Civic Intelligence

D & E Foundation

990PF • Fiscal year 2017 • EIN 20-3932840

Dec 01, 2016 to Nov 30, 2017 • Filed on Jun 18, 2018

264 Edgewater DrMilpitas, CA 95035

(408) 605-8502

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

28821%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$822,997

Up $93,305 (+13%) from 2016

Net Assets

Up

$822,997

Up $93,429 (+13%) from 2016

Liabilities

Down

$0

Down $124 (-100%) from 2016

Revenue

Up

$147,787

Up $147,276 (+28821%) from 2016

Expenses

Up

$54,358

Up $13,154 (+32%) from 2016

Net Income

Up

$93,429

Up $134,122 (+330%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $694,750Liabilities 2011: $412011Assets 2012: $713,752Liabilities 2012: $3,9982012Assets 2013: $893,878Liabilities 2013: $02013Assets 2014: $973,636Liabilities 2014: $4,7472014Assets 2015: $772,813Liabilities 2015: $2,552Net Assets 2015: $770,2612015Assets 2016: $729,692Liabilities 2016: $124Net Assets 2016: $729,5682016Assets 2017: $822,997Liabilities 2017: $0Net Assets 2017: $822,9972017Assets 2018: $808,992Liabilities 2018: $116Net Assets 2018: $808,8762018Assets 2019: $588,238Liabilities 2019: $10,000Net Assets 2019: $578,2382019Assets 2020: $489,312Liabilities 2020: $249Net Assets 2020: $489,0632020Assets 2021: $475,609Liabilities 2021: $428Net Assets 2021: $475,1812021Assets 2022: $610,014Liabilities 2022: $431Net Assets 2022: $609,5832022Assets 2023: $754,217Liabilities 2023: $1,573Net Assets 2023: $752,6442023Assets 2024: $858,652Liabilities 2024: $1,189Net Assets 2024: $857,4632024

Highlighted filing

2017

Assets$822,997
Liabilities$0
Net Assets$822,997

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $202,764Expenses 2011: $37,459Net Income 2011: $165,3052011Revenue 2012: $53,548Expenses 2012: $38,503Net Income 2012: $15,0452012Revenue 2013: $255,415Expenses 2013: $71,331Net Income 2013: $184,0842013Revenue 2014: $136,833Expenses 2014: $61,822Net Income 2014: $75,0112014Revenue 2015: -$146,320Expenses 2015: $52,308Net Income 2015: -$198,6282015Revenue 2016: $511Expenses 2016: $41,204Net Income 2016: -$40,6932016Revenue 2017: $147,787Expenses 2017: $54,358Net Income 2017: $93,4292017Revenue 2018: $38,959Expenses 2018: $53,080Net Income 2018: -$14,1212018Revenue 2019: -$180,115Expenses 2019: $50,523Net Income 2019: -$230,6382019Revenue 2020: -$55,920Expenses 2020: $33,255Net Income 2020: -$89,1752020Revenue 2021: $21,923Expenses 2021: $35,847Net Income 2021: -$13,9242021Revenue 2022: $179,678Expenses 2022: $45,524Net Income 2022: $134,1542022Revenue 2023: $194,557Expenses 2023: $62,386Net Income 2023: $132,1712023Revenue 2024: $164,854Expenses 2024: $60,035Net Income 2024: $104,8192024

Highlighted filing

2017

Revenue$147,787
Expenses$54,358
Net Income$93,429
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jun 18, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHENGYANG XIAOPresidentPT$0--
SHENGYANG XIAOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
D & E Foundation
EIN
20-3932840
Phone
4086058502
Address
264 EDGEWATER DR, MILPITAS, CA 95035

Signing Officer

Name
Shengyang Xiao
Title
President
Signed
2018-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Natalie Qiu & Associates Inc
Address
2025 Gateway Place 110, San Jose, CA 95110
Preparer
Wei Qiu
Phone
4086276289
Raw XML Appendix332 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHENGYANG XIAO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0264 EDGEWATER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1264 EDGEWATER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILPITAS
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Investments provide funds to support foundation's charitable purpose.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0D & E FOUNDATION IS DEDICATED IN HELPING ELDER PEOPLE IN CHINA. INCHINA PEOPLE RETIRE AT A VERY EARLY AGE COMPARED TO OTHER COUNTRIESIN THE WORLD. WOMAN CAN RETIRE AS EARLY AS 50. HELPING THOSE PEOPLEKEEPING HEALTHY LIFE STYLES MENTALLY, PHYSICALLY AND FINANCIALLY CANBE VERY IMPORTANT TO THE ENTIRE COMMUNITY. BY PAIRING UP WITH LOCALEXPERTISE, D & E FOUNDATION IS OFFERING MONTHLY SEMINARS TO RETIREDPEOPLE IN THE FOLLOWING AREA.D & E Foundation co-organized a benefit art exhibit for the painter Mr. Zhou Hua, part of proceed benefited the education for undeveloped rural area of China.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt01. SOCIAL MEDIA AND VARIOUS APPS TO GET CONNECTED WITH THE WORLD. THESEMINAR IS FOCUSING ON TEACHING THEM TO GET CONNECTED WITH FRIENDSAND FAMILY BY MOST RECENT SOCIAL MEDIA, ONLINE BANKING/PAYMENT TOOLS,ONLINE SHOPPING APPS, ETC. INSTEAD OF SEEKING HELP FROM THEIRCHILDREN WHO ARE ALREADY VERY BUSY BALANCING THEIR OWN JOBS ANDFAMILY, THEY CAN NOW BE TOTALLY INDEPENDENT!
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt02. STAY HEALTHY WITH RIGHT EXERCISE AND NUTRITION KNOWLEDGE. THEREARE MANY FOOD SUPPLEMENTS ADVERTISEMENT TARGETING ELDER PEOPLE,CLAIMING THEY HAVE CERTAIN HEALTH BENEFIT. MANY PEOPLE SPEND LOTS OFMONEY ON PRODUCTS THAT DONT HAVE THE BENEFITS THEY CLAIM; SOME EVENHAVE NEGATIVE EFFECT ON YOUR BODY. WE ARE TEACHING THEM THE RIGHTNUTRITION CONCEPTS AND EXERCISE THAT FITS THEIR AGE AND CONDITION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt03. FINANCIAL PLANNING AND PROPERTY PROTECTION. JUST AS DRUG/FOODSUPPLEMENTS CHEATINGS, THERE ARE MANY FINANCIAL CHEATINGS AGAINSTELDER PEOPLE, TOO. WE ARE GIVING SEMINARS ON VARIOUS TOPICS SUCH ASINSURANCE, ANNUITY, LONG-TERM CARE, STOCK MARKET, AND OTHER VALUEBASED INVESTMENTS. WE ARE ALSO HELPING THEM TO STAY AWAY FROM THOSEFAKE, CHEATING FINANCIAL PRODUCTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHENGYANG XIAO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE HARKER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CALIFORNIA YOUTH SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FLORIDA INT'L UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 SARATOGA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1441 CALIFORNIA AVENUE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211200 SW 8TH STREET MARC531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIANMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233199
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037378
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027077
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080079
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027077
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018825
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080079
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061254
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0512
LandEtcSchedule2/LandEtcGrp/BookValueAmt02045
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02557
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt02045
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1497
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21520
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt328
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt42719
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt55229
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt61594
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt7395
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt89500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt91805
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMBERSHIP DUES- ORGANIZATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OUTSIDE COMPUTER SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4RENT, PARKING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5STAFF DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7TELEPHONE & TELECOMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8TEMPORARY HELP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9TRANSPORTAION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0497
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11520
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt228
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32719
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt45229
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51594
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6395
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt79500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81805
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1497
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21520
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt328
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61594
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt89500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91805
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHENGYANG XIAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D & E FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0D&EF
ReturnHeader/Filer/EIN0203932840
ReturnHeader/Filer/PhoneNum04086058502
ReturnHeader/Filer/USAddress/AddressLine1Txt0264 EDGEWATER DR
ReturnHeader/Filer/USAddress/CityNm0MILPITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Natalie Qiu & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02025 Gateway Place 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095110
ReturnHeader/PreparerPersonGrp/PhoneNum04086276289
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WEI QIU
ReturnHeader/ReturnTs02018-06-18T11:16:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.59$0.01$8.57$1.65$0.60$1.05
2023Detailed filing. Detailed filing data is available for this year.$7.54$0.02$7.53$1.95$0.62$1.32
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$1.80$0.46$1.34
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.75$0.22$0.36$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.56$0.33$0.89
2019Detailed filing. Detailed filing data is available for this year.$5.88$0.10$5.78$1.80$0.51$2.31
2018Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.39$0.53$0.14
2017Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$1.48$0.54$0.93
2016Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.01$0.41$0.41
2015Detailed filing. Detailed filing data is available for this year.$7.73$0.03$7.70$1.46$0.52$1.99
2014Summary only. Only limited summary data is available for this year.$9.74$0.05$1.37$0.62$0.75
2013Summary only. Only limited summary data is available for this year.$8.94$0.00$2.55$0.71$1.84
2012Summary only. Only limited summary data is available for this year.$7.14$0.04$0.54$0.39$0.15
2011Summary only. Only limited summary data is available for this year.$6.95$0.00$2.03$0.37$1.65