Civic Intelligence

Susie and Gideon Yu Foundation

990PF • Fiscal year 2016 • EIN 26-1118316

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
PO Box 6896San Carlos, CA 94070

(650) 654-6540

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.09x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

18th percentile

-4.7%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-51%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$20,146,650

Down $994,394 (-4.7%) from 2015

Net Assets

Down

$19,927,150

Down $885,694 (-4.3%) from 2015

Liabilities

Down

$219,500

Down $108,700 (-33%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin77th percentile

Revenue

Down

$2,547,579

Down $2,619,169 (-51%) from 2015

Expenses

Up

$2,113,720

Up $1,649,451 (+355%) from 2015

Net Income

Down

$433,859

Down $4,268,620 (-91%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40M$30M$20M$10M$0Assets 2011: $2,480,082Liabilities 2011: $0Net Assets 2011: $2,480,0822011Assets 2012: $8,274,782Liabilities 2012: $0Net Assets 2012: $8,274,7822012Assets 2013: $14,036,645Liabilities 2013: $0Net Assets 2013: $14,036,6452013Assets 2014: $16,570,290Liabilities 2014: $306,900Net Assets 2014: $16,263,3902014Assets 2015: $21,141,044Liabilities 2015: $328,200Net Assets 2015: $20,812,8442015Assets 2016: $20,146,650Liabilities 2016: $219,500Net Assets 2016: $19,927,1502016Assets 2017: $24,679,450Liabilities 2017: $775,622Net Assets 2017: $23,903,8282017Assets 2018: $22,882,293Liabilities 2018: $2,035,326Net Assets 2018: $20,846,9672018Assets 2019: $26,937,082Liabilities 2019: $1,068,159Net Assets 2019: $25,868,9232019Assets 2020: $28,210,020Liabilities 2020: $774,792Net Assets 2020: $27,435,2282020Assets 2021: $34,328,979Liabilities 2021: $982,951Net Assets 2021: $33,346,0282021Assets 2022: $26,851,443Liabilities 2022: $730,173Net Assets 2022: $26,121,2702022Assets 2023: $31,360,618Liabilities 2023: $5,890,428Net Assets 2023: $25,470,1902023Assets 2024: $34,823,717Liabilities 2024: $5,225,478Net Assets 2024: $29,598,2392024

Highlighted filing

2016

Assets$20,146,650
Liabilities$219,500
Net Assets$19,927,150
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $1,075,8362011Expenses 2012: $277,3132012Revenue 2013: $148,817Expenses 2013: $513,706Net Income 2013: -$364,8892013Revenue 2014: $2,438,356Expenses 2014: $1,096,176Net Income 2014: $1,342,1802014Revenue 2015: $5,166,748Expenses 2015: $464,269Net Income 2015: $4,702,4792015Revenue 2016: $2,547,579Expenses 2016: $2,113,720Net Income 2016: $433,8592016Revenue 2017: $2,976,619Expenses 2017: $1,472,840Net Income 2017: $1,503,7792017Revenue 2018: $3,523,915Expenses 2018: $1,681,184Net Income 2018: $1,842,7312018Revenue 2019: $4,160,182Expenses 2019: $1,007,951Net Income 2019: $3,152,2312019Revenue 2020: $1,964,947Expenses 2020: $1,997,962Net Income 2020: -$33,0152020Revenue 2021: $5,208,246Expenses 2021: $1,357,843Net Income 2021: $3,850,4032021Revenue 2022: $376,869Expenses 2022: $640,714Net Income 2022: -$263,8452022Revenue 2023: $1,541,191Expenses 2023: $7,178,460Net Income 2023: -$5,637,2692023Revenue 2024: $1,877,030Expenses 2024: $1,664,611Net Income 2024: $212,4192024

Highlighted filing

2016

Revenue$2,547,579
Expenses$2,113,720
Net Income$433,859
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GIDEON YUVP/Treasurer-$0--
SUSIE YUPresident/Sec./Director-$0--
Filing and Contact Details

Filer

Filer Name
Susie & Gideon Yu Foundation
EIN
26-1118316
Phone
6506546540
Address
PO Box 6896, San Carlos, CA 94070

Signing Officer

Name
Susie Yu
Title
President
Phone
6506546540
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams LLP
Address
975 Oak Street Suite 500, Eugene, OR 97401
Preparer
Wendy Campos
Phone
5416861040
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt975187
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9840826
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9914714
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10010252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10110018
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3517193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4619493
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7388655
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15344120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK FDS MIDCAP INDEX K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BLACKROCK MSCI WORLD IDX-K
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,146,650
Liabilities
$219,500
Net assets
$19,927,150
Revenue
$2,547,579
Expenses
$2,113,720
Net income
$433,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.8$5.23$29.6$1.88$1.66$0.21
2023Detailed filing. Detailed filing data is available for this year.$31.4$5.89$25.5$1.54$7.18$5.64
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.73$26.1$0.38$0.64$0.26
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.98$33.3$5.21$1.36$3.85
2020Detailed filing. Detailed filing data is available for this year.$28.2$0.77$27.4$1.96$2.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$26.9$1.07$25.9$4.16$1.01$3.15
2018Detailed filing. Detailed filing data is available for this year.$22.9$2.04$20.8$3.52$1.68$1.84
2017Detailed filing. Detailed filing data is available for this year.$24.7$0.78$23.9$2.98$1.47$1.50
2016Detailed filing. Detailed filing data is available for this year.$20.1$0.22$19.9$2.55$2.11$0.43
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.33$20.8$5.17$0.46$4.70
2014Detailed filing. Detailed filing data is available for this year.$16.6$0.31$16.3$2.44$1.10$1.34
2013Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.15$0.51$0.36
2012Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$1.08