Civic Intelligence

Krl Foundation

990PF • Fiscal year 2016 • EIN 94-3387536

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 16, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-5.3%

Higher net margin than 32% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-4.8%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$4,676

Down $1,053 (-18%) from 2015

Net Assets

Down

$4,676

Down $1,053 (-18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$20,000

Down $1,001 (-4.8%) from 2015

Expenses

Up

$21,053

Up $397 (+1.9%) from 2015

Net Income

Down

-$1,053

Down $1,398 (-405%) from 2015

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

2016

Assets$4,676
Liabilities$0
Net Assets$4,676

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

2016

Revenue$20,000
Expenses$21,053
Net Income-$1,053
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 16, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W LUCAS JRCEO/President-$0--
NATALIE DELAGNES TALBOTTCFO/Secretary-$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
Natalie D Talbott
Title
Secretary
Phone
9259779060
Signed
2017-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Howson & Simon Llp
Address
101 YGNACIO VALLEY RD 310, WALNUT CREEK, CA 94596
Preparer
Lance M Geertsen
Phone
9259779060
Raw XML Appendix301 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0100004
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019854
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019384
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021053
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020950
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119761
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098811
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GEORGE W LUCAS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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/DisbursementsCharitablePrpsAmt01043
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01043
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE D TALBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09259779060
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId001EC6B76F0EE14997E4F45B14E58B42B4BC1AA75
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0475135473534490FBE80CAB7A066BCDF2FF65467
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.255.16.129
ReturnHeader/FilingSecurityInformation/IPDt02017-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:47:12
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/PreparerPersonNm0LANCE M GEERTSEN
ReturnHeader/ReturnTs02017-03-01T17:50:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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