Civic Intelligence

The Dan & Lillian King Foundation

990PF • Fiscal year 2023 • EIN 45-3831446

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$70,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1225%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,106,736

Up $161,043 (+17%) from 2022

Net Assets

Up

$1,106,736

Up $161,043 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$239,089

Up $221,044 (+1225%) from 2022

Expenses

Down

$78,046

Down $554,727 (-88%) from 2022

Net Income

Up

$161,043

Up $775,771 (+126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2023

Assets$1,106,736
Liabilities$0
Net Assets$1,106,736
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$239,089
Expenses$78,046
Net Income$161,043
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen CollinsExecutive DirectorPT$70,000-$70,000
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
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ward Accountancy Inc
Address
10 BONIFACIO PLAZA, MONTEREY, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Raw XML Appendix222 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016601
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01106736
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054507
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01090135
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nader Agha
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Safwat Malek
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephen Collins
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Executive Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0449 Alvarado Street
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stephen Collins
IRS990PF/StatementsRegardingActyGrp/PhoneNum08319700577
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01472495
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ReturnHeader/BusinessOfficerGrp/PersonNm0Nader Agha
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202799045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARD ACCOUNTANCY INC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTEREY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313731211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Ward CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T13:32:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nader
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Agha
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,106,736
Liabilities
$0
Net assets
$1,106,736
Revenue
$239,089
Expenses
$78,046
Net income
$161,043
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