Civic Intelligence

LI and Xu Foundation

990PF • Fiscal year 2021 • EIN 26-3569648

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

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

0.05x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.69x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

28th percentile

-1.1%

Higher net margin than 28% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

21st percentile

-2.8%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

14%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$564,143

Down $16,467 (-2.8%) from 2020

Net Assets

Down

$534,862

Down $486 (-0.1%) from 2020

Liabilities

Down

$29,281

Down $15,981 (-35%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin28th percentile

Revenue

Up

$42,297

Up $5,106 (+14%) from 2020

Expenses

Up

$42,783

Up $5,443 (+15%) from 2020

Net Income

Down

-$486

Down $337 (-226%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2021

Assets$564,143
Liabilities$29,281
Net Assets$534,862
Open 2021 Filing

Operations Trend

Revenue Growth50th 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

2021

Revenue$42,297
Expenses$42,783
Net Income-$486
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th 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
2022-08-15
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030234
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161369
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088375
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040716
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010482
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0192421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0181939
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02520
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt156574
LandEtcSchedule2/LandEtcGrp/BookValueAmt01
LandEtcSchedule2/LandEtcGrp/BookValueAmt11351
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02521
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt157925
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt010
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1500
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Service Charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Consulting Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Event Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Filing Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Legal Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Meals and Entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Office Supplies
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Postage, Mailing Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Professional Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13Repair and Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14Web Hosting Expense
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15093
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt216000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3290
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43483
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt565
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7207
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81451
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9143
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt106
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13561
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt216000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43483
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt565
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81451
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt106
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14240
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MCI PREFERRED EQUITY FUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020055
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02232
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt127400
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Credit Card Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SBA Loan
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0669
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt127400
TaxesSchedule/TaxesDetail/Amt02031
TaxesSchedule/TaxesDetail/Amt15065
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax - FTB
TaxesSchedule/TaxesDetail/CategoryTxt1Income Tax - IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02031
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt15065
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HONGGUO LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LI AND XU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIAN
ReturnHeader/Filer/EIN0263569648
ReturnHeader/Filer/PhoneNum04088689685
ReturnHeader/Filer/USAddress/AddressLine1Txt019726 SAINT ANN CT
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$564,143
Liabilities
$29,281
Net assets
$534,862
Revenue
$42,297
Expenses
$42,783
Net income
-$486
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