Civic Intelligence

Lifshutz Foundation

990PF • Fiscal year 2018 • EIN 43-1972918

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.34x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$4,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

1.9%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,907,573

Up $54,332 (+1.9%) from 2017

Net Assets

Up

$2,811,400

Up $86,270 (+3.2%) from 2017

Liabilities

Down

$96,173

Down $31,938 (-25%) from 2017

Revenue

Up

$283,716

Up $37,006 (+15%) from 2017

Expenses

Up

$218,722

Up $88,598 (+68%) from 2017

Net Income

Down

$64,994

Down $51,592 (-44%) from 2017

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

2018

Assets$2,907,573
Liabilities$96,173
Net Assets$2,811,400

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

2018

Revenue$283,716
Expenses$218,722
Net Income$64,994
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
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
2019-05-10
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 Appendix376 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0CORRECTIVE ACTION FORM 4720
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OFTHE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OFTHE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OFTHE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OFTHE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OFTHE LIFSHUTZ FOUNDATION HAD UNDISTRIBUTED INCOME IN THE AMOUNT OF
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARIA WILLIAMS
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0202657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCH 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0127126
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090531
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07001
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07001
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REPOSSESSED REAL ESTATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt044047
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt066069
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11029
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GAIN ON NOTE COLLECTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTEREST INCOME-LOANS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LATE CHARGES
OtherIncomeSchedule2/OtherIncomeDetail/Desc3NSF FEES
OtherIncomeSchedule2/OtherIncomeDetail/Desc4MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014272
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1125504
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt26336
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt370
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt40
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1125504
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt370
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4794
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021277
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt088922
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt117627
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt26248
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt315314
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAIN-LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ESCROW COLLECTED ON LOANS RECEIVABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2DUE TO CJS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3ACCOUNTS PAYABLE-OTHER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt074649
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt115276
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt26248
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt30
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LIFSHUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02102266221
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC8CE319037462135524464F7E173EA9800C7E6D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04FD6346B33DA2082484A53AA8A88787AF7DB8A3C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.69.58.65
ReturnHeader/FilingSecurityInformation/IPDt02019-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:13:49
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/PreparationDt02019-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Seeman
ReturnHeader/ReturnTs02019-09-24T12:13:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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