Civic Intelligence

The Lee and Andrea Liu Foundation

990PF • Fiscal year 2016 • EIN 42-1475937

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 14, 2017

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

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

6th percentile

-138%

Higher net margin than 6% 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

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$38,945

Down $7,555 (-16%) from 2015

Net Assets

Down

$38,945

Down $7,555 (-16%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Up

$5,477

Up $2,728 (+99%) from 2015

Expenses

Up

$13,032

Up $2,439 (+23%) from 2015

Net Income

Up

-$7,555

Up $289 (+3.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2016

Assets$38,945
Liabilities$0
Net Assets$38,945
Open 2016 Filing

Operations Trend

Revenue Growth93rd 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

2016

Revenue$5,477
Expenses$13,032
Net Income-$7,555
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2017-03-14
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 Appendix303 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152310
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012300
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/AppliedToCurrentYearAmt05953
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011591
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0701
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013005
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07052
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012217
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05165
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03193935922
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6B6F2B8D30A14866FB848EA848D3547AA51FF29
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D3B94205B1D38CF2EDC919F81D854C7D640516D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:13:39
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/ReturnTs02017-03-15T16:02:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$38,945
Liabilities
$0
Net assets
$38,945
Revenue
$5,477
Expenses
$13,032
Net income
-$7,555
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