Civic Intelligence

Lancer Family Foundation

990PF • Fiscal year 2017 • EIN 82-6190843

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 12, 2018

Organization Profile
440 N Rodeo Dr 3FBeverly Hills, CA 90210

(818) 907-0632

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,000,028

No earlier filing loaded for comparison.

Net Assets

$999,203

No earlier filing loaded for comparison.

Liabilities

$825

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin99th percentile

Revenue

$1,000,028

No earlier filing loaded for comparison.

Expenses

$825

No earlier filing loaded for comparison.

Net Income

$999,203

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $1,000,028Liabilities 2017: $825Net Assets 2017: $999,2032017Assets 2018: $1,997,741Liabilities 2018: $2,686Net Assets 2018: $1,995,0552018Assets 2019: $3,054,891Liabilities 2019: $2,686Net Assets 2019: $3,052,2052019Assets 2020: $6,404,279Liabilities 2020: $2,686Net Assets 2020: $6,401,5932020Assets 2021: $7,468,643Liabilities 2021: $2,845Net Assets 2021: $7,465,7982021Assets 2022: $7,317,344Liabilities 2022: $5,606Net Assets 2022: $7,311,7382022Assets 2023: $7,443,770Liabilities 2023: $10,158Net Assets 2023: $7,433,6122023Assets 2024: $7,628,270Liabilities 2024: $16,406Net Assets 2024: $7,611,8642024

Highlighted filing

2017

Assets$1,000,028
Liabilities$825
Net Assets$999,203
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,000,028Expenses 2017: $825Net Income 2017: $999,2032017Revenue 2018: $1,004,698Expenses 2018: $8,846Net Income 2018: $995,8522018Revenue 2019: $2,069,723Expenses 2019: $1,012,573Net Income 2019: $1,057,1502019Revenue 2020: $3,755,041Expenses 2020: $20,311Net Income 2020: $3,734,7302020Revenue 2021: $2,103,788Expenses 2021: $248,946Net Income 2021: $1,854,8422021Revenue 2022: -$97,421Expenses 2022: $57,064Net Income 2022: -$154,4852022Revenue 2023: $174,283Expenses 2023: $47,524Net Income 2023: $126,7592023Revenue 2024: $550,398Expenses 2024: $369,974Net Income 2024: $180,4242024

Highlighted filing

2017

Revenue$1,000,028
Expenses$825
Net Income$999,203
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAROLD LANCERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lancer Family Foundation
EIN
82-6190843
Address
440 N RODEO DR 3F, BEVERLY HILLS, CA 90210

Signing Officer

Name
Harold Lancer
Title
President
Signed
2018-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Virani Uy & Aranda Accountancy Corporation
Address
16530 Ventura Blvd Suite 306, Encino, CA 91436
Preparer
Erlinda C Aranda
Phone
8189070632
Raw XML Appendix174 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ATTACHMENT TO PART V111, PART 1TRUSTEE WORK FOR THE FOUNDATION ON "AS NEEDED BASIS"
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt028
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0999203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0825
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0999203
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0999203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0999203
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04103
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04103
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04104
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/DistributableAmountGrp/TotalTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/FMVAssetsEOYAmt01000028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01000028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01000028
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0825
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0825
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0999203
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0999203
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt083336
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt083336
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01250
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04104
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt082086
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt083336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HAROLD LANCER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0440 N RODEO DR 3F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090210
IRS990PF/Organization501c3ExemptPFInd0X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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0825
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04103
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0825
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03278
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HAROLD LANCER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01111 LA ALTURA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BEVERLY HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0825
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0825
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DR HAROLD LANCER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0825
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD LANCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LANCER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0826190843
ReturnHeader/Filer/USAddress/AddressLine1Txt0440 N RODEO DR 3F
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953695224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VIRANI UY & ARANDA ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016530 Ventura Blvd Suite 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189070632
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERLINDA C ARANDA
ReturnHeader/ReturnTs02018-10-12T14:54:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000,028
Liabilities
$825
Net assets
$999,203
Revenue
$1,000,028
Expenses
$825
Net income
$999,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.63$0.02$7.61$0.55$0.37$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.01$7.43$0.17$0.05$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.32$0.01$7.31$0.10$0.06$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$2.10$0.25$1.85
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$3.76$0.02$3.73
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$2.07$1.01$1.06
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.00$0.01$1.00
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00