Civic Intelligence

A Friendly Legacy

990EZ • Fiscal year 2019 • EIN 68-0335885

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 09, 2019

2809 Bayview DrAlameda, CA 94501

(510) 384-3859

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-620%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$313,765

Down $42,855 (-12%) from 2018

Net Assets

Down

$313,765

Down $42,855 (-12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$8,365

Up $3,154 (+61%) from 2018

Expenses

Down

$60,230

Down $15,071 (-20%) from 2018

Net Income

Up

-$51,865

Up $18,225 (+26%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$313,765
Liabilities$0
Net Assets$313,765

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$8,365
Expenses$60,230
Net Income-$51,865
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$8,365
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$51,132$57,219
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
5103843859
Address
2809 BAYVIEW DR, ALAMEDA, CA 94501

Signing Officer

Name
Sister Maureen Lyons
Title
Vice President
Phone
5103843859
Signed
2019-10-09
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
9252835610
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

To assists women in need; misc donation under; : , , , ; , 42732.

Form 990EZ, Part I, Line 10

Helping with immediate needs of people; assist individuals; mercy center: 2300 adeline dr, burlingame, ca, 94010; none, 8400.

Form 990EZ, Part I, Line 20

Unrealized gains on investments carried at market value 9010.

Raw XML Appendix187 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05103843859
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094501
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SISTER MAUREEN LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINA DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NOEL NAKAHARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENT K AUGUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT/BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt09010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DISBURSE FUNDS TO THOSE IN NEED.
IRS990EZ/PrintingPublicationsPostageAmt03011
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPING HOMELESS WOMEN TO PAY RENT, UTILITIES AND WITH FOOD
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057219
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01613
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0255844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0468955
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0170660
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73320
IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt0468955
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt3TO ASSISTS WOMEN IN NEED; MISC DONATION UNDER; : , , , ; , 42732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HELPING WITH IMMEDIATE NEEDS OF PEOPLE; ASSIST INDIVIDUALS; MERCY CENTER: 2300 ADELINE DR, BURLINGAME, CA, 94010; NONE, 8400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAINS ON INVESTMENTS CARRIED AT MARKET VALUE 9010.
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 20
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sister Maureen Lyons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05103843859
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A FRIENDLY LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0AFRI
ReturnHeader/Filer/EIN0680335885
ReturnHeader/Filer/PhoneNum05103843859
ReturnHeader/Filer/USAddress/AddressLine1Txt02809 BAYVIEW DR
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07DDF4CDAD1F0B6F33D72F93D0ECE5B53140D9A1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDB79FDBAC2AA63520DDE12FD6C9BD67BB9A1061
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.48.134
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:46:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bennett & Rhodes A Professional Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 Civic Drive Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasant Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09252835610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole R Bennett
ReturnHeader/ReturnTs02019-11-06T12:46:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings