Civic Intelligence

James E & Elizabeth D Lewis Foundation

990PF • Fiscal year 2020 • EIN 75-2671047

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 09, 2021

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

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

7.3%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$880,664

Up $41,096 (+4.9%) from 2019

Net Assets

Up

$880,664

Up $41,348 (+4.9%) from 2019

Liabilities

Down

$0

Down $252 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Up

$57,425

Up $3,926 (+7.3%) from 2019

Expenses

Up

$16,077

Up $6,666 (+71%) from 2019

Net Income

Down

$41,348

Down $2,740 (-6.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$880,664
Liabilities$0
Net Assets$880,664
Open 2020 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

2020

Revenue$57,425
Expenses$16,077
Net Income$41,348
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH D LEWISPresident-$0--
WILLIAM GILLILANDirector-$0--
DAVID G LITTLEDirector-$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
2021-08-09
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 Appendix338 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM GILLILAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID G LITTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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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/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt045476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038570
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt045476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031844
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031844
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077320
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELIZABETH LEWIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03632 MCFARLIN BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075205
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06571
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0307
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS AND INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01866
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01866
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0252
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO ELIZABETH FOR EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES (JP MORGAN)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09327
TaxesSchedule/TaxesDetail/Amt0422
TaxesSchedule/TaxesDetail/Amt11328
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0422
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH D LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145223490
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
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/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/ReturnTs02021-08-10T15:58:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$880,664
Liabilities
$0
Net assets
$880,664
Revenue
$57,425
Expenses
$16,077
Net income
$41,348
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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