Civic Intelligence

Lamb Family Foundation %Dave Lamb

EIN 81-0828975 • Irvine, CA

2201 Dupont Drive 300Irvine, CA 92612
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,654,580

Down $76,614 (-1.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$4,654,580

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin11th percentile

Revenue

Down

$205,198

Down $40,299 (-16%) from 2023

Expenses

Down

$281,812

Down $57,068 (-17%) from 2023

Net Income

Up

-$76,614

Up $16,769 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $614,234Liabilities 2015: $02015Assets 2016: $1,169,780Liabilities 2016: $0Net Assets 2016: $1,169,7802016Assets 2019: $3,875,919Liabilities 2019: $0Net Assets 2019: $3,875,9192019Assets 2020: $4,830,479Liabilities 2020: $0Net Assets 2020: $4,830,4792020Assets 2021: $4,945,584Liabilities 2021: $0Net Assets 2021: $4,945,5842021Assets 2022: $4,824,577Liabilities 2022: $0Net Assets 2022: $4,824,5772022Assets 2023: $4,731,194Liabilities 2023: $12023Assets 2024: $4,654,580Liabilities 2024: $0Net Assets 2024: $4,654,5802024

Highlighted filing

2024

Assets$4,654,580
Liabilities$0
Net Assets$4,654,580
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2015: $639,234Expenses 2015: $25,000Net Income 2015: $614,2342015Revenue 2016: $607,208Expenses 2016: $51,662Net Income 2016: $555,5462016Revenue 2019: $1,417,517Expenses 2019: $185,789Net Income 2019: $1,231,7282019Revenue 2020: $1,191,578Expenses 2020: $237,018Net Income 2020: $954,5602020Revenue 2021: $400,205Expenses 2021: $285,100Net Income 2021: $115,1052021Revenue 2022: $282,749Expenses 2022: $403,756Net Income 2022: -$121,0072022Revenue 2023: $245,497Expenses 2023: $338,880Net Income 2023: -$93,3832023Revenue 2024: $205,198Expenses 2024: $281,812Net Income 2024: -$76,6142024

Highlighted filing

2024

Revenue$205,198
Expenses$281,812
Net Income-$76,614
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,654,580
Liabilities
$0
Net assets
$4,654,580
Revenue
$205,198
Expenses
$281,812
Net income
-$76,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.21$0.28$0.08
2023Summary only. Only limited summary data is available for this year.$4.73$0.00$0.25$0.34$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.28$0.40$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.40$0.29$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$1.19$0.24$0.95
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$1.42$0.19$1.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.61$0.05$0.56
2015Summary only. Only limited summary data is available for this year.$0.61$0.00$0.64$0.03$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID LAMBPresident-$0--
PATRICIA LAMBVice President-$0--
Filing and Contact Details

Filer

Filer Name
Lamb Family Foundation
EIN
81-0828975
Phone
9498331554
Address
2201 DUPONT DRIVE 300, IRVINE, CA 92612

Signing Officer

Name
David Lamb
Title
President
Signed
2025-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Ocean Crest Advisors
Address
1442 Irvine Blvd Ste 103, Tustin, CA 92780
Preparer
Jinwoo Kim
Phone
9498339858
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0243000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035412
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0281812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0205198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0205198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt079904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1485630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NORTHERN TRUST - L/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt049180
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04731194
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04654580
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0257525
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0257525
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0259838
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03816
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03816
IRS990PF/FMVAssetsEOYAmt05983590

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