Civic Intelligence

Lewis and Annie F

EIN 41-6019288 • LA Quinta, CA

79321 Calle ProsperoLA Quinta, CA 92253
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $19,490 (-100%) from 2022

Expenses

Down

$0

Down $35,281 (-100%) from 2022

Net Income

Up

$0

Up $15,791 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2011: $154,636Liabilities 2011: $02011Assets 2012: $164,968Liabilities 2012: $02012Assets 2013: $154,000Liabilities 2013: $02013Assets 2014: $105,926Liabilities 2014: $02014Assets 2015: $87,011Liabilities 2015: $0Net Assets 2015: $87,0112015Assets 2016: $75,723Liabilities 2016: $20,037Net Assets 2016: $55,6862016Assets 2017: $59,048Liabilities 2017: $0Net Assets 2017: $59,0482017Assets 2018: $50,926Liabilities 2018: $0Net Assets 2018: $50,9262018Assets 2019: $36,711Liabilities 2019: $0Net Assets 2019: $36,7112019Assets 2020: $28,022Liabilities 2020: $0Net Assets 2020: $28,0222020Assets 2021: $15,791Liabilities 2021: $0Net Assets 2021: $15,7912021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2011: $10,322Expenses 2011: $59,223Net Income 2011: -$48,9012011Revenue 2012: $61,587Expenses 2012: $51,255Net Income 2012: $10,3322012Revenue 2013: $40,821Expenses 2013: $51,789Net Income 2013: -$10,9682013Revenue 2014: $6,135Expenses 2014: $54,209Net Income 2014: -$48,0742014Revenue 2015: $35,473Expenses 2015: $54,388Net Income 2015: -$18,9152015Revenue 2016: $20,209Expenses 2016: $51,534Net Income 2016: -$31,3252016Revenue 2017: $39,553Expenses 2017: $29,574Net Income 2017: $9,9792017Revenue 2018: $24,623Expenses 2018: $32,745Net Income 2018: -$8,1222018Revenue 2019: $16,787Expenses 2019: $31,002Net Income 2019: -$14,2152019Revenue 2020: $17,606Expenses 2020: $26,295Net Income 2020: -$8,6892020Revenue 2021: $21,268Expenses 2021: $33,499Net Income 2021: -$12,2312021Revenue 2022: $19,490Expenses 2022: $35,281Net Income 2022: -$15,7912022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.35$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.21$0.33$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.18$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.17$0.31$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.25$0.33$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.40$0.30$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.20$0.56$0.20$0.52$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$0.54$0.19
2014Summary only. Only limited summary data is available for this year.$1.06$0.00$0.06$0.54$0.48
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.41$0.52$0.11
2012Summary only. Only limited summary data is available for this year.$1.65$0.00$0.62$0.51$0.10
2011Summary only. Only limited summary data is available for this year.$1.55$0.00$0.10$0.59$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Nov 13, 2023
Signed
Sep 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L FORMANTrustee-$0--
DEBORAH F ARRIGONISecretary/Trustee-$0--
BARNEY HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lewis and Annie F
EIN
41-6019288
Phone
9414415331
Address
79321 CALLE PROSPERO, LA QUINTA, CA 92253

Signing Officer

Name
Deborah F Arrigoni
Title
Secretary/trustee
Phone
9414415331
Signed
2024-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Daniel Romano
Phone
2125990100
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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/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE LEWIS AND ANNIE F PAPER FOUNDATION, INC., A NON-OPERATING PRIVATE FOUNDATION ("FOUNDATION"), FORMALLY ADOPTED A TERMINATION PLAN UNDER IRC SEC. 507(B)(1)(A) THAT REQUIRED THE DISTRIBUTION OF ALL THE FOUNDATION'S ASSETS TO MOUNT ZION HEBREW CONGREGATION (QUALIFIED PUBLIC CHARITY). THE FOUNDATION HAS SUCCESSFULLY OPERATED AS A CHARITABLE ORGANIZATION SINCE ITS INCEPTION AND HAS NEVER COMMITTED A WILLFUL OR FLAGRANT VIOLATION OF THE TAX LAW. THE FOUNDATION HAS OPERATED ON A CALENDAR TAX YEAR AND FILED ALL REQUIRED TAX FORMS ON A TIMELY BASIS. A RESOLUTION OF DISSOLUTION WAS ADOPTED BY THE FOUNDATION ON DECEMBER 31, 2022 AND INTENT TO DISSOLVE, MERGE, CONVERT, CONSOLIDATE, OR TRANSFER ASSETS WITH THE STATE OF MINNESOTA ON NOVEMBER 13, 2023. THE FOUNDATION IS FILING A FINAL RETURN TERMINATING PRIVATE FOUNDATION STATUS UNDER 507(B)(1)(A) WITH A NOVEMBER 13, 2023 YEAR END RETURN. THE FINAL DISTRIBUTION OF ASSETS OCCURRED ON DECEMBER 29, 2022.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH F ARRIGONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09414415331
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWIS AND ANNIE F
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PAPER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0416019288
ReturnHeader/Filer/PhoneNum09414415331
ReturnHeader/Filer/USAddress/AddressLine1Txt079321 CALLE PROSPERO
ReturnHeader/Filer/USAddress/CityNm0LA QUINTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991856619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 THIRD AVENUE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172013
ReturnHeader/PreparerPersonGrp/PhoneNum02125990100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL ROMANO
ReturnHeader/ReturnTs02024-09-03T15:36:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-11-13
ReturnHeader/TaxYr02023

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