Civic Intelligence

Su and Yu Family Foundation

EIN 39-5020129 • Irvine, CA

Pub. 78 EligibleNTEE C12

Profile

Dedicated to advancing education, environmental stewardship, and sustainable development for the benefit of people and the planet.

27 HighpointIrvine, CA 92603

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

NTEE C • <$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

NTEE C • <$500k nonprofits • Source year 2025

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

NTEE C • <$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

NTEE C • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

$249,860

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$249,860

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

$253,132

No earlier filing loaded for comparison.

Expenses

$3,272

No earlier filing loaded for comparison.

Net Income

$249,860

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2025: $249,860Liabilities 2025: $0Net Assets 2025: $249,8602025

Highlighted filing

2025

Assets$249,860
Liabilities$0
Net Assets$249,860
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2025: $253,132Expenses 2025: $3,272Net Income 2025: $249,8602025

Highlighted filing

2025

Revenue$253,132
Expenses$3,272
Net Income$249,860
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,860
Liabilities
$0
Net assets
$249,860
Revenue
$253,132
Expenses
$3,272
Net income
$249,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$2.53$0.03$2.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 18, 2026
Return Version
2025v4.0
Gross Receipts
$253,132
Mission and Program Overview

Mission

Dedicated to advancing education, environmental stewardship, and sustainable development for the benefit of people and the planet.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$249,860-
Total Assets$0$249,860▲ $249,860
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$249,860-
Total Net Assets Fund Balance$0$249,860▲ $249,860
Total Liabilities and Net Assets / Fund Balance$0$249,860▲ $249,860
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Mengjing YuCEO
Pengfei SuCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$253,132
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$253,132
Change in Net Assets
$249,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,272
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$3,272$0$0$3,272
Total Functional Expenses$3,272$0$0$3,272
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Su and Yu Family Foundation
EIN
39-5020129
Phone
6262153854
Address
27 HIGHPOINT, IRVINE, CA 92603

Signing Officer

Name
Mengjing Yu
Title
CEO
Phone
6262153854
Signed
2026-02-18

Organization Details

Principal Officer
Mengjing Yu
Formed
2025
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smart Tax and Accounting Services
Address
7888 Westminster Blvd, Westminster, CA 92683
Preparer
Mia Phuong Nguyen
Phone
7148998200
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“All bank transactions were reviews, classified and reconciled.”

Pt VI, Line 2

“MENGJING YU & PENGFEI SU”

Pt VI, Line 8A

“TBD”

Pt VI, Line 8B

“TBD”

Raw XML Appendix238 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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IRS990/FormationYr02025
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IRS990/IndependentVotingMemberCnt00
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IRS990/InitialReturnInd0X
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0DEDICATED TO ADVANCING EDUCATION, ENVIRONMENTAL STEWARDSHIP, AND SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF PEOPLE AND THE PLANET.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0249860
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0249860
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03272
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
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IRS990/ReconcilationRevenueExpnssAmt0249860
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/First5Years170Ind0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MENGJING YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06262153854
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
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ReturnHeader/Filer/EIN0395020129
ReturnHeader/Filer/PhoneNum06262153854
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07888 Westminster Blvd
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mia Phuong Nguyen
ReturnHeader/ReturnTs02026-02-26T18:56:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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