Civic Intelligence

Lozano Smith Foundation

990PF • Fiscal year 2018 • EIN 47-1800705

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 26, 2019

7404 N Spalding AveFresno, CA 93720

(559) 431-5600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-8.1%

Faster asset growth than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$114

Down $10 (-8.1%) from 2017

Net Assets

Down

$114

Down $10 (-8.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$0

Down $2,500 (-100%) from 2017

Expenses

Down

$10

Down $6,010 (-100%) from 2017

Net Income

Up

-$10

Up $3,510 (+100%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $5,785Liabilities 2015: $1Net Assets 2015: $5,7852015Assets 2016: $3,644Liabilities 2016: $0Net Assets 2016: $3,6442016Assets 2017: $124Liabilities 2017: $0Net Assets 2017: $1242017Assets 2018: $114Liabilities 2018: $0Net Assets 2018: $1142018Assets 2019: $94Liabilities 2019: $1Net Assets 2019: $942019Assets 2020: $94Liabilities 2020: $1Net Assets 2020: $942020Assets 2021: $94Liabilities 2021: $1Net Assets 2021: $942021Assets 2022: $69Liabilities 2022: $1Net Assets 2022: $692022Assets 2023: $44Liabilities 2023: $1Net Assets 2023: $442023Assets 2024: $119Liabilities 2024: $0Net Assets 2024: $1192024

Highlighted filing

2018

Assets$114
Liabilities$0
Net Assets$114

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $11,000Expenses 2015: $5,215Net Income 2015: $5,7852015Revenue 2016: $5,000Expenses 2016: $7,141Net Income 2016: -$2,1412016Revenue 2017: $2,500Expenses 2017: $6,020Net Income 2017: -$3,5202017Revenue 2018: $0Expenses 2018: $10Net Income 2018: -$102018Revenue 2019: $1Expenses 2019: $20Net Income 2019: -$192019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $1Expenses 2022: $25Net Income 2022: -$242022Revenue 2023: $1Expenses 2023: $25Net Income 2023: -$242023Revenue 2024: $100Expenses 2024: $25Net Income 2024: $752024

Highlighted filing

2018

Revenue$0
Expenses$10
Net Income-$10
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 26, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen M RezendesPresident-$0--
Louis T LozanoVice President-$0--
Andy GarciaCFO-$0--
Filing and Contact Details

Filer

Filer Name
Lozano Smith Foundation
EIN
47-1800705
Phone
5594315600
Address
7404 N Spalding Ave, Fresno, CA 93720

Signing Officer

Name
Andy Garcia
Title
CFO
Signed
2019-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams LLP Fresno
Address
265 E River Park Circle Suite 110, Fresno, CA 93720
Preparer
Michael S Holtermann
Phone
5594322346
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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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/BusinessNameControlTxt0LOZA
ReturnHeader/Filer/EIN0471800705
ReturnHeader/Filer/PhoneNum05594315600
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0265 E River Park Circle Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093720
ReturnHeader/PreparerPersonGrp/PhoneNum05594322346
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael S Holtermann
ReturnHeader/ReturnTs02019-08-26T09:35:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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