Civic Intelligence

Frank Livermore Trust

990PF • Fiscal year 2021 • EIN 77-0057575

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

Organization Profile
PO Box 7854Menlo Park, CA 94026-7854

(650) 856-7515

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

7.3%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-9.5%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,570,334

Up $106,767 (+7.3%) from 2020

Net Assets

Up

$1,570,124

Up $106,567 (+7.3%) from 2020

Liabilities

Up

$210

Up $200 (+2000%) from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin10th percentile

Revenue

Down

$71,655

Down $7,522 (-9.5%) from 2020

Expenses

Down

$96,218

Down $10,387 (-9.7%) from 2020

Net Income

Up

-$24,563

Up $2,865 (+10%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $754,552Liabilities 2012: $12012Assets 2013: $1,603,832Liabilities 2013: $0Net Assets 2013: $1,603,8322013Assets 2014: $1,675,138Liabilities 2014: $742Net Assets 2014: $1,674,3962014Assets 2015: $1,597,607Liabilities 2015: $151Net Assets 2015: $1,597,4562015Assets 2016: $1,643,556Liabilities 2016: $42Net Assets 2016: $1,643,5142016Assets 2017: $1,542,340Liabilities 2017: $7Net Assets 2017: $1,542,3332017Assets 2018: $1,546,379Liabilities 2018: $123Net Assets 2018: $1,546,2562018Assets 2019: $1,572,049Liabilities 2019: $927Net Assets 2019: $1,571,1222019Assets 2020: $1,463,567Liabilities 2020: $10Net Assets 2020: $1,463,5572020Assets 2021: $1,570,334Liabilities 2021: $210Net Assets 2021: $1,570,1242021Assets 2022: $1,546,227Liabilities 2022: $0Net Assets 2022: $1,546,2272022Assets 2023: $1,509,411Liabilities 2023: $0Net Assets 2023: $1,509,4112023Assets 2024: $1,524,898Liabilities 2024: $0Net Assets 2024: $1,524,8572024Assets 2025: $1,514,370Liabilities 2025: $96Net Assets 2025: $1,514,2742025

Highlighted filing

2021

Assets$1,570,334
Liabilities$210
Net Assets$1,570,124
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $79,834Expenses 2012: $113,677Net Income 2012: -$33,8432012Expenses 2013: $115,1352013Revenue 2014: $67,732Expenses 2014: $124,051Net Income 2014: -$56,3192014Revenue 2015: $85,954Expenses 2015: $122,270Net Income 2015: -$36,3162015Revenue 2016: $80,227Expenses 2016: $121,589Net Income 2016: -$41,3622016Revenue 2017: $80,342Expenses 2017: $119,556Net Income 2017: -$39,2142017Revenue 2018: $80,920Expenses 2018: $117,386Net Income 2018: -$36,4662018Revenue 2019: $86,441Expenses 2019: $105,712Net Income 2019: -$19,2712019Revenue 2020: $79,177Expenses 2020: $106,605Net Income 2020: -$27,4282020Revenue 2021: $71,655Expenses 2021: $96,218Net Income 2021: -$24,5632021Revenue 2022: $77,155Expenses 2022: $87,281Net Income 2022: -$10,1262022Revenue 2023: $77,033Expenses 2023: $98,246Net Income 2023: -$21,2132023Revenue 2024: $74,110Expenses 2024: $102,785Net Income 2024: -$28,6752024Revenue 2025: $80,275Expenses 2025: $113,530Net Income 2025: -$33,2552025

Highlighted filing

2021

Revenue$71,655
Expenses$96,218
Net Income-$24,563
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES GILLISTreasurer-$0--
JAMES P TODDTrustee-$0--
SHELLY MONFORTTrustee-$0--
WILLIAM STARKTrustee-$0--
KEN KORMANAKTrustee-$0--
CARL MOERDYKEChairman-$0--
RYAN KELLYScholarship-$0--
Filing and Contact Details

Filer

Filer Name
Frank Livermore Trust
EIN
77-0057575
Phone
6508567515
Address
PO BOX 7854, MENLO PARK, CA 94026-7854

Signing Officer

Name
Charles Gillis
Title
Treasurer
Phone
6508567515
Signed
2021-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Dunham Associates Cpas
Address
1884 THE ALAMEDA, SAN JOSE, CA 95126
Preparer
Michael K Park CPA
Phone
4082609600
Raw XML Appendix399 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES GILLIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2962 MORENO AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44168 WALLIS CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5870 ARROYO CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALO ALTO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LOS ALTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SARATOGA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043569
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt065596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt063901
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290997
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt065596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt063901
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090695
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047126
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0290997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0243871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt015950
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ. NOTE RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2273
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0147081
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0STATE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING
TaxesSchedule/TaxesDetail/Amt01002
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508567515
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK LIVERMORE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0770057575
ReturnHeader/Filer/PhoneNum06508567515
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7854
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940267854
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770445012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNHAM ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01884 THE ALAMEDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04082609600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K PARK CPA
ReturnHeader/ReturnTs02021-09-20T12:09:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GILLIS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,570,334
Liabilities
$210
Net assets
$1,570,124
Revenue
$71,655
Expenses
$96,218
Net income
-$24,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.08$0.11$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.10$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.08$0.11$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.07$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.08$0.11$0.03