Civic Intelligence

General & Mrswm Lyon Family Foundation

EIN 33-0308853 • Newport Beach, CA

P O Box 8858Newport Beach, CA 92658
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-24%

Faster asset growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$1,711

Down $533 (-24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$1,711

Down $533 (-24%) from 2016

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Down

$533

Down $29 (-5.2%) from 2016

Net Income

Up

-$533

Up $29 (+5.2%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2014: $3,342Liabilities 2014: $0Net Assets 2014: $3,3422014Assets 2015: $2,806Liabilities 2015: $0Net Assets 2015: $2,8062015Assets 2016: $2,244Liabilities 2016: $0Net Assets 2016: $2,2442016Assets 2017: $1,711Liabilities 2017: $0Net Assets 2017: $1,7112017

Highlighted filing

2017

Assets$1,711
Liabilities$0
Net Assets$1,711
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0K$500$0-$500-$1.0KRevenue 2014: $0Expenses 2014: $550Net Income 2014: -$5502014Revenue 2015: $0Expenses 2015: $536Net Income 2015: -$5362015Revenue 2016: $0Expenses 2016: $562Net Income 2016: -$5622016Revenue 2017: $0Expenses 2017: $533Net Income 2017: -$5332017

Highlighted filing

2017

Revenue$0
Expenses$533
Net Income-$533
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,711
Liabilities
$0
Net assets
$1,711
Revenue
$0
Expenses
$533
Net income
-$533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1,711$0$1,711$0$533$533
2016Detailed filing. Detailed filing data is available for this year.$2,244$0$2,244$0$562$562
2015Detailed filing. Detailed filing data is available for this year.$2,806$0$2,806$0$536$536
2014Detailed filing. Detailed filing data is available for this year.$3,342$0$3,342$0$550$550
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 25, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William LyonPresident-$0--
Willa Dean LyonSecretary-$0--
Cynthia E Hardgrave CPAManager-$0--
Filing and Contact Details

Filer

Filer Name
General & MrsWm Lyon Family Foundation
EIN
33-0308853
Phone
9494765409
Address
P O Box 8858, Newport Beach, CA 92658

Signing Officer

Name
William Lyon
Title
President
Signed
2018-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Corporate Enterprises Inc
Address
PO Box 8858, Newport Beach, CA 92658-8858
Preparer
Susan V Harsali
Phone
9494765409
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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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0General & MrsWm Lyon Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0330308853
ReturnHeader/Filer/PhoneNum09494765409
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 8858
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092658
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 8858
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926588858
ReturnHeader/PreparerPersonGrp/PhoneNum09494765409
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan V Harsali
ReturnHeader/ReturnTs02018-06-28T14:43:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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