Civic Intelligence

Peter Cao Foundation

EIN 27-1994473 • 501(c)3 • Irvine, CA

Profile

Providing financial assistance and scholarships to those who need help.

7700 Irvine Center DrIrvine, CA 92618

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

1st percentile

-43815%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-20%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

74%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$183,013

Down $46,444 (-20%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$183,013

Down $46,444 (-20%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Up

$106

Up $45 (+74%) from 2016

Expenses

$46,550

No earlier filing loaded for comparison.

Net Income

-$46,444

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $277,499Net Assets 2011: $277,4992011Assets 2012: $257,265Net Assets 2012: $257,2652012Assets 2013: $237,274Net Assets 2013: $237,2742013Assets 2014: $237,283Net Assets 2014: $237,2832014Assets 2015: $229,396Net Assets 2015: $229,3962015Assets 2016: $229,457Net Assets 2016: $229,4572016Assets 2017: $183,013Net Assets 2017: $183,0132017

Highlighted filing

2017

Assets$183,013
Liabilities-
Net Assets$183,013
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2011: $62011Revenue 2012: $7Expenses 2012: $20,241Net Income 2012: -$20,2342012Revenue 2013: $9Expenses 2013: $20,000Net Income 2013: -$19,9912013Revenue 2014: $92014Revenue 2015: $13Expenses 2015: $7,900Net Income 2015: -$7,8872015Revenue 2016: $612016Revenue 2017: $106Expenses 2017: $46,550Net Income 2017: -$46,4442017

Highlighted filing

2017

Revenue$106
Expenses$46,550
Net Income-$46,444
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,013
Liabilities
-
Net assets
$183,013
Revenue
$106
Expenses
$46,550
Net income
-$46,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.00$0.47$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.29$2.29$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.29$2.29$0.00$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.37$2.37$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.37$2.37$0.00$0.20$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$2.57$0.00$0.20$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$2.77$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 7, 2018
Return Version
2017v2.2
Gross Receipts
$106
Mission and Program Overview

Mission

To assist the domestic & overseas charitable organizations by providing financial assistance and scholarships to those who need help.

Providing financial assistance and scholarships to those who need help.

Program Services

DescriptionGrantsExpenses
OFFERED DONATION TO SUPPORT LOCAL NON-PROFIT/CHARITABLE FOUDATION $20,000 TO COMMUNITY FOUNDATION OF GREATER MUSCATINE; $11,000 TO CATHAY BANK FOUNDATION; $10,000 TO CCCLA$41,000$41,000
TO SUPPORT EMILY GOMEZ'S FAMILY IN URGENT FINANCIAL NEEDS$2,500$2,500
OFFERED DONATION TO A KID'S BASEBALL TEAM IN HUNTINGTON BEACH, CA THROUGH A FUNDRAISER - HUNTINGTON BEACH STINGRAYS$2,000$2,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER CAOPresident-$0--
SEAN CAOCFO-$0--
Filing and Contact Details

Filer

Filer Name
Peter Cao Foundation
EIN
27-1994473
Phone
9493388899
Address
7700 IRVINE CENTER DR, IRVINE, CA 92618

Signing Officer

Name
Sean S Cao
Title
CFO
Phone
9493388899
Signed
2018-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Dick S Lin CPA a Professional Corp
Address
4605 BARRANCA PKWY SUITE 101H, IRVINE, CA 92604
Preparer
Dick S Lin
Phone
9495518225
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Offered donation to a foundation that supports chinese cultural events in la, ca; charity; cccla: 97”

Form 990EZ, Part I, Line 10

“Offered donation to support local non-profit/charitable foudation; charity; cathay bank foundation:”

Form 990EZ, Part I, Line 10

“Offered donation to a kid's baseball team in huntington beach, ca; charity; huntington beach stingra”

Form 990EZ, Part I, Line 10

“Offered donation to support local non-profit/charitable foundation; charity; community foundation of”

Form 990EZ, Part I, Line 10

“To support her family in urgent financial needs; charity; emily gomez: , , , ; , 2500.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 40.”

Form 990EZ, Part I, Line 16

“MARKETING 1000.”

Form 990EZ, Part I, Line 16

“TAXES & LICENSES 10.”

Form 990EZ, Part II, Line 24

“Loans to gret far east, inc.”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DICK S LIN CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09495518225
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04605 BARRANCA SUITE 101H
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0229457
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0183013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-46444
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0183013
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0106
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0106
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0183013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0183013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER CAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN CAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING FINANCIAL ASSISTANCE AND SCHOLARSHIPS TO THOSE WHO NEED HELP.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OFFERED DONATION TO SUPPORT LOCAL NON-PROFIT/CHARITABLE FOUDATION $20,000 TO COMMUNITY FOUNDATION OF GREATER MUSCATINE; $11,000 TO CATHAY BANK FOUNDATION; $10,000 TO CCCLA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT EMILY GOMEZ'S FAMILY IN URGENT FINANCIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OFFERED DONATION TO A KID'S BASEBALL TEAM IN HUNTINGTON BEACH, CA THROUGH A FUNDRAISER - HUNTINGTON BEACH STINGRAYS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046550
IRS990EZ/TotalProgramServiceExpensesAmt045500
IRS990EZ/TotalRevenueAmt0106
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0198
IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFERED DONATION TO A FOUNDATION THAT SUPPORTS CHINESE CULTURAL EVENTS IN LA, CA; CHARITY; CCCLA: 97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFERED DONATION TO SUPPORT LOCAL NON-PROFIT/CHARITABLE FOUDATION; CHARITY; CATHAY BANK FOUNDATION:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFERED DONATION TO A KID'S BASEBALL TEAM IN HUNTINGTON BEACH, CA; CHARITY; HUNTINGTON BEACH STINGRA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFERED DONATION TO SUPPORT LOCAL NON-PROFIT/CHARITABLE FOUNDATION; CHARITY; COMMUNITY FOUNDATION OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO SUPPORT HER FAMILY IN URGENT FINANCIAL NEEDS; CHARITY; EMILY GOMEZ: , , , ; , 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETING 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES & LICENSES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LOANS TO GRET FAR EAST, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN S CAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09493388899
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER CAO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0271994473
ReturnHeader/Filer/PhoneNum09493388899
ReturnHeader/Filer/USAddress/AddressLine1Txt07700 IRVINE CENTER DR
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E9E3A5DF555DC18A900648840F31AA3F983856D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9E3A5DF555DC18A900648840F31AA3F983856D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.3.134.78
ReturnHeader/FilingSecurityInformation/IPDt02018-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:56:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICK S LIN CPA A PROFESSIONAL CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04605 BARRANCA PKWY SUITE 101H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092604
ReturnHeader/PreparerPersonGrp/PhoneNum09495518225
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DICK S LIN
ReturnHeader/ReturnTs02018-06-26T15:56:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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