Civic Intelligence

Merle and Teresa Fischlowitz Family Foundation

EIN 33-0940158 • San Diego, CA

Pub. 78 Eligible
5348 Carroll Canyon Road Suite 200San Diego, CA 92121
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

98th percentile

382%

Faster asset growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

8105%

Faster revenue growth than 100% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$545,459

Up $432,289 (+382%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$545,459

Up $432,289 (+382%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

Up

$437,249

Up $431,920 (+8105%) from 2023

Expenses

Down

$4,767

Down $187 (-3.8%) from 2023

Net Income

Up

$432,482

Up $432,107 (+115229%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2011: $17,642Liabilities 2011: $0Net Assets 2011: $17,6422011Assets 2012: $17,828Liabilities 2012: $0Net Assets 2012: $17,8282012Assets 2013: $17,052Liabilities 2013: $0Net Assets 2013: $17,0522013Assets 2014: $16,889Liabilities 2014: $0Net Assets 2014: $16,8892014Assets 2015: $150,291Liabilities 2015: $0Net Assets 2015: $150,2912015Assets 2016: $148,505Liabilities 2016: $0Net Assets 2016: $148,5052016Assets 2017: $152,018Liabilities 2017: $0Net Assets 2017: $152,0182017Assets 2018: $152,890Liabilities 2018: $0Net Assets 2018: $152,8902018Assets 2019: $139,506Liabilities 2019: $0Net Assets 2019: $139,5062019Assets 2020: $130,066Liabilities 2020: $2Net Assets 2020: $130,0642020Assets 2021: $114,741Liabilities 2021: $0Net Assets 2021: $114,7412021Assets 2022: $112,795Liabilities 2022: $0Net Assets 2022: $112,7952022Assets 2023: $113,170Liabilities 2023: $0Net Assets 2023: $113,1702023Assets 2024: $545,459Liabilities 2024: $0Net Assets 2024: $545,4592024

Highlighted filing

2024

Assets$545,459
Liabilities$0
Net Assets$545,459
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $2,7872011Expenses 2012: $1,7102012Revenue 2013: $22,568Expenses 2013: $17,898Net Income 2013: $4,6702013Revenue 2014: $1,627Expenses 2014: $1,790Net Income 2014: -$1632014Revenue 2015: $166,996Expenses 2015: $33,501Net Income 2015: $133,4952015Revenue 2016: $14,601Expenses 2016: $16,580Net Income 2016: -$1,9792016Revenue 2017: $7,064Expenses 2017: $3,321Net Income 2017: $3,7432017Revenue 2018: $5,070Expenses 2018: $4,486Net Income 2018: $5842018Revenue 2019: $18,505Expenses 2019: $31,745Net Income 2019: -$13,2402019Revenue 2020: $20,821Expenses 2020: $29,937Net Income 2020: -$9,1162020Revenue 2021: $12,154Expenses 2021: $27,477Net Income 2021: -$15,3232021Revenue 2022: $15,344Expenses 2022: $17,290Net Income 2022: -$1,9462022Revenue 2023: $5,329Expenses 2023: $4,954Net Income 2023: $3752023Revenue 2024: $437,249Expenses 2024: $4,767Net Income 2024: $432,4822024

Highlighted filing

2024

Revenue$437,249
Expenses$4,767
Net Income$432,482
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,459
Liabilities
$0
Net assets
$545,459
Revenue
$437,249
Expenses
$4,767
Net income
$432,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$4.37$0.05$4.32
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.15$0.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.27$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.21$0.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.19$0.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.07$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.15$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.67$0.34$1.33
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.23$0.18$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLE FISCHLOWITZDirector-$0--
TERESA WHORTONDirector-$0--
DR SARA F DAVISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Merle Fischlowitz Family Foundation Inc
EIN
33-0940158
Phone
8587504200
Address
5348 CARROLL CANYON ROAD SUITE 200, SAN DIEGO, CA 92121

Signing Officer

Name
Teresa Whorton
Title
Director/CFO/treasurer
Phone
8587504200
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Alvarez Tax & Accounting Llp
Address
12760 HIGH BLUFF DRIVE SUITE 250, SAN DIEGO, CA 92130
Preparer
Jeffrey L Alvarez
Phone
8583689122
Raw XML Appendix336 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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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0TERESA WHORTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05348 CARROLL CANYON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092121
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08587504200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TERESA WHORTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08587504200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05348 CARROLL CANYON RD STE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092121
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020931
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01299
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01299
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022230
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt02001 FISCHLOWITZ FAMILY FOUNDATION INC CHARITABLE REMAINDER UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt12001 FISCHLOWITZ FAMILY FOUNDATION INC CHARITABLE REMAINDER UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05348 CARROLL CANYON ROAD SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15348 CARROLL CANYON ROAD SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092131
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192131
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt097376
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1330012
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0330012
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE STATEMENT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0193
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02878
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt039
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA WHORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/CFO/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587504200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERLE FISCHLOWITZ FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MERL
ReturnHeader/Filer/EIN0330940158
ReturnHeader/Filer/PhoneNum08587504200
ReturnHeader/Filer/USAddress/AddressLine1Txt05348 CARROLL CANYON ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471854853
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALVAREZ TAX & ACCOUNTING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012760 HIGH BLUFF DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08583689122
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L ALVAREZ
ReturnHeader/ReturnTs02025-11-14T13:09:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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