Civic Intelligence

Regal Foundation

990PF • Fiscal year 2022 • EIN 20-3205840

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization Profile
17521 Pine Cone CourtMonte Sereno, CA 95030

(408) 395-7182

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.13x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.9%

Faster asset growth than 47% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

80%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$1,082,481

Down $9,972 (-0.9%) from 2021

Net Assets

Down

$1,058,318

Down $9,972 (-0.9%) from 2021

Liabilities

Flat

$24,163

Flat from 2021

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin97th percentile

Revenue

Up

$186,065

Up $82,678 (+80%) from 2021

Expenses

Down

$3,609

Down $102 (-2.7%) from 2021

Net Income

Up

$182,456

Up $82,780 (+83%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $716,332Liabilities 2012: $58,7302012Assets 2013: $715,274Liabilities 2013: $58,7092013Assets 2014: $746,183Liabilities 2014: $58,623Net Assets 2014: $687,5602014Assets 2015: $843,260Liabilities 2015: $58,623Net Assets 2015: $784,6372015Assets 2016: $853,740Liabilities 2016: $58,623Net Assets 2016: $795,1172016Assets 2017: $879,069Liabilities 2017: $21,000Net Assets 2017: $858,0692017Assets 2018: $919,760Liabilities 2018: $21,000Net Assets 2018: $898,7602018Assets 2019: $956,462Liabilities 2019: $21,000Net Assets 2019: $935,4622019Assets 2020: $989,614Liabilities 2020: $21,000Net Assets 2020: $968,6142020Assets 2021: $1,092,453Liabilities 2021: $24,163Net Assets 2021: $1,068,2902021Assets 2022: $1,082,481Liabilities 2022: $24,163Net Assets 2022: $1,058,3182022Assets 2023: $1,064,084Liabilities 2023: $24,163Net Assets 2023: $1,039,9212023Assets 2024: $19,345Liabilities 2024: $0Net Assets 2024: $19,3452024

Highlighted filing

2022

Assets$1,082,481
Liabilities$24,163
Net Assets$1,058,318
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2012: $188Expenses 2012: $2,457Net Income 2012: -$2,2692012Revenue 2013: $1,121Expenses 2013: $2,158Net Income 2013: -$1,0372013Revenue 2014: $33,002Expenses 2014: $2,008Net Income 2014: $30,9942014Revenue 2015: $102,000Expenses 2015: $4,923Net Income 2015: $97,0772015Revenue 2016: $18,000Expenses 2016: $7,520Net Income 2016: $10,4802016Revenue 2017: $67,001Expenses 2017: $4,049Net Income 2017: $62,9522017Revenue 2018: $45,002Expenses 2018: $4,311Net Income 2018: $40,6912018Revenue 2019: $40,003Expenses 2019: $3,301Net Income 2019: $36,7022019Revenue 2020: $38,162Expenses 2020: $5,010Net Income 2020: $33,1522020Revenue 2021: $103,387Expenses 2021: $3,711Net Income 2021: $99,6762021Revenue 2022: $186,065Expenses 2022: $3,609Net Income 2022: $182,4562022Revenue 2023: $100,828Expenses 2023: $3,678Net Income 2023: $97,1502023Revenue 2024: -$90,872Expenses 2024: $5,335Net Income 2024: -$96,2072024

Highlighted filing

2022

Revenue$186,065
Expenses$3,609
Net Income$182,456
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian LeePresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
Regal Foundation
EIN
20-3205840
Address
17521 PINE CONE COURT, MONTE SERENO, CA 95030

Signing Officer

Name
Vivian Lee
Title
President
Phone
4088586626
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Elite Tax Service Enterprises LLC
Address
32300 Regents Blvd, Union City, CA 94587
Preparer
Mark Shir
Phone
5103969393
Raw XML Appendix298 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0975
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02009-12-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12009-11-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22006-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32010-09-30
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1790
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt213210
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32045
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
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DepreciationSchedule/DepreciationPropertyGrp/LifeRt07
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt213210
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32045
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Furniture and Fixtures
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Equipment
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt098681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt051403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TD AMERITRADE
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0165000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0182456
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0201197
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0180133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0201197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD Ameritrade - 9249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021064
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt021064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0182456
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01250746
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01068290
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01250746
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011398
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011398
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011398
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011691
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0293
IRS990PF/DistributableAmountGrp/TotalTaxAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01035303
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt024163
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt024163
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt042509
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt049898
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt049898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0170442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt098681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051403
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt019345
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt019345
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01068290
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01058318
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0879502
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0933902
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0933902
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01092453
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01082481
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01035303
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt024163
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01092453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01082481
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01068290
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01058318
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0237388
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0132558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0104830
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03561
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011691
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0233827
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0237388
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Vivian Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017521 PINE CONE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTE SERENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Vivian Lee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017521 Pine Cone Court
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Los Gatos
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04083957182
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Vivian Lee
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026555
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011398
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011895
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028976
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040374
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Vivian Lee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt017521 Pine Cone Court
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Los Gatos
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095030
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0165000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt03300
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt116045
LandEtcSchedule2/LandEtcGrp/BookValueAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt10
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt03300
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt116045
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt050
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt150
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0646681
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1228021
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt24800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Antique Books & Seal Stone
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Arts Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0646681
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1282421
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt24800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0646681
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1282421
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt24800
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2175
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vivian Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04088586626
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REGAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REGA
ReturnHeader/Filer/EIN0203205840
ReturnHeader/Filer/USAddress/AddressLine1Txt017521 PINE CONE COURT
ReturnHeader/Filer/USAddress/CityNm0MONTE SERENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810864437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elite Tax Service Enterprises LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032300 Regents Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Union City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094587
ReturnHeader/PreparerPersonGrp/PhoneNum05103969393
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Shir
ReturnHeader/ReturnTs02022-11-16T02:41:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Vivian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lee
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,082,481
Liabilities
$24,163
Net assets
$1,058,318
Revenue
$186,065
Expenses
$3,609
Net income
$182,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.09$0.01$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.04$0.10$0.00$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.06$0.19$0.00$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.10$0.00$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.04$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.04$0.00$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.05$0.00$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$0.07$0.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.80$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.06$0.78$0.10$0.00$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.06$0.69$0.03$0.00$0.03
2013Summary only. Only limited summary data is available for this year.$0.72$0.06$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.72$0.06$0.00$0.00$0.00