Civic Intelligence

Live Oak Foundation Inc

990 • Fiscal year 2018 • EIN 94-2867227

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 14, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-5090%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$15,833

Down $398,638 (-96%) from 2017

Net Assets

Down

$15,833

Down $398,638 (-96%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$7,832

Down $30,624 (-80%) from 2017

Expenses

Up

$406,470

Up $398,189 (+4808%) from 2017

Net Income

Down

-$398,638

Down $428,813 (-1421%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2018

Assets$15,833
Liabilities$0
Net Assets$15,833
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$7,832
Expenses$406,470
Net Income-$398,638
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 14, 2018
Return Version
2017v2.2
Gross Receipts
$376,692
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$414,471$15,833▼ $398,638
Investments in Publicly Traded Securities$411,334$14,519▼ $396,815
Cash and Non-Interest-Bearing Accounts$3,137$1,314▼ $1,823
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$414,471$15,833▼ $398,638
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$414,471$15,833▼ $398,638
Total Liabilities and Net Assets / Fund Balance$414,471$15,833▼ $398,638
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$165
Program Service Revenue
$0
Investment Income
$7,667
Other Revenue
$0
Change in Net Assets
$-398,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,050
Other Expenses$6,420
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$400,050--$400,050
Fees for Services Legal$3,280--$3,280
Fees for Services Accounting$720--$720
Other Expenses$20--$20
Total Functional Expenses$406,470$0$0$406,470
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

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
2018-09-14
Discuss with paid preparer
Yes

Organization Details

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

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

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 Appendix354 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING 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/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FACTS AND CIRCUMSTANCES
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0414471
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015833
IRS990/TotalProgramServiceExpensesAmt0406470
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03081
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07832
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0414471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015833
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE P THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-14
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/PreparerFirmEIN0770454740
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/ReturnTs02018-09-14T13:19:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,833
Liabilities
$0
Net assets
$15,833
Revenue
$7,832
Expenses
$406,470
Net income
-$398,638
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