Civic Intelligence

Larkspur Library Endowment Fund and Foundation

990EZ • Fiscal year 2014 • EIN 94-2466558

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

PO Box 5263Larkspur, CA 94977

(415) 362-0900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$493,672

Up $20,248 (+4.3%) from 2013

Net Assets

Up

$493,672

Up $20,248 (+4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$20,961

Down $41,840 (-67%) from 2013

Expenses

Down

$12,239

Down $7,001 (-36%) from 2013

Net Income

Down

$8,722

Down $34,839 (-80%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $367,721Liabilities 2010: $0Net Assets 2010: $367,7212010Assets 2011: $394,510Liabilities 2011: $0Net Assets 2011: $394,5102011Assets 2012: $406,265Liabilities 2012: $02012Assets 2013: $473,424Liabilities 2013: $0Net Assets 2013: $473,4242013Assets 2014: $493,672Liabilities 2014: $0Net Assets 2014: $493,6722014Assets 2015: $504,322Liabilities 2015: $0Net Assets 2015: $504,3222015Assets 2016: $532,566Liabilities 2016: $0Net Assets 2016: $532,5662016Assets 2017: $578,469Liabilities 2017: $0Net Assets 2017: $578,4692017Assets 2018: $561,575Liabilities 2018: $0Net Assets 2018: $561,5752018Assets 2019: $601,068Liabilities 2019: $0Net Assets 2019: $601,0682019Assets 2020: $652,494Liabilities 2020: $0Net Assets 2020: $652,4942020Assets 2021: $744,785Liabilities 2021: $0Net Assets 2021: $744,7852021Assets 2022: $555,832Liabilities 2022: $0Net Assets 2022: $555,8322022Assets 2023: $638,662Liabilities 2023: $0Net Assets 2023: $638,6622023Assets 2024: $727,573Liabilities 2024: $0Net Assets 2024: $727,5732024

Highlighted filing

2014

Assets$493,672
Liabilities$0
Net Assets$493,672

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $57,682Expenses 2010: $39,074Net Income 2010: $18,6082010Revenue 2011: $55,932Expenses 2011: $26,972Net Income 2011: $28,9602011Revenue 2012: $24,156Expenses 2012: $39,718Net Income 2012: -$15,5622012Revenue 2013: $62,801Expenses 2013: $19,240Net Income 2013: $43,5612013Revenue 2014: $20,961Expenses 2014: $12,239Net Income 2014: $8,7222014Revenue 2015: $39,894Expenses 2015: $20,509Net Income 2015: $19,3852015Revenue 2016: $33,351Expenses 2016: $20,667Net Income 2016: $12,6842016Revenue 2017: $40,248Expenses 2017: $16,757Net Income 2017: $23,4912017Revenue 2018: $26,437Expenses 2018: $20,744Net Income 2018: $5,6932018Revenue 2019: $40,040Expenses 2019: $46,904Net Income 2019: -$6,8642019Revenue 2020: $37,519Expenses 2020: $18,444Net Income 2020: $19,0752020Revenue 2021: $33,496Expenses 2021: $15,674Net Income 2021: $17,8222021Revenue 2022: $47,568Expenses 2022: $135,108Net Income 2022: -$87,5402022Revenue 2023: $28,286Expenses 2023: $7,856Net Income 2023: $20,4302023Revenue 2024: $41,031Expenses 2024: $16,153Net Income 2024: $24,8782024

Highlighted filing

2014

Revenue$20,961
Expenses$12,239
Net Income$8,722
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$20,961
Mission and Program Overview

Mission

Support for the Larkspur Public Library in Larkspur, California.

Program Services

DescriptionGrantsExpenses
The Foundation mails information about the Larkspur Library to approximately 4000 homes in the area once a year.$0$0
The Foundation promotes the Larkspur Library by advertising in local publications, as well as attending and sponsoring local events which promote the library. The Foundation also buys books and equipment for the Larkspur Library.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence R LanctotPresident-$0--
Robert E StaleySecretary-$0--
Lois PattonTreasurer-$0--
Phillip A TerryDirector-$0--
Nick G TarlsonDirector-$0--
Susan SchmidtDirector-$0--
Carol HaggertyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Larkspur Library Foundation
EIN
94-2466558
Phone
4153620900
Address
PO Box 5263, Larkspur, CA 94977

Signing Officer

Name
Lawrence R Lanctot
Title
President
Phone
4153620900
Signed
2015-11-04

Preparer

Firm
PMB Helin Donovan LLP
Address
505 Sansome Street Suite 850, San Francisco, CA 94111
Preparer
W Noel McNabola
Phone
4153991330
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest. Amount: 87. Description: Dividend Income. Amount: 4,079. Description: Capital Gain Dividends. Amount: 1,243. Total Included on Form 990-EZ, line 4: 5,409.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Grants. Grantee Name: Larkspur Public Library. Grantee Address: 400 Magnolia Ave. Larkspur, CA 94939. Grantee Relationship: Supported Organization. Property Description: Books. Method Used to Determine Book Value: Cost. Method Used to Determine FMV: Cost. Book Value of Property: 6,899. Date of Gift: Various. Amount Given: 6,899. Total included on Form 990-EZ, line 10: 6,899.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Advertising and Promotion. Amount: 314. Description: Filing Fees and Taxes. Amount: 25. Description: Insurance. Amount: 812. Description: Bank Charges. Amount: 30. Total to Form 990-EZ, line 16: 1,181.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealized Gains in Securities. Amount: 11,526.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Life Insurance. Beg. of Year Amount: 15,670. End of Year Amount: 15,670.

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04153620900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044 Montgomery St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094104
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lawrence R Lanctot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert E Staley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lois Patton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Phillip A Terry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nick G Tarlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Susan Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carol Haggerty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015670
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015670
IRS990EZ/OtherChangesInNetAssetsAmt011526
IRS990EZ/OtherExpensesTotalAmt01181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support for the Larkspur Public Library in Larkspur, California.
IRS990EZ/PrintingPublicationsPostageAmt0825
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation mails information about the Larkspur Library to approximately 4000 homes in the area once a year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Foundation promotes the Larkspur Library by advertising in local publications, as well as attending and sponsoring local events which promote the library. The Foundation also buys books and equipment for the Larkspur Library.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012239
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020961
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.larkspurlibraryfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043741
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07121
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031374
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018735
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043741
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0178318
IRS990ScheduleA/TotalSupportAmt0209692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 87. Description: Dividend Income. Amount: 4,079. Description: Capital Gain Dividends. Amount: 1,243. Total Included on Form 990-EZ, line 4: 5,409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Grants. Grantee Name: Larkspur Public Library. Grantee Address: 400 Magnolia Ave. Larkspur, CA 94939. Grantee Relationship: Supported Organization. Property Description: Books. Method Used to Determine Book Value: Cost. Method Used to Determine FMV: Cost. Book Value of Property: 6,899. Date of Gift: Various. Amount Given: 6,899. Total included on Form 990-EZ, line 10: 6,899.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Advertising and Promotion. Amount: 314. Description: Filing Fees and Taxes. Amount: 25. Description: Insurance. Amount: 812. Description: Bank Charges. Amount: 30. Total to Form 990-EZ, line 16: 1,181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Unrealized Gains in Securities. Amount: 11,526.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Life Insurance. Beg. of Year Amount: 15,670. End of Year Amount: 15,670.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lawrence R Lanctot
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04153620900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Larkspur Library Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LARK
ReturnHeader/Filer/EIN0942466558
ReturnHeader/Filer/PhoneNum04153620900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5263
ReturnHeader/Filer/USAddress/CityNm0Larkspur
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094977
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743001153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PMB Helin Donovan LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 Sansome Street Suite 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04153991330
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W Noel McNabola
ReturnHeader/ReturnTs02015-11-09T12:09:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.41$0.16$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.28$0.08$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.48$1.35$0.88
2021Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.33$0.16$0.18
2020Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.38$0.18$0.19
2019Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.40$0.47$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.26$0.21$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.40$0.17$0.23
2016Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.33$0.21$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.40$0.21$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.21$0.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.63$0.19$0.44
2012Summary only. Only limited summary data is available for this year.$4.06$0.00$0.24$0.40$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.56$0.27$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.58$0.39$0.19