Civic Intelligence

Lozano Smith Foundation

990PF • Fiscal year 2019 • EIN 47-1800705

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

Organization Profile
7404 N Spalding AveFresno, CA 93720-3370

(559) 431-5600

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-1900%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$94

Down $20 (-18%) from 2018

Net Assets

Down

$94

Down $20 (-18%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin2nd percentile

Revenue

Up

$1

Up $1 from 2018

Expenses

Up

$20

Up $10 (+100%) from 2018

Net Income

Down

-$19

Down $9 (-90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2019

Assets$94
Liabilities$1
Net Assets$94
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$1
Expenses$20
Net Income-$19
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

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 93720-3370

Signing Officer

Name
Andy Garcia
Title
CFO
Phone
5594315600
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
265 E RIVER PARK CIRCLE STE 110, FRESNO, CA 93720
Preparer
Michael S Holtermann
Phone
5593895700
Raw XML Appendix246 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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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
$94
Liabilities
$1
Net assets
$94
Revenue
$1
Expenses
$20
Net income
-$19
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.10$0.03$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.50$6.02$3.52
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$5.00$7.14$2.14
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$11.0$5.22$5.79
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00