Civic Intelligence

The Lewis Foundation

990T • Fiscal year 2020 • EIN 41-2063101

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
100 E Francis StreetAspen, CO 81611

(650) 804-7100

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.

$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

Latest loaded filing

2024

Assets$146,080,818
Liabilities$3,532,336
Net Assets$142,548,482
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$9,640,027
Expenses$6,478,996
Net Income$3,161,031
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Lewis Foundation
EIN
41-2063101
Phone
6508047100
Address
100 E FRANCIS STREET, ASPEN, CO 81611

Signing Officer

Name
Melony Lewis
Title
Vice President
Phone
6508047100
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Apercen Partners LLC
Address
314 LYTTON AVE, PALO ALTO, CA 94301
Preparer
Tom M Van Loben Sels
Phone
6508047100
Raw XML Appendix96 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/CapitalGainNetIncomeAmt0811
IRS1120ScheduleD/NetCapitalGainAmt0811
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0811
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0811
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0416
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1395
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0811
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0APERCEN PARTNERS LLC
IRS990T/BooksInCareOfDetail/PhoneNum06508047100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0314 LYTTON AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094301
IRS990T/BookValueAssetsEOYAmt090187226
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0235
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0811
IRS990TScheduleA/NetOperatingLossDeductionAmt0293
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-283
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0528
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0528
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASSTHROUGH INCOME FROM INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0528
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0235
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0235
IRS990T/TotalUBTIComputedAmt0235
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELONY LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508047100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEWIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0412063101
ReturnHeader/Filer/PhoneNum06508047100
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 E FRANCIS STREET
ReturnHeader/Filer/USAddress/CityNm0ASPEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262246506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APERCEN PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 LYTTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094301
ReturnHeader/PreparerPersonGrp/PhoneNum06508047100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM M VAN LOBEN SELS
ReturnHeader/ReturnTs02021-11-13T10:29:24-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • 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.$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
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.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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