Civic Intelligence

Lacey Family Foundation

EIN 46-1603660 • Palo Alto, CA

1801 Page Mill RoadPalo Alto, CA 94304
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-198%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

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.

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-8.3%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-3.9%

Faster revenue growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$467,800

Down $42,330 (-8.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$467,800

Down $42,330 (-8.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$21,361

Down $875 (-3.9%) from 2023

Expenses

Up

$63,691

Up $16,643 (+35%) from 2023

Net Income

Down

-$42,330

Down $17,518 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,000,000Liabilities 2012: $02012Assets 2013: $1,046,385Liabilities 2013: $02013Assets 2014: $1,052,826Liabilities 2014: $1Net Assets 2014: $1,052,8262014Assets 2015: $817,906Liabilities 2015: $02015Assets 2016: $778,890Liabilities 2016: $0Net Assets 2016: $778,8902016Assets 2017: $701,397Liabilities 2017: $0Net Assets 2017: $701,3972017Assets 2018: $650,149Liabilities 2018: $0Net Assets 2018: $650,1492018Assets 2019: $621,762Liabilities 2019: $1Net Assets 2019: $621,7622019Assets 2020: $585,667Liabilities 2020: $1Net Assets 2020: $585,6672020Assets 2021: $561,638Liabilities 2021: $1Net Assets 2021: $561,6382021Assets 2022: $534,942Liabilities 2022: $1Net Assets 2022: $534,9422022Assets 2023: $510,130Liabilities 2023: $1Net Assets 2023: $510,1302023Assets 2024: $467,800Liabilities 2024: $0Net Assets 2024: $467,8002024

Highlighted filing

2024

Assets$467,800
Liabilities$0
Net Assets$467,800
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $1,000,000Expenses 2012: $0Net Income 2012: $1,000,0002012Revenue 2013: $67,369Expenses 2013: $20,984Net Income 2013: $46,3852013Revenue 2014: $83,470Expenses 2014: $77,029Net Income 2014: $6,4412014Revenue 2015: -$152,500Expenses 2015: $82,420Net Income 2015: -$234,9202015Revenue 2016: $24,794Expenses 2016: $63,810Net Income 2016: -$39,0162016Revenue 2017: -$16,634Expenses 2017: $60,859Net Income 2017: -$77,4932017Revenue 2018: $5,971Expenses 2018: $57,219Net Income 2018: -$51,2482018Revenue 2019: $12,123Expenses 2019: $40,510Net Income 2019: -$28,3872019Revenue 2020: $7,415Expenses 2020: $43,510Net Income 2020: -$36,0952020Revenue 2021: $7,221Expenses 2021: $31,250Net Income 2021: -$24,0292021Revenue 2022: $12,269Expenses 2022: $38,965Net Income 2022: -$26,6962022Revenue 2023: $22,236Expenses 2023: $47,048Net Income 2023: -$24,8122023Revenue 2024: $21,361Expenses 2024: $63,691Net Income 2024: -$42,3302024

Highlighted filing

2024

Revenue$21,361
Expenses$63,691
Net Income-$42,330
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,800
Liabilities
$0
Net assets
$467,800
Revenue
$21,361
Expenses
$63,691
Net income
-$42,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.02$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.01$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.01$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.02$0.06$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.15$0.08$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.07$0.02$0.05
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL LACEYTrustee-$0--
JAMES W BERGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lacey Family Foundation
EIN
46-1603660
Phone
4158895419
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304

Signing Officer

Name
Carol Lacey
Title
Trustee
Phone
4158895419
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman Co Llp
Address
1 EMBARCADERO CTR STE 2410, SAN FRANCISCO, CA 94111
Preparer
Anthony W Koester
Phone
4154391144
Raw XML AppendixShowing 400 of 413 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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