Civic Intelligence

Lyons Share Foundation

990PF • Fiscal year 2019 • EIN 33-0622707

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
36 Harbor IslandNewport Beach, CA 92660

(949) 474-5500

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

271%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$11,144,379

Up $1,979,180 (+22%) from 2018

Net Assets

Up

$11,144,379

Up $1,979,180 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$1,278,307

Up $933,406 (+271%) from 2018

Expenses

Down

$673,672

Down $155,955 (-19%) from 2018

Net Income

Up

$604,635

Up $1,089,361 (+225%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $2,441,623Liabilities 2011: $0Net Assets 2011: $2,441,6232011Assets 2012: $1,747,859Liabilities 2012: $0Net Assets 2012: $1,747,8592012Assets 2013: $1,094,327Liabilities 2013: $0Net Assets 2013: $1,094,3272013Assets 2014: $1,520,019Liabilities 2014: $0Net Assets 2014: $1,520,0192014Assets 2015: $1,883,732Liabilities 2015: $0Net Assets 2015: $1,883,7322015Assets 2016: $1,816,365Liabilities 2016: $0Net Assets 2016: $1,816,3652016Assets 2017: $10,363,939Liabilities 2017: $0Net Assets 2017: $10,363,9392017Assets 2018: $9,165,199Liabilities 2018: $0Net Assets 2018: $9,165,1992018Assets 2019: $11,144,379Liabilities 2019: $0Net Assets 2019: $11,144,3792019Assets 2020: $14,008,211Liabilities 2020: $0Net Assets 2020: $14,008,2112020Assets 2021: $18,155,862Liabilities 2021: $0Net Assets 2021: $18,155,8622021Assets 2022: $13,811,955Liabilities 2022: $0Net Assets 2022: $13,811,9552022Assets 2023: $16,140,291Liabilities 2023: $0Net Assets 2023: $16,140,2912023Assets 2024: $17,355,811Liabilities 2024: $0Net Assets 2024: $17,355,8112024

Highlighted filing

2019

Assets$11,144,379
Liabilities$0
Net Assets$11,144,379
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $801,3322011Expenses 2012: $794,2592012Revenue 2013: $69,478Expenses 2013: $723,010Net Income 2013: -$653,5322013Revenue 2014: $1,113,584Expenses 2014: $687,892Net Income 2014: $425,6922014Revenue 2015: $2,347,700Expenses 2015: $705,014Net Income 2015: $1,642,6862015Revenue 2016: $630,494Expenses 2016: $706,155Net Income 2016: -$75,6612016Revenue 2017: $9,281,162Expenses 2017: $751,488Net Income 2017: $8,529,6742017Revenue 2018: $344,901Expenses 2018: $829,627Net Income 2018: -$484,7262018Revenue 2019: $1,278,307Expenses 2019: $673,672Net Income 2019: $604,6352019Revenue 2020: $3,181,668Expenses 2020: $674,437Net Income 2020: $2,507,2312020Revenue 2021: $2,134,899Expenses 2021: $776,412Net Income 2021: $1,358,4872021Revenue 2022: $130,517Expenses 2022: $722,672Net Income 2022: -$592,1552022Revenue 2023: $824,361Expenses 2023: $659,675Net Income 2023: $164,6862023Revenue 2024: $2,195,073Expenses 2024: $979,553Net Income 2024: $1,215,5202024

Highlighted filing

2019

Revenue$1,278,307
Expenses$673,672
Net Income$604,635
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY A LYONSPresident-$0--
PHILLIP N LYONSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lyons Share Foundation
EIN
33-0622707
Phone
9494745500
Address
36 Harbor Island, Newport Beach, CA 92660

Signing Officer

Name
Mary a Lyons
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Sroka & Co CPAs
Address
41 Corporate Park Suite 380, Irvine, CA 92606
Preparer
Marcelo E Sroka
Phone
9493597999
Raw XML Appendix340 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0272578
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05253
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0476
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0278307
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0278307
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05253
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0639400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0639400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0272578
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0272578
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0604635
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01064347
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0476
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0476
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05253
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0254108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024199
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0639400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0673672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0278307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01278307
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0373230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1678868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-18026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-18026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1386361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2660842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS - MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT TERM GAINS MERRILL LYNCH 8R6-04002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM LOSSES MERRILL LYNCH 8R6-04002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHARES GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES GOLD TRUST INV EXP/BASIS ADJ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05253
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0604635
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01374545
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011144379
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09165199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011144379
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0473451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0473451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0473451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0478533
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05082
IRS990PF/DistributableAmountGrp/TotalTaxAmt05082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012763
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012763
IRS990PF/FMVAssetsEOYAmt011143103
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09165199
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011144379
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01276
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01276
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09065987
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011029382
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011029382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt097936
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0113721
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0113721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09165199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011144379
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011143103
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09165199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011144379
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09165199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011144379
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09716412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09706067
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0145746
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0478533
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09570666
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09716412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY A LYONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHILLIP N LYONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt036 HARBOR ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt136 HARBOR ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04106447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04108988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0620000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0732400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0687500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0677151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0667672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.429066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.40131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.37031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.57065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.73882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09570666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09651410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01825028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01856550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01186642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0903696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0639400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.145328
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0639400
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0639400
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0639400
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt036 Harbor Island
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Newport Beach
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mary Lyons
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494745500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY A LYONS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PHILLIP N LYONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2254400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3280000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF ARTS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF NATIONAL CONCERTS & PRESENTATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF NATIONAL PRESENTATIONS/CONCERTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNDERWRITE CONCERTS AND OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF PROGRAMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ARTS ORANGE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CHORUS AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PACIFIC CHORALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PACIFIC SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PBS SOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PAST CHAIRMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1MARY LYONS PAST BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2BOARD MEMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3DIRECTOR, EXEC COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4CORP BOARD SECRETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017620 FITCH 255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 18TH ST NW STE 1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23303 HARBOR BLVD STE E5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt317620 FITCH STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43080 BRISTOL ST 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492626
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0639400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0473451
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0473451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0256112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0708382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0606987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0638717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0645549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0645549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02376147
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0165949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0256112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0708382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0606987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0638717
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0639400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0165949
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03021696
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02855747
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARY LYONS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt036 HARBOR ISLAND DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01276
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01276
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ACCOUNT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024199
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01374545
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INVESTMENTS CARRIED AT MARKET VALUE
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt285
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1REFUND OF STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES AND FILING FEES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY A LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lyons Share Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LYON
ReturnHeader/Filer/EIN0330622707
ReturnHeader/Filer/PhoneNum09494745500
ReturnHeader/Filer/USAddress/AddressLine1Txt036 Harbor Island
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813083340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sroka & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Corporate Park Suite 380
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092606
ReturnHeader/PreparerPersonGrp/PhoneNum09493597999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marcelo E Sroka
ReturnHeader/ReturnTs02020-11-16T08:39:37-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,144,379
Liabilities
$0
Net assets
$11,144,379
Revenue
$1,278,307
Expenses
$673,672
Net income
$604,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$2.20$0.98$1.22
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.82$0.66$0.16
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.13$0.72$0.59
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$2.13$0.78$1.36
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$3.18$0.67$2.51
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.28$0.67$0.60
2018Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.34$0.83$0.48
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$9.28$0.75$8.53
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.63$0.71$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.35$0.71$1.64
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.11$0.69$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.72$0.65
2012Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.79
2011Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.80