Civic Intelligence

M E Charitable Foundation

990PF • Fiscal year 2023 • EIN 77-0499218

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
2310 Homestead Rd Suite C1 237Los Altos, CA 94024

(408) 807-5268

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-363%

Higher net margin than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$2,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-22%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,488,463

Flat from 2023

Net Assets

$1,488,463

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Flat

$32,139

Flat from 2023

Expenses

Flat

$148,936

Flat from 2023

Net Income

Flat

-$116,797

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,228,330Liabilities 2011: $02011Assets 2012: $1,225,489Liabilities 2012: $02012Assets 2013: $1,267,950Liabilities 2013: $02013Assets 2014: $1,286,497Liabilities 2014: $02014Assets 2015: $1,318,168Liabilities 2015: $02015Assets 2019: $1,349,161Liabilities 2019: $10,0002019Assets 2020: $1,380,357Liabilities 2020: $10,000Net Assets 2020: $1,370,3572020Assets 2021: $1,542,840Liabilities 2021: $10,000Net Assets 2021: $1,532,8402021Assets 2022: $1,673,153Liabilities 2022: $0Net Assets 2022: $1,673,1532022Assets 2023: $1,488,463Liabilities 2023: $0Net Assets 2023: $1,488,4632023Assets 2023: $1,488,463Liabilities 2023: $12023Assets 2024: $1,528,321Liabilities 2024: $0Net Assets 2024: $1,528,3212024

Highlighted filing

2023

Assets$1,488,463
Liabilities$0
Net Assets$1,488,463
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $77,222Expenses 2011: $74,225Net Income 2011: $2,9972011Revenue 2012: $71,404Expenses 2012: $89,125Net Income 2012: -$17,7212012Revenue 2013: $136,051Expenses 2013: $93,590Net Income 2013: $42,4612013Revenue 2014: $129,954Expenses 2014: $111,407Net Income 2014: $18,5472014Revenue 2015: $140,717Expenses 2015: $109,046Net Income 2015: $31,6712015Revenue 2019: $121,756Expenses 2019: $78,895Net Income 2019: $42,8612019Revenue 2020: $91,540Expenses 2020: $93,274Net Income 2020: -$1,7342020Revenue 2021: $232,324Expenses 2021: $67,322Net Income 2021: $165,0022021Revenue 2022: $41,219Expenses 2022: $131,490Net Income 2022: -$90,2712022Revenue 2023: $32,139Expenses 2023: $148,936Net Income 2023: -$116,7972023Revenue 2023: $32,139Expenses 2023: $148,936Net Income 2023: -$116,7972023Revenue 2024: $33,701Expenses 2024: $113,970Net Income 2024: -$80,2692024

Highlighted filing

2023

Revenue$32,139
Expenses$148,936
Net Income-$116,797
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FORTUNATA Q ANDRADATreasurer-$2,000-$2,000
IRAIDA Q DEVERASecretary-$2,000-$2,000
JOANNE Q NGUYENDirector-$2,000-$2,000
ROSALINA Q LUEPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
ME Charitable Foundation
EIN
77-0499218
In Care Of
% Rosalina Lue
Phone
4088075268
Address
2310 Homestead Rd Suite C1 237, Los Altos, CA 94024

Signing Officer

Name
Rosalina Lue
Title
President
Phone
4088075268
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Dragon Tax & Management Inc
Address
2100 Geng Road STE 210, Palo Alto, CA 94303
Preparer
Hai Dang
Phone
6503452604
Raw XML Appendix305 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0771
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROSALINA Q LUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FORTUNATA Q ANDRADA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2IRAIDA Q DEVERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOANNE Q NGUYEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12310 Homestead Road Suite C1 237
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22310 Homestead Road Suite C1 237
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32310 Homestead Road Suite C1 237
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Altos
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Rosalina Q Lue
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088075268
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IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0No programrelated investments were made during the year
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support of Other Charitable Organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support of Other Charitable Organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0University of the Pacific
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Catholic Community Foundation (DAF)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03601 Pacific Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1777 North First Street Suite 490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stockton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt010161
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087883
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079706
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029081
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029081
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029081
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029081
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt010161
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt079706
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087883
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0771
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Income Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020051
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020051
TaxesSchedule/TaxesDetail/Amt01001
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01001
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSALINA LUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04088075268
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ME Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MECH
ReturnHeader/Filer/EIN0770499218
ReturnHeader/Filer/InCareOfNm0% Rosalina Lue
ReturnHeader/Filer/PhoneNum04088075268
ReturnHeader/Filer/USAddress/AddressLine1Txt02310 Homestead Rd Suite C1 237
ReturnHeader/Filer/USAddress/CityNm0Los Altos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611753730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dragon Tax & Management Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 Geng Road STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06503452604
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAI DANG
ReturnHeader/ReturnTs02024-11-15T17:02:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,488,463
Liabilities
$0
Net assets
$1,488,463
Revenue
$32,139
Expenses
$148,936
Net income
-$116,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.03$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.03$0.15$0.12
2023Summary only. Only limited summary data is available for this year.$1.49$0.00$0.03$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.04$0.13$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.01$1.53$0.23$0.07$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.01$1.37$0.09$0.09$0.00
2019Summary only. Only limited summary data is available for this year.$1.35$0.01$0.12$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.32$0.00$0.14$0.11$0.03
2014Summary only. Only limited summary data is available for this year.$1.29$0.00$0.13$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$0.14$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.07$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.08$0.07$0.00