Civic Intelligence

D & E Foundation

990PF • Fiscal year 2019 • EIN 20-3932840

Dec 01, 2018 to Nov 30, 2019 • Filed on Jul 05, 2020

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

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

128%

Higher net margin than 100% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$588,238

Down $220,754 (-27%) from 2018

Net Assets

Down

$578,238

Down $230,638 (-29%) from 2018

Liabilities

Up

$10,000

Up $9,884 (+8521%) from 2018

Revenue

Down

-$180,115

Down $219,074 (-562%) from 2018

Expenses

Down

$50,523

Down $2,557 (-4.8%) from 2018

Net Income

Down

-$230,638

Down $216,517 (-1533%) from 2018

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

2019

Assets$588,238
Liabilities$10,000
Net Assets$578,238

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

2019

Revenue-$180,115
Expenses$50,523
Net Income-$230,638
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Jul 5, 2020
Return Version
2018v3.1
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
2020-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Natalie Group
Address
2025 Gateway Place 110, San Jose, CA 95110
Preparer
Wei Qiu
Phone
4086276289
Raw XML Appendix364 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/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0264 EDGEWATER DR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILPITAS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Social media and various APPs to get elder people connected with the world. The seminar is focusing on teaching them to get connected with friends and family by most recent social media, online banking/payment tools, online shopping APPs, etc. Instead of seeking help from their children who are already very busy balancing their own jobs and family, they can now be totally independent!
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Financial planning and property protection. Just as drug/food supplements cheatings, there are many financial cheatings against elder people, too. We are giving seminars on various topics such as insurance, annuity, long-term care, stock market, and other value based investments. We are also helping them to stay away from those fake, cheating financial products.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Weve pared up with local professionals to offer free family Yoga classes in China. Nowadays youngsters spend too much time before the desk, causing both physical and mental issues for them. The family yoga with parent/grandparent helps them release stress, increase their concentration, correcting their improper posture, and brings them energy. The parents and grandparents benefit from it, too.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FLORIDA INT'L UNIVERSITY FOUNDATION
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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/AddressLine1Txt32380 Bentley Ridge Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIANMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023040
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/AppliedToCurrentYearAmt033064
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018449
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018449
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053492
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015728
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049833
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016769
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071941
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055172
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01821
LandEtcSchedule2/LandEtcGrp/BookValueAmt0736
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02557
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0736
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01595
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt125
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt250
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ACCOUNTING
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1ATTORNEY GENERAL
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01595
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt125
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01595
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt125
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0124
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1199
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2595
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt345
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt429
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt51756
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6207
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt7706
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt8544
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt99000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt102341
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEMBERSHIP DUES- ORGANIZATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OUTSIDE COMPUTER SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8TELEPHONE &TELECOMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9TEMPORARY HELP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10TRANSPORTION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1595
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt245
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt329
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41756
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5207
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6706
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7544
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt89000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92341
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2595
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt429
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7706
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8544
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt99000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102341
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1779
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1779
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1779
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHENGYANG XIAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-05
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/PreparerFirmEIN0830651827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Natalie Group
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/ReturnTs02020-07-05T11:26:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

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