Civic Intelligence

Lozano Smith Foundation

990PF • Fiscal year 2020 • EIN 47-1800705

Jan 01, 2020 to Dec 31, 2020 • Filed on May 08, 2021

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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.0%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

Flat

$94

Flat from 2019

Net Assets

Flat

$94

Flat from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin99th percentile

Revenue

Flat

$1

Flat from 2019

Expenses

Down

$0

Down $20 (-100%) from 2019

Net Income

Up

$1

Up $20 (+105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$94
Liabilities$1
Net Assets$94
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

2020

Revenue$1
Expenses$0
Net Income$1
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 8, 2021
Return Version
2020v4.1
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
2021-05-08
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 Appendix236 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

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94
Liabilities
$1
Net assets
$94
Revenue
$1
Expenses
$0
Net income
$1
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