Civic Intelligence

California Lions Foundation

990EZ • Fiscal year 2021 • EIN 81-2850129

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

Organization ProfileCALIFORNIALIONSFOUNDATION.ORG
129 Los Aguajes AveSanta Barbara, CA 93101

(909) 790-1022

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

99%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$433,238

Up $88,609 (+26%) from 2020

Net Assets

Up

$433,238

Up $88,816 (+26%) from 2020

Liabilities

Down

$0

Down $207 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

Up

$174,290

Up $86,685 (+99%) from 2020

Expenses

Up

$100,774

Up $44,292 (+78%) from 2020

Net Income

Up

$73,516

Up $42,393 (+136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2017: $70,690Liabilities 2017: $0Net Assets 2017: $70,6902017Assets 2018: $156,627Liabilities 2018: $0Net Assets 2018: $156,6272018Assets 2019: $313,462Liabilities 2019: $0Net Assets 2019: $313,4622019Assets 2020: $344,629Liabilities 2020: $207Net Assets 2020: $344,4222020Assets 2021: $433,238Liabilities 2021: $0Net Assets 2021: $433,2382021Assets 2022: $466,692Liabilities 2022: $0Net Assets 2022: $466,6922022Assets 2023: $429,929Liabilities 2023: $0Net Assets 2023: $429,9292023Assets 2024: $471,071Liabilities 2024: $0Net Assets 2024: $471,0712024

Highlighted filing

2021

Assets$433,238
Liabilities$0
Net Assets$433,238
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $73,772Expenses 2017: $4,894Net Income 2017: $68,8782017Revenue 2018: $98,179Expenses 2018: $13,474Net Income 2018: $84,7052018Revenue 2019: $256,672Expenses 2019: $101,092Net Income 2019: $155,5802019Revenue 2020: $87,605Expenses 2020: $56,482Net Income 2020: $31,1232020Revenue 2021: $174,290Expenses 2021: $100,774Net Income 2021: $73,5162021Revenue 2022: $222,046Expenses 2022: $170,050Net Income 2022: $51,9962022Revenue 2023: $140,408Expenses 2023: $177,171Net Income 2023: -$36,7632023Revenue 2024: $101,749Expenses 2024: $104,953Net Income 2024: -$3,2042024

Highlighted filing

2021

Revenue$174,290
Expenses$100,774
Net Income$73,516
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.0
Gross Receipts
$174,290
Mission and Program Overview

Mission

Provide designated and matching grants to california lions clubs and california lions districts in order for them to be of greater service to their local communities.

Provide designated and matching grants to lions clubs and lions districts in california for them to be of greater service in their communities.

Program Services

DescriptionGrantsExpenses
SUPPORT NONPROFIT ORGANIZATIONS THROUGHOUT THE STATE TOWARD CAUSES SUCH AS VISION/HEARING ASSISTANCE, EMERGENCY DISASTER RELIEF, HUMANITARIAN SERVICES, AND COMMUNITY SAFETY.$94,506$94,506
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MANNINGPresident-$0--
ROBERT STEWARTVice Preside-$0--
DAVID HEBEBRANDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$16,435$16,435-$16,435
Total Events$16,435$16,435-$16,435
Filing and Contact Details

Filer

Filer Name
California Lions Foundation
EIN
81-2850129
Phone
9097901022
Address
129 LOS AGUAJES AVE, SANTA BARBARA, CA 93101

Signing Officer

Name
Robert Manning
Title
President
Phone
9098606477
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Yoss Allen Bernstein Lightfoot Llp
Address
300 W FOOTHILL BLVD, CLAREMONT, CA 91711
Preparer
John H Lightfoot
Phone
9096213023
Supplemental Narrative

Additional Explanations

Form 990-ez

“Grants made of 5,000 or more: 5,000 oxnard downtown lions club 622 so. A st. Oxnard, ca 93030 feed the hungry 5,000 lions district 4-c6 129 los aguajes ave. Santa barbara, ca 93101 wildfire relief 5,000 lions district 4-c1 129 los aguajes ave. Santa barbara, ca 93101 wildfire relief 5,000 lions district 4-c2 129 los aguajes ave. Santa barbara, ca 93101 wildfire relief 5,000 san bruno lions club 129 los aguajes ave. Santa barbara, ca 93101 matching grant 5,000 berkeley lions club p o box 874 berkeley, ca 94701 matching grant”

Form 990-ez, Part I, Line 10

“Name: matching grants cash contribution: 22,156 name: designated grants cash contribution: 39,000”

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 6,268 total 6,268”

Form 990-ez, Part I, Line 20

“Prior year adjustment 207 valuation increase 15,093”

Form 990-ez, Part II, Line 26

“Fund to be returned-upland lb lions 207 0”

Form 990-ez, Part III

“Provide designated and matching grants to lions clubs and lions districts in california for them to be of greater service in their communities.”

Raw XML Appendix153 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ROBERT MANNING
CompensationExplanation/CompensationExplanationGrp/PersonNm1ROBERT STEWART
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID HEBEBRAND
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT MANNING
IRS990EZ/BooksInCareOfDetail/PhoneNum09097901022
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt037025 OAK VIEW ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUCAIPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092399
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0344629
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0433238
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0157852
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IRS990EZ/ExcessOrDeficitForYearAmt073516
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt094506
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID HEBEBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt015300
IRS990EZ/OtherExpensesTotalAmt06268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DESIGNATED AND MATCHING GRANTS TO LIONS CLUBS AND LIONS DISTRICTS IN CALIFORNIA FOR THEM TO BE OF GREATER SERVICE IN THEIR COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT NONPROFIT ORGANIZATIONS THROUGHOUT THE STATE TOWARD CAUSES SUCH AS VISION/HEARING ASSISTANCE, EMERGENCY DISASTER RELIEF, HUMANITARIAN SERVICES, AND COMMUNITY SAFETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt094506
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094506
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt016435
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0207
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100774
IRS990EZ/TotalProgramServiceExpensesAmt094506
IRS990EZ/TotalRevenueAmt0174290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CALIFORNIALIONSFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WINE TASTING FUNDRAISER 29,565
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0157852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0249256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0644896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016435
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt013130
IRS990ScheduleA/OtherIncome170Grp/TotalAmt029565
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95610
IRS990ScheduleA/PublicSupportTotal170Amt0644896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0157852
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073488
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0644896
IRS990ScheduleA/TotalSupportAmt0674507
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016435
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS MADE OF 5,000 OR MORE: 5,000 OXNARD DOWNTOWN LIONS CLUB 622 SO. A ST. OXNARD, CA 93030 FEED THE HUNGRY 5,000 LIONS DISTRICT 4-C6 129 LOS AGUAJES AVE. SANTA BARBARA, CA 93101 WILDFIRE RELIEF 5,000 LIONS DISTRICT 4-C1 129 LOS AGUAJES AVE. SANTA BARBARA, CA 93101 WILDFIRE RELIEF 5,000 LIONS DISTRICT 4-C2 129 LOS AGUAJES AVE. SANTA BARBARA, CA 93101 WILDFIRE RELIEF 5,000 SAN BRUNO LIONS CLUB 129 LOS AGUAJES AVE. SANTA BARBARA, CA 93101 MATCHING GRANT 5,000 BERKELEY LIONS CLUB P O BOX 874 BERKELEY, CA 94701 MATCHING GRANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: MATCHING GRANTS CASH CONTRIBUTION: 22,156 NAME: DESIGNATED GRANTS CASH CONTRIBUTION: 39,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADMINISTRATIVE EXPENSES 6,268 TOTAL 6,268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR ADJUSTMENT 207 VALUATION INCREASE 15,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUND TO BE RETURNED-UPLAND LB LIONS 207 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDE DESIGNATED AND MATCHING GRANTS TO LIONS CLUBS AND LIONS DISTRICTS IN CALIFORNIA FOR THEM TO BE OF GREATER SERVICE IN THEIR COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09098606477
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA LIONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0812850129
ReturnHeader/Filer/PhoneNum09097901022
ReturnHeader/Filer/USAddress/AddressLine1Txt0129 LOS AGUAJES AVE
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832856444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOSS ALLEN BERNSTEIN LIGHTFOOT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W FOOTHILL BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091711
ReturnHeader/PreparerPersonGrp/PhoneNum09096213023
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H LIGHTFOOT
ReturnHeader/ReturnTs02022-09-15T14:29:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANNING
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,238
Liabilities
$0
Net assets
$433,238
Revenue
$174,290
Expenses
$100,774
Net income
$73,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.02$1.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.40$1.77$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$2.22$1.70$0.52
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.74$1.01$0.74
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.44$0.88$0.56$0.31
2019Summary only. Only limited summary data is available for this year.$3.13$0.00$3.13$2.57$1.01$1.56
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.98$0.13$0.85
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.74$0.05$0.69