Civic Intelligence

Lyles Foundation a Charitable Trust

990 • Fiscal year 2013 • EIN 13-7334864

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.FRESNOREGFOUNDATION.ORG
5250 North Palm93704

(559) 226-5600

Siviq Scores

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

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.22x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$27,637,084

Up $4,496,285 (+19%) from 2012

Net Assets

Up

$26,510,933

Up $4,358,530 (+20%) from 2012

Liabilities

Up

$1,126,151

Up $137,755 (+14%) from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin98th percentile

Revenue

$5,103,967

No earlier filing loaded for comparison.

Expenses

Down

$738,585

Down $1,361,178 (-65%) from 2012

Net Income

$4,365,382

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$60M$40M$20M$0Assets 2011: $22,653,171Liabilities 2011: $3,378,595Net Assets 2011: $19,274,5762011Assets 2012: $23,140,799Liabilities 2012: $988,396Net Assets 2012: $22,152,4032012Assets 2013: $27,637,084Liabilities 2013: $1,126,151Net Assets 2013: $26,510,9332013Assets 2014: $29,456,654Liabilities 2014: $13,510,277Net Assets 2014: $15,946,3772014Assets 2015: $30,436,163Liabilities 2015: $12,002,163Net Assets 2015: $18,434,0002015Assets 2016: $31,209,517Liabilities 2016: $10,171,456Net Assets 2016: $21,038,0612016Assets 2017: $34,190,074Liabilities 2017: $9,473,050Net Assets 2017: $24,717,0242017Assets 2018: $41,705,734Liabilities 2018: $8,931,036Net Assets 2018: $32,774,6982018Assets 2019: $43,670,150Liabilities 2019: $8,434,455Net Assets 2019: $35,235,6952019Assets 2020: $43,308,499Liabilities 2020: $7,625,832Net Assets 2020: $35,682,6672020Assets 2021: $55,246,223Liabilities 2021: $7,286,522Net Assets 2021: $47,959,7012021Assets 2022: $55,348,582Liabilities 2022: $14,276,256Net Assets 2022: $41,072,3262022Assets 2023: $42,427,772Liabilities 2023: $5,911,959Net Assets 2023: $36,515,8132023Assets 2024: $44,040,420Liabilities 2024: $5,667,455Net Assets 2024: $38,372,9652024

Highlighted filing

2013

Assets$27,637,084
Liabilities$1,126,151
Net Assets$26,510,933
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10M-$20MExpenses 2011: $487,7812011Expenses 2012: $2,099,7632012Revenue 2013: $5,103,967Expenses 2013: $738,585Net Income 2013: $4,365,3822013Revenue 2014: $3,749,510Expenses 2014: $14,314,066Net Income 2014: -$10,564,5562014Revenue 2015: $3,895,462Expenses 2015: $1,407,839Net Income 2015: $2,487,6232015Revenue 2016: $3,380,186Expenses 2016: $1,899,508Net Income 2016: $1,480,6782016Revenue 2017: $3,164,022Expenses 2017: $1,826,736Net Income 2017: $1,337,2862017Revenue 2018: $7,539,367Expenses 2018: $2,096,285Net Income 2018: $5,443,0822018Revenue 2019: $3,258,893Expenses 2019: $1,992,089Net Income 2019: $1,266,8042019Revenue 2020: $5,017,107Expenses 2020: $4,944,072Net Income 2020: $73,0352020Revenue 2021: $8,889,456Expenses 2021: $1,222,753Net Income 2021: $7,666,7032021Revenue 2022: $4,384,580Expenses 2022: $8,382,095Net Income 2022: -$3,997,5152022Revenue 2023: $524,601Expenses 2023: $6,868,749Net Income 2023: -$6,344,1482023Revenue 2024: $1,620,681Expenses 2024: $1,076,664Net Income 2024: $544,0172024

Highlighted filing

2013

Revenue$5,103,967
Expenses$738,585
Net Income$4,365,382
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$5,103,967
Mission and Program Overview

Mission

TO PROVIDE SUPPORT FOR CERTAIN ACTIVITIES OF THE CENTRAL VALLEY COMMUNITY FOUNDATION, AN ORGANIZATION DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. THE LYLES FOUNDATION'S GOAL IS TO PROVIDE SUPPORT FOR THE EXPANSION OF EDUCATIONAL OPPORTUNITIES, MEDICAL EDUCATION AND RESEARCH.

TO PROVIDE SUPPORT FOR CERTAIN ACTIVITIES OF THE FRESNO REGIONAL FOUNDATION, AN ORGANIZATION DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. THE LYLES FOUNDATION'S GOAL IS TO PROVIDE SUPPORT FOR THE EXPANSION OF EDUCATIONAL OPPORTUNITIES, MEDICAL EDUCATION AND RESEARCH.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$20,321,876$21,833,639▲ $1,511,763
Cash and Non-Interest-Bearing Accounts$2,553,249$5,523,144▲ $2,969,895
Other Notes and Loans Receivable, Net$100,000$100,000→ $0
Investments in Publicly Traded Securities$63,893$80,242▲ $16,349
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$23,140,799$27,637,084▲ $4,496,285
Other Assets Total$101,781$100,059▼ $1,722
Liabilities
Other Liabilities$698,713$979,616▲ $280,903
Grants Payable$289,683$146,535▼ $143,148
Total Liabilities$988,396$1,126,151▲ $137,755
Net Assets / Fund Balance
Unrestricted Net Assets$22,152,403$26,510,933▲ $4,358,530
Total Net Assets Fund Balance$22,152,403$26,510,933▲ $4,358,530
Total Liabilities and Net Assets / Fund Balance$23,140,799$27,637,084▲ $4,496,285

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$21,833,639--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Dan DeSantisTrustee
Gerald V LylesTrustee
Jeff JaechTrustee
Ken NewbyTrustee
William M LylesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,068,830
Program Service Revenue
$0
Investment Income
$1,472,609
Other Revenue
$562,528
Change in Net Assets
$4,365,382

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$2,952,944Fair Value
Securities Closely Held Stock2$92,006Appraisal
Total Noncash Contributions3$3,044,950-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$429,044
Grants and Similar Amounts Paid$309,541
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$309,541--$309,541
Fees for Services Accounting-$9,000-$9,000
Other Expenses-$3,341-$3,341
All Other Expenses-$199-$199
Total Functional Expenses$309,541$429,044$0$738,585
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
77-0478025--support community foundation$309,541
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ldi Stock - Embedded Ubit Liability$979,616
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Directors Gerald and William Lyles are brothers”

Form 990, Part VI, Line 11B: Form 990 Review Process

“form 990 reviewed by trustees”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“governing documents, policies and financial information are available upon request”

Filing and Contact Details

Filer

EIN
13-7334864
Phone
5592265600

Signing Officer

Name
Jeff Jaech
Title
Trustee
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Fausto Hinojosa CPA CFE
Phone
5592999540
Raw XML Appendix394 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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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/ContributionFamilyInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc011a
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0309541
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10FRESNO REGIONAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0309541
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt021833639
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0979616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LDI STOCK - EMBEDDED UBIT LIABILITY
IRS990ScheduleD/TotalBookValueSecuritiesAmt021833639
IRS990ScheduleD/TotalLiabilityAmt0979616
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0309541
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0support community foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10FRESNO REGIONAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0770478025
IRS990ScheduleI/RecipientTable/USAddress/AddressLine105250 N PALM AVE 424
IRS990ScheduleI/RecipientTable/USAddress/City0FRESNO
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode093704
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Organization requests interim grant reporting.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0Appraisal
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt092006
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt02952944
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors Gerald and William Lyles are brothers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1form 990 reviewed by trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2governing documents, policies and financial information are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt023140799
IRS990/TotalAssetsEOYAmt027637084
IRS990/TotalAssetsGrp/BOYAmt023140799
IRS990/TotalAssetsGrp/EOYAmt027637084
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03068830
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0429044
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309541
IRS990/TotalFunctionalExpensesGrp/TotalAmt0738585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0988396
IRS990/TotalLiabilitiesEOYAmt01126151
IRS990/TotalLiabilitiesGrp/BOYAmt0988396
IRS990/TotalLiabilitiesGrp/EOYAmt01126151
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022152403
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026510933
IRS990/TotalProgramServiceExpensesAmt0316393
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01219632
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0815505
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05103967
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023140799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027637084
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt022152403
IRS990/UnrestrictedNetAssetsGrp/EOYAmt026510933
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.FRESNOREGFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Jaech
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lyles Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine20A Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0137334864
ReturnHeader/Filer/PhoneNum05592265600
ReturnHeader/Filer/USAddress/AddressLine105250 North Palm
ReturnHeader/Filer/USAddress/City0Fresno
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Price Paige and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10677 Scott Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Clovis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093612
ReturnHeader/PreparerPersonGrp/PhoneNum05592999540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fausto Hinojosa CPA CFE
ReturnHeader/ReturnTs02014-11-14T08:53:33-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,637,084
Liabilities
$1,126,151
Net assets
$26,510,933
Revenue
$5,103,967
Expenses
$738,585
Net income
$4,365,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$5.67$38.4$1.62$1.08$0.54
2023Detailed filing. Detailed filing data is available for this year.$42.4$5.91$36.5$0.52$6.87$6.34
2022Detailed filing. Detailed filing data is available for this year.$55.3$14.3$41.1$4.38$8.38$4.00
2021Detailed filing. Detailed filing data is available for this year.$55.2$7.29$48.0$8.89$1.22$7.67
2020Detailed filing. Detailed filing data is available for this year.$43.3$7.63$35.7$5.02$4.94$0.07
2019Detailed filing. Detailed filing data is available for this year.$43.7$8.43$35.2$3.26$1.99$1.27
2018Detailed filing. Detailed filing data is available for this year.$41.7$8.93$32.8$7.54$2.10$5.44
2017Detailed filing. Detailed filing data is available for this year.$34.2$9.47$24.7$3.16$1.83$1.34
2016Detailed filing. Detailed filing data is available for this year.$31.2$10.2$21.0$3.38$1.90$1.48
2015Detailed filing. Detailed filing data is available for this year.$30.4$12.0$18.4$3.90$1.41$2.49
2014Detailed filing. Detailed filing data is available for this year.$29.5$13.5$15.9$3.75$14.3$10.6
2013Detailed filing. Detailed filing data is available for this year.$27.6$1.13$26.5$5.10$0.74$4.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.99$22.2$2.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$3.38$19.3$0.49