Civic Intelligence

The Lee and Andrea Liu Foundation

990PF • Fiscal year 2017 • EIN 42-1475937

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 20, 2018

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

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$34,540

Down $4,405 (-11%) from 2016

Net Assets

Down

$34,540

Down $4,405 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$8,420

Up $2,943 (+54%) from 2016

Expenses

Down

$12,825

Down $207 (-1.6%) from 2016

Net Income

Up

-$4,405

Up $3,150 (+42%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$34,540
Liabilities$0
Net Assets$34,540
Open 2017 Filing

Operations Trend

Revenue Growth86th 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

2017

Revenue$8,420
Expenses$12,825
Net Income-$4,405
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 20, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE LIUPresident-$0--
ANDREA LIUTreasurer/Secretary-$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
2018-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 3RD AVE SE STE 300, CEDAR RAPIDS, IA 52401
Preparer
David Little
Phone
3193632697
Raw XML Appendix307 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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt06350
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018011
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0701
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012770
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06420
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018011
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011591
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03193935922
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-20
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/AtSubmissionCreationDeviceId0DB638E471739F1D4B23C74843775E8025F07CF1B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId001CC2E4419BB59A184AFA57C7A913E66D51EA320
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-04-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:00:17
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/PreparerPersonNm0DAVID LITTLE
ReturnHeader/ReturnTs02018-04-25T12:59:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$34,540
Liabilities
$0
Net assets
$34,540
Revenue
$8,420
Expenses
$12,825
Net income
-$4,405
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