Civic Intelligence

Lifeworks Foundation

990PF • Fiscal year 2019 • EIN 62-1428468

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

P O Box 50276Nashville, TN 37205-0276

(615) 269-6663

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-290%

Higher net margin than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

14th percentile

-6.9%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,993,477

Down $221,070 (-6.9%) from 2018

Net Assets

Down

$2,991,120

Down $221,057 (-6.9%) from 2018

Liabilities

Down

$2,357

Down $13 (-0.5%) from 2018

Revenue

Down

$83,689

Down $154,617 (-65%) from 2018

Expenses

Up

$326,215

Up $46,853 (+17%) from 2018

Net Income

Down

-$242,526

Down $201,470 (-491%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,786,798Liabilities 2010: $1,868Net Assets 2010: $3,784,9302010Assets 2011: $3,832,024Liabilities 2011: $1,826Net Assets 2011: $3,830,1982011Assets 2012: $3,548,813Liabilities 2012: $4,214Net Assets 2012: $3,544,5992012Assets 2013: $3,567,913Liabilities 2013: $0Net Assets 2013: $3,567,9132013Assets 2014: $3,753,794Liabilities 2014: $2,671Net Assets 2014: $3,751,1232014Assets 2015: $3,520,887Liabilities 2015: $9,130Net Assets 2015: $3,511,7572015Assets 2016: $3,361,517Liabilities 2016: $11,100Net Assets 2016: $3,350,4172016Assets 2017: $3,255,302Liabilities 2017: $1,102Net Assets 2017: $3,254,2002017Assets 2018: $3,214,547Liabilities 2018: $2,370Net Assets 2018: $3,212,1772018Assets 2019: $2,993,477Liabilities 2019: $2,357Net Assets 2019: $2,991,1202019Assets 2020: $2,843,240Liabilities 2020: $1,375Net Assets 2020: $2,841,8652020Assets 2021: $2,815,056Liabilities 2021: $0Net Assets 2021: $2,815,0562021Assets 2022: $2,593,681Liabilities 2022: $0Net Assets 2022: $2,593,6812022Assets 2023: $2,287,057Liabilities 2023: $2,274Net Assets 2023: $2,284,7832023Assets 2024: $2,488,486Liabilities 2024: $1,442Net Assets 2024: $2,487,0442024

Highlighted filing

2019

Assets$2,993,477
Liabilities$2,357
Net Assets$2,991,120

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $956,5152010Expenses 2011: $778,4292011Expenses 2012: $463,9302012Revenue 2013: $429,263Expenses 2013: $405,400Net Income 2013: $23,8632013Revenue 2014: $541,203Expenses 2014: $342,737Net Income 2014: $198,4662014Revenue 2015: $132,707Expenses 2015: $369,953Net Income 2015: -$237,2462015Revenue 2016: $92,312Expenses 2016: $251,743Net Income 2016: -$159,4312016Revenue 2017: $183,662Expenses 2017: $273,064Net Income 2017: -$89,4022017Revenue 2018: $238,306Expenses 2018: $279,362Net Income 2018: -$41,0562018Revenue 2019: $83,689Expenses 2019: $326,215Net Income 2019: -$242,5262019Revenue 2020: $162,757Expenses 2020: $307,297Net Income 2020: -$144,5402020Revenue 2021: $323,116Expenses 2021: $350,329Net Income 2021: -$27,2132021Revenue 2022: $92,569Expenses 2022: $313,944Net Income 2022: -$221,3752022Revenue 2023: $62,813Expenses 2023: $371,711Net Income 2023: -$308,8982023Revenue 2024: $601,782Expenses 2024: $399,521Net Income 2024: $202,2612024

Highlighted filing

2019

Revenue$83,689
Expenses$326,215
Net Income-$242,526
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE N BULLARDDirectorPT$0--
PATRICIA BULLARDTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Lifeworks Foundation
EIN
62-1428468
Phone
6152696663
Address
P O BOX 50276, NASHVILLE, TN 37205-0276

Signing Officer

Name
George N Bullard
Title
Director
Phone
6152696663
Signed
2020-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Baker Sullivan Hoover Plc
Address
35 PEABODY STREET SUITE 310, NASHVILLE, TN 37210
Preparer
John B Hoover
Phone
6152556143
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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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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt400
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt420
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt430
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt440
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt450
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt460
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt470
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt02975
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11766
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2723
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34262
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4342
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt54558
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt61774
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt71252
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt838744
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9563
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10345
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11380
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12224
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1314700
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1455
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15213
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16202
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17263
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18252
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1987
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20420
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21863
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22238
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt231621
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24164
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25261
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt26152
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt27164
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28703
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29552
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt301049
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31203
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32220
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33163
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34113
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt352185
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt36124
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37173
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38128
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt39172
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt40114
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4188
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt42218
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4387
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt441948
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt45131
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4SCANNER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9DESKS, CRENDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10SHELVES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11WINDOWS XP SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12CSPG-ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13FORD EXCURSION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14FORD EXCURSION-REGISTRATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16FILE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17SAFE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18COMPUTER MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20FIRE PROOF FILE DRAWER CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22COMPUTER HARDWARE-DVDRW PLAYER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25SHELVES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26SHREDDER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27SHREDDER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29HP LASERJET COLOR PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc309-1 FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33TABLES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34CELL PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36VIDEO CARD AND FAX
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37I PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38AIR CONDITIONER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39CABLE MODEM-BASE STATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40NETWORK CARD, SURGE PROTECTOR ETHERNET CARD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43HARD DRIVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44TELEPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45AC UNIT FOR OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46APPLE COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47SAFES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt060560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt480263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt537344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt638660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt772761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt881064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt964682

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.60$0.40$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.28$0.06$0.37$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.09$0.31$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.32$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.16$0.31$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.08$0.33$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.24$0.28$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.25$0.18$0.27$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$0.09$0.25$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.01$3.51$0.13$0.37$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.54$0.34$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.43$0.41$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.54$0.46
2011Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.78
2010Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.78$0.96