Civic Intelligence

Live Oak Foundation Inc

990 • Fiscal year 2014 • EIN 94-2867227

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 10, 2014

Organization ProfileN/A
P O Box 1095038

(408) 779-7717

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

64th percentile

8.0%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$515,413

Up $38,082 (+8.0%) from 2013

Net Assets

$515,413

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin95th percentile

Revenue

Down

$55,810

Down $24,759 (-31%) from 2013

Expenses

Down

$17,728

Down $36,934 (-68%) from 2013

Net Income

Up

$38,082

Up $12,175 (+47%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2011: $461,749Liabilities 2011: $02011Assets 2012: $451,424Liabilities 2012: $0Net Assets 2012: $451,4242012Assets 2013: $477,331Liabilities 2013: $02013Assets 2014: $515,413Liabilities 2014: $0Net Assets 2014: $515,4132014Assets 2015: $430,637Net Assets 2015: $430,6372015Assets 2016: $384,296Net Assets 2016: $384,2962016Assets 2017: $414,471Net Assets 2017: $414,4712017Assets 2018: $15,833Liabilities 2018: $0Net Assets 2018: $15,8332018

Highlighted filing

2014

Assets$515,413
Liabilities$0
Net Assets$515,413
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$500K$0-$500KRevenue 2011: $81,162Expenses 2011: $43,003Net Income 2011: $38,1592011Revenue 2012: $41,402Expenses 2012: $51,727Net Income 2012: -$10,3252012Revenue 2013: $80,569Expenses 2013: $54,662Net Income 2013: $25,9072013Revenue 2014: $55,810Expenses 2014: $17,728Net Income 2014: $38,0822014Revenue 2015: $8,653Expenses 2015: $93,429Net Income 2015: -$84,7762015Revenue 2016: $5,948Expenses 2016: $52,289Net Income 2016: -$46,3412016Revenue 2017: $38,456Expenses 2017: $8,281Net Income 2017: $30,1752017Revenue 2018: $7,832Expenses 2018: $406,470Net Income 2018: -$398,6382018

Highlighted filing

2014

Revenue$55,810
Expenses$17,728
Net Income$38,082
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 10, 2014
Return Version
2013v3.1
Gross Receipts
$194,360
Mission and Program Overview

Mission

Provide educational grants to public schools in the morgan hill unified school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$477,331$515,413▲ $38,082
Investments in Publicly Traded Securities$467,775$465,973▼ $1,802
Cash and Non-Interest-Bearing Accounts$9,556$49,440▲ $39,884
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$477,331$515,413▲ $38,082
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,331$515,413▲ $38,082
Total Liabilities and Net Assets / Fund Balance$477,331$515,413▲ $38,082
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
George ThomasPresident
Joan PeckVice President
Sue MerzSecretary
Emily WilcoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,475
Program Service Revenue
$0
Investment Income
$49,335
Other Revenue
$0
All Other Contributions
$4,000
Change in Net Assets
$38,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,456
Other Expenses$8,272
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$9,456--$9,456
Fees for Service Investment Mgmnt Fees$6,142--$6,142
Insurance$950--$950
Fees for Services Accounting$710--$710
Occupancy$353--$353
Office Expenses$117--$117
Total Functional Expenses$17,728$0$0$17,728
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by directors prior to filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

EIN
94-2867227
Phone
4087797717

Signing Officer

Name
George P Thomas
Title
President
Signed
2014-12-10
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Preparer
John S Rick
Phone
4087793313
Raw XML Appendix374 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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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0477331
IRS990/TotalAssetsEOYAmt0515413
IRS990/TotalAssetsGrp/BOYAmt0477331
IRS990/TotalAssetsGrp/EOYAmt0515413
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06475
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017728
IRS990/TotalFunctionalExpensesGrp/TotalAmt017728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0477331
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0515413
IRS990/TotalProgramServiceExpensesAmt017728
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025946
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055810
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0477331
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0515413
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE P THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIVE OAK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0942867227
ReturnHeader/Filer/PhoneNum04087797717
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 10
ReturnHeader/Filer/USAddress/City0MORGAN HILL
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Nichols Rick & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016360 Monterey Road Suite 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095037
ReturnHeader/PreparerPersonGrp/PhoneNum04087793313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S RICK
ReturnHeader/ReturnTs02014-12-10T08:22:08-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$515,413
Liabilities
$0
Net assets
$515,413
Revenue
$55,810
Expenses
$17,728
Net income
$38,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.08$4.06$3.99
2017Detailed filing. Detailed filing data is available for this year.$4.14$4.14$0.38$0.08$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.84$3.84$0.06$0.52$0.46
2015Detailed filing. Detailed filing data is available for this year.$4.31$4.31$0.09$0.93$0.85
2014Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.56$0.18$0.38
2013Summary only. Only limited summary data is available for this year.$4.77$0.00$0.81$0.55$0.26
2012Summary only. Only limited summary data is available for this year.$4.51$0.00$4.51$0.41$0.52$0.10
2011Summary only. Only limited summary data is available for this year.$4.62$0.00$0.81$0.43$0.38