Civic Intelligence

Love from Margot Foundation

990 • Fiscal year 2017 • EIN 45-4845389

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

2740 Broadway StOakland, CA 94612

(510) 302-1441

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

795%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

141%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$117,567

Up $104,424 (+795%) from 2016

Net Assets

Up

$116,644

Up $103,501 (+787%) from 2016

Liabilities

Up

$923

Up $923 from 2016

Revenue

Up

$277,245

Up $161,972 (+141%) from 2016

Expenses

Up

$173,744

Up $54,666 (+46%) from 2016

Net Income

Up

$103,501

Up $107,306 (+2820%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2013: $59,275Liabilities 2013: $0Net Assets 2013: $59,2752013Assets 2014: $28,749Liabilities 2014: $0Net Assets 2014: $28,7492014Assets 2015: $16,948Liabilities 2015: $0Net Assets 2015: $16,9482015Assets 2016: $13,143Liabilities 2016: $0Net Assets 2016: $13,1432016Assets 2017: $117,567Liabilities 2017: $923Net Assets 2017: $116,6442017Assets 2018: $325,286Liabilities 2018: $221,319Net Assets 2018: $103,9672018Assets 2019: $100,410Liabilities 2019: $258,140Net Assets 2019: -$157,7302019Assets 2020: $85,890Liabilities 2020: $261,140Net Assets 2020: -$175,2502020Assets 2021: $78,202Liabilities 2021: $261,141Net Assets 2021: -$182,9392021Assets 2022: $69,191Liabilities 2022: $259,521Net Assets 2022: -$190,3302022Assets 2023: $62,395Liabilities 2023: $259,521Net Assets 2023: -$197,1262023Assets 2024: $58,613Liabilities 2024: $259,521Net Assets 2024: -$200,9082024Assets 2025: $55,947Liabilities 2025: $259,521Net Assets 2025: -$203,5742025

Highlighted filing

2017

Assets$117,567
Liabilities$923
Net Assets$116,644

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2013: $231,386Expenses 2013: $172,111Net Income 2013: $59,2752013Revenue 2014: $163,004Expenses 2014: $193,530Net Income 2014: -$30,5262014Revenue 2015: $146,483Expenses 2015: $158,284Net Income 2015: -$11,8012015Revenue 2016: $115,273Expenses 2016: $119,078Net Income 2016: -$3,8052016Revenue 2017: $277,245Expenses 2017: $173,744Net Income 2017: $103,5012017Revenue 2018: $78,226Expenses 2018: $90,903Net Income 2018: -$12,6772018Revenue 2019: $51,390Expenses 2019: $313,087Net Income 2019: -$261,6972019Revenue 2020: $1,555Expenses 2020: $19,075Net Income 2020: -$17,5202020Revenue 2021: $2,000Expenses 2021: $9,689Net Income 2021: -$7,6892021Revenue 2022: $0Expenses 2022: $7,391Net Income 2022: -$7,3912022Revenue 2023: $0Expenses 2023: $6,796Net Income 2023: -$6,7962023Revenue 2024: $18Expenses 2024: $3,800Net Income 2024: -$3,7822024Revenue 2025: $0Expenses 2025: $2,666Net Income 2025: -$2,6662025

Highlighted filing

2017

Revenue$277,245
Expenses$173,744
Net Income$103,501
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$277,245
Mission and Program Overview

Mission

The mission of the Organization is to make direct grants for those economically challenged individuals diagnosed with cancer and facing other serious medical conditions in Northern California.

The Organization collects donations from the public to support individuals, their families and support network of individuals who will provide emotional and psychological support to patients diagnosed with cancer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,061$110,465▲ $104,404
Savings and Temporary Cash Investments$7,082$7,102▲ $20
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$13,143$117,567▲ $104,424
Other Assets Total-$0-
Liabilities
Other Liabilities-$923-
Total Liabilities$0$923▲ $923
Net Assets / Fund Balance
Unrestricted Net Assets$13,143$116,644▲ $103,501
Total Net Assets Fund Balance$13,143$116,644▲ $103,501
Total Liabilities and Net Assets / Fund Balance$13,143$117,567▲ $104,424
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael MurphyPresident
Dale BonglumVice President
Aurona DeoliveinaDirector
Neal MitchellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$277,243
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$277,243
Change in Net Assets
$103,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,500
Other Expenses$50,907
Salaries, Compensation, and Employee Benefits$35,337
Total Fundraising Expense$1,169
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$87,500--$87,500
Fees for Services Other-$38,686-$38,686
Other Salaries and Wages-$21,536-$21,536
Payroll Taxes-$13,801-$13,801
Fees for Services Lobbying--$1,169$1,169
Other Expenses$6,457$326-$326
Travel-$61-$61
Total Functional Expenses$93,957$78,618$1,169$173,744
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll liabilities$923
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The board president reviews Form 990 before it is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Organization monitors and enforces this compliance at the board of directors meeting annually.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Organization makes it's financial statements conflict of interest policy and governing documents available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Love from Margot Foundation
EIN
45-4845389
Phone
5103021441
Address
2740 Broadway St, Oakland, CA 94612

Signing Officer

Name
Michael Murphy
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Michael S Hawes and Associates
Address
2250 Douglas Blvd Ste 160, Roseville, CA 95661
Preparer
Michael S Hawes
Phone
9167919095
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization monitors and enforces this compliance at the board of directors meeting annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization makes it's financial statements conflict of interest policy and governing documents available to the general public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078618
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0173744
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IRS990/TotalLiabilitiesEOYAmt0923
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0116644
IRS990/TotalProgramServiceExpensesAmt093957
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277245
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02
IRS990/TotalVolunteersCnt04
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IRS990/TravelGrp/TotalAmt061
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/WebsiteAddressTxt0www.lovefrommargot.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Love from Margot Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOVE
ReturnHeader/Filer/EIN0454845389
ReturnHeader/Filer/PhoneNum05103021441
ReturnHeader/Filer/USAddress/AddressLine1Txt02740 Broadway St
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael S Hawes and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02250 Douglas Blvd Ste 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167919095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael S Hawes
ReturnHeader/ReturnTs02018-05-15T08:57:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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