Civic Intelligence

LI and Xu Foundation

990PF • Fiscal year 2020 • EIN 26-3569648

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 16, 2021

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

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

1.22x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$580,610

Up $41,735 (+7.7%) from 2019

Net Assets

Down

$535,348

Down $149 (-0.0%) from 2019

Liabilities

Up

$45,262

Up $41,884 (+1240%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin39th percentile

Revenue

Down

$37,191

Down $78,489 (-68%) from 2019

Expenses

Down

$37,340

Down $34,673 (-48%) from 2019

Net Income

Down

-$149

Down $43,816 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2020

Assets$580,610
Liabilities$45,262
Net Assets$535,348
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$37,191
Expenses$37,340
Net Income-$149
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 16, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th 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
2021-08-16
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/DistributableAmountGrp/DistributableAsAdjustedAmt026883
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026883
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026883
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027226
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0343
IRS990PF/DistributableAmountGrp/TotalTaxAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0731
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0731
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01074
IRS990PF/FMVAssetsEOYAmt0585946
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt015630
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025665
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt062772
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt062772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0256190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0265114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0272160
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt057027
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt059747
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06983
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02720
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0250037
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0250004
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0250004
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02936
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt029632
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0535497
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0535348
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0538875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0580610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0585946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt045262
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0538875
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0580610
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0535497
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0535348
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0552807
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037779
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0515028
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08292
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027226
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0544515
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0552807
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/AdjustedQualifyingDistriAmt033077
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt0352
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032725
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033077
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HONGGUO W LI
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088689685
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HONGGUO LI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LING XU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01885
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide computers for privileged kids to attend online classes.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Lead our community to ensure that anyone who needs a healthy meal can get one.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Be the Change Foundation

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Filings

Displayed year

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

Open filing
Assets
$580,610
Liabilities
$45,262
Net assets
$535,348
Revenue
$37,191
Expenses
$37,340
Net income
-$149
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