115,9942016Revenue 2017: $708,341Expenses 2017: $632,392Net Income 2017: $75,9492017Revenue 2018: $963,885Expenses 2018: $752,385Net Income 2018: $211,5002018Revenue 2019: $782,472Expenses 2019: $805,980Net Income 2019: -$23,5082019Revenue 2020: $1,778,346Expenses 2020: $807,445Net Income 2020: $970,9012020Revenue 2021: $847,427Expenses 2021: $838,884Net Income 2021: $8,5432021Revenue 2022: $867,861Expenses 2022: $1,020,279Net Income 2022: -$152,4182022

Highlighted filing

2016

Revenue$493,683
Expenses$609,677
Net Income-$115,994
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phoebe R LewisPresident-$0--
Graham D LewisTreasurer-$0--
Meredith DeganSecretary-$0--
Bradley LewisVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Phoebe R & John D Lewis Foundation
EIN
31-1401478
Phone
4142319724
Address
5205 N Ironwood Rd No 211, Milwaukee, WI 53217

Signing Officer

Name
Phoebe Lewis
Title
Treasurer
Phone
4142319724
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
PO Box 12237, Green Bay, WI 54307-2237
Preparer
Ryan Laughlin CPA
Phone
9206620016
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0572016
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0579936
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07920
IRS990PF/DistributableAmountGrp/TotalTaxAmt07920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012099
IRS990PF/FMVAssetsEOYAmt012019937
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06470410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06545909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010879478
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07808682
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07686368
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01338272
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01140459
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01140459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07808682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07686368
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012019937
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07808682
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07686368
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07808682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07686368
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011775356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01447104
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010328252
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0176630
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0579936
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011598726
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011775356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Phoebe R Lewis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Graham D Lewis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Meredith Degan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Bradley Lewis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice-President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01800 N Prospect Ave Apt 20D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15638 S Dorchester Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23518 Blackhawk Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt370 Somerset St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Madison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Belmont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0537508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0541468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0586937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0466235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0417600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0410875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0384323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011598726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011534461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011061255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09487032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08493800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08304374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0520000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.231708
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0520000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0520000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0520000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05205 N Ironwood Road Ste 211
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Graham Lewis
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142319724
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Phoebe R Lewis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,686,368
Liabilities
$0
Net assets
$7,686,368
Revenue
$493,683
Expenses
$609,677
Net income
-$115,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.87$1.02$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.00$8.92$0.85$0.84$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$1.78$0.81$0.97
2019Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.78$0.81$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.96$0.75$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.71$0.63$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.49$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.59$0.69$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.61$0.56$1.05
2013Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.78$0.50$0.28
2012Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.48
2011Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.46
2010Detailed filing. Detailed filing data is available for this year.$6.75$0.09$6.65$0.41
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $5M-$10M nonprofits