Civic Intelligence

Harold Lloyd Lyon Private Foundation

990PF • Fiscal year 2020 • EIN 99-0261240

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 12, 2021

Organization Profile
PO Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4122

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$17,477

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$943,380

Down $7,783 (-0.8%) from 2019

Net Assets

$943,380

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin26th percentile

Revenue

Up

$64,161

Up $20,312 (+46%) from 2019

Expenses

Down

$71,944

Down $2,353 (-3.2%) from 2019

Net Income

Up

-$7,783

Up $22,665 (+74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,045,275Liabilities 2011: $02011Assets 2012: $1,034,797Liabilities 2012: $02012Assets 2013: $1,022,847Liabilities 2013: $02013Assets 2014: $1,060,791Liabilities 2014: $02014Assets 2015: $1,056,382Liabilities 2015: $02015Assets 2019: $951,163Liabilities 2019: $02019Assets 2020: $943,380Liabilities 2020: $0Net Assets 2020: $943,3802020Assets 2021: $943,995Liabilities 2021: $0Net Assets 2021: $943,9952021Assets 2022: $934,487Liabilities 2022: $0Net Assets 2022: $934,4872022Assets 2023: $896,954Liabilities 2023: $0Net Assets 2023: $896,9542023Assets 2024: $936,114Liabilities 2024: $0Net Assets 2024: $936,1142024Assets 2025: $998,818Liabilities 2025: $0Net Assets 2025: $998,8182025

Highlighted filing

2020

Assets$943,380
Liabilities$0
Net Assets$943,380
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $62,879Expenses 2011: $65,841Net Income 2011: -$2,9622011Revenue 2012: $57,244Expenses 2012: $67,722Net Income 2012: -$10,4782012Revenue 2013: $60,032Expenses 2013: $71,982Net Income 2013: -$11,9502013Revenue 2014: $111,768Expenses 2014: $73,914Net Income 2014: $37,8542014Revenue 2015: $74,095Expenses 2015: $78,352Net Income 2015: -$4,2572015Revenue 2019: $43,849Expenses 2019: $74,297Net Income 2019: -$30,4482019Revenue 2020: $64,161Expenses 2020: $71,944Net Income 2020: -$7,7832020Revenue 2021: $75,990Expenses 2021: $75,375Net Income 2021: $6152021Revenue 2022: $77,739Expenses 2022: $87,230Net Income 2022: -$9,4912022Revenue 2023: $40,156Expenses 2023: $77,685Net Income 2023: -$37,5292023Revenue 2024: $113,978Expenses 2024: $74,863Net Income 2024: $39,1152024Revenue 2025: $141,896Expenses 2025: $79,199Net Income 2025: $62,6972025

Highlighted filing

2020

Revenue$64,161
Expenses$71,944
Net Income-$7,783
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 12, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF HAWAIITrustee-$17,477-$17,477
Filing and Contact Details

Filer

Filer Name
Harold Lloyd Lyon Trust Uw
EIN
99-0261240
Phone
8086944122
Address
PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
Derek Moore Vp Bank of Hawaii
Title
Trustee
Phone
8886433888
Signed
2021-02-12
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt802079K305 ALPHABET INC CL A (2 SHARES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9023135106 AMAZON.COM INC (2 SHARES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10037833100 APPLE INC (69 SHARES)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3130303M102 FACEBOOK INC CL A (14 SHARES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3231428Q101 FEDERATED HERMES TOTAL RETURN BOND FUND (6523.491 SHARES)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9691879Q109 VAIL RESORTS INC (2 SHARES)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10694984B348 WELLS FARGO ADVANTAGE INTERNATIONAL EQUITY FUND - I (2041.811 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107962166104 WEYERHAEUSER CO (29 SHARES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108G1151C101 ACCENTURE PLC CL A (6 SHARES)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110H1467J104 CHUBB LTD (11 SHARES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111H84989104 TE CONNECTIVITY LTD (17 SHARES)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112N6596X109 NXP SEMICONDUCTORS NV (17 SHARES)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11625470F302 DISCOVERY INC C (45 SHARES)
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$943,380
Liabilities
$0
Net assets
$943,380
Revenue
$64,161
Expenses
$71,944
Net income
-$7,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.14$0.08$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$0.07$0.08$0.00
2014Summary only. Only limited summary data is available for this year.$1.06$0.00$0.11$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$0.06$0.07$0.01
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.07$0.00