Civic Intelligence

H&H Evergreen Foundation

990PF • Fiscal year 2020 • EIN 46-5066162

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
405 El Camino RealMenlo Park, CA 94025

(510) 710-2229

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

10th percentile

$48,000

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

9th percentile

-4.1%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

37%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$393,647,714

Down $16,824,721 (-4.1%) from 2019

Net Assets

$393,643,050

No earlier filing loaded for comparison.

Liabilities

Down

$4,664

Down $12,175 (-72%) from 2019

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin7th percentile

Revenue

Up

$39,435,652

Up $10,732,902 (+37%) from 2019

Expenses

Up

$56,248,198

Up $16,189,791 (+40%) from 2019

Net Income

Down

-$16,812,546

Down $5,456,889 (-48%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$4.0B$3.0B$2.0B$1.0B$0Assets 2014: $5,711,527Liabilities 2014: $02014Assets 2015: $20,046,108Liabilities 2015: $02015Assets 2019: $410,472,435Liabilities 2019: $16,8392019Assets 2020: $393,647,714Liabilities 2020: $4,664Net Assets 2020: $393,643,0502020Assets 2022: $2,505,880,213Liabilities 2022: $3,6402022Assets 2023: $2,493,531,546Liabilities 2023: $3,7032023Assets 2024: $3,172,771,055Liabilities 2024: $2,193,123Net Assets 2024: $3,170,577,9322024

Highlighted filing

2020

Assets$393,647,714
Liabilities$4,664
Net Assets$393,643,050
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0B$500M$0-$500MRevenue 2014: $6,735,062Expenses 2014: $1,023,535Net Income 2014: $5,711,5272014Revenue 2015: $17,099,348Expenses 2015: $2,764,767Net Income 2015: $14,334,5812015Revenue 2019: $28,702,750Expenses 2019: $40,058,407Net Income 2019: -$11,355,6572019Revenue 2020: $39,435,652Expenses 2020: $56,248,198Net Income 2020: -$16,812,5462020Revenue 2022: -$33,930,843Expenses 2022: $186,594,171Net Income 2022: -$220,525,0142022Revenue 2023: $171,691,758Expenses 2023: $184,040,488Net Income 2023: -$12,348,7302023Revenue 2024: $902,235,686Expenses 2024: $225,185,597Net Income 2024: $677,050,0892024

Highlighted filing

2020

Revenue$39,435,652
Expenses$56,248,198
Net Income-$16,812,546
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
XIAO YUN ZHUDirectorPT$48,000-$48,000
YONG DUANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
H&h Evergreen Foundation
EIN
46-5066162
Phone
5107102229
Address
405 EL CAMINO REAL, MENLO PARK, CA 94025

Signing Officer

Name
Yong Duan
Title
Director
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Sy Lee & Chen LLP
Address
362 W Garvey Ave, Monterey Park, CA 91754
Preparer
Chen C Lee
Phone
6262887202
Raw XML Appendix320 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02722
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PART II BALANCE SHEETS, LINE 13 INVESTMENTS COST MARKET VALUE ------------ -------------- 12,560,000 SH AAPL 358,503,593 1,666,586,400 151,998 SH BRKB 27,594,171 35,243,776 160,000 SH XOM 6,756,500 6,595,200 1,600 XOM $45C 01/15/21 ( 74,080) ( 32,000) ------------ -------------- 392,780,184 1,708,393,376 ============ ==============
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt355345609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COVID-19 MEDICAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CITY OF EAST PALO ALTO POLICE DEPAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CRUTCHES 4 KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SCHWAB CHARITABLE DONOR ADVISED FUN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12415 UNIVERSITY AVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055896119
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062303368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05056409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01536434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03519975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05056409
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03401
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05102
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01701
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY GENERAL'S REGISTRY OF CHARITBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4STATE ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt249658
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02196
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt224829
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt272
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt374487
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02526
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt114313
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES PAYABLE
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TaxesSchedule/TaxesDetail/Amt0276244
TaxesSchedule/TaxesDetail/Amt110335
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX (2020)
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES ON PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06890
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0276244
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13445
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YONG DUAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H&H EVERGREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0H&HE
ReturnHeader/Filer/EIN0465066162
ReturnHeader/Filer/PhoneNum05107102229
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 EL CAMINO REAL
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953510881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sy Lee & Chen LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0362 W Garvey Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091754
ReturnHeader/PreparerPersonGrp/PhoneNum06262887202
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHEN C LEE
ReturnHeader/ReturnTs02021-05-06T16:45:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0YONG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,647,714
Liabilities
$4,664
Net assets
$393,643,050
Revenue
$39,435,652
Expenses
$56,248,198
Net income
-$16,812,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,173$2.19$3,171$902$225$677
2023Summary only. Only limited summary data is available for this year.$2,494$0.00$172$184$12.3
2022Summary only. Only limited summary data is available for this year.$2,506$0.00$33.9$187$221
2020Detailed filing. Detailed filing data is available for this year.$394$0.00$394$39.4$56.2$16.8
2019Summary only. Only limited summary data is available for this year.$410$0.02$28.7$40.1$11.4
2015Summary only. Only limited summary data is available for this year.$20.0$0.00$17.1$2.76$14.3
2014Summary only. Only limited summary data is available for this year.$5.71$0.00$6.74$1.02$5.71