Civic Intelligence

The Lewis Foundation

990PF • Fiscal year 2016 • EIN 41-2063101

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization Profile
314 Lytton Avenue Suite 200Palo Alto, CA 94301

(305) 662-9649

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

98th percentile

176%

Faster asset growth than 98% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

32%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$49,485,062

Up $31,583,169 (+176%) from 2015

Net Assets

Up

$49,485,062

Up $31,583,169 (+176%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$33,348,173

Up $8,010,139 (+32%) from 2015

Expenses

Up

$2,006,675

Up $301,226 (+18%) from 2015

Net Income

Up

$31,341,498

Up $7,708,913 (+33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$150M$100M$50M$0Assets 2010: $3,854,046Liabilities 2010: $0Net Assets 2010: $3,854,0462010Assets 2011: $3,878,738Liabilities 2011: $0Net Assets 2011: $3,878,7382011Assets 2012: $4,098,990Liabilities 2012: $0Net Assets 2012: $4,098,9902012Assets 2013: $2,748,682Liabilities 2013: $0Net Assets 2013: $2,748,6822013Assets 2014: $4,392,545Liabilities 2014: $3,711Net Assets 2014: $4,388,8342014Assets 2015: $17,901,893Liabilities 2015: $0Net Assets 2015: $17,901,8932015Assets 2016: $49,485,062Liabilities 2016: $0Net Assets 2016: $49,485,0622016Assets 2017: $57,230,277Liabilities 2017: $665,655Net Assets 2017: $56,564,6222017Assets 2018: $57,798,647Liabilities 2018: $395,113Net Assets 2018: $57,403,5342018Assets 2019: $75,390,349Liabilities 2019: $967,118Net Assets 2019: $74,423,2312019Assets 2020: $90,187,226Liabilities 2020: $584,720Net Assets 2020: $89,602,5062020Assets 2021: $112,638,890Liabilities 2021: $394,529Net Assets 2021: $112,244,3612021Assets 2022: $116,372,442Liabilities 2022: $591,020Net Assets 2022: $115,781,4222022Assets 2023: $132,051,517Liabilities 2023: $4,832,735Net Assets 2023: $127,218,7822023Assets 2024: $146,080,818Liabilities 2024: $3,532,336Net Assets 2024: $142,548,4822024

Highlighted filing

2016

Assets$49,485,062
Liabilities$0
Net Assets$49,485,062
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $583,3082010Expenses 2011: $79,6932011Expenses 2012: $57,8862012Revenue 2013: $58,063Expenses 2013: $1,401,306Net Income 2013: -$1,343,2432013Revenue 2014: $4,733,952Expenses 2014: $3,434,566Net Income 2014: $1,299,3862014Revenue 2015: $25,338,034Expenses 2015: $1,705,449Net Income 2015: $23,632,5852015Revenue 2016: $33,348,173Expenses 2016: $2,006,675Net Income 2016: $31,341,4982016Revenue 2017: $5,191,731Expenses 2017: $3,492,609Net Income 2017: $1,699,1222017Revenue 2018: $5,752,703Expenses 2018: $401,847Net Income 2018: $5,350,8562018Revenue 2019: $10,145,351Expenses 2019: $2,653,395Net Income 2019: $7,491,9562019Revenue 2020: $11,059,474Expenses 2020: $5,257,768Net Income 2020: $5,801,7062020Revenue 2021: $16,389,017Expenses 2021: $1,986,695Net Income 2021: $14,402,3222021Revenue 2022: $21,513,992Expenses 2022: $3,053,214Net Income 2022: $18,460,7782022Revenue 2023: $12,992,163Expenses 2023: $12,954,208Net Income 2023: $37,9552023Revenue 2024: $9,640,027Expenses 2024: $6,478,996Net Income 2024: $3,161,0312024

Highlighted filing

2016

Revenue$33,348,173
Expenses$2,006,675
Net Income$31,341,498
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam J LewisPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Lewis Foundation
EIN
41-2063101
In Care Of
% APERCEN PARTNERS LLC
Phone
3056629649
Address
314 Lytton Avenue Suite 200, Palo Alto, CA 94301

Signing Officer

Name
Melony Lewis
Title
Vice President
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Apercen Partners LLC
Address
304 LYTTON AVE SUITE 200, PALO ALTO, CA 94301
Preparer
Tom M Van Loben Sels
Phone
6508047100
Raw XML Appendix369 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/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0APERCEN PARTNERS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508047100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ADAM J LEWIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01296697
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2252562
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3199600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1In support of, "Fantastic Fungi"
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Aspen Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Creative Visions Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Pitkin County Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ACLU Foundation of Colorado
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Red Brick Center Suite 102A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118820 Pacific Coast Hwy Ste 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2120 North Mill Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3303 East 17th Avenue Suite 350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Malibu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01798859
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01206683
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01206683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01272460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03268111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01157531
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06294423
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0596321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01272460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03268111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01157531
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01803004
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0596321
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06294423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05698102
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Adam J Lewis
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Adam J Lewis Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0201 West Hallam Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1c/o Apercen Partners 314 Lytton Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Aspen
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Palo Alto
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081611
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194301
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt029932863
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt13193272
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt029932863
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly Traded Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-01-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02979
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02979
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0499932
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Accrued Interest Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Amortization of Premiums/Discounts
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-19505
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-67283
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-19505
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-67283
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0719120
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt063716
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt063716
TaxesSchedule/TaxesDetail/Amt0132871
TaxesSchedule/TaxesDetail/Amt12940
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02940
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELONY LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lewis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0412063101
ReturnHeader/Filer/InCareOfNm0% APERCEN PARTNERS LLC
ReturnHeader/Filer/PhoneNum03056629649
ReturnHeader/Filer/USAddress/AddressLine1Txt0314 Lytton Avenue Suite 200
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0865C680ECEAFD462E36BDD0FBE19201521EFBE1F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C85A0FC8C41ACB4182DF05932DACB2FF3FC4951C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId093537320173185000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.66.197.42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APERCEN PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 LYTTON AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094301
ReturnHeader/PreparerPersonGrp/PhoneNum06508047100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM M VAN LOBEN SELS
ReturnHeader/ReturnTs02017-11-14T12:32:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$49,485,062
Liabilities
$0
Net assets
$49,485,062
Revenue
$33,348,173
Expenses
$2,006,675
Net income
$31,341,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$146$3.53$143$9.64$6.48$3.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$4.83$127$13.0$13.0$0.04
2022Detailed filing. Detailed filing data is available for this year.$116$0.59$116$21.5$3.05$18.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$0.39$112$16.4$1.99$14.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.2$0.58$89.6$11.1$5.26$5.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$0.97$74.4$10.1$2.65$7.49
2018Detailed filing. Detailed filing data is available for this year.$57.8$0.40$57.4$5.75$0.40$5.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.2$0.67$56.6$5.19$3.49$1.70
2016Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$33.3$2.01$31.3
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$25.3$1.71$23.6
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$4.73$3.43$1.30
2013Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.06$1.40$1.34
2012Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.06
2011Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.08
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.58