Civic Intelligence

The Conifer Alliance

EIN 20-8044589 • Los Altos, CA

297 Quinnhill RoadLos Altos, CA 94024
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$15,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

61st percentile

5.9%

Faster asset growth than 61% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$507,816

Up $28,073 (+5.9%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$507,816

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin93rd percentile

Revenue

Down

$73,527

Down $94,261 (-56%) from 2024

Expenses

Up

$24,797

Up $106 (+0.4%) from 2024

Net Income

Down

$48,730

Down $94,367 (-66%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $101,945Liabilities 2012: $02012Assets 2013: $212,124Liabilities 2013: $02013Assets 2014: $240,314Liabilities 2014: $02014Assets 2015: $309,897Liabilities 2015: $02015Assets 2016: $262,353Liabilities 2016: $0Net Assets 2016: $262,3532016Assets 2017: $296,481Liabilities 2017: $0Net Assets 2017: $296,4812017Assets 2019: $394,537Liabilities 2019: $0Net Assets 2019: $394,5372019Assets 2020: $247,915Liabilities 2020: $0Net Assets 2020: $247,9152020Assets 2021: $275,047Liabilities 2021: $0Net Assets 2021: $275,0472021Assets 2022: $301,036Liabilities 2022: $0Net Assets 2022: $301,0362022Assets 2023: $321,648Liabilities 2023: $0Net Assets 2023: $321,6482023Assets 2024: $479,743Liabilities 2024: $12024Assets 2025: $507,816Liabilities 2025: $0Net Assets 2025: $507,8162025

Highlighted filing

2025

Assets$507,816
Liabilities$0
Net Assets$507,816
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2012: $14,292Expenses 2012: $9,333Net Income 2012: $4,9592012Revenue 2013: $114,345Expenses 2013: $7,043Net Income 2013: $107,3022013Revenue 2014: $34,159Expenses 2014: $9,586Net Income 2014: $24,5732014Revenue 2015: $85,043Expenses 2015: $15,460Net Income 2015: $69,5832015Revenue 2016: -$28,354Expenses 2016: $19,190Net Income 2016: -$47,5442016Revenue 2017: $38,427Expenses 2017: $21,891Net Income 2017: $16,5362017Revenue 2019: $39,620Expenses 2019: $16,663Net Income 2019: $22,9572019Revenue 2020: $34,219Expenses 2020: $26,745Net Income 2020: $7,4742020Revenue 2021: -$70,585Expenses 2021: $11,936Net Income 2021: -$82,5212021Revenue 2022: $65,612Expenses 2022: $5,749Net Income 2022: $59,8632022Revenue 2023: $44,753Expenses 2023: $16,750Net Income 2023: $28,0032023Revenue 2024: $167,788Expenses 2024: $24,691Net Income 2024: $143,0972024Revenue 2025: $73,527Expenses 2025: $24,797Net Income 2025: $48,7302025

Highlighted filing

2025

Revenue$73,527
Expenses$24,797
Net Income$48,730
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$507,816
Liabilities
$0
Net assets
$507,816
Revenue
$73,527
Expenses
$24,797
Net income
$48,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.74$0.25$0.49
2024Summary only. Only limited summary data is available for this year.$4.80$0.00$1.68$0.25$1.43
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.45$0.17$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.66$0.06$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.71$0.12$0.83
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.34$0.27$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.40$0.17$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.38$0.22$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.28$0.19$0.48
2015Summary only. Only limited summary data is available for this year.$3.10$0.00$0.85$0.15$0.70
2014Summary only. Only limited summary data is available for this year.$2.40$0.00$0.34$0.10$0.25
2013Summary only. Only limited summary data is available for this year.$2.12$0.00$1.14$0.07$1.07
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.14$0.09$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERRY LAWRENCEExc. TrusteePT$15,000-$15,000
MARGOT LAWRENCETrustee/Secr-$0--
Filing and Contact Details

Filer

Filer Name
The Conifer Alliance
EIN
20-8044589
Phone
6502690164
Address
297 QUINNHILL ROAD, LOS ALTOS, CA 94024

Signing Officer

Name
Gerry Lawrence
Title
Exc. Trustee
Phone
6502690164
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix274 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-77500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MOBILE PAGES 7/2013 @ 6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1MOBILE PAGES 7/2013 @ 6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2MPBILE PAGES 10/2013 @ 6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3MOBILE PAGES 8/15/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MOBILE PAGES 9/4/2014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MOBILE PAGES 9/29/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MOBILE PAGES 10/14/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7TANZLE, INC. 12/18/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8TANZLE INC. 7/1/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025000
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025000
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0CONIFERALLIANCE.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MR. LAWRENCE PROVIDED FREE FINANCIAL EDUCATION FOR MANY PEOPLE REGARDING RISK MANAGEMENT, FINANCIAL PLANNING, TAX PLANNING, REAL ESTATE AND RETIREMENT PLANNING. THE PUBLIC BENEFITED GREATLY DUE TO: 1. THE NORMAL COST OF GETTING SUCH ADVICE. 2. THE DEVASTATING CONSEQUENCES OF MAKING BAD DECISIONS REGARDING THEIR LIMITED RESOURCES. 3. THE TAX SAVINGS AND GROWTH POSSIBLE THROUGH A COORDINATED APPROACH TO FINANCIAL AND RETIRMENT PLANNING. 4. THE PEACE OF MIND DUE TO HAVING COMPARED MANY OPTIONS AND FINALLY UNDERSTANDING CLEARLY WHY ONE APPROACH IS BETTER THAN ANOTHER. THE PUBLIC WHICH WAS SERVED BY THE FOUNDATION PAID NOTHING FOR IT AND WILL HOPEFULLY REFER OTHERS TO THE FOUNDATION. THIS APPROACH NOT ONLY BENEFITS THE PUBLIC BUT ALSO LESSENS THE BURDEN OF GOVERNMENT IN LOOKING AFTER OUR ELDERLY BY PROVIDING A SAFETY NET.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt023100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/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/QualifyingDistributionsAmt023100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023100
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GERRY AND MARGARET LAWRENCE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0297 QUINHILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ALTOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0101750
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0547
OtherDecreasesSchedule/OtherDecreasesDetail/Amt120110
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL PRIOR YEAR TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MARKET FLUCTUATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POST OFFICE BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08100
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0DEPT. OF JUSTICE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERRY LAWRENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXC. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06502690164
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CONIFER ALLIANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONI
ReturnHeader/Filer/EIN0208044589
ReturnHeader/Filer/PhoneNum06502690164
ReturnHeader/Filer/USAddress/AddressLine1Txt0297 QUINNHILL ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-19T12:45:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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