Civic Intelligence

Live Oak Foundation Inc

990EZ • Fiscal year 2016 • EIN 94-2867227

Aug 01, 2015 to Jul 31, 2016 • Filed on Oct 10, 2016

Organization ProfileN/A
P O Box 10Morgan Hill, CA 95038

(408) 779-7717

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

1st percentile

-779%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$384,296

Down $46,341 (-11%) from 2015

Net Assets

Down

$384,296

Down $46,341 (-11%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$5,948

Down $2,705 (-31%) from 2015

Expenses

Down

$52,289

Down $41,140 (-44%) from 2015

Net Income

Up

-$46,341

Up $38,435 (+45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$384,296
Liabilities-
Net Assets$384,296
Open 2016 Filing

Operations Trend

Revenue Growth17th 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

2016

Revenue$5,948
Expenses$52,289
Net Income-$46,341
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Oct 10, 2016
Return Version
2015v2.0
Gross Receipts
$101,298
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
FUNDS DISTRIBUTED TO SCHOOLS IN THE MORGAN HILL UNIFIED SCHOOL DISTRICT$7,279-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE THOMASPresident-$0--
JOAN PECKVice President-$0--
EMILY WILCOXTreasurer-$0--
SUE MERZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Live Oak Foundation Inc
EIN
94-2867227
Phone
4087797717
Address
P O BOX 10, MORGAN HILL, CA 95038

Signing Officer

Name
George P Thomas
Title
President
Signed
2016-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rick & Company
Address
16360 Monterey Road Suite 170, Morgan Hill, CA 95037
Preparer
John S Rick
Phone
4087793313
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOOLS | Donee's Name: VARIOUS SCHOOLS AND TEACHERS | Donee's Address: MORGAN HILL UNIFIED SCHOOL DISTRICT MORGAN HILL CA 95037 | Relationship of Donee: UNAFFILIATED | Cash Amount Given: $45000”

Other Expenses.1012

“Insurance $1050”

Other Expenses.1

“MANAGEMENT FEES $5159”

Other Expenses.2

“Bank charges & merchant fees $360”

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY WILCOX
IRS990EZ/BooksInCareOfDetail/PhoneNum04087797717
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 10
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGAN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0430637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0384296
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt095350
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-46341
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0720
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0430637
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0384296
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01558
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045000
IRS990EZ/GrossReceiptsAmt0101298
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04290
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0430637
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0384296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0430637
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0384296
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOAN PECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE MERZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06569
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL GRANTS TO PUBLIC SCHOOLS IN THE MORGAN HILL UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS DISTRIBUTED TO SCHOOLS IN THE MORGAN HILL UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt096908
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052289
IRS990EZ/TotalProgramServiceExpensesAmt07279
IRS990EZ/TotalRevenueAmt05948
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034235
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04044
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt089303
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27710
IRS990ScheduleA/PublicSupportPY170Pct00.24280
IRS990ScheduleA/PublicSupportTotal170Amt034235
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014355
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014885
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034235
IRS990ScheduleA/TotalSupportAmt0123538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOOLS | Donee's Name: VARIOUS SCHOOLS AND TEACHERS | Donee's Address: MORGAN HILL UNIFIED SCHOOL DISTRICT MORGAN HILL CA 95037 | Relationship of Donee: UNAFFILIATED | Cash Amount Given: $45000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES $5159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES & MERCHANT FEES $360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE P THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE OAK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0942867227
ReturnHeader/Filer/PhoneNum04087797717
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 10
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rick & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016360 Monterey Road Suite 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04087793313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S RICK
ReturnHeader/ReturnTs02016-10-10T09:19:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,296
Liabilities
-
Net assets
$384,296
Revenue
$5,948
Expenses
$52,289
Net income
-$46,341
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