Civic Intelligence

Src Living Legacy Foundation

990 • Fiscal year 2023 • EIN 84-3432820

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization ProfileWWW.SRCLIVINGLEGACYFOUNDATION.ORG
14500 Fruitvale Avenue 6153Saratoga, CA 95070

(408) 741-7353

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,579,153

Up $240,896 (+18%) from 2022

Net Assets

Up

$1,578,753

Up $243,496 (+18%) from 2022

Liabilities

Down

$400

Down $2,600 (-87%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Down

$321,596

Down $419,465 (-57%) from 2022

Expenses

Up

$119,198

Up $8,372 (+7.6%) from 2022

Net Income

Down

$202,398

Down $427,837 (-68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2023

Assets$1,579,153
Liabilities$400
Net Assets$1,578,753
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

2023

Revenue$321,596
Expenses$119,198
Net Income$202,398
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$1,243,427
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$1,279,421$1,515,256▲ $235,835
Savings and Temporary Cash Investments$15,243$30,676▲ $15,433
Cash and Non-Interest-Bearing Accounts$43,593$29,421▼ $14,172
Total Assets$1,338,257$1,579,153▲ $240,896
Other Assets Total$0$3,800▲ $3,800
Liabilities
Other Liabilities$3,000$400▼ $2,600
Total Liabilities$3,000$400▼ $2,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,247,374$1,490,370▲ $242,996
Net Assets With Donor Restrictions$87,883$88,383▲ $500
Total Net Assets Fund Balance$1,335,257$1,578,753▲ $243,496
Total Liabilities and Net Assets / Fund Balance$1,338,257$1,579,153▲ $240,896
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Steve JohnsonChairman & Educational Grants Chair
Susan CarnahanCommunications Chair
Judy StratmanFund Development Co-chair
Terry StratmanFund Development Co-chair
Janet CaputoDirector
Linda EldenDirector
Vince MartinDirector
Judy CorneySecretary
Colin Whitby-strevensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,986
Program Service Revenue
$0
Investment Income
$171,913
Other Revenue
$697
All Other Contributions
$148,986
Change in Net Assets
$202,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,600
Other Expenses$16,598
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$102,600--$102,600
Fees for Service Investment Mgmnt Fees-$10,000-$10,000
Fees for Services Other-$5,715-$5,715
Other Expenses-$575-$575
Office Expenses-$308-$308
Total Functional Expenses$102,600$16,598$0$119,198
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Uncleared Grant Check$400
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 2023 .”

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 6153, SARATOGA, CA 95070

Signing Officer

Name
Colin Whitby-strevens
Title
Treasurer
Phone
4087417353
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Johnson
Formed
2019
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Sensiba Llp
Address
5960 INGLEWOOD DR SUITE 201, PLEASANTON, CA 94588
Preparer
Monic Ramirez
Phone
9252718700
Raw XML Appendix370 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:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 2023 .
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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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SRCLIVINGLEGACYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLIN WHITBY-STREVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087417353
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRC LIVING LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SRCL
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ReturnHeader/Filer/USAddress/AddressLine1Txt014500 FRUITVALE AVENUE 6153
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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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/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONIC RAMIREZ
ReturnHeader/ReturnTs02024-05-14T14:44:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITBY-STREVENS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,579,153
Liabilities
$400
Net assets
$1,578,753
Revenue
$321,596
Expenses
$119,198
Net income
$202,398
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits