Civic Intelligence

Yuen Larson Legacy Foundation

990PF • Fiscal year 2020 • EIN 83-2295552

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 24, 2021

Organization Profile
373 Sunset DrEncinitas, CA 92024

(858) 623-4210

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

17th percentile

-41%

Higher net margin than 17% 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

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$387,367

Up $25,862 (+7.2%) from 2019

Net Assets

Up

$387,367

Up $25,862 (+7.2%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Down

$9,030

Down $94,268 (-91%) from 2019

Expenses

Up

$12,753

Up $7,753 (+155%) from 2019

Net Income

Down

-$3,723

Down $102,021 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2018: $251,710Liabilities 2018: $1Net Assets 2018: $251,7102018Assets 2019: $361,505Liabilities 2019: $1Net Assets 2019: $361,5052019Assets 2020: $387,367Liabilities 2020: $0Net Assets 2020: $387,3672020Assets 2021: $370,497Liabilities 2021: $1Net Assets 2021: $370,4972021Assets 2022: $310,385Liabilities 2022: $1Net Assets 2022: $310,3852022Assets 2023: $329,222Liabilities 2023: $1Net Assets 2023: $329,2222023Assets 2024: $323,034Liabilities 2024: $0Net Assets 2024: $323,0342024

Highlighted filing

2020

Assets$387,367
Liabilities$0
Net Assets$387,367
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $252,225Expenses 2018: $515Net Income 2018: $251,7102018Revenue 2019: $103,298Expenses 2019: $5,000Net Income 2019: $98,2982019Revenue 2020: $9,030Expenses 2020: $12,753Net Income 2020: -$3,7232020Revenue 2021: $21,189Expenses 2021: $14,023Net Income 2021: $7,1662021Revenue 2022: -$18,586Expenses 2022: $13,037Net Income 2022: -$31,6232022Revenue 2023: $25,177Expenses 2023: $36,038Net Income 2023: -$10,8612023Revenue 2024: $33,690Expenses 2024: $21,626Net Income 2024: $12,0642024

Highlighted filing

2020

Revenue$9,030
Expenses$12,753
Net Income-$3,723
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 24, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI LS YUENPresident & CEO-$0--
CHRISTOPHER LARSONCFO-$0--
Filing and Contact Details

Filer

Filer Name
The Yuen Larson Legacy Foundation
EIN
83-2295552
Phone
8586234210
Address
373 SUNSET DR, ENCINITAS, CA 92024

Signing Officer

Name
Christopher Larson
Title
CFO
Signed
2021-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Ab CPA Inc
Address
9747 BUSINESS PARK AVE STE 216, San Diego, CA 92131
Preparer
Akore Berliner CPA
Phone
6196655911
Raw XML Appendix267 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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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES (TD)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040
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/PersonNm0CHRISTOPHER LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE YUEN LARSON LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YUEN
ReturnHeader/Filer/EIN0832295552
ReturnHeader/Filer/PhoneNum08586234210
ReturnHeader/Filer/USAddress/AddressLine1Txt0373 SUNSET DR
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815058720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AB CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09747 BUSINESS PARK AVE STE 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum06196655911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AKORE BERLINER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-24T11:37:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LARSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,367
Liabilities
$0
Net assets
$387,367
Revenue
$9,030
Expenses
$12,753
Net income
-$3,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.34$0.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.25$0.36$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.19$0.13$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.21$0.14$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.03$0.05$0.98
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$2.52$0.01$2.52