Civic Intelligence

M & H Foundation

990PF • Fiscal year 2024 • EIN 26-3904217

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 2025

Organization Profile
1018 W El Camino RealSunnyvale, CA 94087

(650) 759-4675

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.43x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

1.9%

Faster asset growth than 40% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

6.7%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$10,046,374

Up $190,021 (+1.9%) from 2023

Net Assets

Up

$9,846,426

Up $190,021 (+2.0%) from 2023

Liabilities

Flat

$199,948

Flat from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin82nd percentile

Revenue

Up

$468,189

Up $29,420 (+6.7%) from 2023

Expenses

Down

$278,168

Down $15,329 (-5.2%) from 2023

Net Income

Up

$190,021

Up $44,749 (+31%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$15M$10M$5.0M$0Assets 2020: $8,253,444Liabilities 2020: $0Net Assets 2020: $8,253,4442020Assets 2021: $9,606,563Liabilities 2021: $333,733Net Assets 2021: $9,272,8302021Assets 2022: $9,711,081Liabilities 2022: $199,948Net Assets 2022: $9,511,1332022Assets 2023: $9,856,353Liabilities 2023: $199,948Net Assets 2023: $9,656,4052023Assets 2024: $10,046,374Liabilities 2024: $199,948Net Assets 2024: $9,846,4262024

Highlighted filing

2024

Assets$10,046,374
Liabilities$199,948
Net Assets$9,846,426
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.0M$500K$0Revenue 2020: $55,240Expenses 2020: $44,320Net Income 2020: $10,9202020Revenue 2021: $869,742Expenses 2021: $166,383Net Income 2021: $703,3592021Revenue 2022: $489,378Expenses 2022: $251,075Net Income 2022: $238,3032022Revenue 2023: $438,769Expenses 2023: $293,497Net Income 2023: $145,2722023Revenue 2024: $468,189Expenses 2024: $278,168Net Income 2024: $190,0212024

Highlighted filing

2024

Revenue$468,189
Expenses$278,168
Net Income$190,021
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAO LIUDirector-$0--
MEI LIANGDirector-$0--
HAO LIUPresident-$0--
MEI LIANGVP/Secretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
M&h Foundation
EIN
26-3904217
Phone
6507594675
Address
1018 W EL CAMINO REAL, SUNNYVALE, CA 94087

Signing Officer

Name
Mei Liang
Title
Director
Phone
6507594675
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET STE A, SAN JOSE, CA 95126
Preparer
Robert a Lee
Phone
4088556770
Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY INTEREST IN 900 MIRAMONTE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REAL PROPERTY INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02072620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16852565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HAO LIU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11018 W EL CAMINO REAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21018 W EL CAMINO REAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31018 W EL CAMINO REAL
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IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0701327
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MEI LIANG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01018 W EL CAMINO REAL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SUNNYVALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508680369
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL PROGRAMS AND HEALTH INFORMATION RESOURCES FORDISADVANTAGED AND UNDERREPRESENTED PERSONS WITHIN THE GLOBALCOMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSES ANDPROGRAM-RELATED INVESTMENTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0278169
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAYER BALLET COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SUNDAY FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE HARKER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(4)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015724 APOLLO HEIGHTS CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1645 WOOL CREEK DR 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 SARATOGA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065491
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MEI LIANG
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01201 S DE ANZA BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CUPERTINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0232545
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01066
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1422
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt22183
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3282
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt41190
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt53
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3AUTO EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020246
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18026
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt241473
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35356
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt422636
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt557
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01066
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1422
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22183
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3282
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41190
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt53
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021311
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt423826
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt560
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0138488
OtherIncomeSchedule2/OtherIncomeDetail/Desc0900 MIRAMONTE LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0138488
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0138488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01982
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039643
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt037660
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01982
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt05200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1143
TaxesSchedule/TaxesDetail/Amt05200
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1143
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEI LIANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06507594675
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M&H FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0M&HF
ReturnHeader/Filer/EIN0263904217
ReturnHeader/Filer/PhoneNum06507594675
ReturnHeader/Filer/USAddress/AddressLine1Txt01018 W EL CAMINO REAL
ReturnHeader/Filer/USAddress/CityNm0SUNNYVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271155496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT LEE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 W TAYLOR STREET STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04088556770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A LEE
ReturnHeader/ReturnTs02025-11-10T06:31:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,046,374
Liabilities
$199,948
Net assets
$9,846,426
Revenue
$468,189
Expenses
$278,168
Net income
$190,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.20$9.85$0.47$0.28$0.19
2023Detailed filing. Detailed filing data is available for this year.$9.86$0.20$9.66$0.44$0.29$0.15
2022Detailed filing. Detailed filing data is available for this year.$9.71$0.20$9.51$0.49$0.25$0.24
2021Detailed filing. Detailed filing data is available for this year.$9.61$0.33$9.27$0.87$0.17$0.70
2020Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.06$0.04$0.01