Civic Intelligence

LI and Xu Foundation

990PF • Fiscal year 2018 • EIN 26-3569648

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 02, 2019

Organization Profile
19726 Saint Ann CTSaratoga, CA 95070

(408) 868-9685

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$492,446

Up $121,726 (+33%) from 2017

Net Assets

Up

$491,830

Up $123,891 (+34%) from 2017

Liabilities

Down

$616

Down $2,165 (-78%) from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin95th percentile

Revenue

Up

$168,656

Up $64,383 (+62%) from 2017

Expenses

Down

$44,515

Down $62,738 (-58%) from 2017

Net Income

Up

$124,141

Up $127,121 (+4266%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2012: $133,025Liabilities 2012: $3,022Net Assets 2012: $130,0032012Assets 2013: $195,302Liabilities 2013: $1,866Net Assets 2013: $193,4362013Assets 2014: $290,227Liabilities 2014: $16,388Net Assets 2014: $273,8392014Assets 2015: $329,514Liabilities 2015: $1,334Net Assets 2015: $328,1802015Assets 2016: $373,563Liabilities 2016: $2,644Net Assets 2016: $370,9192016Assets 2017: $370,720Liabilities 2017: $2,781Net Assets 2017: $367,9392017Assets 2018: $492,446Liabilities 2018: $616Net Assets 2018: $491,8302018Assets 2019: $538,875Liabilities 2019: $3,378Net Assets 2019: $535,4972019Assets 2020: $580,610Liabilities 2020: $45,262Net Assets 2020: $535,3482020Assets 2021: $564,143Liabilities 2021: $29,281Net Assets 2021: $534,8622021Assets 2022: $581,570Liabilities 2022: $28,689Net Assets 2022: $552,8812022Assets 2023: $603,717Liabilities 2023: $1,308Net Assets 2023: $602,4092023Assets 2024: $673,419Liabilities 2024: $554Net Assets 2024: $672,8652024

Highlighted filing

2018

Assets$492,446
Liabilities$616
Net Assets$491,830
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2012: $79,7302012Expenses 2013: $88,8832013Revenue 2014: $162,606Expenses 2014: $82,203Net Income 2014: $80,4032014Revenue 2015: $109,974Expenses 2015: $55,633Net Income 2015: $54,3412015Revenue 2016: $99,132Expenses 2016: $56,393Net Income 2016: $42,7392016Revenue 2017: $104,273Expenses 2017: $107,253Net Income 2017: -$2,9802017Revenue 2018: $168,656Expenses 2018: $44,515Net Income 2018: $124,1412018Revenue 2019: $115,680Expenses 2019: $72,013Net Income 2019: $43,6672019Revenue 2020: $37,191Expenses 2020: $37,340Net Income 2020: -$1492020Revenue 2021: $42,297Expenses 2021: $42,783Net Income 2021: -$4862021Revenue 2022: $47,922Expenses 2022: $29,903Net Income 2022: $18,0192022Revenue 2023: $85,614Expenses 2023: $36,086Net Income 2023: $49,5282023Revenue 2024: $112,167Expenses 2024: $41,711Net Income 2024: $70,4562024

Highlighted filing

2018

Revenue$168,656
Expenses$44,515
Net Income$124,141
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 2, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HONGGUO LIPresident & CEO-$0--
LING XUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Li and Xu Foundation
EIN
26-3569648
Phone
4088689685
Address
19726 SAINT ANN CT, SARATOGA, CA 95070

Signing Officer

Name
Hongguo Li
Title
President & CEO
Signed
2019-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Abest Tax Services Inc
Address
1621A S MAIN ST, MILPITAS, CA 95035
Preparer
Shuang Mao
Phone
4083929977
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0238047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt089232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt089232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0327279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Citi Investment - Acc#C38-029762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt089232
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt089232
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0124141
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0250
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0492080
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0367939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0491830
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021193
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021193
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021193
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023192
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01999
IRS990PF/DistributableAmountGrp/TotalTaxAmt01999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0904
IRS990PF/FMVAssetsEOYAmt0549936
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0441
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030449
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010331
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0271443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0220018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0281390
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt045038
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt057120
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt018793
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt012082
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt08200
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt050035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0250015
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0250015
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02340
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0174
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0367939
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0491830
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0370720
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0492446
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0549936
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0370720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0492446
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0367939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0491830
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0470906
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013012
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0457894
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07064
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023192
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0463842
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0470906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HONGGUO LI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LING XU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019726 SAINT ANN CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119726 SAINT ANN CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195070
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt036122
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036122
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036122
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019726 SAINT ANN CT

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,446
Liabilities
$616
Net assets
$491,830
Revenue
$168,656
Expenses
$44,515
Net income
$124,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.73$0.01$6.73$1.12$0.42$0.70
2023Detailed filing. Detailed filing data is available for this year.$6.04$0.01$6.02$0.86$0.36$0.50
2022Detailed filing. Detailed filing data is available for this year.$5.82$0.29$5.53$0.48$0.30$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.64$0.29$5.35$0.42$0.43$0.00
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.45$5.35$0.37$0.37$0.00
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.03$5.35$1.16$0.72$0.44
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.01$4.92$1.69$0.45$1.24
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.03$3.68$1.04$1.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.03$3.71$0.99$0.56$0.43
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.28$1.10$0.56$0.54
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.16$2.74$1.63$0.82$0.80
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.93$0.89
2012Detailed filing. Detailed filing data is available for this year.$1.33$0.03$1.30$0.80