Civic Intelligence

Peter Ly MD Family Foundation

EIN 47-1119817 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

10th percentile

-129%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

86th percentile

$2,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

<$500k nonprofits • Source year 2021

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-57%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$432,684

Up $2,038 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$432,684

Up $2,038 (+0.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Up

$27,822

Up $18,105 (+186%) from 2023

Expenses

Down

$25,784

Down $3,471 (-12%) from 2023

Net Income

Up

$2,038

Up $21,576 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $404,679Liabilities 2015: $0Net Assets 2015: $404,6792015Assets 2016: $408,351Liabilities 2016: $0Net Assets 2016: $408,3512016Assets 2017: $459,853Liabilities 2017: $0Net Assets 2017: $459,8532017Assets 2018: $480,082Liabilities 2018: $0Net Assets 2018: $480,0822018Assets 2019: $471,488Liabilities 2019: $0Net Assets 2019: $471,4882019Assets 2020: $465,399Liabilities 2020: $0Net Assets 2020: $465,3992020Assets 2021: $467,416Liabilities 2021: $0Net Assets 2021: $467,4162021Assets 2022: $450,184Liabilities 2022: $0Net Assets 2022: $450,1842022Assets 2023: $430,646Liabilities 2023: $0Net Assets 2023: $430,6462023Assets 2024: $432,684Liabilities 2024: $0Net Assets 2024: $432,6842024

Highlighted filing

2024

Assets$432,684
Liabilities$0
Net Assets$432,684
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $211,282Expenses 2015: $11,489Net Income 2015: $199,7932015Revenue 2016: $18,374Expenses 2016: $14,702Net Income 2016: $3,6722016Revenue 2017: $67,128Expenses 2017: $15,626Net Income 2017: $51,5022017Revenue 2018: $43,097Expenses 2018: $22,868Net Income 2018: $20,2292018Revenue 2019: $20,063Expenses 2019: $28,657Net Income 2019: -$8,5942019Revenue 2020: $22,809Expenses 2020: $28,898Net Income 2020: -$6,0892020Revenue 2021: $30,952Expenses 2021: $28,935Net Income 2021: $2,0172021Revenue 2022: $13,357Expenses 2022: $30,589Net Income 2022: -$17,2322022Revenue 2023: $9,717Expenses 2023: $29,255Net Income 2023: -$19,5382023Revenue 2024: $27,822Expenses 2024: $25,784Net Income 2024: $2,0382024

Highlighted filing

2024

Revenue$27,822
Expenses$25,784
Net Income$2,038
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$432,684
Liabilities
$0
Net assets
$432,684
Revenue
$27,822
Expenses
$25,784
Net income
$2,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.28$0.26$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.10$0.29$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.13$0.31$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.31$0.29$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.23$0.29$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.20$0.29$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$0.43$0.23$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.67$0.16$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.18$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$2.11$0.11$2.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evelyn XuCo- Pres, Sec, Treas, Director-$2,000-$2,000
Peter LyDir, Co- Pres-$0--
Filing and Contact Details

Filer

Filer Name
Peter Ly MD Family Foundation
EIN
47-1119817
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Evelyn Xu
Title
President
Phone
8008391754
Signed
2022-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix325 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peter Ly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Evelyn Xu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Co- Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co- Pres, Sec, Treas, Dir
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HENRY E HUNTINGTON LIBRARY & ART GALLERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEW YORK MEDICAL COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UNIVERSITY OF SOUTHERN CALIFORNIA - NORRIS COMPREH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 N CLAREMONT BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2919 S FREMONT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt340 SUNSHINE COTTAGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4150 E 8TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51665 W DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61030 COLUMBIA AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd691711
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0466
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022493
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022959
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024618
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022493
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05670
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05976
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05976
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVELYN XU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Peter Ly MD Family Foundation
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ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-04-26T10:10:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EVELYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0XU
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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