Civic Intelligence

Joyce and Frank Su Foundation

990PF • Fiscal year 2021 • EIN 83-2233961

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
407 West Imperial Hwy Ste H251Brea, CA 92821

(818) 720-1689

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$23,569

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

97th percentile

198%

Faster asset growth than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

947%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,142,697

Up $2,751,978 (+198%) from 2020

Net Assets

Up

$4,142,697

Up $2,751,978 (+198%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin95th percentile

Revenue

Up

$3,356,541

Up $3,035,818 (+947%) from 2020

Expenses

Up

$536,857

Up $215,186 (+67%) from 2020

Net Income

Up

$2,819,684

Up $2,820,632 (+297535%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $1,384,695Liabilities 2018: $55,0002018Assets 2019: $1,396,667Liabilities 2019: $5,000Net Assets 2019: $1,391,6672019Assets 2020: $1,390,719Liabilities 2020: $1Net Assets 2020: $1,390,7192020Assets 2021: $4,142,697Liabilities 2021: $0Net Assets 2021: $4,142,6972021Assets 2022: $3,909,219Liabilities 2022: $1Net Assets 2022: $3,909,2192022Assets 2023: $3,693,430Liabilities 2023: $1Net Assets 2023: $3,693,4302023Assets 2024: $4,559,010Liabilities 2024: $0Net Assets 2024: $4,559,0102024

Highlighted filing

2021

Assets$4,142,697
Liabilities$0
Net Assets$4,142,697
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $1,504,695Expenses 2018: $175,000Net Income 2018: $1,329,6952018Revenue 2019: $180,756Expenses 2019: $118,784Net Income 2019: $61,9722019Revenue 2020: $320,723Expenses 2020: $321,671Net Income 2020: -$9482020Revenue 2021: $3,356,541Expenses 2021: $536,857Net Income 2021: $2,819,6842021Revenue 2022: $19,681Expenses 2022: $253,159Net Income 2022: -$233,4782022Revenue 2023: $125,910Expenses 2023: $341,254Net Income 2023: -$215,3442023Revenue 2024: $1,392,580Expenses 2024: $527,000Net Income 2024: $865,5802024

Highlighted filing

2021

Revenue$3,356,541
Expenses$536,857
Net Income$2,819,684
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chien-Hua Frank SuSecretaryPT$12,000$11,569$23,569
Joyce JanCEO And CFOPT$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFu Jen University Foundationpromote missions of charity, education and humanityPCWalnut, CA, US$200,000
Paid GrantBuddhist Tzu Chi Foundationpromote missions of charity, education and humanityPCSan Dimas, CA, US$190,000
Paid GrantAlliance Cultural Foundation Internationalpromote missions of charity, education and humanityPCCupertino, CA, US$50,000
Paid GrantInternational Buddhist Education Foundationpromote missions of charity, education and humanityPCGARDENA, CA, US$30,000
Paid GrantMoringa For Lovepromote missions of charity, education and humanityPCMonterey Park, CA, US$20,000
Filing and Contact Details

Filer

Filer Name
Joyce and Frank Su Foundation
EIN
83-2233961
In Care Of
% JOYCE JAN
Phone
8187201689
Address
407 West Imperial Hwy Ste H251, Brea, CA 92821

Signing Officer

Name
Joyce Jan
Title
CEO and CFO
Phone
8187201689
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
100 SPECTRUM CENTER DRIVE STE 1000, IRVINE, CA 92618
Preparer
Israel Tannenbaum CPA
Phone
9492612808
Raw XML Appendix358 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0promote missions of charity, education and humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1promote missions of charity, education and humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2promote missions of charity, education and humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3promote missions of charity, education and humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4promote missions of charity, education and humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Buddhist Tzu Chi Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Moringa For Love
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Alliance Cultural Foundation International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Fu Jen University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4International Buddhist Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01100 S Valley Center Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1401 Hermosa Vista Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt220480 Pacifica Dr Suite G
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt320651 Golden Springs Dr Suite 162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4Chen 879 W 190th St Ste 710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Dimas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Monterey Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cupertino
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Walnut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GARDENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391789
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490248
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0490000
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/AppliedToCurrentYearAmt084239
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0182507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0153801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0828529
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0450370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0182507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0153801
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0534609
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0450370
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0828529
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0378159
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOYCE JAN AND CHIEN-HUA FRANK SU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0407 W IMPERIAL- HWY STE H251
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BREA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092821
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt067706
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS (LOSSES)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DEPARTMENT OF JUSTICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2528
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LEGAL FEES PAYABLE
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/Amt27004
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt15603
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01401
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joyce Jan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08187201689
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joyce and Frank Su Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0832233961
ReturnHeader/Filer/InCareOfNm0% JOYCE JAN
ReturnHeader/Filer/PhoneNum08187201689
ReturnHeader/Filer/USAddress/AddressLine1Txt0407 West Imperial Hwy Ste H251
ReturnHeader/Filer/USAddress/CityNm0Brea
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 SPECTRUM CENTER DRIVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09492612808
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISRAEL TANNENBAUM CPA
ReturnHeader/ReturnTs02022-11-15T16:35:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joyce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jan
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,142,697
Liabilities
$0
Net assets
$4,142,697
Revenue
$3,356,541
Expenses
$536,857
Net income
$2,819,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$1.39$0.53$0.87
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.13$0.34$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.02$0.25$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$3.36$0.54$2.82
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.32$0.32$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.18$0.12$0.06
2018Summary only. Only limited summary data is available for this year.$1.38$0.06$1.50$0.18$1.33