Civic Intelligence

Livermore Class Action Settlement Administration & Education Fund In

EIN 85-3395704 • 501(c)3 • Oakland, CA

Pub. 78 Eligible990-N Coverage

Profile

To ensure compliance with terms of class action settlement.

300 Frank H Ogawa Plz No 160Oakland, CA 94612

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

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

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$0Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Gross Receipts
$0
Mission and Program Overview

Mission

To ensure compliance with terms of class action settlement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

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

There are no committies with the authority to act on behalf of the board.

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

A copy of the form 990 are reviewed and approved by the board members prior to filing.

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

Annually each board member receives a copy of the policy and affirms in writing that they read and understood the policy and agrees to comply with it.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Livermore Class Action Settlement
EIN
85-3395704
Phone
5104655300
Address
300 FRANK H OGAWA PLZ NO 160, OAKLAND, CA 94612

Signing Officer

Name
Jay Davis
Title
Member
Phone
5104655300
Signed
2021-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Davis
Formed
2020
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
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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/CYRevenuesLessExpensesAmt00
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IRS990/Desc0PROMOTE THE HEALTH AND WELLNESS OF LIVING CLASS MEMBERS, TO ADVISE THE TRUSTEE OF THE VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION ESTABLISHED PURSUANT TO THE SETTLEMENT AGREEMENT, TO EDUCATE PUBLIC SECTOR EMPLOYEES REGARDING THEIR RIGHTS IN CONNECTION WITH RETIREE HEALTHCARE BENEFITS, AND TO PROMOTE AFFORDABLE HEALTHCARE FOR RETIREES.
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IRS990/Form990PartVIISectionAGrp/PersonNm6SHARON WOOD
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToIndividualsInd00
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IRS990/GrossReceiptsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTIES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 ARE REVIEWED AND APPROVED BY THE BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY EACH BOARD MEMBER RECEIVES A COPY OF THE POLICY AND AFFIRMS IN WRITING THAT THEY READ AND UNDERSTOOD THE POLICY AND AGREES TO COMPLY WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104655300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVERMORE CLASS ACTION SETTLEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ADMINISTRATION AND EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0853395704
ReturnHeader/Filer/PhoneNum05104655300
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ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03130 CROW CANYON PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945831386
ReturnHeader/PreparerPersonGrp/PhoneNum09254804000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA MONTGOMERY CPA
ReturnHeader/ReturnTs02021-09-28T19:17:31-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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