Civic Intelligence

Lyons-Smith Family Foundation

990PF • Fiscal year 2020 • EIN 61-6337565

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

8th percentile

-136%

Higher net margin than 8% 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

4th percentile

-82%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

86th percentile

39%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$197,229

Down $917,525 (-82%) from 2019

Net Assets

Down

$197,229

Down $917,525 (-82%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Up

$480,686

Up $135,999 (+39%) from 2019

Expenses

Up

$1,133,627

Up $983,706 (+656%) from 2019

Net Income

Down

-$652,941

Down $847,707 (-435%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$197,229
Liabilities$0
Net Assets$197,229
Open 2020 Filing

Operations Trend

Revenue Growth86th 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

2020

Revenue$480,686
Expenses$1,133,627
Net Income-$652,941
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY A LYONSPresident-$0--
LAWRENCE E SMITHVice Pres.-$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
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Michael W Duran CPA
Address
110 E WILSHIRE AVE STE 201, FULLERTON, CA 92832
Preparer
Michael W Duran
Phone
7144412500
Raw XML Appendix340 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191786
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01128000
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/AppliedToCurrentYearAmt017138
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt086156
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt059580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt089499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt089499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01349159
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01110862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt086156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt083943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059580
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01128000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01110862
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01438658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0327796
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SMITH-LYONS FAMILY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1SMITH-LYONS FAMILY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2SMITH-LYONS FAMILY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt022536 RIDGE LINE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt122536 RIDGE LINE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt222536 RIDGE LINE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DIAMOND BAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DIAMOND BAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2DIAMOND BAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0917653229
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1917653229
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2917653229
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0208259
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1130874
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt248269
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0208259
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1130874
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt248269
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES--SCHEDULE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PUBLICLY TRADED SECURITIES--SCHEDULE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2PUBLICLY TRADED SECURITIES--SCHEDULE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-05-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0264584
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/Amt12275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22322
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3774
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/NetInvestmentIncomeAmt12275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt22322
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt3774
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL ANNUAL FILING
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY A LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/PreparerFirmEIN0330940846
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/ZIPCd092832
ReturnHeader/PreparerPersonGrp/PhoneNum07144412500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael W Duran
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T07:49:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LYONS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$197,229
Liabilities
$0
Net assets
$197,229
Revenue
$480,686
Expenses
$1,133,627
Net income
-$652,941
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