Civic Intelligence

James E & Elizabeth D Lewis Foundation

990PF • Fiscal year 2018 • EIN 75-2671047

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
3632 Mcfarlin BlvdDallas, TX 75205

(214) 522-3490

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$795,480

Up $32,186 (+4.2%) from 2017

Net Assets

Up

$795,228

Up $32,186 (+4.2%) from 2017

Liabilities

Flat

$252

Flat from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin95th percentile

Revenue

Up

$45,274

Up $5,065 (+13%) from 2017

Expenses

Up

$13,088

Up $5,180 (+66%) from 2017

Net Income

Down

$32,186

Down $115 (-0.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.0M$500K$0Assets 2011: $891,088Liabilities 2011: $02011Assets 2012: $841,020Liabilities 2012: $02012Assets 2013: $775,830Liabilities 2013: $2522013Assets 2014: $879,568Liabilities 2014: $2522014Assets 2015: $802,730Liabilities 2015: $2522015Assets 2016: $730,993Liabilities 2016: $252Net Assets 2016: $730,7412016Assets 2017: $763,294Liabilities 2017: $252Net Assets 2017: $763,0422017Assets 2018: $795,480Liabilities 2018: $252Net Assets 2018: $795,2282018Assets 2019: $839,568Liabilities 2019: $252Net Assets 2019: $839,3162019Assets 2020: $880,664Liabilities 2020: $0Net Assets 2020: $880,6642020Assets 2021: $933,964Liabilities 2021: $0Net Assets 2021: $933,9642021Assets 2022: $924,049Liabilities 2022: $0Net Assets 2022: $924,0492022Assets 2023: $912,067Liabilities 2023: $0Net Assets 2023: $912,0672023Assets 2024: $914,546Liabilities 2024: $0Net Assets 2024: $914,5462024

Highlighted filing

2018

Assets$795,480
Liabilities$252
Net Assets$795,228
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $46,725Expenses 2011: $73,960Net Income 2011: -$27,2352011Revenue 2012: $30,722Expenses 2012: $80,790Net Income 2012: -$50,0682012Revenue 2013: $32,724Expenses 2013: $98,166Net Income 2013: -$65,4422013Revenue 2014: $213,415Expenses 2014: $109,677Net Income 2014: $103,7382014Revenue 2015: $24,591Expenses 2015: $101,429Net Income 2015: -$76,8382015Revenue 2016: $19,109Expenses 2016: $90,846Net Income 2016: -$71,7372016Revenue 2017: $40,209Expenses 2017: $7,908Net Income 2017: $32,3012017Revenue 2018: $45,274Expenses 2018: $13,088Net Income 2018: $32,1862018Revenue 2019: $53,499Expenses 2019: $9,411Net Income 2019: $44,0882019Revenue 2020: $57,425Expenses 2020: $16,077Net Income 2020: $41,3482020Revenue 2021: $76,914Expenses 2021: $16,614Net Income 2021: $60,3002021Revenue 2022: $24,912Expenses 2022: $40,663Net Income 2022: -$15,7512022Revenue 2023: $54,650Expenses 2023: $66,632Net Income 2023: -$11,9822023Revenue 2024: $72,410Expenses 2024: $69,931Net Income 2024: $2,4792024

Highlighted filing

2018

Revenue$45,274
Expenses$13,088
Net Income$32,186
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH D LEWISPresident-$0--
WILLIAM GILLILANDirector-$0--
DAVID G LITTLEDirector-$0--
PAULA NIETOExecutive DirecetorPT$0--
Filing and Contact Details

Filer

Filer Name
James E & Elizabeth D Lewis Foundation
EIN
75-2671047
Phone
2145223490
Address
3632 MCFARLIN BLVD, DALLAS, TX 75205

Signing Officer

Name
Elizabeth D Lewis
Title
President
Phone
2145223490
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Justin W Reeves
Phone
9724901970
Raw XML Appendix370 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/PersonNm0ELIZABETH D LEWIS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt079807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt086833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt095812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt091980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.076661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.001137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.096751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.094065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.096279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.095074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0884583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0835236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0824869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0923120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0995153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0967455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.383306
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0950
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0950
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0950
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/IndividualWithBooksNm0ELIZABETH D LEWIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03632 MCFARLIN BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02145223490
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/AppliedToCurrentYearAmt0950
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt042616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035071
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt042616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042541
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0122252
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0164868
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01347
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS AND INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0357
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0357
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0252
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO ELIZABETH FOR EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0252
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES (JP MORGAN)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010787
TaxesSchedule/TaxesDetail/Amt0401
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0401
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH D LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145223490
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E & ELIZABETH D LEWIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0752671047
ReturnHeader/Filer/PhoneNum02145223490
ReturnHeader/Filer/USAddress/AddressLine1Txt03632 MCFARLIN BLVD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C85B3D9400B678E9DC9217F010F95F2065FC0F0C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.47.139.16
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:38:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 N FIELD ST STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum09724901970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN W REEVES
ReturnHeader/ReturnTs02019-11-14T15:51:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$795,480
Liabilities
$252
Net assets
$795,228
Revenue
$45,274
Expenses
$13,088
Net income
$32,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.72$0.70$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$0.00$9.12$0.55$0.67$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.24$0.00$9.24$0.25$0.41$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.34$0.00$9.34$0.77$0.17$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.81$0.57$0.16$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.39$0.53$0.09$0.44
2018Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.45$0.13$0.32
2017Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.40$0.08$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.19$0.91$0.72
2015Summary only. Only limited summary data is available for this year.$8.03$0.00$0.25$1.01$0.77
2014Summary only. Only limited summary data is available for this year.$8.80$0.00$2.13$1.10$1.04
2013Summary only. Only limited summary data is available for this year.$7.76$0.00$0.33$0.98$0.65
2012Summary only. Only limited summary data is available for this year.$8.41$0.00$0.31$0.81$0.50
2011Summary only. Only limited summary data is available for this year.$8.91$0.00$0.47$0.74$0.27