Civic Intelligence

David H Liu Foundation

990PF • Fiscal year 2020 • EIN 86-0780229

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

Organization Profile
8056 Auberge CircleSan Diego, CA 92127

(602) 881-8955

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

92nd percentile

73%

Faster asset growth than 92% of similar nonprofits.

2020 filings • $1M-$5M 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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,100,910

Up $1,310,895 (+73%) from 2019

Net Assets

$3,100,910

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$363,516

Up $401,201 (+1065%) from 2019

Expenses

Up

$99,476

Up $31,865 (+47%) from 2019

Net Income

Up

$264,040

Up $369,336 (+351%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,109,989Liabilities 2011: $02011Assets 2012: $1,190,237Liabilities 2012: $02012Assets 2013: $1,404,737Liabilities 2013: $02013Assets 2014: $1,491,355Liabilities 2014: $02014Assets 2015: $1,378,295Liabilities 2015: $02015Assets 2019: $1,790,015Liabilities 2019: $02019Assets 2020: $3,100,910Liabilities 2020: $0Net Assets 2020: $3,100,9102020Assets 2021: $3,842,225Liabilities 2021: $0Net Assets 2021: $3,842,2252021Assets 2022: $1,927,475Liabilities 2022: $0Net Assets 2022: $1,927,4752022Assets 2023: $2,800,365Liabilities 2023: $0Net Assets 2023: $2,800,3652023Assets 2024: $3,864,437Liabilities 2024: $0Net Assets 2024: $3,864,4372024

Highlighted filing

2020

Assets$3,100,910
Liabilities$0
Net Assets$3,100,910
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: -$114,363Expenses 2011: $49,389Net Income 2011: -$163,7522011Revenue 2012: $89,076Expenses 2012: $64,158Net Income 2012: $24,9182012Revenue 2013: $233,042Expenses 2013: $61,757Net Income 2013: $171,2852013Revenue 2014: $218,855Expenses 2014: $69,128Net Income 2014: $149,7272014Revenue 2015: -$20,848Expenses 2015: $68,525Net Income 2015: -$89,3732015Revenue 2019: -$37,685Expenses 2019: $67,611Net Income 2019: -$105,2962019Revenue 2020: $363,516Expenses 2020: $99,476Net Income 2020: $264,0402020Revenue 2021: $149,060Expenses 2021: $169,944Net Income 2021: -$20,8842021Revenue 2022: $23,665Expenses 2022: $123,917Net Income 2022: -$100,2522022Revenue 2023: $178,311Expenses 2023: $120,742Net Income 2023: $57,5692023Revenue 2024: $529,201Expenses 2024: $176,196Net Income 2024: $353,0052024

Highlighted filing

2020

Revenue$363,516
Expenses$99,476
Net Income$264,040
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ying-Hsin LiuPresident-$0--
Josephine J LiuTreasurer-$0--
Connie LiaoSecretary-$0--
Jeff LiuDirector-$0--
Filing and Contact Details

Filer

Filer Name
David H Liu Foundation
EIN
86-0780229
Phone
6028818955
Address
8056 Auberge Circle, San Diego, CA 92127

Signing Officer

Name
Ying-Hsin Liu
Title
President
Signed
2021-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Mira Mesa Tax Services
Address
8400 MIRAMAR RD STE 227A, SAN DIEGO, CA 92126
Preparer
Mathieu Jonkers
Phone
8583484746
Raw XML Appendix340 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ying-Hsin Liu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Josephine J Liu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Connie Liao
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jeff Liu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08056 Auberge Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18056 Auberge Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215128 Barolo Ct
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3250 Eagle Ct
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Diego
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Tech Museum of Innovations: sponser Tech Challenge program aimed at inspiring students from grade school and secondary school science and engineering.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Cornell University: sponser research projects in mechanical and aerospace engineering.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Athenian School: provide scholarship and financial aids in secondary and high school education.
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IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0Stocks and ETF in e-commerce, cloud software, biotech and healthcare
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Sponsered lecture series.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Provided Tech Challenge program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Sponsered research for students.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Provided financial aid and scholarships.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Supported medical research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Sponsor charitable events.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Cancer research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Public radio classical music.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support victims' right and justice.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Support charity events.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Support charity events.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Stanford University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Tech Museum of Innovation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Cornell University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Athenian School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Mayo Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Schwab Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Scripps Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7KPBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8POMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9St Vince DePaul Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Catholic Charities USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0326 Galvez St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 S Market St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2616 Thurston Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32100 Mt Diablo Scenic Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 First St SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 2669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75200 Campanile Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8635 W 7th St 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 13600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102050 Ballenger Ave Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ithaca
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Danville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532862
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1022314
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087100
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/AppliedToCurrentYearAmt099476
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0888
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01831198
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01828000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0888
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01927476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01828000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01831198
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03198
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0993030
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Portfolio unrealized gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04250
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ying-Hsin Liu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David H Liu Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0860780229
ReturnHeader/Filer/PhoneNum06028818955
ReturnHeader/Filer/USAddress/AddressLine1Txt08056 Auberge Circle
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIRA MESA TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08400 MIRAMAR RD STE 227A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092126
ReturnHeader/PreparerPersonGrp/PhoneNum08583484746
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mathieu Jonkers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-16T21:07:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ying-Hsin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Liu
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,100,910
Liabilities
$0
Net assets
$3,100,910
Revenue
$363,516
Expenses
$99,476
Net income
$264,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.53$0.18$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.18$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.15$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.36$0.10$0.26
2019Summary only. Only limited summary data is available for this year.$1.79$0.00$0.04$0.07$0.11
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$0.02$0.07$0.09
2014Summary only. Only limited summary data is available for this year.$1.49$0.00$0.22$0.07$0.15
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$0.23$0.06$0.17
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.09$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.11$0.05$0.16