Civic Intelligence

F & J Tsai Foundation

990PF • Fiscal year 2017 • EIN 26-0182664

Mar 01, 2016 to Feb 28, 2017 • Filed on Jul 31, 2017

Organization Profile
14297 Saddle Mountain DriveLos Altos Hills, CA 94022

(650) 281-6601

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

2nd percentile

-761%

Higher net margin than 2% 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

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$55,668

Down $9,625 (-15%) from 2016

Net Assets

Down

$55,668

Down $9,625 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$1,264

Down $493 (-28%) from 2016

Expenses

Down

$10,889

Down $299 (-2.7%) from 2016

Net Income

Down

-$9,625

Down $194 (-2.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$150K$100K$50K$0Assets 2012: $101,939Liabilities 2012: $0Net Assets 2012: $101,9392012Assets 2013: $91,170Liabilities 2013: $0Net Assets 2013: $91,1702013Assets 2014: $83,087Liabilities 2014: $0Net Assets 2014: $83,0872014Assets 2015: $74,724Liabilities 2015: $0Net Assets 2015: $74,7242015Assets 2016: $65,293Liabilities 2016: $0Net Assets 2016: $65,2932016Assets 2017: $55,668Liabilities 2017: $0Net Assets 2017: $55,6682017Assets 2018: $46,265Liabilities 2018: $0Net Assets 2018: $46,2652018Assets 2019: $38,988Liabilities 2019: $0Net Assets 2019: $38,9882019Assets 2020: $32,769Liabilities 2020: $0Net Assets 2020: $32,7692020Assets 2021: $24,499Liabilities 2021: $0Net Assets 2021: $24,4992021Assets 2022: $54,304Liabilities 2022: $0Net Assets 2022: $54,3042022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$55,668
Liabilities$0
Net Assets$55,668
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50K-$100KExpenses 2012: $13,1292012Expenses 2013: $14,0132013Revenue 2014: $3,348Expenses 2014: $11,431Net Income 2014: -$8,0832014Revenue 2015: $2,800Expenses 2015: $11,163Net Income 2015: -$8,3632015Revenue 2016: $1,757Expenses 2016: $11,188Net Income 2016: -$9,4312016Revenue 2017: $1,264Expenses 2017: $10,889Net Income 2017: -$9,6252017Revenue 2018: $999Expenses 2018: $10,402Net Income 2018: -$9,4032018Revenue 2019: $1,218Expenses 2019: $8,495Net Income 2019: -$7,2772019Revenue 2020: $1,259Expenses 2020: $7,478Net Income 2020: -$6,2192020Revenue 2021: -$326Expenses 2021: $7,944Net Income 2021: -$8,2702021Revenue 2022: $37,339Expenses 2022: $7,534Net Income 2022: $29,8052022Revenue 2023: -$3,150Expenses 2023: $51,154Net Income 2023: -$54,3042023

Highlighted filing

2017

Revenue$1,264
Expenses$10,889
Net Income-$9,625
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED HWEI-MING TSAICEO-$0--
Filing and Contact Details

Filer

Filer Name
F & J Tsai Foundation
EIN
26-0182664
Phone
6502816601
Address
14297 SADDLE MOUNTAIN DRIVE, LOS ALTOS HILLS, CA 94022

Signing Officer

Name
Fred Hwei-ming Tsai
Title
CEO
Signed
2017-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Michael A Yu CPA Inc
Address
1641 N 1st St Ste 250, San Jose, CA 95112-4519
Preparer
Michael a Yu
Phone
4084376166
Raw XML Appendix332 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2267 FID ADV FLT RAT HI INC I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30.634 FID ADV FLT RAT HI INC I
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014297 SADDLE MOUNTAIN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ALTOS HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FRED HWEI-MING TSAI
IRS990PF/StatementsRegardingActyGrp/PhoneNum06502816601
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FRED HWEI-MING TSAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY FOR MEDICAL TREATMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HEALTH CARE AND PEDIATRIC RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY FOR DROUGHT AND REFUGEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY OFR ESEARCHING IN PREVENTION, DIAGNOSIS, TREATMENT AND CURE OF CHILDHOOD CANCERS AND BLOOD RELATED DISORDERS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SMILE TRAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUCILE PACKARD CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INTERNATIONAL RESCUE COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILDRENS CANCER REESARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509(a)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0POBOX 96246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 HAMILTON AVENUE SUITE 340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2122 EAST 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37301 OHMS LANE STE 460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355439
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt02878
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035915
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06530
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08358
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07372
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042946
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035574
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1629
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1629
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparaton Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED HWEI-MING TSAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0F & J TSAI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0F&JT
ReturnHeader/Filer/EIN0260182664
ReturnHeader/Filer/PhoneNum06502816601
ReturnHeader/Filer/USAddress/AddressLine1Txt014297 SADDLE MOUNTAIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael A Yu CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01641 N 1st St Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951124519
ReturnHeader/PreparerPersonGrp/PhoneNum04084376166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A YU
ReturnHeader/ReturnTs02017-07-31T16:10:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
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
$55,668
Liabilities
$0
Net assets
$55,668
Revenue
$1,264
Expenses
$10,889
Net income
-$9,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.51$0.54
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.37$0.08$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.01$0.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.11$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.11$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.11$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.13