Civic Intelligence

LI-Costa Family Foundation

EIN 93-2903455 • Hyde Park, VT

NTEE T22
944 Center RoadHyde Park, VT 05655
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

70%

Higher net margin than 82% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

98th percentile

817%

Faster asset growth than 98% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

1070%

Faster revenue growth than 95% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$458,550

Up $408,550 (+817%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$458,550

Up $408,550 (+817%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin82nd percentile

Revenue

Up

$585,130

Up $535,130 (+1070%) from 2023

Expenses

Up

$176,580

Up $176,580 from 2023

Net Income

Up

$408,550

Up $358,550 (+717%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2023: $50,000Liabilities 2023: $0Net Assets 2023: $50,0002023Assets 2024: $458,550Liabilities 2024: $0Net Assets 2024: $458,5502024

Highlighted filing

2024

Assets$458,550
Liabilities$0
Net Assets$458,550
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0Revenue 2023: $50,000Expenses 2023: $0Net Income 2023: $50,0002023Revenue 2024: $585,130Expenses 2024: $176,580Net Income 2024: $408,5502024

Highlighted filing

2024

Revenue$585,130
Expenses$176,580
Net Income$408,550
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,550
Liabilities
$0
Net assets
$458,550
Revenue
$585,130
Expenses
$176,580
Net income
$408,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$5.85$1.77$4.09
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Saul D CostaDir, Pres, Sec, TreasPT$0--
Lorraine LiDirector-$0--
Filing and Contact Details

Filer

Filer Name
Li-Costa Family Foundation
EIN
93-2903455
In Care Of
% SAUL D COSTA
Phone
4154124866
Address
944 Center Road, Hyde Park, VT 05655

Signing Officer

Name
Saul Costa
Title
President
Phone
8008391754
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix338 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07983
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt094
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0164189
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0164189
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0172266
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0164189
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0164189
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt094
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Costa Saul D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01729 W Montecito Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Diego
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092103
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0567274
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0105120
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt182231
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2100492
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt380748
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4151184
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PULTE GROUP INC PHM, 800 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1MICROSOFT CORP MSFT, 200 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2MERCADOLIBRE, INC MELI, 50 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3KLA TENCOR CORP KLAC, 100 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4SPDR HOMEBUILDERS ETF XHB, 1300 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-08-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-08-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-08-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-08-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-08-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Document Review/Drafting
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0553
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0553
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $120,906. This amount represents 25% or more of the Foundation's net assets of $50,000 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09188
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt130000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt25000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BRANDING & MARKETING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Website Development
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt15000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0914
TaxesSchedule/TaxesDetail/Amt03400
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Saul Costa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Li-Costa Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LI-C
ReturnHeader/Filer/EIN0932903455
ReturnHeader/Filer/InCareOfNm0% SAUL D COSTA
ReturnHeader/Filer/PhoneNum04154124866
ReturnHeader/Filer/USAddress/AddressLine1Txt0944 Center Road
ReturnHeader/Filer/USAddress/CityNm0Hyde Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-09-04T15:40:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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