Civic Intelligence

Takeo Yuki Charitable Trust

990PF • Fiscal year 2015 • EIN 94-2558692

Apr 01, 2014 to Mar 31, 2015 • Filed on May 18, 2015

Organization Profile
PO Box 567Los Gatos, CA 95031

(408) 356-1478

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

19%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$5,506,911

Up $760,316 (+16%) from 2014

Net Assets

Up

$5,506,911

Up $760,316 (+16%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Up

$1,005,860

Up $162,960 (+19%) from 2014

Expenses

Up

$245,544

Up $34,986 (+17%) from 2014

Net Income

Up

$760,316

Up $127,974 (+20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$10M$5.0M$0Assets 2012: $3,472,011Liabilities 2012: $02012Assets 2013: $4,114,253Liabilities 2013: $0Net Assets 2013: $4,114,2532013Assets 2014: $4,746,595Liabilities 2014: $0Net Assets 2014: $4,746,5952014Assets 2015: $5,506,911Liabilities 2015: $0Net Assets 2015: $5,506,9112015Assets 2016: $5,964,636Liabilities 2016: $0Net Assets 2016: $5,964,6362016Assets 2017: $6,688,252Liabilities 2017: $0Net Assets 2017: $6,688,2522017Assets 2018: $7,107,359Liabilities 2018: $0Net Assets 2018: $7,107,3592018Assets 2019: $7,381,446Liabilities 2019: $0Net Assets 2019: $7,381,4462019Assets 2020: $7,656,568Liabilities 2020: $0Net Assets 2020: $7,656,5682020Assets 2021: $8,213,943Liabilities 2021: $0Net Assets 2021: $8,213,9432021Assets 2022: $8,711,601Liabilities 2022: $0Net Assets 2022: $8,711,6012022Assets 2023: $9,083,339Liabilities 2023: $0Net Assets 2023: $9,083,3392023Assets 2024: $8,857,236Liabilities 2024: $0Net Assets 2024: $8,857,2362024Assets 2025: $8,460,187Liabilities 2025: $0Net Assets 2025: $8,460,1872025

Highlighted filing

2015

Assets$5,506,911
Liabilities$0
Net Assets$5,506,911
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $662,311Expenses 2012: $266,759Net Income 2012: $395,5522012Expenses 2013: $216,7442013Revenue 2014: $842,900Expenses 2014: $210,558Net Income 2014: $632,3422014Revenue 2015: $1,005,860Expenses 2015: $245,544Net Income 2015: $760,3162015Revenue 2016: $861,625Expenses 2016: $403,900Net Income 2016: $457,7252016Revenue 2017: $1,136,283Expenses 2017: $412,667Net Income 2017: $723,6162017Revenue 2018: $798,990Expenses 2018: $379,883Net Income 2018: $419,1072018Revenue 2019: $804,490Expenses 2019: $530,403Net Income 2019: $274,0872019Revenue 2020: $743,143Expenses 2020: $468,021Net Income 2020: $275,1222020Revenue 2021: $1,028,734Expenses 2021: $471,359Net Income 2021: $557,3752021Revenue 2022: $1,209,283Expenses 2022: $711,625Net Income 2022: $497,6582022Revenue 2023: $1,025,468Expenses 2023: $653,730Net Income 2023: $371,7382023Revenue 2024: $384,808Expenses 2024: $618,933Net Income 2024: -$234,1252024Revenue 2025: $311,579Expenses 2025: $710,949Net Income 2025: -$399,3702025

Highlighted filing

2015

Revenue$1,005,860
Expenses$245,544
Net Income$760,316
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
May 18, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD S MORIMOTOTrustee-$0--
MOSCHEL KADOKURATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Takeo Yuki Charitable Trust
EIN
94-2558692
Phone
4083561478
Address
PO BOX 567, LOS GATOS, CA 95031

Signing Officer

Name
Edward S Morimoto
Title
Trustee
Signed
2015-05-18
Discuss with paid preparer
Yes

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
John H Gibbons CPA
Phone
8317596300
Raw XML Appendix339 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JAPANESE AMERICAN NATL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0640 NORTH FIFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 NORTH CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0175000
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/AppliedToCurrentYearAmt0175000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt094577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033862
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt094577
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0175000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094577
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03757
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MIYOKO YUKI 2008 NONGRANTOR CHARITA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ETPH LP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2THE EMIKO YAMATE 2013 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3THE PENNY MORIMOTO 2013 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4THE HERBERT YUKI 2013 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5THE THOMAS M YUKI 2013 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 567
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 567
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt221370 VAI AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3460 MONTEREY AVENEUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41201 LEXINGTON AVE 2D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt514800 OKA ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS GATOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LOS GATOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2CUPERTINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3LOS GATOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5LOS GATOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095031
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195030
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd295014
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd395030
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd410028
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd595031
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1250000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt245000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt345000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt445000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt545000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01678
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01678
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Federal Tax Deposit
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Foreign Taxes Withheld
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04334
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04334
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22413
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt058829
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt058829
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD S MORIMOTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAKEO YUKI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TAKE
ReturnHeader/Filer/EIN0942558692
ReturnHeader/Filer/PhoneNum04083561478
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 567
ReturnHeader/Filer/USAddress/CityNm0LOS GATOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYASHI WAYLAND Accounting & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01188 Padre Drive Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salinas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08317596300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John H Gibbons CPA
ReturnHeader/ReturnTs02015-05-18T11:48:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,506,911
Liabilities
$0
Net assets
$5,506,911
Revenue
$1,005,860
Expenses
$245,544
Net income
$760,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.31$0.71$0.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.86$0.00$8.86$0.38$0.62$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.08$0.00$9.08$1.03$0.65$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$0.00$8.71$1.21$0.71$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$1.03$0.47$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.00$7.66$0.74$0.47$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.80$0.53$0.27
2018Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.80$0.38$0.42
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$1.14$0.41$0.72
2016Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.86$0.40$0.46
2015Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$1.01$0.25$0.76
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.84$0.21$0.63
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.22
2012Summary only. Only limited summary data is available for this year.$3.47$0.00$0.66$0.27$0.40