Civic Intelligence

Lifepath Systems Foundation

990EZ • Fiscal year 2022 • EIN 61-1644629

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 17, 2023

1515 Heritage Drive 105Mckinney, TX 75069

(972) 562-0190

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.16x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-33%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

32%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$52,040

Down $25,833 (-33%) from 2021

Net Assets

Down

$43,780

Down $25,835 (-37%) from 2021

Liabilities

Up

$8,260

Up $2 (+0.0%) from 2021

Revenue

Up

$150,355

Up $36,313 (+32%) from 2021

Expenses

Up

$176,190

Up $119,460 (+211%) from 2021

Net Income

Down

-$25,835

Down $83,147 (-145%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2014: $38,415Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $10,8382015Assets 2016: $0Liabilities 2016: $02016Assets 2017: $0Liabilities 2017: $57,482Net Assets 2017: -$57,4822017Assets 2018: $0Liabilities 2018: $53,710Net Assets 2018: -$53,7102018Assets 2019: $0Liabilities 2019: $36,756Net Assets 2019: -$36,7562019Assets 2020: $52,273Liabilities 2020: $39,970Net Assets 2020: $12,3032020Assets 2021: $77,873Liabilities 2021: $8,258Net Assets 2021: $69,6152021Assets 2022: $52,040Liabilities 2022: $8,260Net Assets 2022: $43,7802022Assets 2023: $189,757Liabilities 2023: $8,259Net Assets 2023: $181,4982023

Highlighted filing

2022

Assets$52,040
Liabilities$8,260
Net Assets$43,780

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $105,478Expenses 2014: $139,306Net Income 2014: -$33,8282014Revenue 2015: $105,108Expenses 2015: $120,536Net Income 2015: -$15,4282015Revenue 2016: $22,403Expenses 2016: $12,406Net Income 2016: $9,9972016Revenue 2017: $26,494Expenses 2017: $16,960Net Income 2017: $9,5342017Revenue 2018: $24,394Expenses 2018: $20,622Net Income 2018: $3,7722018Revenue 2019: $72,905Expenses 2019: $55,951Net Income 2019: $16,9542019Revenue 2020: $81,804Expenses 2020: $32,745Net Income 2020: $49,0592020Revenue 2021: $114,042Expenses 2021: $56,730Net Income 2021: $57,3122021Revenue 2022: $150,355Expenses 2022: $176,190Net Income 2022: -$25,8352022Revenue 2023: $137,7182023

Highlighted filing

2022

Revenue$150,355
Expenses$176,190
Net Income-$25,835
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 17, 2023
Return Version
2021v4.1
Gross Receipts
$150,355
Mission and Program Overview

Mission

To provide support for the programs and services of LifePath Systems in order to serve the community in the areas of early childhood intervention, behavioral health, intellectual and developmental disabilities, and substance abuse needs.

Program Services

DescriptionGrantsExpenses
LifePath Systems Foundation (Foundation) is a charitable organization established to provide support for the programs and services of LifePath Systems in order to serve the community in the areas of early childhood intervention, behavioral health, intellectual and developmental disabilities, and substance abuse needs.-$74,690
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie JaubertSecretary-$0--
Jonathan CocksTreasurer-$0--
Justin FoltzDirector-$0--
Wendy PerrottDirector-$0--
Andy NopperDirector-$0--
Diane KazlowDirectorFT$0--
Dan ReissDirector-$0--
David SmithDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lifepath Systems Foundation
EIN
61-1644629
Phone
9725620190
Address
1515 HERITAGE DRIVE 105, MCKINNEY, TX 75069

Signing Officer

Name
Jennifer Morgan
Title
CFO Lifepath Systems
Signed
2023-07-17
Discuss with paid preparer
Yes

Preparer

Firm
ScottSingletonFincher & Co
Address
4815 King Street Suite A, Greenville, TX 75401
Preparer
Thomas L Nelson
Phone
9034554765
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $200

Other Expenses.1002

Office Expenses $47

Other Expenses.1012

Insurance $1443

Other Expenses.1

Event Supplies $97282

Other Expenses.2

Client support $59890

Other Expenses.3

MHFA - Outside Training $14800

Other Expenses.4

Board expenses $597

Other Expenses.6

Fundraising Development $159

Other Expenses.7

Other expenses $107

Total Liabilities.1

Advance from Lifepath Systems - Beginning $8258 Advance from Lifepath Systems - Ending $8260

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Event Supplies $97282
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
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ReturnHeader/Filer/EIN0611644629
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04815 King Street Suite A
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ReturnHeader/PreparerPersonGrp/PhoneNum09034554765
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Nelson
ReturnHeader/ReturnTs02023-07-17T10:49:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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