Civic Intelligence

Lifepath Systems Foundation

990EZ • Fiscal year 2024 • EIN 61-1644629

Sep 01, 2023 to Aug 31, 2024

Organization Profilelifepathfoundation.org
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

80th percentile

0.11x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.09x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

0.7%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

17th percentile

-32%

Faster asset growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$129,313

Down $60,444 (-32%) from 2023

Net Assets

Down

$114,944

Down $66,554 (-37%) from 2023

Liabilities

Up

$14,369

Up $6,110 (+74%) from 2023

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin45th percentile

Revenue

Up

$159,213

Up $21,495 (+16%) from 2023

Expenses

$158,049

No earlier filing loaded for comparison.

Net Income

$1,164

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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: $181,4982023Assets 2024: $129,313Liabilities 2024: $14,369Net Assets 2024: $114,9442024

Highlighted filing

2024

Assets$129,313
Liabilities$14,369
Net Assets$114,944
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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: $137,7182023Revenue 2024: $159,213Expenses 2024: $158,049Net Income 2024: $1,1642024

Highlighted filing

2024

Revenue$159,213
Expenses$158,049
Net Income$1,164
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 1, 2026
Return Version
2023v6.0
Gross Receipts
$159,213
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.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug AyersDirector-$0--
Dan ReissDirector-$0--
Justin FoltzDirector-$0--
Wendy PerrottDirector-$0--
Kathleen WilliamsDirector-$0--
Keyanta GaddyFoundation DirectorFT$0--
Robert HauserDirector-$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
2026-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Lawrence & Associates Pllc
Address
200 FIRST AVENUE W SUITE 302, SEATTLE, WA 98119
Preparer
Edward a Lawrence
Phone
9095937431
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $95”

Other Expenses.1002

“Office Expenses $850”

Other Expenses.1012

“Insurance $2958”

Other Expenses.1

“Other $112357”

Other Expenses.2

“Development $20518”

Other Expenses.3

“Event $6101”

Other Expenses.4

“Registration Fees $1200”

Other Expenses.5

“Meals $700”

Total Liabilities.1

“Advance from Lifepath Systems - Beginning $8259 Advance from Lifepath Systems - Ending $14369”

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-67718
IRS990EZ/OtherExpensesTotalAmt0144779
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IRS990EZ/PrimaryExemptPurposeTxt0To 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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0137717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150355
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other $112357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Development $20518
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO Lifepath Systems
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEPATH SYSTEMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0611644629
ReturnHeader/Filer/PhoneNum09725620190
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 HERITAGE DRIVE 105
ReturnHeader/Filer/USAddress/CityNm0MCKINNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075069
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825419537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON LAWRENCE & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIRST AVENUE W SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum09095937431
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A LAWRENCE
ReturnHeader/ReturnTs02026-04-01T15:29:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,313
Liabilities
$14,369
Net assets
$114,944
Revenue
$159,213
Expenses
$158,049
Net income
$1,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.14$1.15$1.59$1.58$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.08$1.81$1.38
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.08$0.44$1.50$1.76$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.08$0.70$1.14$0.57$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.40$0.12$0.82$0.33$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.37$0.37$0.73$0.56$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.54$0.54$0.24$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.57$0.57$0.26$0.17$0.10
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.22$0.12$0.10
2015Summary only. Only limited summary data is available for this year.$0.00$0.11$1.05$1.21$0.15
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$1.05$1.39$0.34