Civic Intelligence

The Shao-LI Charitable Trust

EIN 87-6841118 • Belmont, CA

600 El Camino Real Ste 101CBelmont, CA 94002
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

11th percentile

-23%

Faster asset growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

500%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$6,059

Down $1,811 (-23%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$6,059

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin40th percentile

Revenue

Up

$600,000

Up $500,000 (+500%) from 2024

Expenses

Up

$601,811

Up $500,096 (+492%) from 2024

Net Income

Down

-$1,811

Down $96 (-5.6%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2022: $11,325Liabilities 2022: $12022Assets 2023: $9,585Liabilities 2023: $12023Assets 2024: $7,870Liabilities 2024: $12024Assets 2025: $6,059Liabilities 2025: $0Net Assets 2025: $6,0592025

Highlighted filing

2025

Assets$6,059
Liabilities$0
Net Assets$6,059
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2022: $120,000Expenses 2022: $108,675Net Income 2022: $11,3252022Revenue 2023: $100,000Expenses 2023: $101,740Net Income 2023: -$1,7402023Revenue 2024: $100,000Expenses 2024: $101,715Net Income 2024: -$1,7152024Revenue 2025: $600,000Expenses 2025: $601,811Net Income 2025: -$1,8112025

Highlighted filing

2025

Revenue$600,000
Expenses$601,811
Net Income-$1,811
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,059
Liabilities
$0
Net assets
$6,059
Revenue
$600,000
Expenses
$601,811
Net income
-$1,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$6.00$6.02$0.02
2024Summary only. Only limited summary data is available for this year.$0.08$0.00$1.00$1.02$0.02
2023Summary only. Only limited summary data is available for this year.$0.10$0.00$1.00$1.02$0.02
2022Summary only. Only limited summary data is available for this year.$0.11$0.00$1.20$1.09$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHI HWA SHAOTrusteePT$0--
JIHONG LITrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCrystal Springs Uplands SchoolEducational Charitable DonationPCHillsborough, CA, US$600,000
Filing and Contact Details

Filer

Filer Name
The Shao-li Charitable Trust
EIN
87-6841118
Phone
6502225467
Address
600 EL CAMINO REAL STE 101C, BELMONT, CA 94002

Signing Officer

Name
Chi Hwa Shao
Title
Trustee
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Charles & Associates
Address
122 2nd Ave Ste 218, San Mateo, CA 94401
Preparer
Charles Zhi
Phone
6506858768
Raw XML Appendix183 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-10-24T16:56:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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