Civic Intelligence

Lucas Lilley Inc

EIN 11-3829082 • 501(c)3 • Thousand Oaks, CA

Profile

Support patients with life threatening brain injuries

Refreshing map…

3640 Sunset Knolls DriveThousand Oaks, CA 91362

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-85%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-4.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$68,331

Down $2,827 (-4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$68,331

Down $2,827 (-4.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Up

$3,327

Up $981 (+42%) from 2023

Expenses

Down

$6,154

Down $1,351 (-18%) from 2023

Net Income

Up

-$2,827

Up $2,332 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$100K$50K$0Assets 2011: $43,437Liabilities 2011: $02011Assets 2012: $52,103Net Assets 2012: $52,1032012Assets 2013: $55,934Liabilities 2013: $0Net Assets 2013: $55,9342013Assets 2014: $71,065Liabilities 2014: $0Net Assets 2014: $71,0652014Assets 2015: $82,082Liabilities 2015: $02015Assets 2016: $86,686Liabilities 2016: $0Net Assets 2016: $86,6862016Assets 2017: $76,938Liabilities 2017: $0Net Assets 2017: $76,9382017Assets 2018: $72,085Liabilities 2018: $02018Assets 2019: $89,099Liabilities 2019: $0Net Assets 2019: $89,0992019Assets 2020: $84,730Liabilities 2020: $1Net Assets 2020: $84,7292020Assets 2021: $80,912Liabilities 2021: $0Net Assets 2021: $80,9122021Assets 2022: $77,849Liabilities 2022: $0Net Assets 2022: $77,8492022Assets 2023: $71,158Liabilities 2023: $0Net Assets 2023: $71,1582023Assets 2024: $68,331Liabilities 2024: $0Net Assets 2024: $68,3312024

Highlighted filing

2024

Assets$68,331
Liabilities$0
Net Assets$68,331
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2011: $11,894Expenses 2011: $6,681Net Income 2011: $5,2132011Revenue 2012: $16,215Expenses 2012: $7,549Net Income 2012: $8,6662012Revenue 2013: $32,136Expenses 2013: $28,305Net Income 2013: $3,8312013Revenue 2014: $48,769Expenses 2014: $33,638Net Income 2014: $15,1312014Revenue 2015: $54,383Expenses 2015: $43,366Net Income 2015: $11,0172015Revenue 2016: $48,030Expenses 2016: $45,658Net Income 2016: $2,3722016Revenue 2017: $67,506Expenses 2017: $77,247Net Income 2017: -$9,7412017Revenue 2018: $46,023Expenses 2018: $50,876Net Income 2018: -$4,8532018Revenue 2019: $22,486Expenses 2019: $4,105Net Income 2019: $18,3812019Revenue 2020: $2,959Expenses 2020: $12,328Net Income 2020: -$9,3692020Revenue 2021: $3,009Expenses 2021: $6,827Net Income 2021: -$3,8182021Revenue 2022: $1,664Expenses 2022: $4,727Net Income 2022: -$3,0632022Revenue 2023: $2,346Expenses 2023: $7,505Net Income 2023: -$5,1592023Revenue 2024: $3,327Expenses 2024: $6,154Net Income 2024: -$2,8272024

Highlighted filing

2024

Revenue$3,327
Expenses$6,154
Net Income-$2,827
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$68,331
Liabilities
$0
Net assets
$68,331
Revenue
$3,327
Expenses
$6,154
Net income
-$2,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$3.33$6.15$2.83
2023Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$2.35$7.51$5.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.8$0.00$77.8$1.66$4.73$3.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$0.00$80.9$3.01$6.83$3.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.7$0.00$84.7$2.96$12.3$9.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.1$0.00$89.1$22.5$4.11$18.4
2018Summary only. Only limited summary data is available for this year.$72.1$0.00$46.0$50.9$4.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.9$0.00$76.9$67.5$77.2$9.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.7$0.00$86.7$48.0$45.7$2.37
2015Summary only. Only limited summary data is available for this year.$82.1$0.00$54.4$43.4$11.0
2014Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$48.8$33.6$15.1
2013Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$32.1$28.3$3.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.1$52.1$16.2$7.55$8.67
2011Summary only. Only limited summary data is available for this year.$43.4$0.00$11.9$6.68$5.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$3,342
Mission and Program Overview

Mission

Support patients with brain injuries

Program Services

DescriptionGrantsExpenses
Supported patients with life threatening brain injuries.$4,400$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loretta YounkinPresident-$0--
Robert Younkin JRCFO-$0--
Jenna AinsworthSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lucas Lilley Inc
EIN
11-3829082
In Care Of
% Loretta Younkin
Phone
8186349037
Address
3640 Sunset Knolls Drive, Thousand Oaks, CA 91362

Signing Officer

Name
Loretta Younkin
Title
President
Phone
3109217389
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Harris Accounting Corp
Address
751 E Daily Dr Ste 225, Camarillo, CA 93010
Preparer
Joseph Harris
Phone
8059820827
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Supported patients with life threatening brain injGrantee Momumtum Athletic Training Street 4165 E Thousand Oaks Blvd Ste 150 City, State, Zip Thousand Oaks, CA 91362Amount 4,400”

Description of other expenses Part I line 16

“Description AmountAccounting 997Postage 245Foreign Tax 13Website Fees 363US Treasury 990T Fee 136”

Raw XML Appendix153 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Loretta Younkin
IRS990EZ/BooksInCareOfDetail/PhoneNum03109217389
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03640 Sunset Knolls Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Thousand Oaks
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071158
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2827
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071158
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068331
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04400
IRS990EZ/GrossReceiptsAmt03342
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03265
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071158
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071158
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Loretta Younkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Younkin JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jenna Ainsworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01754
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support patients with brain injuries
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported patients with life threatening brain injuries.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt016
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06154
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03327
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03251
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02280
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05531
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05531
IRS990ScheduleA/InvestmentIncomeCYPct00.73000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0-40
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-40
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.27980
IRS990ScheduleA/PublicSupportPY509Pct00.91060
IRS990ScheduleA/PublicSupportTotal509Amt02133
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01916
IRS990ScheduleA/Total509Grp/TotalAmt02133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Supported patients with life threatening brain injGrantee Momumtum Athletic Training Street 4165 E Thousand Oaks Blvd Ste 150 City, State, Zip Thousand Oaks, CA 91362Amount 4,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAccounting 997Postage 245Foreign Tax 13Website Fees 363US Treasury 990T Fee 136
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORETTA YOUNKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03109217389
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucas Lilley Inc
ReturnHeader/Filer/BusinessNameControlTxt0LUCA
ReturnHeader/Filer/EIN0113829082
ReturnHeader/Filer/InCareOfNm0% Loretta Younkin
ReturnHeader/Filer/PhoneNum08186349037
ReturnHeader/Filer/USAddress/AddressLine1Txt03640 Sunset Knolls Drive
ReturnHeader/Filer/USAddress/CityNm0Thousand Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463654510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harris Accounting Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0751 E Daily Dr Ste 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camarillo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059820827
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH HARRIS
ReturnHeader/ReturnTs02025-11-15T14:04:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits