Civic Intelligence

Lewis Family Foundation

EIN 82-1711981 • 501(c)3 • Dallas, TX

990-N Coverage

Profile

NONE

5315 Yolanda LaneDallas, TX 75229

www.lewisff.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$58,452

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$58,452

No earlier filing loaded for comparison.

Operations

Revenue

$241,869

No earlier filing loaded for comparison.

Expenses

$205,680

No earlier filing loaded for comparison.

Net Income

$36,189

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $58,452Liabilities 2021: $0Net Assets 2021: $58,4522021

Highlighted filing

2021

Assets$58,452
Liabilities$0
Net Assets$58,452

Operations Trend

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

$300K$200K$100K$0Revenue 2021: $241,869Expenses 2021: $205,680Net Income 2021: $36,1892021

Highlighted filing

2021

Revenue$241,869
Expenses$205,680
Net Income$36,189

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$2.42$2.06$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$295,527
Mission and Program Overview

Mission

NONE

The lewis family foundation is a nonprofit 501(c)3 organization committed to building community and enriching the lives of children, veterans and athletes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,263$58,452▲ $36,189
Rtn Earn Endowment Incm Other Fnds$22,263$58,452▲ $36,189
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,263$58,452▲ $36,189
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,263$58,452▲ $36,189
Total Liabilities and Net Assets / Fund Balance$22,263$58,452▲ $36,189
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeffrey LewisPresident/treasurer
Gretchen DarbyBoard Member
James ChilesBoard Member
Jerry W Mooty JrBoard Member
Victor ButlerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$244,270
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-2,401
All Other Contributions
$244,270
Change in Net Assets
$36,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,880
Total Fundraising Expense$155,400
Grants and Similar Amounts Paid$39,800
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising--$45,000$45,000
Grants to Domestic Orgs$39,800--$39,800
Fees for Services Accounting-$5,500-$5,500
Other Expenses-$4,980$110,400$4,980
Total Functional Expenses$39,800$10,480$155,400$205,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The First Tee of Greater DallasAddison, TX-Grant to the First Tee of Greater Dallas, an Organization That Impacts the Lives of Young People by Providing Educational Programs That Build Character, Still Life-enhancing Values and Promote Healthy Choices Through the Game of Golf.$15,000
Merging Vets & PlayersLas Vegas, NV-GRANT TO MERGING VETS & PLAYERS FOUNDATION, WHICH EMPLOWERS COMBAT VETERANS AND FORMER PROFESSIONAL ATHLETES BY CONNECTING THEM AFTER THE UNIFORM COMES OFF; PROVIDING THEM WITH A NEW TEAM TO ASSIST WITH TRANSTION & PROMOTE PERSONAL DEVELOPMENT.$10,000
Nancy Liberman CharitiesPlano, TX-Grant to the Nancy Liberman Charities to Promote and Develop Healthy Lifestyles and Educational Opportunities for Young Girls and Boys.$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$53,658
Fundraising Gross Income$51,257
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization's tax return is prepared by a cpa firm who furnishes a draft of the return to the executive director who presents it to the board of directors for approval.

Form 990, Part VI, Section C, Line 19

The organization makes the financial statements, governing documents, and conflict of interest policy available upon request at the convenience of the taxpayer.

Filing and Contact Details

Filer

Filer Name
Lewis Family Foundation
EIN
82-1711981
Phone
2148503042
Address
5315 YOLANDA LANE, DALLAS, TX 75229

Signing Officer

Name
Jeff Lewis
Title
President/treasurer
Phone
2148503042
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Lewis
Formed
2017
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly US Llp
Address
2500 DALLAS PARKWAY SUITE 300, PLANO, TX 75093
Preparer
Kyle Crawford
Phone
9727480300
Raw XML Appendix357 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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