Civic Intelligence

Melvin a Lipsitz Family Foundation

990PF • Fiscal year 2017 • EIN 74-2587599

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 21, 2018

Organization Profile
PO Box 1175Waco, TX 76703

(254) 756-6661

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-140%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$307,878

Down $9,358 (-2.9%) from 2016

Net Assets

Down

$307,878

Down $9,358 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$6,685

Down $3,563 (-35%) from 2016

Expenses

Down

$16,043

Down $1,052 (-6.2%) from 2016

Net Income

Down

-$9,358

Down $2,511 (-37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2017

Assets$307,878
Liabilities$0
Net Assets$307,878
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,685
Expenses$16,043
Net Income-$9,358
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-02-21
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 Appendix329 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & ASST SECRETARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR THE TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP BRAZOS SCHOLARS GET INTO AND THROUGH COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO ASSIST WITH THE SUPPORT OF FEDERATION PROJECTS SUCH AS THE REPLANTING OF TREES IN ISRAEL AFTER THE FIRES OF 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTCHURCH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE TOURETTE ASSOCIATION - TEXAS CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEMPLE RODEF SHOLOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BRAZOS EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE JEWISH FEDERATION OF WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt049 SEAHORSE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13919 FOREST RIVER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21717 N NEW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32600 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 8031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHRISTCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WACO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2767071619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4767148031
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015250
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/AppliedToCurrentYearAmt015250
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02025
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02909
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03232
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADMINISTRATION EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0143
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN LIPSITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02547566661
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId062807F9224A651F441EE1DF144502AE49AE0AF0B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062807F9224A651F441EE1DF144502AE49AE0AF0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.155.125.28
ReturnHeader/FilingSecurityInformation/IPDt02018-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:24:22
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/ReturnTs02018-02-26T15:55:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,878
Liabilities
$0
Net assets
$307,878
Revenue
$6,685
Expenses
$16,043
Net income
-$9,358
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