Civic Intelligence

Src Living Legacy Foundation

990 • Fiscal year 2025 • EIN 84-3432820

Jan 01, 2025 to Dec 31, 2025

Organization ProfileWWW.SRCLIVINGLEGACYFOUNDATION.ORG
14500 Fruitvale Avenue 1000Saratoga, CA 95070

(408) 741-7353

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,312,079

Up $431,373 (+23%) from 2024

Net Assets

Up

$2,311,329

Up $434,633 (+23%) from 2024

Liabilities

Down

$750

Down $3,260 (-81%) from 2024

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin94th percentile

Revenue

Up

$439,336

Up $115,353 (+36%) from 2024

Expenses

Up

$166,938

Up $38,887 (+30%) from 2024

Net Income

Up

$272,398

Up $76,466 (+39%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$3.0M$2.0M$1.0M$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: $1,876,6962024Assets 2025: $2,312,079Liabilities 2025: $750Net Assets 2025: $2,311,3292025

Highlighted filing

2025

Assets$2,312,079
Liabilities$750
Net Assets$2,311,329
Open 2025 Filing

Operations Trend

Revenue Growth82nd 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: $195,9322024Revenue 2025: $439,336Expenses 2025: $166,938Net Income 2025: $272,3982025

Highlighted filing

2025

Revenue$439,336
Expenses$166,938
Net Income$272,398
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 31, 2026
Return Version
2025v4.1
Gross Receipts
$879,880
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
Rtn Earn Endowment Incm Other Fnds$1,876,696$2,311,329▲ $434,633
Investments in Publicly Traded Securities$1,779,999$2,243,682▲ $463,683
Savings and Temporary Cash Investments$32,011$44,969▲ $12,958
Cash and Non-Interest-Bearing Accounts$67,496$23,428▼ $44,068
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,880,706$2,312,079▲ $431,373
Other Assets Total$1,200$0▼ $1,200
Liabilities
Accounts Payable and Accrued Expenses$4,010$750▼ $3,260
Total Liabilities$4,010$750▼ $3,260
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,876,696$2,311,329▲ $434,633
Total Liabilities and Net Assets / Fund Balance$1,880,706$2,312,079▲ $431,373
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Wade MeyercordChairman, Assistant Treasu
Richard LambEducation Grants Chair
Terry StratmanFund Development Co-chair
Judy StratmanFund Development Joint Chair
Phyllis MeyercordDirector
Marcia ChaikenSecretary
Colin Whitby-strevensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$369,469
Program Service Revenue
$0
Investment Income
$68,019
Other Revenue
$1,848
All Other Contributions
$369,469
Change in Net Assets
$272,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$142,800
Other Expenses$24,138
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$134,800--$134,800
Fees for Service Investment Mgmnt Fees-$16,062-$16,062
Office Expenses-$8,076-$8,076
Foreign Grants$8,000--$8,000
Total Functional Expenses$142,800$24,138$0$166,938
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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 2025 or on taking up their positions (for directors appointed during the year).”

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 510(c)(3) are all available in the saratoga retirement community library and on the foundation's website at: https://www.srclivinglegacyfoundation.org/legal.html. In addition minutes of board meetings, monthly and annual financial reports, and disclosure of conflict of interest forms are available in the saratoga retirement community library. 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
4057417353
Signed
2026-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Meyercord
Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Sensiba Llp
Address
2700 CAMINO RAMON SUITE 140, SAN RAMON, CA 94583
Preparer
Michelle Bacigaluppi
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/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0134800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt036
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS MUST COMPLETE AN APPLICATION, AVAILABLE ONLINE. APPLICANTS MUST PROVIDE DOCUMENTATION FROM THE EDUCATIONAL INSTITUTION THEY ARE ATTENDING SHOWING THEY ARE CURRENTLY ENROLLED. THE EDUCATION GRANT CHAIR AND TWO OTHER BOARD MEMBERS REVIEW APPLICATIONS AND DOCUMENTATION. WHEN THE APPLICATION IS APPROVED, THE TREASURER RELEASES A CHECK OR A PAYPAL PAYMENT 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 2025 OR ON TAKING UP THEIR POSITIONS (FOR DIRECTORS APPOINTED DURING THE YEAR).
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 510(C)(3) ARE ALL AVAILABLE IN THE SARATOGA RETIREMENT COMMUNITY LIBRARY AND ON THE FOUNDATION'S WEBSITE AT: HTTPS://WWW.SRCLIVINGLEGACYFOUNDATION.ORG/LEGAL.HTML. IN ADDITION MINUTES OF BOARD MEETINGS, MONTHLY AND ANNUAL FINANCIAL REPORTS, AND DISCLOSURE OF CONFLICT OF INTEREST FORMS ARE AVAILABLE IN THE SARATOGA RETIREMENT COMMUNITY LIBRARY. 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/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt02312079
IRS990/TotalAssetsGrp/BOYAmt01880706
IRS990/TotalAssetsGrp/EOYAmt02312079
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0369469
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024138
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142800
IRS990/TotalFunctionalExpensesGrp/TotalAmt0166938
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0750
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IRS990/TotalLiabilitiesGrp/EOYAmt0750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01876696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02311329
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142800
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt069867
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0439336
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01880706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02312079
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014500 FRUITVALE AVE APT 6153
IRS990/USAddress/CityNm0SARATOGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095070
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
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/PhoneNum04057417353
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-31
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/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 CAMINO RAMON SUITE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252718700
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BACIGALUPPI
ReturnHeader/ReturnTs02026-04-01T11:33:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,312,079
Liabilities
$750
Net assets
$2,311,329
Revenue
$439,336
Expenses
$166,938
Net income
$272,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.44$0.17$0.27
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