Civic Intelligence

Src Living Legacy Foundation

EIN 84-3432820 • 501(c)3 • Saratoga, CA

Profile

To generate resources with which to fund the enrichment of the quality of life within and affiliated with saratoga retirement community. The main activity of the living legacy foundation is to provide educational grants to src employees and their children.

14500 Fruitvale Avenue 1000Saratoga, CA 95070

www.srclivinglegacyfoundation.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,880,706

Up $301,553 (+19%) from 2023

Liabilities

Up

$4,010

Up $3,610 (+903%) from 2023

Net Assets

Up

$1,876,696

Up $297,943 (+19%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin93rd percentile

Revenue

Up

$323,983

Up $2,387 (+0.7%) from 2023

Expenses

Up

$128,051

Up $8,853 (+7.4%) from 2023

Net Income

Down

$195,932

Down $6,466 (-3.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $775,841Liabilities 2020: $0Net Assets 2020: $775,8412020Assets 2021: $829,212Liabilities 2021: $0Net Assets 2021: $829,2122021Assets 2022: $1,338,257Liabilities 2022: $3,000Net Assets 2022: $1,335,2572022Assets 2023: $1,579,153Liabilities 2023: $400Net Assets 2023: $1,578,7532023Assets 2024: $1,880,706Liabilities 2024: $4,010Net Assets 2024: $1,876,6962024

Highlighted filing

2024

Assets$1,880,706
Liabilities$4,010
Net Assets$1,876,696
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$800K$600K$400K$200K$0Revenue 2020: $700,283Expenses 2020: $65,011Net Income 2020: $635,2722020Revenue 2021: $184,547Expenses 2021: $125,268Net Income 2021: $59,2792021Revenue 2022: $741,061Expenses 2022: $110,826Net Income 2022: $630,2352022Revenue 2023: $321,596Expenses 2023: $119,198Net Income 2023: $202,3982023Revenue 2024: $323,983Expenses 2024: $128,051Net Income 2024: $195,9322024

Highlighted filing

2024

Revenue$323,983
Expenses$128,051
Net Income$195,932
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,880,706
Liabilities
$4,010
Net assets
$1,876,696
Revenue
$323,983
Expenses
$128,051
Net income
$195,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.32$0.13$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.32$0.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.74$0.11$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.18$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.70$0.07$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 12, 2025
Return Version
2024v5.1
Gross Receipts
$538,458
Mission and Program Overview

Mission

To generate resources with which to fund the enrichment of the quality of life within and affiliated with saratoga retirement community. The main activity of the living legacy foundation is to provide educational grants to src employees and their children.

Living legacy foundation's educational grant program

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,515,256$1,779,999▲ $264,743
Cash and Non-Interest-Bearing Accounts$29,421$67,496▲ $38,075
Savings and Temporary Cash Investments$30,676$32,011▲ $1,335
Total Assets$1,579,153$1,880,706▲ $301,553
Other Assets Total$3,800$1,200▼ $2,600
Liabilities
Accounts Payable and Accrued Expenses$400$4,010▲ $3,610
Total Liabilities$400$4,010▲ $3,610
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,490,370$1,787,963▲ $297,593
Net Assets With Donor Restrictions$88,383$88,733▲ $350
Total Net Assets Fund Balance$1,578,753$1,876,696▲ $297,943
Total Liabilities and Net Assets / Fund Balance$1,579,153$1,880,706▲ $301,553
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Wade MeyercordChairman, Assistant Treasurer
Judy StratmanEducation Grants Chair
Terry StratmanFund Development Co-chair
Linda EldenDirector
Mark CopelandDirector
Phyllis MeyercordDirector
Marcia ChaikenSecretary
Colin Whitby-strevensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,496
Program Service Revenue
$0
Investment Income
$77,653
Other Revenue
$834
All Other Contributions
$245,496
Change in Net Assets
$195,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,000
Other Expenses$20,051
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$105,750--$105,750
Fees for Service Investment Mgmnt Fees-$13,495-$13,495
Office Expenses-$6,556-$6,556
Foreign Grants$2,250--$2,250
Total Functional Expenses$108,000$20,051$0$128,051
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
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
No
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 A, Line 2

“Terry and judy stratman, directors, are married. Wade and phyllis meyercord, directors, are married.”

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees.”

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

“Upon completion of the return, a final draft is distributed to the members for their review and approval.”

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

“All directors are required to sign a declaration annually. All directors signed in january 2024 or on taking up their positions (for directors appointed during the year). All directors have signed again in january 2025.”

Form 990, Part VI, Section C, Line 19

“The california certificate of status, the articles of incorporation, the by-laws, the irs determination letter confirming 501(c)(3) status and the irs ruling concerning retirement homes qualification for exemption under 501(c)(3) are all available on the foundation's website at https://www.srclivinglegacyfoundation.org/legal.html the conflict of interest policy is made available to members of the public upon request.”

Filing and Contact Details

Filer

Filer Name
Src Living Legacy Foundation
EIN
84-3432820
Phone
4087417353
Address
14500 FRUITVALE AVENUE 1000, SARATOGA, CA 95070

Signing Officer

Name
Colin Whitby-strevens
Title
Treasurer
Phone
4087417353
Signed
2025-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Meyercord
Formed
2019
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Sensiba Llp
Address
5960 INGLEWOOD DR SUITE 201, PLEASANTON, CA 94588
Preparer
Monic Ramirez
Phone
9252718700
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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0105750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS MUST COMPLETE AN APPLICATION, AVAILABLE ONLINE, WHICH IS REVIEWED BY THE EDUCATION GRANT CHAIR. WHEN APPROVED THE TREASURER RELEASES A CHECK TO THE AWARD RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TERRY AND JUDY STRATMAN, DIRECTORS, ARE MARRIED. WADE AND PHYLLIS MEYERCORD, DIRECTORS, ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON COMPLETION OF THE RETURN, A FINAL DRAFT IS DISTRIBUTED TO THE MEMBERS FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DIRECTORS ARE REQUIRED TO SIGN A DECLARATION ANNUALLY. ALL DIRECTORS SIGNED IN JANUARY 2024 OR ON TAKING UP THEIR POSITIONS (FOR DIRECTORS APPOINTED DURING THE YEAR). ALL DIRECTORS HAVE SIGNED AGAIN IN JANUARY 2025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CALIFORNIA CERTIFICATE OF STATUS, THE ARTICLES OF INCORPORATION, THE BY-LAWS, THE IRS DETERMINATION LETTER CONFIRMING 501(C)(3) STATUS AND THE IRS RULING CONCERNING RETIREMENT HOMES QUALIFICATION FOR EXEMPTION UNDER 501(C)(3) ARE ALL AVAILABLE ON THE FOUNDATION'S WEBSITE AT HTTPS://WWW.SRCLIVINGLEGACYFOUNDATION.ORG/LEGAL.HTML THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01579153
IRS990/TotalAssetsEOYAmt01880706
IRS990/TotalAssetsGrp/BOYAmt01579153
IRS990/TotalAssetsGrp/EOYAmt01880706
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0245496
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020051
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0400
IRS990/TotalLiabilitiesEOYAmt04010
IRS990/TotalLiabilitiesGrp/BOYAmt0400
IRS990/TotalLiabilitiesGrp/EOYAmt04010
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01578753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01876696
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0108000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt078487
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0323983
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01579153
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01880706
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014500 FRUITVALE AVE APT 6147
IRS990/USAddress/CityNm0SARATOGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095070
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SRCLIVINGLEGACYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLIN WHITBY-STREVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087417353
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRC LIVING LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SRCL
ReturnHeader/Filer/EIN0843432820
ReturnHeader/Filer/PhoneNum04087417353
ReturnHeader/Filer/USAddress/AddressLine1Txt014500 FRUITVALE AVENUE 1000
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05960 INGLEWOOD DR SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252718700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONIC RAMIREZ
ReturnHeader/ReturnTs02025-04-12T21:43:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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