Civic Intelligence

Uclrg Legal Defense Fund

EIN 27-0290259 • 501(c)3 • Pleasanton, CA

Profile

Protect the Legal rights and welfare of UC Retirees.

5890 Stoneridge Drive Suite 102Pleasanton, CA 94588

www.llnlretiree.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $113,453 (-100%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $113,453 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$36,818

Down $25,887 (-41%) from 2020

Expenses

Down

$11,950

Down $131,331 (-92%) from 2020

Net Income

Up

$24,868

Up $105,444 (+131%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$300K$200K$100K$0Assets 2014: $28,128Net Assets 2014: $28,1282014Assets 2015: $69,710Net Assets 2015: $69,7102015Assets 2016: $150,120Liabilities 2016: $0Net Assets 2016: $150,1202016Assets 2017: $226,848Liabilities 2017: $0Net Assets 2017: $226,8482017Assets 2018: $284,008Net Assets 2018: $284,0082018Assets 2019: $194,029Net Assets 2019: $194,0292019Assets 2020: $113,453Net Assets 2020: $113,4532020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities-
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $51,095Expenses 2014: $70,478Net Income 2014: -$19,3832014Revenue 2015: $143,069Expenses 2015: $101,487Net Income 2015: $41,5822015Revenue 2016: $247,347Expenses 2016: $166,937Net Income 2016: $80,4102016Revenue 2017: $228,821Expenses 2017: $152,093Net Income 2017: $76,7282017Revenue 2018: $152,386Expenses 2018: $95,226Net Income 2018: $57,1602018Revenue 2019: $196,644Expenses 2019: $286,623Net Income 2019: -$89,9792019Revenue 2020: $62,705Expenses 2020: $143,281Net Income 2020: -$80,5762020Revenue 2021: $36,818Expenses 2021: $11,950Net Income 2021: $24,8682021

Highlighted filing

2021

Revenue$36,818
Expenses$11,950
Net Income$24,868
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$36,818
Expenses
$11,950
Net income
$24,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.37$0.12$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.63$1.43$0.81
2019Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.97$2.87$0.90
2018Detailed filing. Detailed filing data is available for this year.$2.84$2.84$1.52$0.95$0.57
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.29$1.52$0.77
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.47$1.67$0.80
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.70$1.43$1.01$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.51$0.70$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$36,818
Mission and Program Overview

Mission

Protect the Legal rights and welfare of UC Retirees.

Program Services

DescriptionGrantsExpenses
Continue the Legal action to establish the "class action" suit to force the UC to reinstate retiree medical benefits.-$10,085
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTY CROWNINGSHIELDPresidentPT$0--
JIM WHARTONVice President-$0--
HILARY KAUFFMANSecretary-$0--
DAPHNE FEYSATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
UCLRG Legal Defense Fund
EIN
27-0290259
Phone
9254639600
Address
5890 STONERIDGE DRIVE SUITE 102, PLEASANTON, CA 94588

Signing Officer

Name
Marty Crowningshield
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sallmann Yang & Alameda
Address
7077 KOLL CENTER PKWY STE 183, PLEASANTON, CA 94566
Preparer
Debra K Doble CPA
Phone
9254267744
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Return rent expense payments $36023”

Other Expenses.1

“OFFICE & COMPUTER EXPN&ofe $625”

Other Expenses.2

“BANK CHARGES $240”

Other Expenses.3

“FILING FEES $25”

Raw XML Appendix180 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JIM GULSETH
IRS990EZ/BooksInCareOfDetail/PhoneNum09252160968
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05890 STONERIDGE DRIVE SUITE 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094588
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113453
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0773
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024868
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113453
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt036818
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113453
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113453
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTY CROWNINGSHIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM WHARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY KAUFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAPHNE FEYSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-138321
IRS990EZ/OtherExpensesTotalAmt0890
IRS990EZ/OtherRevenueTotalAmt036023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Protect the Legal rights and welfare of UC Retirees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Continue the Legal action to establish the "class action" suit to force the UC to reinstate retiree medical benefits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010085
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011950
IRS990EZ/TotalProgramServiceExpensesAmt010085
IRS990EZ/TotalRevenueAmt036818
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.llnlretiree.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0196438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0152257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0228789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0640962
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0640962
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0196438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0152257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0228789
IRS990ScheduleA/Total509Grp/TotalAmt0640962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0196438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0152257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0228789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0640984
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-01-10
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0943226007
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0138321
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0LAW FIRM
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05890 STONERIDGE DR STE 102
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PLEASANTON
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd094588
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN RENT EXPENSE PAYMENTS $36023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE & COMPUTER EXPN&ofe $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTY CROWNINGSHIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UCLRG Legal Defense Fund
ReturnHeader/Filer/BusinessNameControlTxt0UCLR
ReturnHeader/Filer/EIN0270290259
ReturnHeader/Filer/PhoneNum09254639600
ReturnHeader/Filer/USAddress/AddressLine1Txt05890 STONERIDGE DRIVE SUITE 102
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094588
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942484789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALLMANN YANG & ALAMEDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07077 KOLL CENTER PKWY STE 183
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094566
ReturnHeader/PreparerPersonGrp/PhoneNum09254267744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA K DOBLE CPA
ReturnHeader/ReturnTs02022-11-15T12:18:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROWNINGSHIELD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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