Civic Intelligence

The Dan & Lillian King Foundation

990PF • Fiscal year 2019 • EIN 45-3831446

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

Organization Profile
449 Alvarado StreetMonterey, CA 93940

(831) 594-9711

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

164%

Higher net margin than 100% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$59,635

Higher top officer pay than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

2nd percentile

-44%

Faster asset growth than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,265,334

Down $2,530,427 (-44%) from 2018

Net Assets

Down

$3,265,334

Down $2,530,427 (-44%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,545,499

Down $1,595,941 (-3164%) from 2018

Expenses

Up

$984,928

Up $421,507 (+75%) from 2018

Net Income

Down

-$2,530,427

Down $2,017,448 (-393%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $6,743,426Liabilities 2013: $0Net Assets 2013: $6,743,4262013Assets 2014: $6,748,432Liabilities 2014: $0Net Assets 2014: $6,748,4322014Assets 2015: $6,606,756Liabilities 2015: $02015Assets 2017: $6,308,740Liabilities 2017: $0Net Assets 2017: $6,308,7402017Assets 2018: $5,795,761Liabilities 2018: $0Net Assets 2018: $5,795,7612018Assets 2019: $3,265,334Liabilities 2019: $0Net Assets 2019: $3,265,3342019Assets 2020: $1,629,474Liabilities 2020: $0Net Assets 2020: $1,629,4742020Assets 2021: $1,560,421Liabilities 2021: $0Net Assets 2021: $1,560,4212021Assets 2022: $945,693Liabilities 2022: $0Net Assets 2022: $945,6932022Assets 2023: $1,106,736Liabilities 2023: $0Net Assets 2023: $1,106,7362023Assets 2024: $1,214,536Liabilities 2024: $0Net Assets 2024: $1,214,5362024

Highlighted filing

2019

Assets$3,265,334
Liabilities$0
Net Assets$3,265,334
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$0-$2.0M-$4.0MRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Expenses 2013: $132,6092013Revenue 2014: $186,313Expenses 2014: $181,307Net Income 2014: $5,0062014Revenue 2015: $60,724Expenses 2015: $274,548Net Income 2015: -$213,8242015Revenue 2017: $77,623Expenses 2017: $313,780Net Income 2017: -$236,1572017Revenue 2018: $50,442Expenses 2018: $563,421Net Income 2018: -$512,9792018Revenue 2019: -$1,545,499Expenses 2019: $984,928Net Income 2019: -$2,530,4272019Revenue 2020: $81,113Expenses 2020: $1,716,973Net Income 2020: -$1,635,8602020Revenue 2021: $79,812Expenses 2021: $148,865Net Income 2021: -$69,0532021Revenue 2022: $18,045Expenses 2022: $632,773Net Income 2022: -$614,7282022Revenue 2023: $239,089Expenses 2023: $78,046Net Income 2023: $161,0432023Revenue 2024: $199,901Expenses 2024: $92,101Net Income 2024: $107,8002024

Highlighted filing

2019

Revenue-$1,545,499
Expenses$984,928
Net Income-$2,530,427
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen CollinsExecutive DirectorPT$59,635-$59,635
Nader AghaChairmanPT$0--
Safwat MalekVice ChairmanPT$0--
Ronald WeitzmanSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Dan & Lillian King Foundation
EIN
45-3831446
Phone
8315949711
Address
449 Alvarado Street, Monterey, CA 93940

Signing Officer

Name
Nader Agha
Title
President
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Green & Ward
Address
10 BONIFACIO PLZ, MONTEREY, CA 93940-2712
Preparer
Robert D Ward CPA
Phone
8313731211
Raw XML Appendix349 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.

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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stephen Collins
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Payments to the Monterey County Office of Education Continuing educational programs on the United States Constitution for underprivileged children in the County of Monterey
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3208290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund the constitution project, which includes the following: The development of the curriculum and materials of the project which is a one-week lesson plan designed to deepen students' understanding of the US constitution by engaging students in rigorous application of its principles through writing, debate, and role playing; secretarial and copying costs associated with the curriculum development, teacher stipend costs incurred to fund teacher participation in curriculum development; costs associated with filming and editing videos of lesson plans; and scholarship awards for teachers and students participation in school-sponsored field trips to Washingtonian DC and Philadelphia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To fund the constitution project, which includes the following: The development of the curriculum and materials of the project which is a one-week lesson plan designed to deepen students' understanding of the US constitution by engaging students in rigorous application of its principles through writing, debate, and role playing; secretarial and copying costs associated with the curriculum development, teacher stipend costs incurred to fund teacher participation in curriculum development; costs associated with filming and editing videos of lesson plans; and scholarship awards for teachers and students participation in school-sponsored field trips to Washingtonian DC and Philadelphia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To fund the constitution project, which includes the following: The development of the curriculum and materials of the project which is a one-week lesson plan designed to deepen students' understanding of the US constitution by engaging students in rigorous application of its principles through writing, debate, and role playing; secretarial and copying costs associated with the curriculum development, teacher stipend costs incurred to fund teacher participation in curriculum development; costs associated with filming and editing videos of lesson plans; and scholarship awards for teachers and students participation in school-sponsored field trips to Washingtonian DC and Philadelphia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To fund the constitution project, which includes the following: The development of the curriculum and materials of the project which is a one-week lesson plan designed to deepen students' understanding of the US constitution by engaging students in rigorous application of its principles through writing, debate, and role playing; secretarial and copying costs associated with the curriculum development, teacher stipend costs incurred to fund teacher participation in curriculum development; costs associated with filming and editing videos of lesson plans; and scholarship awards for teachers and students participation in school-sponsored field trips to Washingtonian DC and Philadelphia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Monterey County Office of Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Monterey County Office of Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Monterey County Office of Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Monterey County Office of Education
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salinas
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Salinas
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0234835
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0203905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0234835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045380
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045380
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0484120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045380
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0203905
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Gates Eisenhart & Dawson
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Varga Law
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0396
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt15915
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Parking
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03809
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21818
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3565
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt551235
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0125714
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State Taxes
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nader Agha
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dan & Lillian King Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAN&
ReturnHeader/Filer/EIN0453831446
ReturnHeader/Filer/PhoneNum08315949711
ReturnHeader/Filer/USAddress/AddressLine1Txt0449 Alvarado Street
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202799045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN & WARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 BONIFACIO PLZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTEREY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939402712
ReturnHeader/PreparerPersonGrp/PhoneNum08313731211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Ward CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-06T15:32:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,265,334
Liabilities
$0
Net assets
$3,265,334
Revenue
-$1,545,499
Expenses
$984,928
Net income
-$2,530,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.24$0.08$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.63$0.61
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$1.72$1.64
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.55$0.98$2.53
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.05$0.56$0.51
2017Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.08$0.31$0.24
2015Summary only. Only limited summary data is available for this year.$6.61$0.00$0.06$0.27$0.21
2014Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.13
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00