Civic Intelligence

Dr Rene & Daisy LIM Foundation

990PF • Fiscal year 2021 • EIN 45-3089622

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
27 Round Up RdBell Canyon, CA 91307

(818) 712-9525

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

7th percentile

-70%

Higher net margin than 7% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

11th percentile

-8.9%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

149%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$547,782

Down $53,487 (-8.9%) from 2020

Net Assets

Down

$547,782

Down $53,487 (-8.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin7th percentile

Revenue

Up

$76,405

Up $45,742 (+149%) from 2020

Expenses

Up

$129,892

Up $80,258 (+162%) from 2020

Net Income

Down

-$53,487

Down $34,516 (-182%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$800K$600K$400K$200K$0Assets 2011: $0Liabilities 2011: $02011Assets 2014: $257,170Liabilities 2014: $02014Assets 2015: $400,365Liabilities 2015: $0Net Assets 2015: $400,3652015Assets 2016: $496,810Liabilities 2016: $0Net Assets 2016: $496,8102016Assets 2017: $571,840Liabilities 2017: $0Net Assets 2017: $571,8402017Assets 2018: $598,391Liabilities 2018: $0Net Assets 2018: $598,3912018Assets 2019: $620,240Liabilities 2019: $0Net Assets 2019: $620,2402019Assets 2020: $601,269Liabilities 2020: $0Net Assets 2020: $601,2692020Assets 2021: $547,782Liabilities 2021: $0Net Assets 2021: $547,7822021Assets 2022: $650,765Liabilities 2022: $0Net Assets 2022: $650,7652022Assets 2023: $664,094Liabilities 2023: $0Net Assets 2023: $664,0942023Assets 2024: $773,822Liabilities 2024: $0Net Assets 2024: $773,8222024

Highlighted filing

2021

Assets$547,782
Liabilities$0
Net Assets$547,782
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2014: $150,190Expenses 2014: $43,310Net Income 2014: $106,8802014Revenue 2015: $150,290Expenses 2015: $7,095Net Income 2015: $143,1952015Revenue 2016: $100,200Expenses 2016: $3,755Net Income 2016: $96,4452016Revenue 2017: $100,000Expenses 2017: $24,970Net Income 2017: $75,0302017Revenue 2018: $60,249Expenses 2018: $33,698Net Income 2018: $26,5512018Revenue 2019: $40,857Expenses 2019: $19,008Net Income 2019: $21,8492019Revenue 2020: $30,663Expenses 2020: $49,634Net Income 2020: -$18,9712020Revenue 2021: $76,405Expenses 2021: $129,892Net Income 2021: -$53,4872021Revenue 2022: $159,631Expenses 2022: $56,648Net Income 2022: $102,9832022Revenue 2023: $61,572Expenses 2023: $48,243Net Income 2023: $13,3292023Revenue 2024: $19,640Expenses 2024: $50,370Net Income 2024: -$30,7302024

Highlighted filing

2021

Revenue$76,405
Expenses$129,892
Net Income-$53,487
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENE A LIM MDPresidentPT$0--
DAISY G LIMSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Dr Rene & Daisy Lim Foundation
EIN
45-3089622
Phone
8187129525
Address
27 ROUND UP RD, BELL CANYON, CA 91307

Signing Officer

Name
Rene a Lim Md
Title
President
Phone
8185815551
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Reza Azizi EA Inc
Address
16661 Ventura Blvd Ste 702, Encino, CA 91436
Preparer
Reza Azizi EA
Phone
8189951020
Raw XML Appendix299 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0241127
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0125364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023815
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125364
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125364
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0243827
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0118463
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DR RENE A LIM MD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1SANTO NINO MEDICAL CLINIC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt027 ROUND UP ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt114427 CHASE ST 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELL CANYON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PANORAMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091307
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191402
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0477289
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0479087
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSE AND PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt01695
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/Amt2869
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2STATE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENE A LIM MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08185815551
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR RENE & DAISY LIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRRE
ReturnHeader/Filer/EIN0453089622
ReturnHeader/Filer/PhoneNum08187129525
ReturnHeader/Filer/USAddress/AddressLine1Txt027 ROUND UP RD
ReturnHeader/Filer/USAddress/CityNm0BELL CANYON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091307
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954755665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reza Azizi EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016661 Ventura Blvd Ste 702
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189951020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Reza Azizi EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T12:06:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENE A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$547,782
Liabilities
$0
Net assets
$547,782
Revenue
$76,405
Expenses
$129,892
Net income
-$53,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.20$0.50$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.62$0.48$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.60$0.57$1.03
2021Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.76$1.30$0.53
2020Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.31$0.50$0.19
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.41$0.19$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.60$0.34$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$1.00$0.25$0.75
2016Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$1.00$0.04$0.96
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$1.50$0.07$1.43
2014Summary only. Only limited summary data is available for this year.$2.57$0.00$1.50$0.43$1.07
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00