Civic Intelligence

Ann and Pi Family Foundation

990PF • Fiscal year 2018 • EIN 81-0855434

Dec 01, 2017 to Nov 30, 2018 • Filed on Apr 11, 2019

Organization Profile
2744 Corte Vera CruzPleasanton, CA 94566

(925) 202-4924

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$162,631

Up $179 (+0.1%) from 2017

Net Assets

Down

$161,370

Down $1,082 (-0.7%) from 2017

Liabilities

Up

$1,261

Up $1,261 from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin22nd percentile

Revenue

Up

$7,570

Up $746 (+11%) from 2017

Expenses

Down

$8,652

Down $1,994 (-19%) from 2017

Net Income

Up

-$1,082

Up $2,740 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2016: $172,391Liabilities 2016: $6,117Net Assets 2016: $166,2742016Assets 2017: $162,452Liabilities 2017: $0Net Assets 2017: $162,4522017Assets 2018: $162,631Liabilities 2018: $1,261Net Assets 2018: $161,3702018Assets 2019: $145,416Liabilities 2019: $0Net Assets 2019: $145,4162019Assets 2020: $131,845Liabilities 2020: $46Net Assets 2020: $131,7992020Assets 2021: $123,324Liabilities 2021: $107Net Assets 2021: $123,2172021Assets 2022: $138,254Liabilities 2022: $0Net Assets 2022: $138,2542022Assets 2023: $130,103Liabilities 2023: $0Net Assets 2023: $130,1032023Assets 2024: $126,937Liabilities 2024: $0Net Assets 2024: $126,9372024

Highlighted filing

2018

Assets$162,631
Liabilities$1,261
Net Assets$161,370
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $175,191Expenses 2016: $8,917Net Income 2016: $166,2742016Revenue 2017: $6,824Expenses 2017: $10,646Net Income 2017: -$3,8222017Revenue 2018: $7,570Expenses 2018: $8,652Net Income 2018: -$1,0822018Revenue 2019: -$5,890Expenses 2019: $10,064Net Income 2019: -$15,9542019Revenue 2020: $106Expenses 2020: $12,640Net Income 2020: -$12,5342020Revenue 2021: $5,112Expenses 2021: $13,694Net Income 2021: -$8,5822021Revenue 2022: $25,596Expenses 2022: $10,559Net Income 2022: $15,0372022Revenue 2023: -$2,781Expenses 2023: $5,370Net Income 2023: -$8,1512023Revenue 2024: $3,935Expenses 2024: $7,101Net Income 2024: -$3,1662024

Highlighted filing

2018

Revenue$7,570
Expenses$8,652
Net Income-$1,082
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Apr 11, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bau-Hsing AnnCEO-$0--
Mon-Mei AnnCFO-$0--
Filing and Contact Details

Filer

Filer Name
Ann and PI Foundation
EIN
81-0855434
Phone
9252024924
Address
2744 Corte Vera Cruz, Pleasanton, CA 94566

Signing Officer

Name
Bau-Hsing Ann
Title
CEO
Phone
9252024924
Signed
2019-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Jacque Chau Lin CPA
Address
1310 Hollenbeck Ave Ste A, Sunnyvale, CA 94087
Preparer
Jacque Chau Lin
Phone
4087308588
Raw XML Appendix342 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01876
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02047
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0252
LandEtcSchedule2/LandEtcGrp/BookValueAmt01009
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01261
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0384
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0CA Franchise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Secretary of State Filing Fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt120
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bau-Hsing Ann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09252024924
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ann and PI Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0810855434
ReturnHeader/Filer/PhoneNum09252024924
ReturnHeader/Filer/USAddress/AddressLine1Txt02744 Corte Vera Cruz
ReturnHeader/Filer/USAddress/CityNm0Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0058705676
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacque Chau Lin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01310 Hollenbeck Ave Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sunnyvale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094087
ReturnHeader/PreparerPersonGrp/PhoneNum04087308588
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacque Chau Lin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-13T12:53:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,631
Liabilities
$1,261
Net assets
$161,370
Revenue
$7,570
Expenses
$8,652
Net income
-$1,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03$0.05$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.26$0.11$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.14$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.00$0.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06$0.10$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.61$0.08$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.06$1.66$1.75$0.09$1.66