Civic Intelligence

Melvin a Lipsitz Family Foundation

EIN 74-2587599 • Waco, TX

PO Box 1175Waco, TX 76703
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

69th percentile

8.4%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$278,583

Up $21,597 (+8.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$278,583

Up $21,597 (+8.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$22,307

Up $12,769 (+134%) from 2023

Expenses

Down

$708

Down $490 (-41%) from 2023

Net Income

Up

$21,599

Up $13,259 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2011: $267,991Liabilities 2011: $02011Assets 2012: $312,669Liabilities 2012: $0Net Assets 2012: $312,6692012Assets 2013: $306,626Liabilities 2013: $0Net Assets 2013: $306,6262013Assets 2014: $311,522Liabilities 2014: $0Net Assets 2014: $311,5222014Assets 2015: $324,083Liabilities 2015: $0Net Assets 2015: $324,0832015Assets 2016: $317,236Liabilities 2016: $0Net Assets 2016: $317,2362016Assets 2017: $307,878Liabilities 2017: $0Net Assets 2017: $307,8782017Assets 2018: $296,975Liabilities 2018: $0Net Assets 2018: $296,9752018Assets 2019: $291,848Liabilities 2019: $0Net Assets 2019: $291,8482019Assets 2020: $244,533Liabilities 2020: $0Net Assets 2020: $244,5332020Assets 2021: $252,719Liabilities 2021: $0Net Assets 2021: $252,7192021Assets 2022: $248,646Liabilities 2022: $0Net Assets 2022: $248,6462022Assets 2023: $256,986Liabilities 2023: $0Net Assets 2023: $256,9862023Assets 2024: $278,583Liabilities 2024: $0Net Assets 2024: $278,5832024

Highlighted filing

2024

Assets$278,583
Liabilities$0
Net Assets$278,583
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $3,719Expenses 2011: $7,650Net Income 2011: -$3,9312011Expenses 2012: $1,8002012Revenue 2013: $4,915Expenses 2013: $10,958Net Income 2013: -$6,0432013Revenue 2014: $5,549Expenses 2014: $653Net Income 2014: $4,8962014Revenue 2015: $13,227Expenses 2015: $666Net Income 2015: $12,5612015Revenue 2016: $10,248Expenses 2016: $17,095Net Income 2016: -$6,8472016Revenue 2017: $6,685Expenses 2017: $16,043Net Income 2017: -$9,3582017Revenue 2018: $7,728Expenses 2018: $18,631Net Income 2018: -$10,9032018Revenue 2019: $8,525Expenses 2019: $13,652Net Income 2019: -$5,1272019Revenue 2020: $32,795Expenses 2020: $80,110Net Income 2020: -$47,3152020Revenue 2021: $10,069Expenses 2021: $1,883Net Income 2021: $8,1862021Revenue 2022: $96,057Expenses 2022: $100,130Net Income 2022: -$4,0732022Revenue 2023: $9,538Expenses 2023: $1,198Net Income 2023: $8,3402023Revenue 2024: $22,307Expenses 2024: $708Net Income 2024: $21,5992024

Highlighted filing

2024

Revenue$22,307
Expenses$708
Net Income$21,599
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$278,583
Liabilities
$0
Net assets
$278,583
Revenue
$22,307
Expenses
$708
Net income
$21,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.22$0.01$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.10$0.01$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.96$1.00$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.10$0.02$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.33$0.80$0.47
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.09$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.08$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.07$0.16$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.13$0.01$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.05$0.11$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.02
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$0.04$0.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVIN A LIPSITZPres & Asst Secretary-$0--
LYNNE LIPSITZVice-President-$0--
JAMIE C LIPSITZSec/Treas.-$0--
Filing and Contact Details

Filer

Filer Name
Melvin a Lipsitz Family Foundation
EIN
74-2587599
Phone
2547566661
Address
PO BOX 1175, WACO, TX 76703

Signing Officer

Name
Melvin Lipsitz
Title
President
Phone
2547566661
Signed
2025-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Pattillo Brown & Hill Llp
Address
P O BOX 20725, WACO, TX 76702-0725
Preparer
Sharon M Herwald CPA
Phone
2547724901
Raw XML Appendix327 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WELLS FARGO & CO NEW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELVIN A LIPSITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYNNE LIPSITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMIE C LIPSITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TREAS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1121 N POST OAK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WACO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WACO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd076703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd276703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MELVIN A LIPSITZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1175
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WACO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02547566661
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt084046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019229
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt084046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019235
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0122510
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0133
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN LIPSITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02547566661
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELVIN A LIPSITZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0742587599
ReturnHeader/Filer/PhoneNum02547566661
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1175
ReturnHeader/Filer/USAddress/CityNm0WACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741130599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTILLO BROWN & HILL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 20725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767020725
ReturnHeader/PreparerPersonGrp/PhoneNum02547724901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M HERWALD CPA
ReturnHeader/ReturnTs02025-03-26T14:05:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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