Civic Intelligence

Lisa and Michael Leffell Foundation

990T • Fiscal year 2023 • EIN 31-6633021

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
10 E 53rd St 18th FLNew York, NY 10022

(646) 532-2445

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2014: $28,148,516Liabilities 2014: $0Net Assets 2014: $28,148,5162014Assets 2015: $25,580,306Liabilities 2015: $0Net Assets 2015: $25,580,3062015Assets 2016: $24,492,076Liabilities 2016: $0Net Assets 2016: $24,492,0762016Assets 2017: $24,123,921Liabilities 2017: $1,293Net Assets 2017: $24,122,6282017Assets 2018: $24,887,356Liabilities 2018: $60,824Net Assets 2018: $24,826,5322018Assets 2019: $23,971,069Liabilities 2019: $0Net Assets 2019: $23,971,0692019Assets 2022: $16,397,301Liabilities 2022: $0Net Assets 2022: $16,397,3012022Assets 2024: $16,878,879Liabilities 2024: $0Net Assets 2024: $16,878,8792024

Latest loaded filing

2024

Assets$16,878,879
Liabilities$0
Net Assets$16,878,879
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $1,141,387Expenses 2014: $2,429,417Net Income 2014: -$1,288,0302014Revenue 2015: $1,148,259Expenses 2015: $3,635,272Net Income 2015: -$2,487,0132015Revenue 2016: $2,260,173Expenses 2016: $3,160,163Net Income 2016: -$899,9902016Revenue 2017: $1,605,818Expenses 2017: $2,765,668Net Income 2017: -$1,159,8502017Revenue 2018: $3,845,235Expenses 2018: $2,373,151Net Income 2018: $1,472,0842018Revenue 2019: $1,512,415Expenses 2019: $4,113,998Net Income 2019: -$2,601,5832019Revenue 2022: $3,555,670Expenses 2022: $2,139,329Net Income 2022: $1,416,3412022Revenue 2024: $1,999,513Expenses 2024: $3,388,320Net Income 2024: -$1,388,8072024

Latest loaded filing

2024

Revenue$1,999,513
Expenses$3,388,320
Net Income-$1,388,807
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Lisa & Michael Leffell Foundation
EIN
31-6633021
Phone
6465322445
Address
10 E 53RD ST 18TH FL, NEW YORK, NY 10022

Signing Officer

Name
Michael Leffell
Title
Officer
Phone
6465322445
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
300 MADISON AVE, NEW YORK, NY 10017-6204
Preparer
David M Cherill
Phone
6464713000
Raw XML Appendix110 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-23238
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-1945
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-23238
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-1945
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-23238
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0UPPER90 FUND II LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-23238
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-1945
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0UPPER90 FUND II LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-1945
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AlternativeMinimumTaxAmt048072
IRS990T/AvlblPre2018NOLCarryoverAmt0359217
IRS990T/BalanceDueAmt0149412
IRS990T/BooksInCareOfDetail/PersonNm0MICHAEL LEFFELL
IRS990T/BooksInCareOfDetail/PhoneNum06465322445
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt010 EAST 53RD STREET 18TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010022
IRS990T/BookValueAssetsEOYAmt018294719
IRS990T/CharitableContributionsDedAmt054
IRS990T/ESPenaltyAmt08217
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0359217
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0138584
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd01
IRS990TScheduleA/InterestDeductionAmt070
IRS990TScheduleA/NetOperatingLossDeductionAmt0138584
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0MICHAEL LEFFELL
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm1LISA LEFFELL
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.00000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct10.00000
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0OFFICER
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1OFFICER
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt00
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt10
IRS990TScheduleA/OtherDeductionsAmt0251
IRS990TScheduleA/OtherIncomeAmt0942621
IRS990TScheduleA/PrincipalBusinessActivityCd01
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0321
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0942621
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0942621
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OTHER
IRS990TScheduleA/UBIBeforeNOLDedAmt0942300
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0803716
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt093123
IRS990T/TaxLessCreditsAmt0141195
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0141195
IRS990T/TotalTaxComputationAmt0141195
IRS990T/TotalUBTIAmt0443445
IRS990T/TotalUBTIBeforeNOLSpecificAmt0803662
IRS990T/TotalUBTIBeforeSection199AAmt0444445
IRS990T/TotalUBTIComputedAmt0803716
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL LEFFELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06465322445
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LISA & MICHAEL LEFFELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LISA
ReturnHeader/Filer/EIN0316633021
ReturnHeader/Filer/PhoneNum06465322445
ReturnHeader/Filer/USAddress/AddressLine1Txt010 E 53RD ST 18TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 MADISON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176204
ReturnHeader/PreparerPersonGrp/PhoneNum06464713000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M CHERILL
ReturnHeader/ReturnTs02024-11-14T14:17:33-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$2.00$3.39$1.39
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$3.56$2.14$1.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.0$0.00$24.0$1.51$4.11$2.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.06$24.8$3.85$2.37$1.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.00$24.1$1.61$2.77$1.16
2016Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$2.26$3.16$0.90
2015Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.15$3.64$2.49
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.14$2.43$1.29