Civic Intelligence

Lawrence L Cole and Family Foundation

EIN 92-2965981 • 501(c)3 • San Jose, CA

990-N CoverageNTEE B99

Profile

To support and foster a pathway for every child to be able to attend school.

4109 Vistapark DrSan Jose, CA 95136

www.daffy.org/charities/XXX-XX-XXXX-lawrence-l-cole-an

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

NTEE B99 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

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

NTEE B99 • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

61%

Higher net margin than 88% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE B99 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$49,365

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$49,365

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue65th percentileNet Margin88th percentile

Revenue

$81,570

No earlier filing loaded for comparison.

Expenses

$32,205

No earlier filing loaded for comparison.

Net Income

$49,365

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2023: $49,365Liabilities 2023: $0Net Assets 2023: $49,3652023

Highlighted filing

2023

Assets$49,365
Liabilities$0
Net Assets$49,365
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2023: $81,570Expenses 2023: $32,205Net Income 2023: $49,3652023

Highlighted filing

2023

Revenue$81,570
Expenses$32,205
Net Income$49,365
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$49,365
Liabilities
$0
Net assets
$49,365
Revenue
$81,570
Expenses
$32,205
Net income
$49,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$49.4$0.00$49.4$81.6$32.2$49.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$81,570
Mission and Program Overview

Mission

To support and foster a pathway for every child to be able to attend school.

To support and foster a pathway for every child to be able to attend college

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$49,365-
Total Assets$0$49,365▲ $49,365
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$49,365-
Total Net Assets Fund Balance$0$49,365▲ $49,365
Total Liabilities and Net Assets / Fund Balance$0$49,365▲ $49,365
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Lawrence L Cole IiChief Executive Office
Kim RhodesChief Financial Office
Charlene Richardson-brinsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$81,570
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$81,570
Change in Net Assets
$49,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,205
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,650--$24,650
Grants to Domestic Orgs$7,555--$7,555
Total Functional Expenses$32,205$0$0$32,205
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
Backup withholding compliance
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

Part VI Line 11B

“Once the 990 is complete, all board members are called to a meeting where”

Part VI Line 11B

“the 990 is reviewed, voted and approved.”

Part VI Line 19

“Any and all conflicts of interest are open for discussion and disclosed”

Part VI Line 19

“at both the beginning and ending of the year.”

Part VI Line 2

“Charlene richardson-brinson has a family relationship with”

Part VI Line 2

“LAWRENCE L COLE.”

Filing and Contact Details

Filer

Filer Name
Lawrence L Cole and Family Foundation
EIN
92-2965981
In Care Of
% LAWRENCE L COLE II
Phone
3107404759
Address
4109 VISTAPARK DR, San Jose, CA 95136
Doing Business As
Cole Foundation

Signing Officer

Name
Lawrence L Cole Ii
Title
Founder
Phone
3107404759
Signed
2024-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Cole
Formed
2023
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Tax Pro
Address
2918 PENN AVE, SUITE C, MARIANNA, FL 32448
Preparer
Dechauna N Tensley
Phone
8634308470
Raw XML Appendix243 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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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
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