Civic Intelligence

The Knowledge for Life Foundation

990PF • Fiscal year 2017 • EIN 77-0475068

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

14985 Bowden AveMorgan Hill, CA 95037

(408) 761-1852

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-3.0%

Higher net margin than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$191,646

Down $1,315 (-0.7%) from 2015

Net Assets

$191,646

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$3,006

Down $1,709 (-36%) from 2015

Expenses

Up

$3,095

Up $70 (+2.3%) from 2015

Net Income

Down

-$89

Down $1,779 (-105%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $215,099Liabilities 2011: $02011Assets 2012: $205,854Liabilities 2012: $02012Assets 2013: $191,703Liabilities 2013: $02013Assets 2014: $199,095Liabilities 2014: $02014Assets 2015: $192,961Liabilities 2015: $02015Assets 2017: $191,646Liabilities 2017: $0Net Assets 2017: $191,6462017Assets 2018: $190,045Liabilities 2018: $0Net Assets 2018: $188,0452018Assets 2019: $187,374Liabilities 2019: $0Net Assets 2019: $187,3742019Assets 2020: $179,576Liabilities 2020: $0Net Assets 2020: $179,5762020Assets 2021: $184,784Liabilities 2021: $0Net Assets 2021: $184,7842021Assets 2022: $166,095Liabilities 2022: $0Net Assets 2022: $166,0952022Assets 2023: $173,641Liabilities 2023: $0Net Assets 2023: $173,6412023Assets 2024: $173,443Liabilities 2024: $0Net Assets 2024: $173,4432024Assets 2025: $189,741Liabilities 2025: $0Net Assets 2025: $189,7412025

Highlighted filing

2017

Assets$191,646
Liabilities$0
Net Assets$191,646

Operations Trend

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

$20K$10K$0-$10K-$20K-$30KRevenue 2011: $6,540Expenses 2011: $12,548Net Income 2011: -$6,0082011Revenue 2012: $14,164Expenses 2012: $6,800Net Income 2012: $7,3642012Revenue 2013: -$12,985Expenses 2013: $9,465Net Income 2013: -$22,4502013Revenue 2014: $10,516Expenses 2014: $3,971Net Income 2014: $6,5452014Revenue 2015: $4,715Expenses 2015: $3,025Net Income 2015: $1,6902015Revenue 2017: $3,006Expenses 2017: $3,095Net Income 2017: -$892017Revenue 2018: $3,272Expenses 2018: $6,729Net Income 2018: -$3,4572018Revenue 2019: $3,459Expenses 2019: $3,946Net Income 2019: -$4872019Revenue 2020: $4,428Expenses 2020: $5,560Net Income 2020: -$1,1322020Revenue 2021: -$6,346Expenses 2021: $5,005Net Income 2021: -$11,3512021Revenue 2022: $1,208Expenses 2022: $4,583Net Income 2022: -$3,3752022Revenue 2023: $7,989Expenses 2023: $3,459Net Income 2023: $4,5302023Revenue 2024: $6,425Expenses 2024: $3,830Net Income 2024: $2,5952024Revenue 2025: $5,944Expenses 2025: $3,918Net Income 2025: $2,0262025

Highlighted filing

2017

Revenue$3,006
Expenses$3,095
Net Income-$89
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J PHILIP VAN NESTTrustee-$0--
JACQUELINE L VAN NESTTrustee-$0--
BETHANY BLACKManager-$0--
Filing and Contact Details

Filer

Filer Name
The Knowledge for Life Foundation
EIN
77-0475068
Phone
4087611852
Address
14985 BOWDEN AVE, MORGAN HILL, CA 95037

Signing Officer

Name
Bethany Black
Title
Manager
Signed
2017-11-15

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix247 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/SummaryOfDirectChrtblActyGrp/Description1Txt0OUR ORGANIZATION SUPPORTS THE LOCAL COMMUNITY TO HELP THOSE WHO HAVE FALLEN INTO DIFFICULT FINANCIAL OR MENTALLY TAXING TIMES. WE SUPPORT GRIEF COUNSELING AND ORGANIZATIONS FOR THOSE WHO HAVE SUFFERED EXTREMELY DIFFICULT DEATHS THAT HAVE IMPACTED THEIR ABILITY TO FUNCTION IN SOCIETY. WE SUPPORT HELPING FAMILIES WHO HAVE BEEN IMPACTED WITH A SUDDEN FINANCIAL CHANGE AND NEED TEMPORARY FINANCIAL HELP TO BECOME FINANCIALLY INDEPENDENT. 2016-2017 FISCAL YEAR HAD NO FINANCIAL EXPENDITURES BUT THE PURPOSE WAS SUPPORTED BY NON FINANIAL VOLUNTEER WORK BY MEMBERS OF THE BOARD.
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET FLUCTUATIONS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1778
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1778
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES - SCHWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES - AIC
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1778
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KNOWLEDGE FOR LIFE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KNOW
ReturnHeader/Filer/EIN0770475068
ReturnHeader/Filer/PhoneNum04087611852
ReturnHeader/Filer/USAddress/AddressLine1Txt014985 BOWDEN AVE
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943206957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-16T07:28:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.06$0.04$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.01$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.06$0.05$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.03$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.88$0.03$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.03$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$1.93$0.00$0.05$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$1.99$0.00$0.11$0.04$0.07
2013Summary only. Only limited summary data is available for this year.$1.92$0.00$0.13$0.09$0.22
2012Summary only. Only limited summary data is available for this year.$2.06$0.00$0.14$0.07$0.07
2011Summary only. Only limited summary data is available for this year.$2.15$0.00$0.07$0.13$0.06