Civic Intelligence

Shimada Lee Foundation

990PF • Fiscal year 2020 • EIN 77-0554213

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 08, 2021

19942 Via Escuela DriveSaratoga, CA 95070

(408) 655-7712

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-2089%

Higher net margin than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-3.9%

Faster asset growth than 36% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$57,082

Down $2,296 (-3.9%) from 2019

Net Assets

Down

$57,082

Down $2,296 (-3.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$125

Up $1,469 (+109%) from 2019

Expenses

Down

$2,736

Down $3,678 (-57%) from 2019

Net Income

Up

-$2,611

Up $5,147 (+66%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $85,843Liabilities 2011: $0Net Assets 2011: $85,8432011Assets 2012: $80,404Liabilities 2012: $0Net Assets 2012: $80,4042012Assets 2013: $77,350Liabilities 2013: $02013Assets 2014: $79,533Liabilities 2014: $0Net Assets 2014: $79,5332014Assets 2015: $75,351Liabilities 2015: $0Net Assets 2015: $75,3512015Assets 2016: $71,116Liabilities 2016: $0Net Assets 2016: $71,1162016Assets 2017: $73,051Liabilities 2017: $0Net Assets 2017: $73,0512017Assets 2018: $64,138Liabilities 2018: $0Net Assets 2018: $64,1382018Assets 2019: $59,378Liabilities 2019: $0Net Assets 2019: $59,3782019Assets 2020: $57,082Liabilities 2020: $0Net Assets 2020: $57,0822020Assets 2021: $37,634Liabilities 2021: $0Net Assets 2021: $37,6342021Assets 2022: $71,741Liabilities 2022: $0Net Assets 2022: $71,7412022Assets 2023: $33,330Liabilities 2023: $0Net Assets 2023: $33,3302023Assets 2024: $17,880Liabilities 2024: $0Net Assets 2024: $17,8802024

Highlighted filing

2020

Assets$57,082
Liabilities$0
Net Assets$57,082

Operations Trend

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

$50K$0-$50KExpenses 2011: $4,6482011Expenses 2012: $3,7352012Revenue 2013: -$5,120Expenses 2013: $2,786Net Income 2013: -$7,9062013Revenue 2014: $1,699Expenses 2014: $3,227Net Income 2014: -$1,5282014Revenue 2015: $174Expenses 2015: $4,565Net Income 2015: -$4,3912015Revenue 2016: $1,296Expenses 2016: $3,558Net Income 2016: -$2,2622016Revenue 2017: $2,525Expenses 2017: $3,722Net Income 2017: -$1,1972017Revenue 2018: $4,052Expenses 2018: $4,721Net Income 2018: -$6692018Revenue 2019: -$1,344Expenses 2019: $6,414Net Income 2019: -$7,7582019Revenue 2020: $125Expenses 2020: $2,736Net Income 2020: -$2,6112020Revenue 2021: -$13,056Expenses 2021: $6,387Net Income 2021: -$19,4432021Revenue 2022: $40,701Expenses 2022: $3,736Net Income 2022: $36,9652022Revenue 2023: -$38,046Expenses 2023: $5,228Net Income 2023: -$43,2742023Revenue 2024: -$8,786Expenses 2024: $4,270Net Income 2024: -$13,0562024

Highlighted filing

2020

Revenue$125
Expenses$2,736
Net Income-$2,611
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 8, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Warren shimadaDirector-$0--
Elizabeth ShimadaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shimada Lee Foundation
EIN
77-0554213
Phone
4086557712
Address
19942 Via Escuela Drive, Saratoga, CA 95070

Signing Officer

Name
Warren shimada
Title
Director
Signed
2021-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Tervie Leung CPA
Address
456 Irving Ave, San Jose, CA 95128
Preparer
Tervie Leung CPA
Phone
4082618828
Raw XML AppendixShowing 400 of 416 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72 shrs MGM Resort
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Funding General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Funding General Operations
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Funding General Operations
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EOF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7Paid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Venture Christian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Institute for Principle Studies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Living on the Edge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Wounded Warrior Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Answers In Genesis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5The King's Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6American Center for Law Justice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016845 Hicks Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 3007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 63570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44899 Belfort Road Suite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6562 N Britton Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 90555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Los Gatos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Modesto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Suwanee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Hebron
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380962
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08340
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02995
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01961
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08373
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06412
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
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/PersonNm0Warren shimada
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shimada Lee Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHIM
ReturnHeader/Filer/EIN0770554213
ReturnHeader/Filer/PhoneNum04086557712
ReturnHeader/Filer/USAddress/AddressLine1Txt019942 Via Escuela Drive
ReturnHeader/Filer/USAddress/CityNm0Saratoga
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$8.79$4.27$13.1
2023Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$38.0$5.23$43.3
2022Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$40.7$3.74$37.0
2021Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$13.1$6.39$19.4
2020Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$0.13$2.74$2.61
2019Detailed filing. Detailed filing data is available for this year.$59.4$0.00$59.4$1.34$6.41$7.76
2018Detailed filing. Detailed filing data is available for this year.$64.1$0.00$64.1$4.05$4.72$0.67
2017Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$2.53$3.72$1.20
2016Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$1.30$3.56$2.26
2015Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$0.17$4.57$4.39
2014Detailed filing. Detailed filing data is available for this year.$79.5$0.00$79.5$1.70$3.23$1.53
2013Summary only. Only limited summary data is available for this year.$77.4$0.00$5.12$2.79$7.91
2012Detailed filing. Detailed filing data is available for this year.$80.4$0.00$80.4$3.74
2011Detailed filing. Detailed filing data is available for this year.$85.8$0.00$85.8$4.65