Civic Intelligence

Lifshutz Foundation

990PF • Fiscal year 2017 • EIN 43-1972918

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 19, 2018

Organization Profile
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

49th percentile

0.04x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.52x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$4,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

16%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$2,853,241

Up $94,046 (+3.4%) from 2016

Net Assets

Up

$2,725,130

Up $114,969 (+4.4%) from 2016

Liabilities

Down

$128,111

Down $20,923 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin89th percentile

Revenue

Up

$246,710

Up $33,334 (+16%) from 2016

Expenses

Up

$130,124

Up $7,822 (+6.4%) from 2016

Net Income

Up

$116,586

Up $25,512 (+28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2017

Assets$2,853,241
Liabilities$128,111
Net Assets$2,725,130
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

2017

Revenue$246,710
Expenses$130,124
Net Income$116,586
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 19, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay44th percentile

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
2018-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Seeman & Reitblatt LLC
Address
40 NE LOOP 410 SUITE 620, SAN ANTONIO, TX 78216-5869
Preparer
Alan Seeman
Phone
2108216299
Raw XML Appendix362 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIDELITY INVESTMENTS-L.T.CAPITAL GAIN DISTRIBUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt058453
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt058453
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0CORRECTIVE ACTION FORM 4720
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OF $2,864 FROM 2015. THIS WAS NOT A WILLFUL UNDERDISTRIBUTION, BUT RATHER WAS THE RESULT OF HUMAN ERROR. INASMUCH AS THIS ERROR ONLY WAS DETECTED AT THE TIME THE FORM 990PF WAS PREPARED, THE FOUNDATION HAD NOT YET HAD THE TIME TO CORRECT THE ERROR. HOWEVER, THE NECESSARY DISTRIBUTIONS WILL BE MADE IMMEDIATELY.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY-MUTUAL FUNDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt090531
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092564
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IRS990PF/DistributableAmountGrp/TotalTaxAmt02033
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0782051421
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt131802
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt26248
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt495670
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LIFSHUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02102266221
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-19
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ReturnHeader/Filer/PhoneNum02102266221
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BA2577C47A29CE197E14E8B715439591E0F29EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0133D0BA6AF8ABAE816DA994E72DBDEA43A0AD93E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.69.58.65
ReturnHeader/FilingSecurityInformation/IPDt02018-06-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:17:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEEMAN & REITBLATT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 NE LOOP 410 SUITE 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782165869
ReturnHeader/PreparerPersonGrp/PhoneNum02108216299
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN SEEMAN
ReturnHeader/ReturnTs02018-06-20T15:17:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,853,241
Liabilities
$128,111
Net assets
$2,725,130
Revenue
$246,710
Expenses
$130,124
Net income
$116,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.05$2.81$0.16$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.04$2.79$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.04$2.78$0.19$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.06$2.72$0.24$0.23$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.06$2.68$0.21$0.34$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.10$2.81$0.28$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.13$2.73$0.25$0.13$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.15$2.61$0.21$0.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.14$2.52$0.23$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.16$2.45$0.26$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.17$2.32$0.28$0.15$0.13
2012Summary only. Only limited summary data is available for this year.$2.37$0.18$0.24$0.15$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.27$0.15$2.12$0.13