Civic Intelligence

Krl Foundation

990PF • Fiscal year 2014 • EIN 94-3387536

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 02, 2015

P O Box 668San Anselmo, CA 94979

(925) 977-9060

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-3.0%

Higher net margin than 36% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

26th percentile

-10%

Faster asset growth than 26% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$5,384

Down $608 (-10%) from 2013

Net Assets

$5,384

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$20,002

Up $2 (+0.0%) from 2013

Expenses

Up

$20,610

Up $420 (+2.1%) from 2013

Net Income

Down

-$608

Down $418 (-220%) from 2013

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $5,459Liabilities 2011: $02011Assets 2012: $6,182Liabilities 2012: $02012Assets 2013: $5,992Liabilities 2013: $02013Assets 2014: $5,384Liabilities 2014: $0Net Assets 2014: $5,3842014Assets 2015: $5,729Liabilities 2015: $0Net Assets 2015: $5,7292015Assets 2016: $4,676Liabilities 2016: $0Net Assets 2016: $4,6762016Assets 2017: $4,972Liabilities 2017: $0Net Assets 2017: $4,9722017Assets 2018: $4,678Liabilities 2018: $0Net Assets 2018: $4,6782018Assets 2019: $4,768Liabilities 2019: $0Net Assets 2019: $4,7682019Assets 2020: $6,020Liabilities 2020: $0Net Assets 2020: $6,0202020Assets 2021: $8,228Liabilities 2021: $0Net Assets 2021: $8,2282021Assets 2022: $10,904Liabilities 2022: $0Net Assets 2022: $10,9042022Assets 2023: $14,581Liabilities 2023: $0Net Assets 2023: $14,5812023Assets 2024: $12,133Liabilities 2024: $0Net Assets 2024: $12,1332024

Highlighted filing

2014

Assets$5,384
Liabilities$0
Net Assets$5,384

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $21,001Expenses 2011: $20,421Net Income 2011: $5802011Revenue 2012: $21,002Expenses 2012: $20,279Net Income 2012: $7232012Revenue 2013: $20,000Expenses 2013: $20,190Net Income 2013: -$1902013Revenue 2014: $20,002Expenses 2014: $20,610Net Income 2014: -$6082014Revenue 2015: $21,001Expenses 2015: $20,656Net Income 2015: $3452015Revenue 2016: $20,000Expenses 2016: $21,053Net Income 2016: -$1,0532016Revenue 2017: $25,006Expenses 2017: $24,710Net Income 2017: $2962017Revenue 2018: $25,021Expenses 2018: $25,315Net Income 2018: -$2942018Revenue 2019: $35,029Expenses 2019: $34,939Net Income 2019: $902019Revenue 2020: $35,000Expenses 2020: $33,748Net Income 2020: $1,2522020Revenue 2021: $35,000Expenses 2021: $32,792Net Income 2021: $2,2082021Revenue 2022: $35,000Expenses 2022: $32,324Net Income 2022: $2,6762022Revenue 2023: $35,000Expenses 2023: $31,323Net Income 2023: $3,6772023Revenue 2024: $35,000Expenses 2024: $37,448Net Income 2024: -$2,4482024

Highlighted filing

2014

Revenue$20,002
Expenses$20,610
Net Income-$608
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 2, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W LUCAS JRPres/CEO/Director-$0--
NATALIE DELAGNES TALBOTTCFO-$0--
SARITA PATELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Krl Foundation
EIN
94-3387536
Phone
9259779060
Address
P O BOX 668, SAN ANSELMO, CA 94979

Signing Officer

Name
Sarita Patel
Title
Secretary
Phone
9259779060
Signed
2015-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Howson & Simon Llp
Address
101 YGNACIO VALLEY RD 310, WALNUT CREEK, CA 94596
Preparer
Robert S Bradley
Phone
9259779060
Raw XML Appendix308 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0873
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093742
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014785
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020610
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019737
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt090038
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE W LUCAS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2009
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN RAFAEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094912
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0600
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04646
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04646
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04646
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARITA PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09259779060
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KRL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KRLF
ReturnHeader/Filer/EIN0943387536
ReturnHeader/Filer/PhoneNum09259779060
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 668
ReturnHeader/Filer/USAddress/CityNm0SAN ANSELMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094979
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943054312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWSON & SIMON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 YGNACIO VALLEY RD 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09259779060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S BRADLEY
ReturnHeader/ReturnTs02015-04-02T16:17:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$35.0$37.4$2.45
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$35.0$31.3$3.68
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$35.0$32.3$2.68
2021Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$35.0$32.8$2.21
2020Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$35.0$33.7$1.25
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$35.0$34.9$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$25.0$25.3$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$25.0$24.7$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$20.0$21.1$1.05
2015Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$21.0$20.7$0.35
2014Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$20.0$20.6$0.61
2013Summary only. Only limited summary data is available for this year.$5.99$0.00$20.0$20.2$0.19
2012Summary only. Only limited summary data is available for this year.$6.18$0.00$21.0$20.3$0.72
2011Summary only. Only limited summary data is available for this year.$5.46$0.00$21.0$20.4$0.58