Civic Intelligence

The Lisa Family Foundation Inc

EIN 45-4923183 • Paradise Valley, AZ

7113 N Desert Fairways DriveParadise Valley, AZ 85253
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

19%

Faster revenue growth than 63% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$512,244

Down $8,836 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$512,244

Down $8,836 (-1.7%) from 2023

Revenue

Up

$26,104

Up $4,135 (+19%) from 2023

Expenses

Down

$34,930

Down $3,558 (-9.2%) from 2023

Net Income

Up

-$8,826

Up $7,693 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $504,441Liabilities 2013: $02013Assets 2014: $502,737Liabilities 2014: $0Net Assets 2014: $502,7372014Assets 2015: $545,498Liabilities 2015: $0Net Assets 2015: $545,4982015Assets 2016: $535,935Liabilities 2016: $0Net Assets 2016: $535,9352016Assets 2017: $569,403Liabilities 2017: $0Net Assets 2017: $569,4032017Assets 2018: $614,699Liabilities 2018: $0Net Assets 2018: $614,6992018Assets 2019: $601,824Liabilities 2019: $0Net Assets 2019: $601,8242019Assets 2020: $586,185Liabilities 2020: $0Net Assets 2020: $586,1852020Assets 2021: $561,592Liabilities 2021: $0Net Assets 2021: $561,5922021Assets 2022: $537,606Liabilities 2022: $0Net Assets 2022: $537,6062022Assets 2023: $521,080Liabilities 2023: $0Net Assets 2023: $521,0802023Assets 2024: $512,244Liabilities 2024: $0Net Assets 2024: $512,2442024

Highlighted filing

2024

Assets$512,244
Liabilities$0
Net Assets$512,244

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $256,662Expenses 2013: $2,213Net Income 2013: $254,4492013Revenue 2014: $15,444Expenses 2014: $17,143Net Income 2014: -$1,6992014Revenue 2015: $60,864Expenses 2015: $3,101Net Income 2015: $57,7632015Revenue 2016: $62,989Expenses 2016: $72,558Net Income 2016: -$9,5692016Revenue 2017: $43,042Expenses 2017: $9,190Net Income 2017: $33,8522017Revenue 2018: $73,296Expenses 2018: $28,221Net Income 2018: $45,0752018Revenue 2019: $18,405Expenses 2019: $31,290Net Income 2019: -$12,8852019Revenue 2020: $9,845Expenses 2020: $25,628Net Income 2020: -$15,7832020Revenue 2021: $19,292Expenses 2021: $43,876Net Income 2021: -$24,5842021Revenue 2022: $17,320Expenses 2022: $41,325Net Income 2022: -$24,0052022Revenue 2023: $21,969Expenses 2023: $38,488Net Income 2023: -$16,5192023Revenue 2024: $26,104Expenses 2024: $34,930Net Income 2024: -$8,8262024

Highlighted filing

2024

Revenue$26,104
Expenses$34,930
Net Income-$8,826

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 6, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven G LisaPresident-$0--
Laurie O LisaTreasurer-$0--
Caitlin L BoschSecretary-$0--
Michelle B LisaLegalcounsel-$0--
Filing and Contact Details

Filer

Filer Name
The Lisa Family Foundation Inc
EIN
45-4923183
Phone
3123205888
Address
7113 N Desert Fairways Drive, Paradise Valley, AZ 85253

Signing Officer

Name
Steven G Lisa
Title
President
Signed
2025-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Kenning Neely LLC
Address
53 West Jackson - Suite 400, Chicago, IL 60604
Preparer
Peter R Neely
Phone
3122946400
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Steven G Lisa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Laurie O Lisa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Caitlin L Bosch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michelle B Lisa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3LegalCounsel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07113 N Desert Fairways Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17113 N Desert Fairways Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23305 W Belle Plaine Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34046 SE Caruthers St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Paradise Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Paradise Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0852533338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1852533338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3972145932
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt034525
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt034525
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
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/AddressLine1Txt07113 N Desert Fairways Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Paradise Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0852533338
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Steven G Lisa
IRS990PF/StatementsRegardingActyGrp/PhoneNum03123205888
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Steven G Lisa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide sports-based youth development and direct-service programs to under-served communities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support the operating costs of mass and of providing spiritual guidance.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Chicago Fire Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1St Adalbert Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 North Dearborn St Suite 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12645 E Allegheny Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119134
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
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/AppliedToCurrentYearAmt011870
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022655
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035798
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034525
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022655
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Net Dividends in Transit
TaxesSchedule/TaxesDetail/Amt0304
TaxesSchedule/TaxesDetail/Amt1101
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid (1099-DIV)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0101
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven G Lisa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lisa Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LISA
ReturnHeader/Filer/EIN0454923183
ReturnHeader/Filer/PhoneNum03123205888
ReturnHeader/Filer/USAddress/AddressLine1Txt07113 N Desert Fairways Drive
ReturnHeader/Filer/USAddress/CityNm0Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364192068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNING NEELY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 West Jackson - Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060604
ReturnHeader/PreparerPersonGrp/PhoneNum03122946400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter R Neely
ReturnHeader/ReturnTs02025-03-06T09:26:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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