Civic Intelligence

Lyons-Smith Family Foundation

990PF • Fiscal year 2016 • EIN 61-6337565

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 21, 2017

Organization Profile
22536 Ridge Line RdDiamond Bar, CA 91765

(909) 860-2450

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$611,509

Up $107,560 (+21%) from 2015

Net Assets

Up

$611,509

Up $107,560 (+21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin93rd percentile

Revenue

Up

$224,294

Up $34,512 (+18%) from 2015

Expenses

Down

$90,918

Down $26,041 (-22%) from 2015

Net Income

Up

$133,376

Up $60,553 (+83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $138,109Liabilities 2011: $02011Assets 2012: $384,716Liabilities 2012: $02012Assets 2013: $414,790Liabilities 2013: $02013Assets 2014: $427,336Liabilities 2014: $0Net Assets 2014: $427,3362014Assets 2015: $503,949Liabilities 2015: $0Net Assets 2015: $503,9492015Assets 2016: $611,509Liabilities 2016: $0Net Assets 2016: $611,5092016Assets 2017: $975,238Liabilities 2017: $0Net Assets 2017: $975,2382017Assets 2018: $764,158Liabilities 2018: $0Net Assets 2018: $764,1582018Assets 2019: $1,114,754Liabilities 2019: $0Net Assets 2019: $1,114,7542019Assets 2020: $197,229Liabilities 2020: $0Net Assets 2020: $197,2292020Assets 2021: $365,658Liabilities 2021: $0Net Assets 2021: $365,6582021Assets 2022: $271,720Liabilities 2022: $0Net Assets 2022: $271,7202022Assets 2023: $203,332Liabilities 2023: $0Net Assets 2023: $203,3322023Assets 2024: $427,748Liabilities 2024: $0Net Assets 2024: $427,7482024

Highlighted filing

2016

Assets$611,509
Liabilities$0
Net Assets$611,509
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $32,000Expenses 2011: $25,835Net Income 2011: $6,1652011Revenue 2012: $386,265Expenses 2012: $109,887Net Income 2012: $276,3782012Revenue 2013: -$103,840Expenses 2013: $120,402Net Income 2013: -$224,2422013Revenue 2014: $108,566Expenses 2014: $126,570Net Income 2014: -$18,0042014Revenue 2015: $189,782Expenses 2015: $116,959Net Income 2015: $72,8232015Revenue 2016: $224,294Expenses 2016: $90,918Net Income 2016: $133,3762016Revenue 2017: $523,517Expenses 2017: $54,778Net Income 2017: $468,7392017Revenue 2018: $111,592Expenses 2018: $153,047Net Income 2018: -$41,4552018Revenue 2019: $344,687Expenses 2019: $149,921Net Income 2019: $194,7662019Revenue 2020: $480,686Expenses 2020: $1,133,627Net Income 2020: -$652,9412020Revenue 2021: $372,274Expenses 2021: $130,832Net Income 2021: $241,4422021Revenue 2022: $173,622Expenses 2022: $132,101Net Income 2022: $41,5212022Revenue 2023: $52,643Expenses 2023: $96,189Net Income 2023: -$43,5462023Revenue 2024: $429,785Expenses 2024: $72,425Net Income 2024: $357,3602024

Highlighted filing

2016

Revenue$224,294
Expenses$90,918
Net Income$133,376
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY A LYONSPresident-$0--
LAWRENCE E SMITHVice President-$0--
NATHANIEL E LYONS-SMITHSecretary-$0--
ALEXANDRA K LYONS-SMITHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lyons-smith Family Foundation
EIN
61-6337565
Phone
9098602450
Address
22536 RIDGE LINE RD, DIAMOND BAR, CA 91765

Signing Officer

Name
Nancy a Lyons
Title
President
Signed
2017-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Michael W Duran CPA
Address
110 E WILSHIRE AVE STE 201, FULLERTON, CA 92832-1956
Preparer
Michael W Duran
Phone
7144412500
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NORTHMINSTER PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SPECIAL OPERATIONS WARRIOR FOUNDATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ANDREW ENNABE CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3GIRLS ON THE RUN OF LOS ANGELES COU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 RANCHERIA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 89367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22436 CLEAR CREEK LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt389 SOUTH STREET SUITE LL00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DIAMOND BAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DIAMOND BAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133689
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085200
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/AppliedToCurrentYearAmt025620
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt095410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0447520
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0101315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt095410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0101716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059580
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0473270
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0413690
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SMITH-LYONS FAMILY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt022536 RIDGE LINE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DIAMOND BAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0917653229
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0149301
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt075801
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED STOCK--SCHEDULE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025816
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SFAS 124/FASB ASC 958-320 ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt31114
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS FEES A/C 0074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1UBS FEES A/C 0115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2UBS FEES A/C 0116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3UBS FEES A/C 0183
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt31114
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF THE TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY A LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYONS-SMITH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LYON
ReturnHeader/Filer/EIN0616337565
ReturnHeader/Filer/PhoneNum09098602450
ReturnHeader/Filer/USAddress/AddressLine1Txt022536 RIDGE LINE RD
ReturnHeader/Filer/USAddress/CityNm0DIAMOND BAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091765
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL W DURAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 E WILSHIRE AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FULLERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928321956
ReturnHeader/PreparerPersonGrp/PhoneNum07144412500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael W Duran
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-21T14:16:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$611,509
Liabilities
$0
Net assets
$611,509
Revenue
$224,294
Expenses
$90,918
Net income
$133,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.43$0.07$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.05$0.10$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.17$0.13$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.37$0.13$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.48$1.13$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.34$0.15$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.11$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.52$0.05$0.47
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.22$0.09$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.19$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.11$0.13$0.02
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$0.10$0.12$0.22
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.39$0.11$0.28
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.03$0.03$0.01