Civic Intelligence

Lyonhearted Foundation

990EZ • Fiscal year 2017 • EIN 81-1386760

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 16, 2018

PO Box 180857Coronado, CA 92118

(619) 316-1862

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-40%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$24,637

Down $15,855 (-39%) from 2016

Net Assets

$24,637

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$39,912

Down $57,213 (-59%) from 2016

Expenses

Down

$55,767

Down $866 (-1.5%) from 2016

Net Income

Down

-$15,855

Down $56,347 (-139%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $40,492Liabilities 2016: $02016Assets 2017: $24,637Liabilities 2017: $0Net Assets 2017: $24,6372017Assets 2018: $20,534Liabilities 2018: $0Net Assets 2018: $20,5342018Assets 2019: $13,000Liabilities 2019: $0Net Assets 2019: $13,0002019

Highlighted filing

2017

Assets$24,637
Liabilities$0
Net Assets$24,637

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $97,125Expenses 2016: $56,633Net Income 2016: $40,4922016Revenue 2017: $39,912Expenses 2017: $55,767Net Income 2017: -$15,8552017Revenue 2018: $41,509Expenses 2018: $45,612Net Income 2018: -$4,1032018Revenue 2019: $3,259Expenses 2019: $10,793Net Income 2019: -$7,5342019

Highlighted filing

2017

Revenue$39,912
Expenses$55,767
Net Income-$15,855
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.2
Gross Receipts
$39,912
Mission and Program Overview

Mission

Provide hope and support to families faced with pediatric cancer by supporting awareness, community involvement, research and fighting for a cure.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SUPPORTS CHILDREN AND THEIR FAMILIES SUFFERING FROM PEDIATRIC FAMILIES BY PAYING FOR LIVING AND OTHER MEDICAL COSTS DURING CANCER TREATMENT. THE ORGANIZATION ALSO DONATES TO PEDEITRIC CANCER RESEARCH ORGANIZATIONS.$7,905$47,296
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON LYONPresident-$0--
KEVIN LYONCEO-$0--
ASHLEY LYONVice President-$0--
Filing and Contact Details

Filer

Filer Name
Lyonhearted Foundation
EIN
81-1386760
Phone
6193161862
Address
PO BOX 180857, CORONADO, CA 92118

Signing Officer

Name
Alison Lyon
Title
CEO
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
Justin Eisenman CPA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: WEILL CORNELL RESEARCH FUND | Donee's Address: 1300 York Ave NEW YORK NY 10065 | Cash Amount Given: $20000 | Date of Gift: 20171002

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Calvary Chapel of Alpine | Donee's Address: 2267 W Victoria Drive ALPINE CA 91901 | Cash Amount Given: $12454 | Date of Gift: 20171231

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: DeMello Family | Donee's Address: 3230 Bancroft Street SAN DIEGO CA 92104 | Cash Amount Given: $12000 | Date of Gift: 20170606

Other Expenses.1001

Advertising and Promotion $1038

Other Expenses.1002

Office Expenses $557

Other Expenses.1009

Depreciation $107

Other Expenses.1012

Insurance $800

Other Expenses.1

Grants Less than $5,000 $2843

Other Expenses.2

Supplies $2259

Other Expenses.4

Gifts for Volunteers $428

Other Assets.1002

Furniture and Fixtures - Beginning $374 Furniture and Fixtures - Ending $267

Raw XML Appendix156 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORONADO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOPE AND SUPPORT TO FAMILIES FACED WITH PEDIATRIC CANCER BY SUPPORTING AWARENESS, COMMUNITY INVOLVEMENT, RESEARCH AND FIGHTING FOR A CURE.
IRS990EZ/PrintingPublicationsPostageAmt0985
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt039912
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127148
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0138941
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039912
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: WEILL CORNELL RESEARCH FUND | Donee's Address: 1300 York Ave NEW YORK NY 10065 | Cash Amount Given: $20000 | Date of Gift: 20171002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Calvary Chapel of Alpine | Donee's Address: 2267 W Victoria Drive ALPINE CA 91901 | Cash Amount Given: $12454 | Date of Gift: 20171231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: DeMello Family | Donee's Address: 3230 Bancroft Street SAN DIEGO CA 92104 | Cash Amount Given: $12000 | Date of Gift: 20170606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $1038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Grants Less than $5,000 $2843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $2259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gifts for Volunteers $428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Furniture and Fixtures - Beginning $374 Furniture and Fixtures - Ending $267
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON LYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYONHEARTED FOUNDATION
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ReturnHeader/Filer/EIN0811386760
ReturnHeader/Filer/PhoneNum06193161862
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Dr Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196989760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Justin Eisenman CPA
ReturnHeader/ReturnTs02018-08-16T12:27:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings