Civic Intelligence

A Friendly Legacy

EIN 68-0335885 • 501(c)3 • Alameda, CA

Profile

To disburse funds to those in need.

2809 Bayview DrAlameda, CA 94501

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

1st percentile

-106385%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Down

$0

Down $136,173 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $136,173 (-100%) from 2022

Revenue

Up

$128

Up $1,942 (+107%) from 2022

Expenses

Up

$136,301

Up $55,936 (+70%) from 2022

Net Income

Down

-$136,173

Down $53,994 (-66%) from 2022

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,700,492Liabilities 2011: $13,866Net Assets 2011: $2,686,6262011Assets 2012: $2,692,664Liabilities 2012: $9,481Net Assets 2012: $2,683,1832012Assets 2013: $2,722,241Liabilities 2013: $7,046Net Assets 2013: $2,715,1952013Assets 2014: $2,741,425Liabilities 2014: $8,528Net Assets 2014: $2,732,8972014Assets 2015: $2,697,448Liabilities 2015: $7,789Net Assets 2015: $2,689,6592015Assets 2016: $2,628,221Liabilities 2016: $0Net Assets 2016: $2,628,2212016Assets 2017: $422,611Liabilities 2017: $0Net Assets 2017: $422,6112017Assets 2018: $356,620Liabilities 2018: $0Net Assets 2018: $356,6202018Assets 2019: $313,765Liabilities 2019: $0Net Assets 2019: $313,7652019Assets 2020: $238,788Liabilities 2020: $0Net Assets 2020: $238,7882020Assets 2021: $218,352Liabilities 2021: $0Net Assets 2021: $218,3522021Assets 2022: $136,173Liabilities 2022: $0Net Assets 2022: $136,1732022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $414,868Expenses 2011: $534,745Net Income 2011: -$119,8772011Revenue 2012: $415,873Expenses 2012: $440,990Net Income 2012: -$25,1172012Revenue 2013: $325,305Expenses 2013: $349,099Net Income 2013: -$23,7942013Revenue 2014: $325,383Expenses 2014: $386,167Net Income 2014: -$60,7842014Revenue 2015: $356,277Expenses 2015: $386,076Net Income 2015: -$29,7992015Revenue 2016: $280,559Expenses 2016: $381,361Net Income 2016: -$100,8022016Revenue 2017: -$10,797Expenses 2017: $128,945Net Income 2017: -$139,7422017Revenue 2018: $5,211Expenses 2018: $75,301Net Income 2018: -$70,0902018Revenue 2019: $8,365Expenses 2019: $60,230Net Income 2019: -$51,8652019Revenue 2020: $7,374Expenses 2020: $52,583Net Income 2020: -$45,2092020Revenue 2021: $9,274Expenses 2021: $67,210Net Income 2021: -$57,9362021Revenue 2022: -$1,814Expenses 2022: $80,365Net Income 2022: -$82,1792022Revenue 2023: $128Expenses 2023: $136,301Net Income 2023: -$136,1732023

Highlighted filing

2023

Revenue$128
Expenses$136,301
Net Income-$136,173

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$128
Mission and Program Overview

Mission

To disburse funds to those in need.

Program Services

DescriptionGrantsExpenses
HELPING HOMELESS WOMEN TO PAY RENT, UTILITIES AND WITH FOOD$125,794$134,274
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SISTER MAUREEN LYONSVice President/Board MemberFT$0--
CHRISTINA DECKERSecretary/Board Member-$0--
NOEL NAKAHARATreasurer/Board Member-$0--
BRENT K AUGUSTPresident/Board Member-$0--
Filing and Contact Details

Filer

Filer Name
A Friendly Legacy
EIN
68-0335885
Phone
4254289994
Address
2809 BAYVIEW DR, ALAMEDA, CA 94501

Signing Officer

Name
Sister Maureen Lyons
Title
Vice President
Phone
4254289994
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Bennett & Rhodes A Professional Corp
Address
360 Civic Drive Suite E, Pleasant Hill, CA 94523
Preparer
Nicole R Bennett
Phone
9252835613
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The return is presented to the board annually at a board meeting.

Pt VI, Line 19

The financial statements are presented to the public upon request in the office

Pt VI, Line 8A

The financial statements are presented to the board annually at a board meeting.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individuals in need; meals on wheels: 1721 broadway, oakland, ca, 94612; none, 14900.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individuals in need; mercy center: 2300 adeline dr, brulingame , ca, ; none, 26150.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individual in need; salvation army: 601 webster st, oakland, ca, 94607; none, 10000.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individuals in need; alameda food bank: po box 2599, oakland, ca, 94614; none, 12620.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individuals in need; bay area rescue mission: po box 1112, richmond, ca, 94802; none, 5000.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individuals in need; city team veterans: 722 washington st, oakland, ca, 94607; none, 23118.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; misc donations; : , , , ; , 34006.

Raw XML Appendix217 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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IRS990ScheduleN/LiabilitiesPaidInd0true
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0BENNETT & RHODES INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0810704725
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt04000
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0360 CIVIC DR STE E
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PLEASANT HILL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PRESENTED TO THE BOARD ANNUALLY AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS ARE PRESENTED TO THE PUBLIC UPON REQUEST IN THE OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD ANNUALLY AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUALS IN NEED; MEALS ON WHEELS: 1721 BROADWAY, OAKLAND, CA, 94612; NONE, 14900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUALS IN NEED; MERCY CENTER: 2300 ADELINE DR, BRULINGAME , CA, ; NONE, 26150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUAL IN NEED; SALVATION ARMY: 601 WEBSTER ST, OAKLAND, CA, 94607; NONE, 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUALS IN NEED; ALAMEDA FOOD BANK: PO BOX 2599, OAKLAND, CA, 94614; NONE, 12620.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUALS IN NEED; BAY AREA RESCUE MISSION: PO BOX 1112, RICHMOND, CA, 94802; NONE, 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUALS IN NEED; CITY TEAM VETERANS: 722 WASHINGTON ST, OAKLAND, CA, 94607; NONE, 23118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HELPING WITH IMMEDIATE NEEDS OF PEOPLE; MISC DONATIONS; : , , , ; , 34006.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Sister Maureen Lyons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04254289994
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ReturnHeader/Filer/EIN0680335885
ReturnHeader/Filer/PhoneNum04254289994
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ReturnHeader/PreparerPersonGrp/PhoneNum09252835613
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole R Bennett
ReturnHeader/ReturnTs02024-04-08T12:04:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sister Maureen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lyons
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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