Civic Intelligence

The Knowledge for Life Foundation

990PF • Fiscal year 2019 • EIN 77-0475068

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 18, 2019

409 Tennant Station 310Morgan 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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2019 filings • <$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 • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

5.7%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$187,374

Down $2,671 (-1.4%) from 2018

Net Assets

Down

$187,374

Down $671 (-0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$3,459

Up $187 (+5.7%) from 2018

Expenses

Down

$3,946

Down $2,783 (-41%) from 2018

Net Income

Up

-$487

Up $2,970 (+86%) from 2018

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

2019

Assets$187,374
Liabilities$0
Net Assets$187,374

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

2019

Revenue$3,459
Expenses$3,946
Net Income-$487
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 18, 2019
Return Version
2018v3.1
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
409 TENNANT STATION 310, MORGAN HILL, CA 95037

Signing Officer

Name
Bethany Black
Title
Manager
Signed
2019-01-18

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix281 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/PersonNm0J PHILIP VAN NEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE L VAN NEST
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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. 2017-2018 FISCAL YEAR SHOWED SOME FINANCIAL EXPENDITURES AS WELL AS VOLUNTEER WORK BY MEMBERS OF THE BOARD.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILPITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02184
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET FLUCTUATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PRINTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1762
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES - SCHWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES - AIC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1762
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt142
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KNOWLEDGE FOR LIFE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KNOW
ReturnHeader/Filer/EIN0770475068
ReturnHeader/Filer/PhoneNum04087611852
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 TENNANT STATION 310
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.42.25.237
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:47:22
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/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-13T12:47:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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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
Peer Organizations

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