Civic Intelligence

Src Living Legacy Foundation

990 • Fiscal year 2020 • EIN 84-3432820

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 24, 2021

Organization ProfileWWW.SRCLIVINGLEGACYFOUNDATION.ORG
14500 Fruitvale Avenue No 6118Saratoga, CA 95070

(408) 741-7353

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

$775,841

No earlier filing loaded for comparison.

Net Assets

$775,841

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin98th percentile

Revenue

$700,283

No earlier filing loaded for comparison.

Expenses

$65,011

No earlier filing loaded for comparison.

Net Income

$635,272

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$775,841
Liabilities$0
Net Assets$775,841
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$700,283
Expenses$65,011
Net Income$635,272
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 24, 2021
Return Version
2020v4.0
Gross Receipts
$838,758
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-$753,163-
Cash and Non-Interest-Bearing Accounts-$12,913-
Savings and Temporary Cash Investments-$9,765-
Total Assets$0$775,841▲ $775,841
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$687,067-
Net Assets With Donor Restrictions-$88,774-
Total Net Assets Fund Balance$0$775,841▲ $775,841
Total Liabilities and Net Assets / Fund Balance$0$775,841▲ $775,841
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Richard DubridgeChairman
Steve JohnsonCommunications Chair
Kathleen RobertsEducational Grants Chair
Bev LenihanFund Development Chair
Vince MartinFund Development Chair
Marilyn BashamSecretary and Events Chair
Linda EldenStewardship Chair
Colin Whitby-strevensTreasurer
Tom HogueTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$657,376
Program Service Revenue
$0
Investment Income
$42,907
Other Revenue
$0
All Other Contributions
$58,868
Change in Net Assets
$635,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,000
Other Expenses$7,011
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,000--$58,000
Fees for Service Investment Mgmnt Fees-$3,295-$3,295
Fees for Services Legal-$2,392-$2,392
Fees for Services Other-$511-$511
Advertising-$413-$413
Fees for Services Accounting-$400-$400
Total Functional Expenses$58,000$7,011$0$65,011
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 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

“Each director is required to sign a conflict of interest disclosure statement annually. All directors signed their respective statements in january 2021.”

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 NO 6118, SARATOGA, CA 95070

Signing Officer

Name
Colin Whitby-strevens
Title
Treasurer
Phone
4087417353
Signed
2021-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Dubridge
Formed
2019
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Sensiba San Filippo Llp
Address
5960 INGLEWOOD DR SUITE 201, PLEASANTON, CA 94588
Preparer
Monic Ramirez
Phone
9252718700
Raw XML Appendix341 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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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:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON COMPLETION OF THE RETURN, A FINAL DRAFT IS DISTRIBUTED TO THE MEMBERS FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. ALL DIRECTORS SIGNED THEIR RESPECTIVE STATEMENTS IN JANUARY 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$775,841
Liabilities
$0
Net assets
$775,841
Revenue
$700,283
Expenses
$65,011
Net income
$635,272
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