Civic Intelligence

Lifshutz Foundation

990PF • Fiscal year 2014 • EIN 43-1972918

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

215 W TravisSan Antonio, TX 78205

(210) 226-6221

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.62x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$4,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-6.3%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,611,868

Up $122,243 (+4.9%) from 2013

Net Assets

Up

$2,449,255

Up $127,016 (+5.5%) from 2013

Liabilities

Down

$162,613

Down $4,773 (-2.9%) from 2013

Revenue

Down

$260,820

Down $17,488 (-6.3%) from 2013

Expenses

Down

$133,429

Down $18,015 (-12%) from 2013

Net Income

Up

$127,391

Up $527 (+0.4%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,267,142Liabilities 2011: $150,415Net Assets 2011: $2,116,7272011Assets 2012: $2,373,185Liabilities 2012: $177,3662012Assets 2013: $2,489,625Liabilities 2013: $167,386Net Assets 2013: $2,322,2392013Assets 2014: $2,611,868Liabilities 2014: $162,613Net Assets 2014: $2,449,2552014Assets 2015: $2,664,687Liabilities 2015: $143,521Net Assets 2015: $2,521,1662015Assets 2016: $2,759,195Liabilities 2016: $149,034Net Assets 2016: $2,610,1612016Assets 2017: $2,853,241Liabilities 2017: $128,111Net Assets 2017: $2,725,1302017Assets 2018: $2,907,573Liabilities 2018: $96,173Net Assets 2018: $2,811,4002018Assets 2020: $2,738,461Liabilities 2020: $57,513Net Assets 2020: $2,680,9482020Assets 2021: $2,780,219Liabilities 2021: $59,913Net Assets 2021: $2,720,3062021Assets 2022: $2,814,266Liabilities 2022: $36,122Net Assets 2022: $2,778,1442022Assets 2023: $2,836,776Liabilities 2023: $44,819Net Assets 2023: $2,791,9572023Assets 2024: $2,858,120Liabilities 2024: $47,437Net Assets 2024: $2,810,6832024

Highlighted filing

2014

Assets$2,611,868
Liabilities$162,613
Net Assets$2,449,255

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $125,7922011Revenue 2012: $238,448Expenses 2012: $153,959Net Income 2012: $84,4892012Revenue 2013: $278,308Expenses 2013: $151,444Net Income 2013: $126,8642013Revenue 2014: $260,820Expenses 2014: $133,429Net Income 2014: $127,3912014Revenue 2015: $229,218Expenses 2015: $154,998Net Income 2015: $74,2202015Revenue 2016: $213,376Expenses 2016: $122,302Net Income 2016: $91,0742016Revenue 2017: $246,710Expenses 2017: $130,124Net Income 2017: $116,5862017Revenue 2018: $283,716Expenses 2018: $218,722Net Income 2018: $64,9942018Revenue 2020: $209,397Expenses 2020: $341,358Net Income 2020: -$131,9612020Revenue 2021: $241,063Expenses 2021: $233,741Net Income 2021: $7,3222021Revenue 2022: $187,216Expenses 2022: $135,628Net Income 2022: $51,5882022Revenue 2023: $144,889Expenses 2023: $131,076Net Income 2023: $13,8132023Revenue 2024: $161,921Expenses 2024: $134,403Net Income 2024: $27,5182024

Highlighted filing

2014

Revenue$260,820
Expenses$133,429
Net Income$127,391
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARTER L LIFSHUTZDirector-$4,000-$4,000
SCOTT LIFSHUTZDirector-$4,000-$4,000
JAMES G LIFSHUTZDirector-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Lifshutz Foundation
EIN
43-1972918
Phone
2102266221
Address
215 W TRAVIS, SAN ANTONIO, TX 78205

Signing Officer

Name
James Lifshutz
Title
Managing Director
Phone
2102266221
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Norman Seeman & Co Pc
Address
40 NE LOOP 410 SUITE 620, SAN ANTONIO, TX 78216-5869
Preparer
Alan Seeman
Phone
2103449494
Raw XML Appendix371 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt029723
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt029723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0521627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0555950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY-MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt020789
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt029722
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0127391
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0375
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112942
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0117361
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04419
IRS990PF/DistributableAmountGrp/TotalTaxAmt04419
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-5148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0729
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt076360
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARTER L LIFSHUTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT LIFSHUTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES G LIFSHUTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0215 W TRAVIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARIA WILLIAMS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0215 W TRAVIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCH 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC(C)(3)
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02329
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt174160
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt22200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt374160
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt42200
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0247
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt216965
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0247
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0GAIN ON FORECLOSURES
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0843
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2190582
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt36544
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4321
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0843
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4321
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5802
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt61035
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0139400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt116878
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt28073
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt3139400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt416878
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt58073
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAIN-LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ESCROW COLLECTED ON LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2DUE TO CJS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3UNREALIZED GAIN-LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4ESCROW COLLECTED ON LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc5DUE TO CJS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0129219
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt124111
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt26248
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt3129219
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt424111
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt56248
TaxesSchedule/TaxesDetail/Amt02210
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LIFSHUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02102266221
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFSHUTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIFS
ReturnHeader/Filer/EIN0431972918
ReturnHeader/Filer/PhoneNum02102266221
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 W TRAVIS
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORMAN SEEMAN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 NE LOOP 410 SUITE 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782165869
ReturnHeader/PreparerPersonGrp/PhoneNum02103449494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN SEEMAN
ReturnHeader/ReturnTs02015-05-14T09:37:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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