Civic Intelligence

Rm Liu Family Foundation

990PF • Fiscal year 2020 • EIN 20-8643551

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

Organization Profile
500 W 190th Street 6th FloorGardena, CA 90248

(310) 767-7990

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-6.0%

Higher net margin than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,873,075

Down $533,159 (-12%) from 2019

Net Assets

Down

$3,873,075

Down $533,159 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin31st percentile

Revenue

Down

$1,428,890

Down $2,275,335 (-61%) from 2019

Expenses

Down

$1,514,662

Down $253,754 (-14%) from 2019

Net Income

Down

-$85,772

Down $2,021,581 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2020

Assets$3,873,075
Liabilities$0
Net Assets$3,873,075
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

2020

Revenue$1,428,890
Expenses$1,514,662
Net Income-$85,772
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

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

Filer

Filer Name
The Rm Liu Foundation
EIN
20-8643551
Phone
3107677990
Address
500 W 190TH STREET 6TH FLOOR, GARDENA, CA 90248

Signing Officer

Name
Justin Liu
Title
President
Phone
3107677990
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Raw XML Appendix352 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JUSTIN R LIU
IRS990PF/StatementsRegardingActyGrp/PhoneNum03107677990
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0unrestricted grant to further the organization's exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1unrestricted grant to further the organization's exempt purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PACIFIC COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0725 S FIGUEROA ST SUITE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 MAIN BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146556
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01450000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0288156
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0288156
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01530730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01370922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02000165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01456308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01717381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01717381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07531479
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01173354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01530730
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01370922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02000165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01456308
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01461510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01173354
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09248860
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08075506
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RML FUNDING LP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0500 W 190TH STREET 6TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GARDENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090248
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0980363
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0559712
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1420651
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,825 SHARES ISHARES S&P 100
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12,558 SHARES ISHARES RUSSELL 2000 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-01-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-01-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0447387
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ TO REFLECT FMV VS COST BASIS OF STOCK DONATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026092
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026092
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt215490
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FTB FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03107677990
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RM LIU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RMLI
ReturnHeader/Filer/EIN0208643551
ReturnHeader/Filer/PhoneNum03107677990
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 W 190TH STREET 6TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0GARDENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090248
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 CAPITOL MALL SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095814
ReturnHeader/PreparerPersonGrp/PhoneNum09164429100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA M CUMMINGS CPA
ReturnHeader/ReturnTs02021-10-21T08:10:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIU
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,873,075
Liabilities
$0
Net assets
$3,873,075
Revenue
$1,428,890
Expenses
$1,514,662
Net income
-$85,772
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