Civic Intelligence

Universal Sunlight Foundation

990PF • Fiscal year 2023 • EIN 27-1016751

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 18, 2024

Organization Profile
1100 Avondale RoadSan Marino, CA 91108

(626) 279-1688

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.12x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

93rd percentile

71%

Higher net margin than 93% 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

95th percentile

78%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$25,204,312

Up $11,039,704 (+78%) from 2022

Net Assets

Up

$24,173,761

Up $10,009,153 (+71%) from 2022

Liabilities

Up

$1,030,551

Up $1,030,551 from 2022

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin93rd percentile

Revenue

Up

$8,797,602

Up $24,390,033 (+156%) from 2022

Expenses

Up

$2,586,164

Up $300,617 (+13%) from 2022

Net Income

Up

$6,211,438

Up $24,089,416 (+135%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60M$40M$20M$0Assets 2017: $4,665,619Liabilities 2017: $0Net Assets 2017: $4,665,6192017Assets 2018: $4,883,817Liabilities 2018: $0Net Assets 2018: $4,883,8172018Assets 2019: $11,237,864Liabilities 2019: $0Net Assets 2019: $11,237,8642019Assets 2020: $29,248,558Liabilities 2020: $279,050Net Assets 2020: $28,969,5082020Assets 2021: $48,520,659Liabilities 2021: $370,902Net Assets 2021: $48,149,7572021Assets 2022: $14,164,608Liabilities 2022: $0Net Assets 2022: $14,164,6082022Assets 2023: $25,204,312Liabilities 2023: $1,030,551Net Assets 2023: $24,173,7612023Assets 2024: $32,417,458Liabilities 2024: $1,050Net Assets 2024: $32,416,4082024

Highlighted filing

2023

Assets$25,204,312
Liabilities$1,030,551
Net Assets$24,173,761
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MRevenue 2017: $1,838,743Expenses 2017: $231,075Net Income 2017: $1,607,6682017Revenue 2018: $1,562,856Expenses 2018: $470,705Net Income 2018: $1,092,1512018Revenue 2019: $1,791,164Expenses 2019: $901,996Net Income 2019: $889,1682019Revenue 2020: $24,469,224Expenses 2020: $1,768,728Net Income 2020: $22,700,4962020Revenue 2021: $5,248,262Expenses 2021: $1,972,514Net Income 2021: $3,275,7482021Revenue 2022: -$15,592,431Expenses 2022: $2,285,547Net Income 2022: -$17,877,9782022Revenue 2023: $8,797,602Expenses 2023: $2,586,164Net Income 2023: $6,211,4382023Revenue 2024: $2,795,944Expenses 2024: $1,501,359Net Income 2024: $1,294,5852024

Highlighted filing

2023

Revenue$8,797,602
Expenses$2,586,164
Net Income$6,211,438
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BIN FEN CHENGTrusteePT$0--
ALLEN YEHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Universal Sunlight Foundation
EIN
27-1016751
Address
1100 AVONDALE ROAD, SAN MARINO, CA 91108

Signing Officer

Name
Bin Fen Cheng
Title
Trustee
Signed
2024-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Chen & Fan Accountancy Corp
Address
9660 Flair Drive Suite 300, El Monte, CA 91731
Preparer
Grace H Yu
Phone
6262791688
Raw XML Appendix342 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NAMO AMITABHA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHINESE CLUB OF SAN MARINO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CEDARS-SINAI MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Isha Foundation Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03456 S GLENMARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115 WEST SANTA ANITA TERRACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31161 VIRGINIA RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5951 Isha Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HACIENDA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARCADIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN MARINO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5McMinnville
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02062076
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0746579
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0746579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0937200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0282196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0757419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0512702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0160803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0160803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03805014
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01315497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0937200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0282196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0757419
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0512702
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02062076
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01315497
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03965817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02650320
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MATTHEW Y LIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01050 OAK GROVE AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN MARINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05518208
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0227349
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0146021
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0146021
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08075
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1383
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Credit Card Liability
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Short Option
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02076
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11028475
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0340000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt155000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt226900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Asset Management Investment Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OUTSIDE SERVICE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0340000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt081328
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1RRF-1 REGISTRATION AND RENEWAL FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081328
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BIN FEN CHENG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSAL SUNLIGHT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0271016751
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 AVONDALE ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952802947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHEN & FAN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09660 Flair Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Monte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091731
ReturnHeader/PreparerPersonGrp/PhoneNum06262791688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRACE H YU
ReturnHeader/ReturnTs02024-11-12T16:58:36-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,204,312
Liabilities
$1,030,551
Net assets
$24,173,761
Revenue
$8,797,602
Expenses
$2,586,164
Net income
$6,211,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$2.80$1.50$1.29
2023Detailed filing. Detailed filing data is available for this year.$25.2$1.03$24.2$8.80$2.59$6.21
2022Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$15.6$2.29$17.9
2021Detailed filing. Detailed filing data is available for this year.$48.5$0.37$48.1$5.25$1.97$3.28
2020Detailed filing. Detailed filing data is available for this year.$29.2$0.28$29.0$24.5$1.77$22.7
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.79$0.90$0.89
2018Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.56$0.47$1.09
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$1.84$0.23$1.61