Civic Intelligence

Yee Family Foundation

990PF • Fiscal year 2017 • EIN 20-5926381

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 20, 2018

Organization Profile
PO Box 70Pleasanton, CA 94566

(925) 931-1423

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

32nd percentile

-5.0%

Higher net margin than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$201,538

Down $528 (-0.3%) from 2016

Net Assets

Down

$201,538

Down $528 (-0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin32nd percentile

Revenue

Up

$10,518

Up $696 (+7.1%) from 2016

Expenses

Up

$11,046

Up $110 (+1.0%) from 2016

Net Income

Up

-$528

Up $586 (+53%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2010: $205,104Liabilities 2010: $0Net Assets 2010: $205,1042010Assets 2011: $203,552Liabilities 2011: $0Net Assets 2011: $203,5522011Assets 2012: $204,782Liabilities 2012: $0Net Assets 2012: $204,7822012Assets 2013: $203,984Liabilities 2013: $0Net Assets 2013: $203,9842013Assets 2014: $202,812Liabilities 2014: $0Net Assets 2014: $202,8122014Assets 2015: $203,180Liabilities 2015: $0Net Assets 2015: $203,1802015Assets 2016: $202,066Liabilities 2016: $0Net Assets 2016: $202,0662016Assets 2017: $201,538Liabilities 2017: $0Net Assets 2017: $201,5382017Assets 2019: $197,423Liabilities 2019: $02019Assets 2021: $184,310Liabilities 2021: $0Net Assets 2021: $184,3102021Assets 2022: $281,342Liabilities 2022: $0Net Assets 2022: $281,3422022Assets 2023: $582,947Liabilities 2023: $0Net Assets 2023: $582,9472023Assets 2024: $397,565Liabilities 2024: $0Net Assets 2024: $397,5652024

Highlighted filing

2017

Assets$201,538
Liabilities$0
Net Assets$201,538
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $11,2032010Expenses 2011: $11,0712011Expenses 2012: $9,4542012Revenue 2013: $9,772Expenses 2013: $10,570Net Income 2013: -$7982013Revenue 2014: $10,479Expenses 2014: $11,651Net Income 2014: -$1,1722014Revenue 2015: $10,178Expenses 2015: $9,810Net Income 2015: $3682015Revenue 2016: $9,822Expenses 2016: $10,936Net Income 2016: -$1,1142016Revenue 2017: $10,518Expenses 2017: $11,046Net Income 2017: -$5282017Revenue 2019: $10,814Expenses 2019: $13,205Net Income 2019: -$2,3912019Revenue 2021: $7,418Expenses 2021: $13,205Net Income 2021: -$5,7872021Revenue 2022: $109,731Expenses 2022: $13,205Net Income 2022: $96,5262022Revenue 2023: $315,219Expenses 2023: $15,214Net Income 2023: $300,0052023Revenue 2024: $16,378Expenses 2024: $1,760Net Income 2024: $14,6182024

Highlighted filing

2017

Revenue$10,518
Expenses$11,046
Net Income-$528
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 20, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Natalie YeeVP-$0--
Phillips YeePres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Yee Family Foundation
EIN
20-5926381
In Care Of
% PHILLIPS YEE
Phone
9259311423
Address
PO Box 70, Pleasanton, CA 94566

Signing Officer

Name
Phillips Yee
Title
president
Phone
9259311423
Signed
2018-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21641 CHALLENGE DR STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3331 E EVELYN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4263 W 38 ST 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5401 MARINA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 98204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PLEASANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOUNTAIN VIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN LEANDRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt0146
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010696
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010842
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011046
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010696
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05817
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05817
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss HERITAGE NY LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss HERITAGE OHIO LTD
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05660
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14823
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05660
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14823
TaxesSchedule/TaxesDetail/Amt0204
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2016
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIPS YEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum09259311423
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Yee Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0YEEF
ReturnHeader/Filer/EIN0205926381
ReturnHeader/Filer/InCareOfNm0% PHILLIPS YEE
ReturnHeader/Filer/PhoneNum09259311423
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 70
ReturnHeader/Filer/USAddress/CityNm0Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054CCAE8F7BC02385263C2CCCA723B6609AD4C170
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520183035000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02018-10-30T13:07:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$201,538
Liabilities
$0
Net assets
$201,538
Revenue
$10,518
Expenses
$11,046
Net income
-$528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.16$0.02$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$3.15$0.15$3.00
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.10$0.13$0.97
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.13$0.06
2019Summary only. Only limited summary data is available for this year.$1.97$0.00$0.11$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.11$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.10$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11