Civic Intelligence

Dr & Mrs Hsiao Foundation

990PF • Fiscal year 2017 • EIN 47-1736318

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

93rd percentile

58%

Faster asset growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,575,328

Up $578,752 (+58%) from 2016

Net Assets

Up

$1,575,328

Up $578,752 (+58%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$596,341

Up $75,292 (+14%) from 2016

Expenses

Down

$17,589

Down $14,481 (-45%) from 2016

Net Income

Up

$578,752

Up $89,773 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $507,354Liabilities 2014: $02014Assets 2015: $507,597Liabilities 2015: $1Net Assets 2015: $507,5972015Assets 2016: $996,576Liabilities 2016: $0Net Assets 2016: $996,5762016Assets 2017: $1,575,328Liabilities 2017: $0Net Assets 2017: $1,575,3282017Assets 2018: $1,542,641Liabilities 2018: $0Net Assets 2018: $1,542,6412018Assets 2019: $1,473,580Liabilities 2019: $1Net Assets 2019: $1,473,5802019Assets 2020: $2,265,244Liabilities 2020: $1Net Assets 2020: $2,265,2442020Assets 2021: $2,201,407Liabilities 2021: $1Net Assets 2021: $2,201,4072021Assets 2022: $2,086,805Liabilities 2022: $1Net Assets 2022: $2,086,8052022Assets 2023: $1,911,235Liabilities 2023: $1Net Assets 2023: $1,911,2352023Assets 2024: $1,826,752Liabilities 2024: $0Net Assets 2024: $1,826,7522024

Highlighted filing

2017

Assets$1,575,328
Liabilities$0
Net Assets$1,575,328
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $507,354Expenses 2014: $0Net Income 2014: $507,3542014Revenue 2015: $33,439Expenses 2015: $33,196Net Income 2015: $2432015Revenue 2016: $521,049Expenses 2016: $32,070Net Income 2016: $488,9792016Revenue 2017: $596,341Expenses 2017: $17,589Net Income 2017: $578,7522017Revenue 2018: $20,266Expenses 2018: $52,953Net Income 2018: -$32,6872018Revenue 2019: $37,365Expenses 2019: $106,426Net Income 2019: -$69,0612019Revenue 2020: $896,860Expenses 2020: $105,196Net Income 2020: $791,6642020Revenue 2021: $65,111Expenses 2021: $128,948Net Income 2021: -$63,8372021Revenue 2022: $91,464Expenses 2022: $206,066Net Income 2022: -$114,6022022Revenue 2023: $11,331Expenses 2023: $186,901Net Income 2023: -$175,5702023Revenue 2024: $111,880Expenses 2024: $196,363Net Income 2024: -$84,4832024

Highlighted filing

2017

Revenue$596,341
Expenses$17,589
Net Income$578,752
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel HsiaoVP-$0--
Ray HsiaoDir, Sec, Treas, Pres-$0--
Jenny WuDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
Dr & Mrs Hsiao Foundation
EIN
47-1736318
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ray Hsiao
Title
President
Phone
8008391754
Signed
2018-05-01
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GOODYEAR TIRE & RUBBER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JD.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KANSAS CITY SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LABORATORY CORP AMER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LVMH MOET HENN UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MAGNA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MARATHON OIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MEDNAX, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NASDAQ OMX GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NETEASE.COM INC COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75OWENS CORNING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79QORVO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82RESMED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ROCHE HOLDING LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SAP AKTIENGESELL ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SASOL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WEIBO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WYNDHAM WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ZIMMER BIOMET HOLDINGS
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1322
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016341
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016341
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047820
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0580000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017351
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017351
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0578752
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0224635
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0312
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0312
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1322
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt057231
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07772
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07772
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0419
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0596341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07916
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0176815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt047820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt047820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0224635
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01575328
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01145
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0119
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01264
IRS990PF/FMVAssetsEOYAmt01841392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0820147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01011005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01277069
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0176429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0564323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0564323
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01575328
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0996576
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01575328
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01182871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt087953
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017743

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Filings

Displayed year

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

Open filing
Assets
$1,575,328
Liabilities
$0
Net assets
$1,575,328
Revenue
$596,341
Expenses
$17,589
Net income
$578,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.11$0.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.01$0.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.09$0.21$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.90$0.11$0.79
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.60$0.02$0.58
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.52$0.03$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.00$0.51