Civic Intelligence

Susie and Gideon Yu Foundation

990PF • Fiscal year 2023 • EIN 26-1118316

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 24, 2024

Organization Profile
314 Lytton AvePalo Alto, CA 94301

(415) 310-5310

Siviq Scores

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

Liabilities / Assets

55th percentile

0.19x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

3.82x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

2nd percentile

-366%

Higher net margin than 2% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

309%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$31,360,618

Up $4,509,175 (+17%) from 2022

Net Assets

Down

$25,470,190

Down $651,080 (-2.5%) from 2022

Liabilities

Up

$5,890,428

Up $5,160,255 (+707%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin2nd percentile

Revenue

Up

$1,541,191

Up $1,164,322 (+309%) from 2022

Expenses

Up

$7,178,460

Up $6,537,746 (+1020%) from 2022

Net Income

Down

-$5,637,269

Down $5,373,424 (-2037%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2023

Assets$31,360,618
Liabilities$5,890,428
Net Assets$25,470,190
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$1,541,191
Expenses$7,178,460
Net Income-$5,637,269
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSIE YUPresident/Secretary/Director-$0--
GIDEON YUVice President/Treasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Susie and Gideon Yu Foundation
EIN
26-1118316
Phone
4153105310
Address
314 LYTTON AVE, PALO ALTO, CA 94301

Signing Officer

Name
Susie Yu
Title
President
Phone
4153105310
Signed
2024-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,360,618
Liabilities
$5,890,428
Net assets
$25,470,190
Revenue
$1,541,191
Expenses
$7,178,460
Net income
-$5,637,269
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