Civic Intelligence

Little Oak Foundation

990PF • Fiscal year 2019 • EIN 20-4823024

May 01, 2018 to Apr 30, 2019 • Filed on Sep 13, 2019

18650 Cynthia AveCupertino, CA 95014

(408) 392-0265

Siviq Scores

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

Liabilities / Assets

59th percentile

0.03x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.13x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

97th percentile

89%

Higher net margin than 97% 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.

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

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

Asset Growth

84th percentile

25%

Faster asset growth than 84% 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

Up

$730,575

Up $144,958 (+25%) from 2018

Net Assets

Up

$708,885

Up $145,508 (+26%) from 2018

Liabilities

Down

$21,690

Down $550 (-2.5%) from 2018

Revenue

Up

$164,245

Up $279,429 (+243%) from 2018

Expenses

Down

$18,737

Down $15,098 (-45%) from 2018

Net Income

Up

$145,508

Up $294,527 (+198%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $413,032Liabilities 2012: $02012Assets 2013: $448,545Liabilities 2013: $8,448Net Assets 2013: $440,0972013Assets 2014: $473,469Liabilities 2014: $29,559Net Assets 2014: $443,9102014Assets 2015: $368,658Liabilities 2015: $29,559Net Assets 2015: $339,0992015Assets 2016: $484,455Liabilities 2016: $29,559Net Assets 2016: $454,8962016Assets 2017: $741,955Liabilities 2017: $29,559Net Assets 2017: $712,3962017Assets 2018: $585,617Liabilities 2018: $22,240Net Assets 2018: $563,3772018Assets 2019: $730,575Liabilities 2019: $21,690Net Assets 2019: $708,8852019Assets 2020: $772,871Liabilities 2020: $21,777Net Assets 2020: $751,0942020Assets 2021: $899,969Liabilities 2021: $21,994Net Assets 2021: $877,9752021Assets 2022: $994,938Liabilities 2022: $22,029Net Assets 2022: $972,9092022Assets 2023: $1,092,630Liabilities 2023: $27,431Net Assets 2023: $1,065,1992023Assets 2024: $1,121,324Liabilities 2024: $259Net Assets 2024: $1,121,0652024Assets 2025: $1,191,363Liabilities 2025: $4,680Net Assets 2025: $1,186,6832025

Highlighted filing

2019

Assets$730,575
Liabilities$21,690
Net Assets$708,885

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $50,365Expenses 2012: $10,220Net Income 2012: $40,1452012Expenses 2013: $40,8522013Revenue 2014: $17,664Expenses 2014: $13,851Net Income 2014: $3,8132014Revenue 2015: -$86,212Expenses 2015: $18,599Net Income 2015: -$104,8112015Revenue 2016: $143,657Expenses 2016: $27,860Net Income 2016: $115,7972016Revenue 2017: $302,987Expenses 2017: $45,487Net Income 2017: $257,5002017Revenue 2018: -$115,184Expenses 2018: $33,835Net Income 2018: -$149,0192018Revenue 2019: $164,245Expenses 2019: $18,737Net Income 2019: $145,5082019Revenue 2020: $81,823Expenses 2020: $39,614Net Income 2020: $42,2092020Revenue 2021: $155,396Expenses 2021: $28,515Net Income 2021: $126,8812021Revenue 2022: $154,700Expenses 2022: $59,766Net Income 2022: $94,9342022Revenue 2023: $206,332Expenses 2023: $114,042Net Income 2023: $92,2902023Revenue 2024: $161,036Expenses 2024: $105,170Net Income 2024: $55,8662024Revenue 2025: $200,116Expenses 2025: $134,498Net Income 2025: $65,6182025

Highlighted filing

2019

Revenue$164,245
Expenses$18,737
Net Income$145,508
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KUO-TSAI LICEO-$0--
PEI-SHAN LIUSecretary & CFO-$0--
Filing and Contact Details

Filer

Filer Name
Little Oak Foundation
EIN
20-4823024
Phone
4083920265
Address
18650 CYNTHIA AVE, CUPERTINO, CA 95014

Signing Officer

Name
Kuo-tsai Li
Title
CEO
Signed
2019-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Abest Tax Services Inc
Address
1621A S MAIN ST, MILPITAS, CA 95035
Preparer
Shuang Mao
Phone
4083929977
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04083920265
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KUO-TSAI LI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PEI-SHAN LIU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide financial and practical support while working alongside the poorest people of Kenya, Uganda, and Rwanda. They partner with the forgotten peoples of the world to create sustainable development opportunities to help these people walk out of poverty.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To help develop singers with a passion for musical excellence under the direction of Dr. Joel Wilson. Money are also donated to help various events.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Forgotten People Connection USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CHS Choirs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01849 Little Orchard St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110100 Finch Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cupertino
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195014
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01300
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012323
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010531
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05936
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012323
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05936
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023942
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KUO-TSAI LI PEI-SHAN LIU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018650 CYNTHIA AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CUPERTINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt070000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt03494
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt126056
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt228537
LandEtcSchedule2/LandEtcGrp/BookValueAmt01692
LandEtcSchedule2/LandEtcGrp/BookValueAmt14579
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Improvements
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt03494
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt127748
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt233116
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0100
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt23000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Automobile Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Car Leasing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Interest expense - Investment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Meals and Entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Telephone Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt164
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25280
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4775
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt570
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7328
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81956
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt164
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4775
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7328
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81956
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt022240
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Advanced from Founder
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt021690
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KUO-TSAI LI PEI-SHAN LIU
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt018650 CYNTHIA AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CUPERTINO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095014
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KUO-TSAI LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LITTLE OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LITT
ReturnHeader/Filer/EIN0204823024
ReturnHeader/Filer/PhoneNum04083920265
ReturnHeader/Filer/USAddress/AddressLine1Txt018650 CYNTHIA AVE
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263000418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABEST TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01621A S MAIN ST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.20$0.13$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.16$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.07$0.21$0.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.15$0.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.88$0.16$0.03$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.08$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$0.16$0.02$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.02$0.56$0.12$0.03$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.03$0.71$0.30$0.05$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.03$0.45$0.14$0.03$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$0.09$0.02$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$0.02$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.04
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.05$0.01$0.04