Civic Intelligence

Livermore Lab Foundation

EIN 81-2567763 • 501(c)3 • Livermore, CA

Profile

The livermore lab foundation advances scientific knowledge and inspires the next generation of science and technology leaders by leveraging philanthropic investments in world-class research, education, and innovation at lawrence livermore national laboratory.

7000 East Ave B661 L-794Livermore, CA 94550

livermorelabfoundation.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,210,730

Down $406,342 (-16%) from 2023

Liabilities

Up

$37,992

Up $49 (+0.1%) from 2023

Net Assets

Down

$2,172,738

Down $406,391 (-16%) from 2023

Revenue

Down

$1,261,692

Down $1,834,324 (-59%) from 2023

Expenses

Down

$1,708,143

Down $278,625 (-14%) from 2023

Net Income

Down

-$446,451

Down $1,555,699 (-140%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $97,496Liabilities 2016: $5,0002016Assets 2017: $76,895Liabilities 2017: $0Net Assets 2017: $76,8952017Assets 2018: $99,979Liabilities 2018: $5,210Net Assets 2018: $94,7692018Assets 2019: $173,861Liabilities 2019: $4,250Net Assets 2019: $169,6112019Assets 2020: $1,046,618Liabilities 2020: $72,649Net Assets 2020: $973,9692020Assets 2021: $688,193Liabilities 2021: $5,846Net Assets 2021: $682,3472021Assets 2022: $1,471,433Liabilities 2022: $14,726Net Assets 2022: $1,456,7072022Assets 2023: $2,617,072Liabilities 2023: $37,943Net Assets 2023: $2,579,1292023Assets 2024: $2,210,730Liabilities 2024: $37,992Net Assets 2024: $2,172,7382024

Highlighted filing

2024

Assets$2,210,730
Liabilities$37,992
Net Assets$2,172,738

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $100,012Expenses 2016: $7,516Net Income 2016: $92,4962016Revenue 2017: $5,733Expenses 2017: $21,334Net Income 2017: -$15,6012017Revenue 2018: $142,257Expenses 2018: $124,383Net Income 2018: $17,8742018Revenue 2019: $889,047Expenses 2019: $814,206Net Income 2019: $74,8412019Revenue 2020: $1,887,400Expenses 2020: $1,083,043Net Income 2020: $804,3572020Revenue 2021: $705,802Expenses 2021: $997,424Net Income 2021: -$291,6222021Revenue 2022: $2,120,428Expenses 2022: $1,334,901Net Income 2022: $785,5272022Revenue 2023: $3,096,016Expenses 2023: $1,986,768Net Income 2023: $1,109,2482023Revenue 2024: $1,261,692Expenses 2024: $1,708,143Net Income 2024: -$446,4512024

Highlighted filing

2024

Revenue$1,261,692
Expenses$1,708,143
Net Income-$446,451

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$1,261,692
Mission and Program Overview

Mission

Advancing fundamental knowledge and creating transformative technologies to enhance human health, safety, and quality of life for current and future generations.

Advancing science and inspiring the next generation of science and technology leaders

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,245,163$1,066,178▼ $1,178,985
Investments in Publicly Traded Securities$143,619$489,041▲ $345,422
Pledges and Grants Receivable$228,290$391,499▲ $163,209
Savings and Temporary Cash Investments$0$264,012▲ $264,012
Total Assets$2,617,072$2,210,730▼ $406,342
Liabilities
Accounts Payable and Accrued Expenses$37,943$37,992▲ $49
Total Liabilities$37,943$37,992▲ $49
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,787,950$1,100,027▼ $687,923
Net Assets Without Donor Restrictions$791,179$1,072,711▲ $281,532
Total Net Assets Fund Balance$2,579,129$2,172,738▼ $406,391
Total Liabilities and Net Assets / Fund Balance$2,617,072$2,210,730▼ $406,342

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$369,406$97,201▲ $40,533-$507,140
2023$120,445$235,787▲ $13,174-$369,406
2022-$131,720▼ $11,275-$120,445
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally AllenExecutive DirectorFT$150,280$5,700$155,980

Board Members and Trustees

NameTitle
Dona CrawfordBoard Chair
Anantha KrishnanDirector
Brett HenriksonDirector
Carolyn ZerkleDirector
Catharine BakerDirector
Charlene ZettelDirector
Emily WuDirector
Jan TulkDirector
June YuDirector
Lori SouzaDirector
Michael CarterDirector
Kim BudilDirector, Ex Officio
Greg SuskiTreasurer and Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Fairbank Maslin Maullin Metz & AssociConsultant1999 HARRISON STREET 2020, Oakland, CA 94612$155,000
Houghton Covey GroupConsultant1399 REBECCA DRIVE, Livermore, CA 94550$133,700
Revenue and Support

Revenue Composition

Contributions and Grants
$1,241,329
Program Service Revenue
$0
Investment Income
$20,363
Other Revenue
$0
All Other Contributions
$1,241,329
Change in Net Assets
$-446,451

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,261,692
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$52,435
Total Revenue per Audited Statements
$1,314,127
Total Revenue per Form 990
$1,261,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$788,951
Grants and Similar Amounts Paid$715,008
Salaries, Compensation, and Employee Benefits$204,184
Total Fundraising Expense$60,239
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$373,128--$373,128
Grants to Domestic Individuals$341,880--$341,880
Current Officers, Directors, Trustees, and Key Employees$71,065$41,984$37,231$150,280
Conferences and Meetings$81,353$19,072-$100,425
Other Salaries and Wages$10,497$16,352$4,539$31,388
Payroll Taxes$9,353$8,777$4,386$22,516
Travel$19,844$269-$20,113
Insurance$1,451$3,176$726$5,353
Advertising-$2,464-$2,464
Other Expenses$38$1,813$2,624$1,851
Information Technology$502$1,027-$1,529
Total Functional Expenses$1,442,063$205,841$60,239$1,708,143

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,720,518
Expenses per Audited Statements$1,708,143
Total Expenses per Form 990$1,708,143
Expenses Not Reported on Form 990$12,375
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Climate NowForest Hills, NY-Roads to Removal, Climate General$216,456
Lawrence Livermore National LaboratoryLivermore, CA-Climate General, Als, Roads to Removal$125,000
University of California MercedMerced, CA501(c)(3)Roads to Removal$31,672
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The finance and investment committee reviews the form 990 prior to signing, and a copy of the final form is provided to the full board upon filing.

Form 990, Part VI, Section B, Line 12C

Directors, officers, and key employees are required on an annual basis to disclose financial, personal, or business interests that could give rise to a potential, or perceived conflict of interest. In cases where the board determines that an insider has a conflict of interest, the board shall: (a) require that the interested person leave the meeting during the discussion of, and the vote on, the transaction or arrangement that may create the conflict of interest: and (b) conduct any investigation necessary to evaluate the transaction, which may include investigating alternatives that present no conflict of interest, and/or compiling appropriate data, such as comparability studies, to determine fair market value for the transaction. After exercising due diligence, the board shall determine whether proceeding with the transaction is in the corporation's best interest.

Form 990, Part VI, Section B, Line 15A

The governing body reviews comparable salaries and approves the compensation of its ceo.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon reasonable request.

Filing and Contact Details

Filer

Filer Name
Livermore Lab Foundation
EIN
81-2567763
Phone
9254539382
Address
7000 EAST AVE B661 L-794, LIVERMORE, CA 94550

Signing Officer

Name
Dona Crawford
Title
Chair
Phone
9254539382
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dona Crawford
Formed
2016
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
12

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET STE A, SAN JOSE, CA 95126
Preparer
Nicholas Petersen
Phone
4088556770
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change for tax year 2024

Financial Statement Notes

PART X, LINE 2:

The foundation evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgement with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position of all uncertain tax positions in the aggregate could differ from the amount recognized. As of december 31, 2024, management did not identify any material uncertain tax positions.

Schedule D Part V Line 4

The quasi-endowment fund is established at the university of california for the purpose of providing long-term financial stability for the foundation.

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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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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE LIVERMORE LAB FOUNDATION ADVANCES SCIENTIFIC KNOWLEDGE AND INSPIRES THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERS BY LEVERAGING PHILANTHROPIC INVESTMENTS IN WORLD-CLASS RESEARCH, EDUCATION, AND INNOVATION AT LAWRENCE LIVERMORE NATIONAL LABORATORY.
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IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3BANK FEES
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IRS990/OtherExpensesGrp/TotalAmt1164192
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IRS990/PayrollTaxesGrp/FundraisingAmt04386
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IRS990/PrincipalOfficerNm0DONA CRAWFORD
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IRS990/ProgSrvcAccomActy2Grp/Desc0ROADS TO REMOVALIN 2023, LLNL RELEASED THE ROADS TO REMOVAL REPORT A COLLABORATIVE, NATIONAL EFFORT BY MORE THAN 68 SCIENTISTS AND 13 INSTITUTIONS EXAMINING REGIONAL OPPORTUNITIES IN CARBON DIOXIDE REMOVAL. WITH SUPPORT FROM BREAKTHROUGH ENERGY, CLIMATEWORKS FOUNDATION AND THE GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT, LLF IS LEADING THE NATIONAL PUBLIC ROLLOUT OF THIS REPORT WITH A WEBSITE, VIDEOS, AND REGIONAL CONVENINGS AND SPEAKING ENGAGEMENTS ACROSS THE UNITED STATES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0STEM AND OTHER RESEARCH ACTIVITIESWITH SUPPORT FROM DONORS AND ACADEMIC, COMMUNITY, AND INDUSTRY PARTNERS, LLF OFFERS FELLOWSHIP OPPORTUNITIES FOR UNDERGRADUATE THROUGH POST DOCTORAL SCHOLARS AT LAWRENCE LIVERMORE NATIONAL LAB. LLF SUPPORTS INTERNS WITH DEDICATED LAB MENTORS AND ACCESS TO LLNL FACILITIES AND RESOURCES, CONNECTING THEM WITH LAB TEAMS ENGAGED IN LLF'S STRATEGIC FOCUS AREAS, INCLUDING NEURODEGENERATIVE DISEASE RESEARCH. IN 2024, LLF SUPPORTED RESEARCH PROJECTS THAT LEVERAGE LLNL'S UNIQUE SUPERCOMPUTING, BIOENGINEERING, AND BIOSCIENCES CORE COMPETENCIES TO ACCELERATE COLLECTIVE EFFORTS TO DIAGNOSE, UNDERSTAND, AND TREAT AMYOTROPHIC LATERAL SCLEROSIS (ALS), PARKINSON'S, AND OTHER BRAIN DISEASES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OF ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF DECEMBER 31, 2024, MANAGEMENT DID NOT IDENTIFY ANY MATERIAL UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE QUASI-ENDOWMENT FUND IS ESTABLISHED AT THE UNIVERSITY OF CALIFORNIA FOR THE PURPOSE OF PROVIDING LONG-TERM FINANCIAL STABILITY FOR THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D PART V LINE 4
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