Civic Intelligence

Lwl Foundation

990PF • Fiscal year 2023 • EIN 26-3026425

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
CO Cheadle 1000 Quail St 100Newport Beach, CA 92660

(949) 553-1066

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-4.8%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

79%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,523,161

Down $76,942 (-4.8%) from 2022

Net Assets

Down

$1,523,161

Down $76,942 (-4.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Up

$69,947

Up $30,801 (+79%) from 2022

Expenses

Down

$146,889

Down $124,267 (-46%) from 2022

Net Income

Up

-$76,942

Up $155,068 (+67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,797,801Liabilities 2014: $0Net Assets 2014: $2,797,8012014Assets 2015: $2,683,016Liabilities 2015: $0Net Assets 2015: $2,683,0162015Assets 2016: $2,665,423Liabilities 2016: $0Net Assets 2016: $2,665,4232016Assets 2017: $2,635,950Liabilities 2017: $0Net Assets 2017: $2,635,9502017Assets 2018: $2,491,808Liabilities 2018: $0Net Assets 2018: $2,491,8082018Assets 2020: $2,048,176Liabilities 2020: $0Net Assets 2020: $2,048,1762020Assets 2021: $1,832,113Liabilities 2021: $0Net Assets 2021: $1,832,1132021Assets 2022: $1,600,103Liabilities 2022: $0Net Assets 2022: $1,600,1032022Assets 2023: $1,523,161Liabilities 2023: $0Net Assets 2023: $1,523,1612023Assets 2024: $1,148,042Liabilities 2024: $0Net Assets 2024: $1,148,0422024

Highlighted filing

2023

Assets$1,523,161
Liabilities$0
Net Assets$1,523,161
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$500K$0-$500KRevenue 2014: $116,699Expenses 2014: $386,126Net Income 2014: -$269,4272014Revenue 2015: $149,827Expenses 2015: $264,612Net Income 2015: -$114,7852015Revenue 2016: $144,941Expenses 2016: $162,534Net Income 2016: -$17,5932016Revenue 2017: $196,927Expenses 2017: $226,400Net Income 2017: -$29,4732017Revenue 2018: $88,986Expenses 2018: $233,128Net Income 2018: -$144,1422018Revenue 2020: $56,620Expenses 2020: $331,415Net Income 2020: -$274,7952020Revenue 2021: $88,654Expenses 2021: $304,717Net Income 2021: -$216,0632021Revenue 2022: $39,146Expenses 2022: $271,156Net Income 2022: -$232,0102022Revenue 2023: $69,947Expenses 2023: $146,889Net Income 2023: -$76,9422023Revenue 2024: $52,544Expenses 2024: $427,663Net Income 2024: -$375,1192024

Highlighted filing

2023

Revenue$69,947
Expenses$146,889
Net Income-$76,942
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORA JANE HARV LISLESecretary & Chief Financia-$0--
Filing and Contact Details

Filer

Filer Name
Lwl Foundation
EIN
26-3026425
Phone
9495531066
Address
CO CHEADLE 1000 QUAIL ST 100, NEWPORT BEACH, CA 92660

Signing Officer

Name
Lora Jane Harv Lisle
Title
Chief Financial Officer
Phone
9495531066
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
C Tucker Cheadle a Law Corp
Address
1000 QUAIL ST STE 100, NEWPORT BEACH, CA 92660
Preparer
C Tucker Cheadle
Phone
9495531066
Raw XML Appendix336 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LORA JANE HARV LISLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUNG AMERICANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE TRIANGLE WARNER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOPE MISSION SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02452 ALTON PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117391 DURRANCE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21132 OLYMPIC DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3C/O 427 ROSE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 QUAIL ST 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PITTSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1339172212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492660
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0139800
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/AppliedToCurrentYearAmt020404
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0145757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0197150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0210445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0117368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0134517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0134517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0790116
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0119396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0145757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0197150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0210445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0117368
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0119396
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0924633
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0805237
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07064
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SALLY LISLE 122308 11509
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O CHEADLE 1000 QUAIL ST STE 100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEWPORT BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092660
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN REGISTRY OF CHAR.
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORA JANE HARV LISLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09495531066
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LWL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LWLF
ReturnHeader/Filer/EIN0263026425
ReturnHeader/Filer/PhoneNum09495531066
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CHEADLE 1000 QUAIL ST 100
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900107187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C TUCKER CHEADLE A LAW CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 QUAIL ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09495531066
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C TUCKER CHEADLE
ReturnHeader/ReturnTs02024-11-14T22:18:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,523,161
Liabilities
$0
Net assets
$1,523,161
Revenue
$69,947
Expenses
$146,889
Net income
-$76,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.43$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.07$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.04$0.27$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.30$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.06$0.33$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.20$0.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.15$0.26$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.12$0.39$0.27