Civic Intelligence

Andrew E and Annie Lin Foundation

990PF • Fiscal year 2019 • EIN 91-1811366

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization Profile
PO Box 2370Walnut Creek, CA 94595

(209) 598-8847

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

34th percentile

-3.4%

Higher net margin than 34% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Flat

$890,086

Flat from 2019

Net Assets

$890,086

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin34th percentile

Revenue

Flat

$64,185

Flat from 2019

Expenses

Flat

$66,344

Flat from 2019

Net Income

Flat

-$2,159

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,079,708Liabilities 2011: $02011Assets 2012: $1,103,857Liabilities 2012: $0Net Assets 2012: $1,103,8572012Assets 2013: $1,027,504Liabilities 2013: $0Net Assets 2013: $1,027,5042013Assets 2014: $1,048,134Liabilities 2014: $0Net Assets 2014: $1,048,1342014Assets 2015: $973,725Liabilities 2015: $0Net Assets 2015: $973,7252015Assets 2016: $1,010,190Liabilities 2016: $0Net Assets 2016: $1,010,1902016Assets 2017: $922,811Liabilities 2017: $0Net Assets 2017: $922,8112017Assets 2018: $892,245Liabilities 2018: $0Net Assets 2018: $892,2452018Assets 2019: $890,086Liabilities 2019: $0Net Assets 2019: $890,0862019Assets 2019: $890,086Liabilities 2019: $12019Assets 2020: $754,024Liabilities 2020: $0Net Assets 2020: $754,0242020Assets 2021: $757,123Liabilities 2021: $0Net Assets 2021: $757,1232021Assets 2022: $705,056Liabilities 2022: $6,5852022Assets 2023: $670,425Liabilities 2023: $7,8512023Assets 2024: $697,473Liabilities 2024: $18,360Net Assets 2024: $679,1132024

Highlighted filing

2019

Assets$890,086
Liabilities$0
Net Assets$890,086
Open 2019 Filing

Operations Trend

Revenue Growth73rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $94,801Expenses 2011: $107,021Net Income 2011: -$12,2202011Expenses 2012: $84,2272012Revenue 2013: $133,450Expenses 2013: $209,803Net Income 2013: -$76,3532013Revenue 2014: $59,228Expenses 2014: $38,598Net Income 2014: $20,6302014Revenue 2015: $19,966Expenses 2015: $94,375Net Income 2015: -$74,4092015Revenue 2016: $51,104Expenses 2016: $14,639Net Income 2016: $36,4652016Revenue 2017: $39,449Expenses 2017: $142,187Net Income 2017: -$102,7382017Revenue 2018: $53,631Expenses 2018: $84,197Net Income 2018: -$30,5662018Revenue 2019: $64,185Expenses 2019: $66,344Net Income 2019: -$2,1592019Revenue 2019: $64,185Expenses 2019: $66,344Net Income 2019: -$2,1592019Revenue 2020: $65,557Expenses 2020: $78,869Net Income 2020: -$13,3122020Revenue 2021: $75,771Expenses 2021: $72,672Net Income 2021: $3,0992021Revenue 2022: $90,289Expenses 2022: $148,941Net Income 2022: -$58,6522022Revenue 2023: $60,699Expenses 2023: $96,596Net Income 2023: -$35,8972023Revenue 2024: $80,586Expenses 2024: $64,047Net Income 2024: $16,5392024

Highlighted filing

2019

Revenue$64,185
Expenses$66,344
Net Income-$2,159
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNIE LINSecretaryPT$0--
DR STEPHEN LINDirector-$0--
ANDREW E LINCEO-$0--
Filing and Contact Details

Filer

Filer Name
Andrew E & Annie Lin Foundation
EIN
91-1811366
Phone
2095988847
Address
PO BOX 2370, WALNUT CREEK, CA 94595

Signing Officer

Name
Annie Lin
Title
President
Phone
2095988847
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Gatto Pope & Walwick Llp
Address
3131 CAMINO DEL RIO N 1200, SAN DIEGO, CA 92108
Preparer
Mark C Butler
Phone
6192827366
Raw XML Appendix356 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANNIE LIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2370
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALNUT CREEK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094595
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02095988847
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT CASH CONTRIBUTIONS TO VARIOUS ORGANIZED CHARITIES. SEE ATTACHED DETAIL - FORM 990PF, PAGE 10 PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt025000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER EXPLAINING THE NEED FOR ASSISTANCE, ACADEMIC ACHIEVEMENTS & OTHER NONSCHOLASTIC ACHIEVEMENTS EVIDENCING LEADERSHIP ABILITIES MUST BE SHOWN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANDREW E ANNIE LIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02095988847
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2370
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WALNUT CREEK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOR EDUCATIONAL PURPOSES ONLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0BEFORE THE BEGINNING OF THE CURRENT SCHOOL YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt138969
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt138969
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt138969
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01635
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0817
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0705
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/Amt0705
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/CategoryTxt1FTB TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02095988847
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW E & ANNIE LIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0911811366
ReturnHeader/Filer/PhoneNum02095988847
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2370
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B627962B769330C5DCED5E88C61940389A42ADE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FFCB8218ADD87272E949C32D689D6E6AB5B3775
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.203.224.74
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:07:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330371564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GATTO POPE & WALWICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 CAMINO DEL RIO N 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192827366
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK C BUTLER
ReturnHeader/ReturnTs02020-11-06T17:38:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890,086
Liabilities
$0
Net assets
$890,086
Revenue
$64,185
Expenses
$66,344
Net income
-$2,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.02$0.68$0.08$0.06$0.02
2023Summary only. Only limited summary data is available for this year.$0.67$0.01$0.06$0.10$0.04
2022Summary only. Only limited summary data is available for this year.$0.71$0.01$0.09$0.15$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.08$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.07$0.00
2019Summary only. Only limited summary data is available for this year.$0.89$0.00$0.06$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.14$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.01$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.09$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13$0.21$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$0.09$0.11$0.01