Civic Intelligence

Lyonhearted Foundation

990EZ • Fiscal year 2018 • EIN 81-1386760

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization ProfileN/A
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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-9.9%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.0%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$20,534

Down $4,103 (-17%) from 2017

Net Assets

Down

$20,534

Down $4,103 (-17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin24th percentile

Revenue

Up

$41,509

Up $1,597 (+4.0%) from 2017

Expenses

Down

$45,612

Down $10,155 (-18%) from 2017

Net Income

Up

-$4,103

Up $11,752 (+74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2018

Assets$20,534
Liabilities$0
Net Assets$20,534
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

2018

Revenue$41,509
Expenses$45,612
Net Income-$4,103
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$41,509
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.$34,325-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON LYONPresident-$0--
KEVIN LYONCEO-$0--
ASHLEY LYONVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kickball Tournament$34,907$34,907-$34,907
Total Events$34,907$34,907-$34,907
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
2019-05-14
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

“Class of Activity: CHARITABLE | Donee's Name: RADY CHILDRENS HOSPITAL | Donee's Address: 3020 CHILDREN'S WAY SAN DIEGO CA 92123 | Relationship of Donee: NONE | Cash Amount Given: $20500 | Date of Gift: 20181228”

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

“Class of Activity: CHARITABLE | Donee's Name: ASHLEE CAMPBELL | Donee's Address: UNK UNK AA 99999 | Cash Amount Given: $10000 | Date of Gift: 20180620”

Other Expenses.1001

“Advertising and Promotion $1756”

Other Expenses.1005

“Travel $2281”

Other Expenses.1009

“Depreciation $76”

Other Expenses.1

“Grants Less than $5,000 $3825”

Other Expenses.2

“EVENT PRIZES $2310”

Other Expenses.3

“Supplies $1381”

Other Expenses.5

“Website Design $355”

Other Expenses.6

“Gifts for Volunteers $286”

Other Expenses.8

“EVENT REGISTRATION $80”

Other Expenses.9

“TAXES $20”

Other Expenses.10

“BANK SERVICE CHARGE $16”

Other Assets.1002

“Furniture and Fixtures - Beginning $267 Furniture and Fixtures - Ending $191”

Raw XML Appendix172 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ALISON LYON
IRS990EZ/BooksInCareOfDetail/PhoneNum06193161862
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0255 ORANGE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORONADO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024370
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020343
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4103
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0837
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt030500
IRS990EZ/GrossReceiptsAmt041509
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALISON LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0267
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0191
IRS990EZ/OtherExpensesTotalAmt012386
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOPE AND SUPPORT TO FAMILIES FACED WITH PEDIATRIC CANCER BY SUPPORTING AWARENESS, COMMUNITY INVOLVEMENT, RESEARCH AND FIGHTING FOR A CURE.
IRS990EZ/PrintingPublicationsPostageAmt0889
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt034907
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045612
IRS990EZ/TotalProgramServiceExpensesAmt034325
IRS990EZ/TotalRevenueAmt041509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168657
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt046700
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0215357
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt099029
IRS990ScheduleA/Total509Grp/TotalAmt0215357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt099029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0215357
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KICKBALL TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034907
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHARITABLE | Donee's Name: RADY CHILDRENS HOSPITAL | Donee's Address: 3020 CHILDREN'S WAY SAN DIEGO CA 92123 | Relationship of Donee: NONE | Cash Amount Given: $20500 | Date of Gift: 20181228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITABLE | Donee's Name: ASHLEE CAMPBELL | Donee's Address: UNK UNK AA 99999 | Cash Amount Given: $10000 | Date of Gift: 20180620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grants Less than $5,000 $3825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENT PRIZES $2310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $1381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website Design $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gifts for Volunteers $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EVENT REGISTRATION $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TAXES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK SERVICE CHARGE $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Furniture and Fixtures - Beginning $267 Furniture and Fixtures - Ending $191
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/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON LYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYONHEARTED FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LYON
ReturnHeader/Filer/EIN0811386760
ReturnHeader/Filer/PhoneNum06193161862
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 180857
ReturnHeader/Filer/USAddress/CityNm0CORONADO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Financial Group Inc
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/ReturnTs02019-05-14T09:56:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,534
Liabilities
$0
Net assets
$20,534
Revenue
$41,509
Expenses
$45,612
Net income
-$4,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$3.26$10.8$7.53
2018Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$41.5$45.6$4.10
2017Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$39.9$55.8$15.9
2016Summary only. Only limited summary data is available for this year.$40.5$0.00$97.1$56.6$40.5