Civic Intelligence

Live Oak Foundation Inc

990EZ • Fiscal year 2017 • EIN 94-2867227

Aug 01, 2016 to Jul 31, 2017 • Filed on Aug 21, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.9%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

547%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$414,471

Up $30,175 (+7.9%) from 2016

Net Assets

Up

$414,471

Up $30,175 (+7.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$38,456

Up $32,508 (+547%) from 2016

Expenses

Down

$8,281

Down $44,008 (-84%) from 2016

Net Income

Up

$30,175

Up $76,516 (+165%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2017

Assets$414,471
Liabilities-
Net Assets$414,471
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$38,456
Expenses$8,281
Net Income$30,175
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Aug 21, 2017
Return Version
2016v3.0
Gross Receipts
$84,030
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$8,281-
Compensation and Service Providers
Top Officer Pay76th 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
2017-08-21
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

Other Expenses.1012

“Insurance $1050”

Other Expenses.1

“MANAGEMENT FEES $5312”

Other Expenses.2

“STORAGE $833”

Other Expenses.3

“Bank charges & merchant fees $366”

Facts and Circumstances

“During the fiscal year ended july 31, 2017, the organization did not make its annual distribution to the morgan hill school district due to timing issues. That distribution will occur during the current fiscal year.”

Raw XML Appendix148 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/BOYAmt0384296
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0414471
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0317
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt045574
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030175
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0720
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0384296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0414471
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-178
IRS990EZ/GrossReceiptsAmt084030
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt038317
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0384296
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0414471
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0384296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0414471
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/OtherExpensesTotalAmt07561
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/GrantsAndAllocationsAmt08281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt045396
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08281
IRS990EZ/TotalProgramServiceExpensesAmt08281
IRS990EZ/TotalRevenueAmt038456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019667
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022490
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0100205
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16410
IRS990ScheduleA/PublicSupportPY170Pct00.27710
IRS990ScheduleA/PublicSupportTotal170Amt019667
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014355
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019667
IRS990ScheduleA/TotalSupportAmt0119872
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT FEES $5312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE $833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES & MERCHANT FEES $366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING THE FISCAL YEAR ENDED JULY 31, 2017, THE ORGANIZATION DID NOT MAKE ITS ANNUAL DISTRIBUTION TO THE MORGAN HILL SCHOOL DISTRICT DUE TO TIMING ISSUES. THAT DISTRIBUTION WILL OCCUR DURING THE CURRENT FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FACTS AND CIRCUMSTANCES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE P THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-21
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/ReturnTs02017-08-21T14:41:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,471
Liabilities
-
Net assets
$414,471
Revenue
$38,456
Expenses
$8,281
Net income
$30,175
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