Civic Intelligence

Kahn Lyons Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-1603096

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

909 Lynton PlaceMclean, VA 22102

(703) 847-4279

Siviq Scores

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

Liabilities / Assets

57th percentile

0.09x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

2.43x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-176%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,683,356

Down $113,795 (-3.0%) from 2016

Net Assets

Up

$3,350,604

Up $16,526 (+0.5%) from 2016

Liabilities

Down

$332,752

Down $130,321 (-28%) from 2016

Revenue

Down

$136,921

Down $147,605 (-52%) from 2016

Expenses

Down

$378,140

Down $115,049 (-23%) from 2016

Net Income

Down

-$241,219

Down $32,556 (-16%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,825,755Liabilities 2010: $0Net Assets 2010: $3,825,7552010Assets 2011: $3,703,021Liabilities 2011: $93,825Net Assets 2011: $3,609,1962011Assets 2012: $5,037,857Liabilities 2012: $262,400Net Assets 2012: $4,775,4572012Assets 2013: $5,089,878Liabilities 2013: $341,465Net Assets 2013: $4,748,4132013Assets 2014: $4,927,546Liabilities 2014: $499,890Net Assets 2014: $4,427,6562014Assets 2015: $4,343,123Liabilities 2015: $686,932Net Assets 2015: $3,656,1912015Assets 2016: $3,797,151Liabilities 2016: $463,073Net Assets 2016: $3,334,0782016Assets 2017: $3,683,356Liabilities 2017: $332,752Net Assets 2017: $3,350,6042017Assets 2018: $2,970,401Liabilities 2018: $283,229Net Assets 2018: $2,687,1722018Assets 2019: $2,727,562Liabilities 2019: $0Net Assets 2019: $2,727,5622019Assets 2020: $2,499,101Liabilities 2020: $0Net Assets 2020: $2,499,1012020Assets 2021: $2,582,598Liabilities 2021: $0Net Assets 2021: $2,582,5982021Assets 2022: $1,843,149Liabilities 2022: $0Net Assets 2022: $1,843,1492022Assets 2023: $1,720,188Liabilities 2023: $0Net Assets 2023: $1,720,1882023Assets 2024: $1,613,747Liabilities 2024: $0Net Assets 2024: $1,613,7472024

Highlighted filing

2017

Assets$3,683,356
Liabilities$332,752
Net Assets$3,350,604

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $145,2052010Expenses 2011: $270,8452011Expenses 2012: $497,1172012Revenue 2013: $442,416Expenses 2013: $517,153Net Income 2013: -$74,7372013Revenue 2014: $428,400Expenses 2014: $896,556Net Income 2014: -$468,1562014Revenue 2015: $185,947Expenses 2015: $723,118Net Income 2015: -$537,1712015Revenue 2016: $284,526Expenses 2016: $493,189Net Income 2016: -$208,6632016Revenue 2017: $136,921Expenses 2017: $378,140Net Income 2017: -$241,2192017Revenue 2018: $176,737Expenses 2018: $505,062Net Income 2018: -$328,3252018Revenue 2019: $124,785Expenses 2019: $505,312Net Income 2019: -$380,5272019Revenue 2020: $139,717Expenses 2020: $505,565Net Income 2020: -$365,8482020Revenue 2021: $284,732Expenses 2021: $406,940Net Income 2021: -$122,2082021Revenue 2022: $175,239Expenses 2022: $410,095Net Income 2022: -$234,8562022Revenue 2023: $158,312Expenses 2023: $414,377Net Income 2023: -$256,0652023Revenue 2024: $139,970Expenses 2024: $407,438Net Income 2024: -$267,4682024

Highlighted filing

2017

Revenue$136,921
Expenses$378,140
Net Income-$241,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICE A LYONSPresident-$0--
ROBERT E KAHNSecretary/Treasurer-$0--
BRIAN D TAYLORDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kahn Lyons Foundation Inc
EIN
26-1603096
Phone
7038474279
Address
909 LYNTON PLACE, MCLEAN, VA 22102

Signing Officer

Name
Patrice a Lyons
Title
President and Director
Phone
7038474279
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Phillips & Associates LLC
Address
15825 SHADY GROVE ROAD SUITE 40, ROCKVILLE, MD 20850
Preparer
Andrew Phillips CPA
Phone
3015193280
Raw XML Appendix360 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/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/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MCLEAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07038474279
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
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PATRICE A LYONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07038474279
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0909 LYNTON PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MCLEAN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd022102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0WITHIN CHARITABLE PURPOSE OF PROMOTING RESEARCH IN THE PUBLIC INTEREST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT E KAHN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0332752
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0UNDERTAKE, FOSTER AND PROMOTE RESEARCH IN PUBLIC INTEREST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CORP FOR NATNL RESEARCH INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01895 PRESTON WHITE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0RESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd020191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNDERTAKE, FOSTER AND PROMOTE RESEARCH IN PUBLIC INTEREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CORP FOR NATNL RESEARCH INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01895 PRESTON WHITE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020191
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0332752
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
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/AppliedToCurrentYearAmt0176133
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0511110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0270974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0468600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt087416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01661967
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0323867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0511110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0270974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0468600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt087416
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0323867
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01661967
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01338100
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORPORATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0257117
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1628
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ADJUSTMENT TO UNRESTRICTED ASSETS TO RECONCILE ROUNDING OF ACCOUNT CLOSURE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12891
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES - WIRE CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12891
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICE A LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07038474279
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAHN LYONS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KAHN
ReturnHeader/Filer/EIN0261603096
ReturnHeader/Filer/PhoneNum07038474279
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 LYNTON PLACE
ReturnHeader/Filer/USAddress/CityNm0MCLEAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06AEA918F3BEE08582FA662B76C9D4489EAB25438
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04AFA15AF45E1C41577B4AA8DBA9CC236357204FD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.88.25
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:12:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522009588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015825 SHADY GROVE ROAD SUITE 40
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03015193280
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW PHILLIPS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T08:48:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.14$0.41$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.16$0.41$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.18$0.41$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.28$0.41$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.14$0.51$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.12$0.51$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.28$2.69$0.18$0.51$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.33$3.35$0.14$0.38$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.46$3.33$0.28$0.49$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.69$3.66$0.19$0.72$0.54
2014Detailed filing. Detailed filing data is available for this year.$4.93$0.50$4.43$0.43$0.90$0.47
2013Detailed filing. Detailed filing data is available for this year.$5.09$0.34$4.75$0.44$0.52$0.07
2012Detailed filing. Detailed filing data is available for this year.$5.04$0.26$4.78$0.50
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.09$3.61$0.27
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.15