Civic Intelligence

The Philip J & Carol J Lyons Foundation

990PF • Fiscal year 2018 • EIN 36-3488076

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 01, 2019

Organization Profile
6444 N Desert Wind CircleTucson, AZ 85750

(312) 368-1111

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

37th percentile

-1.9%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$871,770

Down $16,894 (-1.9%) from 2017

Net Assets

Down

$871,770

Down $16,894 (-1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin11th percentile

Revenue

Down

$46,085

Down $86,861 (-65%) from 2017

Expenses

Up

$62,979

Up $2,335 (+3.9%) from 2017

Net Income

Down

-$16,894

Down $89,196 (-123%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $754,584Liabilities 2011: $0Net Assets 2011: $754,5842011Assets 2012: $735,878Liabilities 2012: $0Net Assets 2012: $735,8782012Assets 2013: $735,723Liabilities 2013: $0Net Assets 2013: $735,7232013Assets 2014: $777,120Liabilities 2014: $0Net Assets 2014: $777,1202014Assets 2015: $806,673Liabilities 2015: $0Net Assets 2015: $806,6732015Assets 2016: $807,862Liabilities 2016: $0Net Assets 2016: $807,8622016Assets 2017: $888,664Liabilities 2017: $0Net Assets 2017: $888,6642017Assets 2018: $871,770Liabilities 2018: $0Net Assets 2018: $871,7702018Assets 2019: $891,659Liabilities 2019: $0Net Assets 2019: $891,6592019Assets 2020: $874,807Liabilities 2020: $0Net Assets 2020: $874,8072020Assets 2021: $918,699Liabilities 2021: $0Net Assets 2021: $918,6992021Assets 2022: $886,195Liabilities 2022: $0Net Assets 2022: $886,1952022Assets 2023: $792,757Liabilities 2023: $0Net Assets 2023: $792,7572023Assets 2024: $1,644,036Liabilities 2024: $0Net Assets 2024: $1,644,0362024

Highlighted filing

2018

Assets$871,770
Liabilities$0
Net Assets$871,770
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $43,9412011Expenses 2012: $42,5232012Expenses 2013: $38,0112013Revenue 2014: $87,440Expenses 2014: $46,043Net Income 2014: $41,3972014Revenue 2015: $83,455Expenses 2015: $53,902Net Income 2015: $29,5532015Revenue 2016: $53,939Expenses 2016: $52,750Net Income 2016: $1,1892016Revenue 2017: $132,946Expenses 2017: $60,644Net Income 2017: $72,3022017Revenue 2018: $46,085Expenses 2018: $62,979Net Income 2018: -$16,8942018Revenue 2019: $91,014Expenses 2019: $71,125Net Income 2019: $19,8892019Revenue 2020: $51,440Expenses 2020: $68,292Net Income 2020: -$16,8522020Revenue 2021: $119,027Expenses 2021: $75,135Net Income 2021: $43,8922021Revenue 2022: $31,761Expenses 2022: $64,265Net Income 2022: -$32,5042022Revenue 2023: $3,771Expenses 2023: $97,209Net Income 2023: -$93,4382023Revenue 2024: $1,020,865Expenses 2024: $169,586Net Income 2024: $851,2792024

Highlighted filing

2018

Revenue$46,085
Expenses$62,979
Net Income-$16,894
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 1, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP J LYONSPres / Treasurer-$0--
CAROL J LYONSSecretary / V.P-$0--
MICHAEL SOLHEIMDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Philip J & Carol J Lyons Foundation
EIN
36-3488076
Phone
3123681111
Address
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750

Signing Officer

Name
Philip Lyons
Title
President
Phone
3123681111
Signed
2019-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Wineberg Solheim Howell & Shain Pc
Address
180 N LASALLE ST STE 2200, CHICAGO, IL 60601
Preparer
Michael S Solheim CPA
Phone
3123720440
Raw XML Appendix316 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL SOLHEIM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES / TREASURER
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03123681111
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt054250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANTS TO CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS UNSOLICITED CHARITABLE ORGANIZATIONS (DETAIL AVAILABLE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06444 DESERT WIND CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085750
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054250
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/AppliedToCurrentYearAmt06148
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt048102
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056343
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt048102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05836
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02893
TaxesSchedule/TaxesDetail/CategoryTxt0FIT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02893
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03123681111
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILIP J & CAROL J LYONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0363488076
ReturnHeader/Filer/PhoneNum03123681111
ReturnHeader/Filer/USAddress/AddressLine1Txt06444 N DESERT WIND CIRCLE
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085750
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01BD3BB25ECC3EF9F848E723B693EFFEB315E5623
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01BD3BB25ECC3EF9F848E723B693EFFEB315E5623
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.55.90
ReturnHeader/FilingSecurityInformation/IPDt02019-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:39:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362700600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINEBERG SOLHEIM HOWELL & SHAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 N LASALLE ST STE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03123720440
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S SOLHEIM CPA
ReturnHeader/ReturnTs02019-08-06T14:23:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$871,770
Liabilities
$0
Net assets
$871,770
Revenue
$46,085
Expenses
$62,979
Net income
-$16,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.02$0.17$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.00$0.10$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.05$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.09$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.13$0.06$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.05$0.05$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.09$0.05$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.04