Civic Intelligence

The Lee and Andrea Liu Foundation

990PF • Fiscal year 2014 • EIN 42-1475937

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 21, 2015

Organization Profile
3086 Loggerhead RoadCedar Rapids, IA 52411

(319) 393-5922

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

7.5%

Faster asset growth than 63% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$54,344

Up $3,805 (+7.5%) from 2013

Net Assets

Up

$54,344

Up $3,805 (+7.5%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Up

$12,140

Up $4,665 (+62%) from 2013

Expenses

Up

$8,335

Up $4,919 (+144%) from 2013

Net Income

Down

$3,805

Down $254 (-6.3%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60K$40K$20K$0Assets 2010: $52,958Liabilities 2010: $0Net Assets 2010: $52,9582010Assets 2011: $47,738Liabilities 2011: $0Net Assets 2011: $47,7382011Assets 2012: $46,480Liabilities 2012: $0Net Assets 2012: $46,4802012Assets 2013: $50,539Liabilities 2013: $1Net Assets 2013: $50,5392013Assets 2014: $54,344Liabilities 2014: $1Net Assets 2014: $54,3442014Assets 2015: $46,500Liabilities 2015: $1Net Assets 2015: $46,5002015Assets 2016: $38,945Liabilities 2016: $0Net Assets 2016: $38,9452016Assets 2017: $34,540Liabilities 2017: $0Net Assets 2017: $34,5402017Assets 2018: $32,636Liabilities 2018: $0Net Assets 2018: $32,6362018Assets 2019: $39,637Liabilities 2019: $1Net Assets 2019: $39,6372019Assets 2020: $25,574Liabilities 2020: $1Net Assets 2020: $25,5742020Assets 2021: $22,978Liabilities 2021: $1Net Assets 2021: $22,9782021Assets 2022: $3,642Liabilities 2022: $1Net Assets 2022: $3,6422022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$54,344
Liabilities$1
Net Assets$54,344
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $4,9872010Expenses 2011: $5,7442011Expenses 2012: $5,0372012Revenue 2013: $7,475Expenses 2013: $3,416Net Income 2013: $4,0592013Revenue 2014: $12,140Expenses 2014: $8,335Net Income 2014: $3,8052014Revenue 2015: $2,749Expenses 2015: $10,593Net Income 2015: -$7,8442015Revenue 2016: $5,477Expenses 2016: $13,032Net Income 2016: -$7,5552016Revenue 2017: $8,420Expenses 2017: $12,825Net Income 2017: -$4,4052017Revenue 2018: $5,910Expenses 2018: $7,814Net Income 2018: -$1,9042018Revenue 2019: $12,904Expenses 2019: $4,733Net Income 2019: $8,1712019Revenue 2020: $3,442Expenses 2020: $5,067Net Income 2020: -$1,6252020Revenue 2021: $3,723Expenses 2021: $6,319Net Income 2021: -$2,5962021Revenue 2022: $86,624Expenses 2022: $119,929Net Income 2022: -$33,3052022Revenue 2023: $0Expenses 2023: $3,642Net Income 2023: -$3,6422023

Highlighted filing

2014

Revenue$12,140
Expenses$8,335
Net Income$3,805
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE LIUPresident-$0--
ANDREA LIUVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Lee & Andrea Liu Foundation
EIN
42-1475937
Phone
3193935922
Address
3086 LOGGERHEAD ROAD, CEDAR RAPIDS, IA 52411

Signing Officer

Name
Lee Liu
Title
President
Phone
3193935922
Signed
2015-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 3RD AVE SE STE 300, CEDAR RAPIDS, IA 52401
Preparer
William E Murray CPA
Phone
3193632697
Raw XML Appendix336 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/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03086 LOGGERHEAD RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CEDAR RAPIDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052411
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LEE LIU
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193935922
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/ContributingManagerNm0LEE LIU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ANDREA LIU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0IMMACULATE CONCEPTION PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CATHOLIC EVANGELIZATION OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MERCY MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0857 THIRD AVE SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2701 10TH STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CEDAR RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CEDAR RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CEDAR RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt06799
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02833
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02833
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01344
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0701
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04177
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03476
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03193935922
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEE & ANDREA LIU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEE&
ReturnHeader/Filer/EIN0421475937
ReturnHeader/Filer/PhoneNum03193935922
ReturnHeader/Filer/USAddress/AddressLine1Txt03086 LOGGERHEAD ROAD
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 3RD AVE SE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052401
ReturnHeader/PreparerPersonGrp/PhoneNum03193632697
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E MURRAY CPA
ReturnHeader/ReturnTs02015-03-25T15:26:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,344
Liabilities
$1
Net assets
$54,344
Revenue
$12,140
Expenses
$8,335
Net income
$3,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.87$1.20$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.04$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.13$0.05$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.08$0.13$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.05$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.03$0.11$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.12$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.07$0.03$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.05