Civic Intelligence

James and Susan He Foundation

990PF • Fiscal year 2017 • EIN 20-5282768

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 14, 2017

Organization Profile
874 Pecan CourtSunnyvale, CA 94087

(408) 420-0974

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

96th percentile

76%

Higher net margin than 96% 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

54th percentile

3.3%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$632,271

Up $20,291 (+3.3%) from 2016

Net Assets

Up

$632,271

Up $20,291 (+3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Down

$26,772

Down $75,023 (-74%) from 2016

Expenses

Down

$6,481

Down $36,388 (-85%) from 2016

Net Income

Down

$20,291

Down $38,635 (-66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$800K$600K$400K$200K$0Assets 2012: $461,302Liabilities 2012: $12012Assets 2013: $521,750Liabilities 2013: $02013Assets 2014: $569,723Liabilities 2014: $02014Assets 2015: $553,054Liabilities 2015: $02015Assets 2016: $611,980Liabilities 2016: $0Net Assets 2016: $611,9802016Assets 2017: $632,271Liabilities 2017: $0Net Assets 2017: $632,2712017Assets 2018: $617,892Liabilities 2018: $0Net Assets 2018: $617,8922018Assets 2019: $585,940Liabilities 2019: $0Net Assets 2019: $585,9402019Assets 2020: $540,552Liabilities 2020: $0Net Assets 2020: $540,5522020Assets 2021: $567,752Liabilities 2021: $0Net Assets 2021: $567,7522021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$632,271
Liabilities$0
Net Assets$632,271
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $21,056Expenses 2012: $32,258Net Income 2012: -$11,2022012Revenue 2013: $92,837Expenses 2013: $32,389Net Income 2013: $60,4482013Revenue 2014: $94,129Expenses 2014: $46,156Net Income 2014: $47,9732014Revenue 2015: $27,796Expenses 2015: $44,465Net Income 2015: -$16,6692015Revenue 2016: $101,795Expenses 2016: $42,869Net Income 2016: $58,9262016Revenue 2017: $26,772Expenses 2017: $6,481Net Income 2017: $20,2912017Revenue 2018: $14,616Expenses 2018: $28,995Net Income 2018: -$14,3792018Revenue 2019: $24,035Expenses 2019: $55,987Net Income 2019: -$31,9522019Revenue 2020: $19,300Expenses 2020: $64,688Net Income 2020: -$45,3882020Revenue 2021: $29,687Expenses 2021: $2,487Net Income 2021: $27,2002021Revenue 2022: $130,081Expenses 2022: $697,833Net Income 2022: -$567,7522022

Highlighted filing

2017

Revenue$26,772
Expenses$6,481
Net Income$20,291
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUNSHENG HECEO-$0--
FANG WUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
James and Susan He Foundation
EIN
20-5282768
Phone
4084200974
Address
874 PECAN COURT, SUNNYVALE, CA 94087

Signing Officer

Name
Runsheng He
Title
CEO
Signed
2017-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates LLP
Address
920 Hillview Court 180, Milpitas, CA 95035
Preparer
Eric Zhang CPA
Phone
4084358828
Raw XML Appendix260 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUNSHENG HE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND SUSAN HE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0205282768
ReturnHeader/Filer/PhoneNum04084200974
ReturnHeader/Filer/USAddress/AddressLine1Txt0874 PECAN COURT
ReturnHeader/Filer/USAddress/CityNm0SUNNYVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric Zhang & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 Hillview Court 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milpitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum04084358828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ZHANG CPA
ReturnHeader/ReturnTs02017-12-14T13:16:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$632,271
Liabilities
$0
Net assets
$632,271
Revenue
$26,772
Expenses
$6,481
Net income
$20,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.30$6.98$5.68
2021Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.30$0.02$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.19$0.65$0.45
2019Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.24$0.56$0.32
2018Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.15$0.29$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.27$0.06$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$1.02$0.43$0.59
2015Summary only. Only limited summary data is available for this year.$5.53$0.00$0.28$0.44$0.17
2014Summary only. Only limited summary data is available for this year.$5.70$0.00$0.94$0.46$0.48
2013Summary only. Only limited summary data is available for this year.$5.22$0.00$0.93$0.32$0.60
2012Summary only. Only limited summary data is available for this year.$4.61$0.00$0.21$0.32$0.11