Civic Intelligence

The Liu Foundation C/O David and Janne Liu

990PF • Fiscal year 2021 • EIN 27-2443790

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 23, 2021

Organization Profile
13036 SE Kent Kangley Rd No 308Kent, WA 98030

(253) 639-2268

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-125%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-10%

Faster asset growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-74%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$48,571

Down $5,399 (-10%) from 2020

Net Assets

Down

$48,571

Down $5,399 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$4,314

Down $12,547 (-74%) from 2020

Expenses

Down

$9,714

Down $10,886 (-53%) from 2020

Net Income

Down

-$5,400

Down $1,661 (-44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2012: $100,204Liabilities 2012: $0Net Assets 2012: $100,2042012Assets 2013: $78,951Liabilities 2013: $0Net Assets 2013: $78,9512013Assets 2014: $73,401Liabilities 2014: $0Net Assets 2014: $73,4012014Assets 2016: $58,969Liabilities 2016: $0Net Assets 2016: $58,9692016Assets 2017: $59,148Liabilities 2017: $0Net Assets 2017: $59,1482017Assets 2018: $68,401Liabilities 2018: $13,154Net Assets 2018: $55,2472018Assets 2019: $58,408Liabilities 2019: $700Net Assets 2019: $57,7082019Assets 2020: $53,970Liabilities 2020: $0Net Assets 2020: $53,9702020Assets 2021: $48,571Liabilities 2021: $0Net Assets 2021: $48,5712021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$48,571
Liabilities$0
Net Assets$48,571
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KExpenses 2012: $59,3482012Expenses 2013: $63,5422013Revenue 2014: $71,257Expenses 2014: $76,790Net Income 2014: -$5,5332014Revenue 2016: $49,915Expenses 2016: $59,016Net Income 2016: -$9,1012016Revenue 2017: $39,812Expenses 2017: $39,616Net Income 2017: $1962017Revenue 2018: $26,835Expenses 2018: $30,700Net Income 2018: -$3,8652018Revenue 2019: $38,882Expenses 2019: $36,420Net Income 2019: $2,4622019Revenue 2020: $16,861Expenses 2020: $20,600Net Income 2020: -$3,7392020Revenue 2021: $4,314Expenses 2021: $9,714Net Income 2021: -$5,4002021Revenue 2022: $107Expenses 2022: $48,678Net Income 2022: -$48,5712022

Highlighted filing

2021

Revenue$4,314
Expenses$9,714
Net Income-$5,400
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID LIUPresident-$0--
JANNE F LIUVice President-$0--
JOSEPH EDWARD FLEURYDirector-$0--
TIMOTHY HOPEDirector-$0--
PATRICIA LOGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Liu Foundation
EIN
27-2443790
Phone
2536392268
Address
13036 SE KENT KANGLEY RD NO 308, KENT, WA 98030

Signing Officer

Name
Janne Liu
Title
Officer
Phone
2536392268
Signed
2021-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Hersman Serles Almond LLC
Address
PO BOX 789, KIRKLAND, WA 98083-0789
Preparer
Clifford Hersman
Phone
4258226557
Raw XML Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANNE F LIU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH EDWARD FLEURY
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02536392268
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID LIU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JANNE F LIU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROJECT GRANT FOR 7TH GRADE AWARD.AUCTION FUND-A-NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST ANTHONY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0336 SHATTUCK AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034127
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt053932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt053932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111527
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034127
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0165459
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158459
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID AND JANNE LIU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt013036 SE KENT-KANGLEY ROAD 8
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KENT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098030
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt037000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID JANNE LIU
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt013036 SE KENT KANGLEY RD APT NO 8
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0KENT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd098030
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANNE LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02536392268
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LIU FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID AND JANNE LIU
ReturnHeader/Filer/BusinessNameControlTxt0LIUF
ReturnHeader/Filer/EIN0272443790
ReturnHeader/Filer/PhoneNum02536392268
ReturnHeader/Filer/USAddress/AddressLine1Txt013036 SE KENT KANGLEY RD NO 308
ReturnHeader/Filer/USAddress/CityNm0KENT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264691821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERSMAN SERLES ALMOND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 789
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980830789
ReturnHeader/PreparerPersonGrp/PhoneNum04258226557
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLIFFORD HERSMAN
ReturnHeader/ReturnTs02021-07-08T16:23:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIU
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$48,571
Liabilities
$0
Net assets
$48,571
Revenue
$4,314
Expenses
$9,714
Net income
-$5,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.49$0.49
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.04$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.17$0.21$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.01$0.58$0.39$0.36$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.13$0.55$0.27$0.31$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.40$0.40$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.50$0.59$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.71$0.77$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.64
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.59