Civic Intelligence

The Dan & Lillian King Foundation

990PF • Fiscal year 2020 • EIN 45-3831446

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-2017%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$120,550

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 148.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

1st percentile

-50%

Faster asset growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Down

$1,629,474

Down $1,635,860 (-50%) from 2019

Net Assets

Down

$1,629,474

Down $1,635,860 (-50%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$81,113

Up $1,626,612 (+105%) from 2019

Expenses

Up

$1,716,973

Up $732,045 (+74%) from 2019

Net Income

Up

-$1,635,860

Up $894,567 (+35%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,629,474
Liabilities$0
Net Assets$1,629,474

Operations Trend

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

2020

Revenue$81,113
Expenses$1,716,973
Net Income-$1,635,860
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen CollinsExecutive DirectorPT$120,550-$120,550
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
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Green & Ward CPAs
Address
10 Bonifacio Plz, Monterey, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Raw XML Appendix331 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/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/GrantOrContributionPurposeTxt4To 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/GrantOrContributionPurposeTxt5To 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/GrantOrContributionPurposeTxt6To 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/GrantOrContributionPurposeTxt7To 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/GrantOrContributionPurposeTxt8To 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/GrantOrContributionPurposeTxt9To 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dan & Lillian King Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAN&
ReturnHeader/Filer/EIN0453831446
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ReturnHeader/ReturnTs02021-05-05T17:48:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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