Civic Intelligence

Rm Liu Family Foundation

990PF • Fiscal year 2012 • EIN 20-8643551

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

500 W 190th Street 6th Floor90248
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

95th percentile

76%

Faster asset growth than 95% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,745,755

Up $1,623,200 (+76%) from 2011

Net Assets

$3,745,755

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$240,411

Down $1,417,797 (-86%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,122,555Liabilities 2011: $12011Assets 2012: $3,745,755Liabilities 2012: $0Net Assets 2012: $3,745,7552012Assets 2013: $3,015,833Liabilities 2013: $0Net Assets 2013: $3,015,8332013Assets 2014: $3,681,078Liabilities 2014: $0Net Assets 2014: $3,681,0782014Assets 2015: $1,950,175Liabilities 2015: $0Net Assets 2015: $1,950,1752015Assets 2016: $1,236,192Liabilities 2016: $0Net Assets 2016: $1,236,1922016Assets 2017: $3,401,459Liabilities 2017: $0Net Assets 2017: $3,401,4592017Assets 2018: $5,046,120Liabilities 2018: $0Net Assets 2018: $5,046,1202018Assets 2019: $4,406,234Liabilities 2019: $0Net Assets 2019: $4,406,2342019Assets 2020: $3,873,075Liabilities 2020: $0Net Assets 2020: $3,873,0752020Assets 2021: $5,250,524Liabilities 2021: $0Net Assets 2021: $5,250,5242021Assets 2022: $4,720,025Liabilities 2022: $0Net Assets 2022: $4,720,0252022Assets 2023: $1,646,650Liabilities 2023: $0Net Assets 2023: $1,646,6502023Assets 2024: $1,238,948Liabilities 2024: $0Net Assets 2024: $1,238,9482024

Highlighted filing

2012

Assets$3,745,755
Liabilities$0
Net Assets$3,745,755

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,900,677Expenses 2011: $1,658,208Net Income 2011: $242,4692011Expenses 2012: $240,4112012Revenue 2013: $1,982,967Expenses 2013: $2,714,159Net Income 2013: -$731,1922013Revenue 2014: $2,117,223Expenses 2014: $1,450,659Net Income 2014: $666,5642014Revenue 2015: $175,104Expenses 2015: $1,908,724Net Income 2015: -$1,733,6202015Revenue 2016: $837,354Expenses 2016: $1,551,207Net Income 2016: -$713,8532016Revenue 2017: $4,243,958Expenses 2017: $2,073,223Net Income 2017: $2,170,7352017Revenue 2018: $3,172,805Expenses 2018: $1,502,171Net Income 2018: $1,670,6342018Revenue 2019: $3,704,225Expenses 2019: $1,768,416Net Income 2019: $1,935,8092019Revenue 2020: $1,428,890Expenses 2020: $1,514,662Net Income 2020: -$85,7722020Revenue 2021: $4,032,139Expenses 2021: $1,638,347Net Income 2021: $2,393,7922021Revenue 2022: $1,937,576Expenses 2022: $2,015,673Net Income 2022: -$78,0972022Revenue 2023: $10,230,637Expenses 2023: $14,105,825Net Income 2023: -$3,875,1882023Revenue 2024: $873,208Expenses 2024: $1,210,038Net Income 2024: -$336,8302024

Highlighted filing

2012

Revenue-
Expenses$240,411
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN R LIUPresident-$0--
EMILY F LIUSecretary-$0--
MIMI W LIUCFO-$0--
ROBERT W LIUVice-President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFU JEN UNIVERSITY FOUNDATIONCHARITYNON-PROFITSAN FRANCISCO, CA, US$202,000
Paid GrantPACIFIC COUNCILCHARITYNON-PROFITLOS ANGELES, CA, US$10,312
Paid GrantAMERICAN-EAST ASIA CULTURE & EDUCATION FOUNDATIONCHARITYNON-PROFITPASADENA, CA, US$5,000
Paid GrantNORRIS CENTER FOR THE PERFORMING ARTSCHARITYNON-PROFITROLLING HILLS ESTATES, CA, US$3,000
Paid GrantSUNSHINE KIDS FOUNDATIONCHARITYNON-PROFITHOUSTON, TX, US$60
Filing and Contact Details

Filer

EIN
20-8643551
Raw XML AppendixShowing 400 of 407 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01375
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01375
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01941055
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0U.S. TRUST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV02089604
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount069530
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount021114
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount090644
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02193202
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0174959
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JUSTIN R LIU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1EMILY F LIU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MIMI W LIU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ROBERT W LIU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE-PRESIDENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FU JEN UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11NORRIS CENTER FOR THE PERFORMING ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PACIFIC COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AMERICAN-EAST ASIA CULTURE & EDUCATION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SUNSHINE KIDS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1079 MONTEZUMA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1127570 CROSSFIELD DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12801 S FIGUEROA STREET SUITE 1130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133788 OAKDALE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142814 VIRGINIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROLLING HILLS ESTATES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PASADENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094110
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode290017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode391107
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode477098
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0220372
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0106466
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0106466
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101552179
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201436320
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30218415
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40378734
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03700929
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0115281
IRS990PF/UndistributedIncome/ExcessFromYear101552179
IRS990PF/UndistributedIncome/ExcessFromYear201436320
IRS990PF/UndistributedIncome/ExcessFromYear30218415
IRS990PF/UndistributedIncome/ExcessFromYear40378734
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0221747
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0115281
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus03700929
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03585648
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions01250000
IRS990ScheduleB/ContributorInfo/AggregateContributions1525000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10500 W 190TH STREET 6TH FLOOR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11500 W 190TH STREET 6TH FLOOR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0GARDENA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1GARDENA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode090248
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode190248
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0TIRECO INC
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1RML FUNDING LP
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount02175
OtherDecreasesSchedule/OtherDecreases/Description0PRIOR PERIOD BOOK VS TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome011160
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks011160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks112
OtherIncreasesSchedule/OtherIncreases/Amount0142
OtherIncreasesSchedule/OtherIncreases/Description0NONDIVIDEND DISTRIBUTIONS FROM U.S. TRUST
TaxesSchedule/Taxes/Amount0639
TaxesSchedule/Taxes/Amount1168
TaxesSchedule/Taxes/Amount2300
TaxesSchedule/Taxes/Amount310
TaxesSchedule/Taxes/Amount45000
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1CITY OF CARSON
TaxesSchedule/Taxes/Category2ATTORNEY GENERAL REGISTRY FEE
TaxesSchedule/Taxes/Category3CALIFORNIA FTB FILING FEE
TaxesSchedule/Taxes/Category4FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/DisbursementsCharitablePrps40
TaxesSchedule/Taxes/NetInvestmentIncome0639
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
TaxesSchedule/Taxes/NetInvestmentIncome30
TaxesSchedule/Taxes/NetInvestmentIncome40
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0208643551
ReturnHeader/Filer/Name/BusinessNameLine10THE RM LIU FOUNDATION
ReturnHeader/Filer/NameControl0RMLI
ReturnHeader/Filer/Phone03107677990
ReturnHeader/Filer/USAddress/AddressLine10500 W 190TH STREET 6TH FLOOR
ReturnHeader/Filer/USAddress/City0GARDENA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090248
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0JUSTIN LIU
ReturnHeader/Officer/Phone03107677990
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0221478099
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101900 AVENUE OF THE STARS 28TH FLR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LOS ANGELES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090067

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.87$1.21$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$10.2$14.1$3.88
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.94$2.02$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$4.03$1.64$2.39
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$1.43$1.51$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$3.70$1.77$1.94
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$3.17$1.50$1.67
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$4.24$2.07$2.17
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.84$1.55$0.71
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.18$1.91$1.73
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$2.12$1.45$0.67
2013Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.98$2.71$0.73
2012Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.24
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$1.90$1.66$0.24