Civic Intelligence

Lewis Kassis Family

EIN 68-6008357 • Sacramento, CA

4825 Amber Lane BSacramento, CA 95841
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2023

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2023

Asset Growth

34th percentile

-2.0%

Faster asset growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$828,882

Down $17,118 (-2.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin14th percentile

Revenue

Down

$56,695

Down $48,717 (-46%) from 2022

Expenses

Down

$73,813

Down $129 (-0.2%) from 2022

Net Income

Down

-$17,118

Down $48,588 (-154%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $826,795Liabilities 2010: $02010Assets 2011: $794,356Liabilities 2011: $02011Assets 2012: $832,147Liabilities 2012: $02012Assets 2013: $889,129Liabilities 2013: $02013Assets 2014: $847,403Liabilities 2014: $02014Assets 2015: $819,720Liabilities 2015: $0Net Assets 2015: $819,7202015Assets 2016: $812,458Liabilities 2016: $10,000Net Assets 2016: $802,4582016Assets 2018: $803,081Liabilities 2018: $0Net Assets 2018: $803,0812018Assets 2019: $781,918Liabilities 2019: $0Net Assets 2019: $781,9182019Assets 2020: $766,829Liabilities 2020: $0Net Assets 2020: $766,8292020Assets 2021: $814,530Liabilities 2021: $0Net Assets 2021: $814,5302021Assets 2022: $846,000Liabilities 2022: $0Net Assets 2022: $846,0002022Assets 2023: $828,882Liabilities 2023: $12023

Highlighted filing

2023

Assets$828,882
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $30,546Expenses 2010: $56,531Net Income 2010: -$25,9852010Revenue 2011: $21,576Expenses 2011: $54,015Net Income 2011: -$32,4392011Revenue 2012: $91,970Expenses 2012: $54,179Net Income 2012: $37,7912012Revenue 2013: $116,233Expenses 2013: $59,251Net Income 2013: $56,9822013Revenue 2014: $22,643Expenses 2014: $64,369Net Income 2014: -$41,7262014Revenue 2015: $35,747Expenses 2015: $63,430Net Income 2015: -$27,6832015Revenue 2016: $58,039Expenses 2016: $75,301Net Income 2016: -$17,2622016Revenue 2018: $95,456Expenses 2018: $71,197Net Income 2018: $24,2592018Revenue 2019: $47,715Expenses 2019: $68,878Net Income 2019: -$21,1632019Revenue 2020: $53,769Expenses 2020: $68,858Net Income 2020: -$15,0892020Revenue 2021: $122,240Expenses 2021: $74,539Net Income 2021: $47,7012021Revenue 2022: $105,412Expenses 2022: $73,942Net Income 2022: $31,4702022Revenue 2023: $56,695Expenses 2023: $73,813Net Income 2023: -$17,1182023

Highlighted filing

2023

Revenue$56,695
Expenses$73,813
Net Income-$17,118
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$828,882
Liabilities
$1
Net assets
-
Revenue
$56,695
Expenses
$73,813
Net income
-$17,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.29$0.00$0.57$0.74$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.05$0.74$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$1.22$0.75$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.00$7.67$0.54$0.69$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.82$0.00$7.82$0.48$0.69$0.21
2018Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.95$0.71$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.12$0.10$8.02$0.58$0.75$0.17
2015Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.36$0.63$0.28
2014Summary only. Only limited summary data is available for this year.$8.47$0.00$0.23$0.64$0.42
2013Summary only. Only limited summary data is available for this year.$8.89$0.00$1.16$0.59$0.57
2012Summary only. Only limited summary data is available for this year.$8.32$0.00$0.92$0.54$0.38
2011Summary only. Only limited summary data is available for this year.$7.94$0.00$0.22$0.54$0.32
2010Summary only. Only limited summary data is available for this year.$8.27$0.00$0.31$0.57$0.26
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory L KassisTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE DONATIONS-see attached, CA, US$61,500
Filing and Contact Details

Filer

Filer Name
Lewis Kassis Family
EIN
68-6008357
Phone
9163492457
Address
4825 Amber Lane B, Sacramento, CA 95841

Signing Officer

Name
Gregory L Kassis
Title
Trustee
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kee & Associates LLP
Address
967 Reserve Drive, Roseville, CA 95678
Preparer
David M Kee
Phone
9167824224
Raw XML Appendix288 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt03130
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TAX REFUND
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0631
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030412
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02347
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0783
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt024676
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05105
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt061500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt061500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt075000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gregory L Kassis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Gregory L Kassis Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum09163492457
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gregory L Kassis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt061500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095608
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063847
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011996
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063847
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011996
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02869
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0John Kassis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04825 Amber Lane B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Sacramento
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095841
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0129
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08906
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08906
TaxesSchedule/TaxesDetail/Amt0277
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0277
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory L Kassis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lewis Kassis Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0686008357
ReturnHeader/Filer/PhoneNum09163492457
ReturnHeader/Filer/USAddress/AddressLine1Txt04825 Amber Lane B
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095841
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871574322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kee & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0967 Reserve Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095678
ReturnHeader/PreparerPersonGrp/PhoneNum09167824224
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M KEE
ReturnHeader/ReturnTs02023-11-15T16:25:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gregory L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kassis
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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