Civic Intelligence

Richard & Nancy Yee Foundation

990PF • Fiscal year 2016 • EIN 27-1264134

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 15, 2016

Organization Profile
1733 Phantom AvenueSan Jose, CA 95125

(408) 528-5258

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.96x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-234%

Higher net margin than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

$70,072

No earlier filing loaded for comparison.

Net Assets

$69,382

No earlier filing loaded for comparison.

Liabilities

$690

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

$719

No earlier filing loaded for comparison.

Expenses

$2,405

No earlier filing loaded for comparison.

Net Income

-$1,686

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2016: $70,072Liabilities 2016: $690Net Assets 2016: $69,3822016Assets 2020: $72,569Liabilities 2020: $1,143Net Assets 2020: $71,4262020Assets 2021: $63,653Liabilities 2021: $690Net Assets 2021: $62,9632021Assets 2022: $47,864Liabilities 2022: $0Net Assets 2022: $47,8642022Assets 2023: $46,292Liabilities 2023: $0Net Assets 2023: $46,2922023Assets 2024: $39,505Liabilities 2024: $420Net Assets 2024: $39,0852024Assets 2025: $38,557Liabilities 2025: $972Net Assets 2025: $37,5852025

Highlighted filing

2016

Assets$70,072
Liabilities$690
Net Assets$69,382
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KRevenue 2016: $719Expenses 2016: $2,405Net Income 2016: -$1,6862016Revenue 2020: $936Expenses 2020: $5,424Net Income 2020: -$4,4882020Revenue 2021: -$109Expenses 2021: $8,354Net Income 2021: -$8,4632021Revenue 2022: -$419Expenses 2022: $14,680Net Income 2022: -$15,0992022Revenue 2023: $22Expenses 2023: $1,594Net Income 2023: -$1,5722023Revenue 2024: -$176Expenses 2024: $7,031Net Income 2024: -$7,2072024Revenue 2025: $28Expenses 2025: $1,528Net Income 2025: -$1,5002025

Highlighted filing

2016

Revenue$719
Expenses$2,405
Net Income-$1,686
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY S YEECEO-$0--
RICHARD YEECFO-$0--
Filing and Contact Details

Filer

Filer Name
Richard & Nancy Yee Foundation
EIN
27-1264134
Phone
4085285258
Address
1733 PHANTOM AVENUE, SAN JOSE, CA 95125

Signing Officer

Name
Nancy S Yee
Title
CEO
Signed
2016-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Amy Su CPA
Address
20370 TOWN CENTER LN STE 168, CUPERTINO, CA 95014
Preparer
Amy Su
Phone
4088885678
Raw XML Appendix218 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/CategoryOrItemTxt0GOLD INVESTMENT
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03425
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03440
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01126
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt065347
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt068856
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt068856
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt029970
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt031701
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt090
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt069840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01216
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01057
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01048
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt067567
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03440
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt068792
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt069840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD YEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0790
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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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04085285258
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0790
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
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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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02635
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02001
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0790
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02001
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STORAGE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0627
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03417
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKETABLE SECURITIES - UNREALIZED
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY S YEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & NANCY YEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0271264134
ReturnHeader/Filer/PhoneNum04085285258
ReturnHeader/Filer/USAddress/AddressLine1Txt01733 PHANTOM AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMY SU CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020370 TOWN CENTER LN STE 168
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CUPERTINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04088885678
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY SU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-14T05:03:31-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,072
Liabilities
$690
Net assets
$69,382
Revenue
$719
Expenses
$2,405
Net income
-$1,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.6$0.97$37.6$0.03$1.53$1.50
2024Detailed filing. Detailed filing data is available for this year.$39.5$0.42$39.1$0.18$7.03$7.21
2023Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$0.02$1.59$1.57
2022Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$0.42$14.7$15.1
2021Detailed filing. Detailed filing data is available for this year.$63.7$0.69$63.0$0.11$8.35$8.46
2020Detailed filing. Detailed filing data is available for this year.$72.6$1.14$71.4$0.94$5.42$4.49
2016Detailed filing. Detailed filing data is available for this year.$70.1$0.69$69.4$0.72$2.41$1.69