Civic Intelligence

Peking University Education Foundation USA

990 • Fiscal year 2019 • EIN 94-3278466

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileWWW.PKUEFUSA.ORG

View Organization Page

1650 S Amphlett Boulevard No 118San Mateo, CA 94402

(650) 315-2880

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

92nd percentile

33%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-55%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$62,252,681

Up $15,454,358 (+33%) from 2018

Net Assets

Up

$62,237,731

Up $16,267,707 (+35%) from 2018

Liabilities

Down

$14,950

Down $813,349 (-98%) from 2018

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Down

$18,981,367

Down $22,915,239 (-55%) from 2018

Expenses

Down

$2,625,669

Down $3,677,790 (-58%) from 2018

Net Income

Down

$16,355,698

Down $19,237,449 (-54%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$80M$60M$40M$20M$0Assets 2010: $796,096Liabilities 2010: $16,400Net Assets 2010: $779,6962010Assets 2011: $758,998Liabilities 2011: $21,497Net Assets 2011: $737,5012011Assets 2012: $2,277,296Liabilities 2012: $21,466Net Assets 2012: $2,255,8302012Assets 2013: $2,909,600Liabilities 2013: $21,366Net Assets 2013: $2,888,2342013Assets 2014: $2,447,105Liabilities 2014: $20,769Net Assets 2014: $2,426,3362014Assets 2015: $2,109,581Liabilities 2015: $17,000Net Assets 2015: $2,092,5812015Assets 2016: $2,482,262Liabilities 2016: $18,771Net Assets 2016: $2,463,4912016Assets 2017: $10,386,887Liabilities 2017: $10,010Net Assets 2017: $10,376,8772017Assets 2018: $46,798,323Liabilities 2018: $828,299Net Assets 2018: $45,970,0242018Assets 2019: $62,252,681Liabilities 2019: $14,950Net Assets 2019: $62,237,7312019Assets 2020: $66,679,915Liabilities 2020: $16,863Net Assets 2020: $66,663,0522020Assets 2021: $72,899,671Liabilities 2021: $2,812,127Net Assets 2021: $70,087,5442021Assets 2022: $64,970,797Liabilities 2022: $121,099Net Assets 2022: $64,849,6982022Assets 2023: $68,621,164Liabilities 2023: $1,798,915Net Assets 2023: $66,822,2492023Assets 2024: $72,551,844Liabilities 2024: $130,622Net Assets 2024: $72,421,2222024

Highlighted filing

2019

Assets$62,252,681
Liabilities$14,950
Net Assets$62,237,731
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60M$40M$20M$0-$20MRevenue 2010: $2,547,718Expenses 2010: $2,845,396Net Income 2010: -$297,6782010Revenue 2011: $3,559,772Expenses 2011: $3,601,967Net Income 2011: -$42,1952011Revenue 2012: $4,115,959Expenses 2012: $2,597,630Net Income 2012: $1,518,3292012Revenue 2013: $3,112,212Expenses 2013: $2,479,808Net Income 2013: $632,4042013Revenue 2014: $4,322,802Expenses 2014: $4,784,700Net Income 2014: -$461,8982014Revenue 2015: $4,440,124Expenses 2015: $4,773,879Net Income 2015: -$333,7552015Revenue 2016: $1,951,074Expenses 2016: $1,592,193Net Income 2016: $358,8812016Revenue 2017: $9,964,716Expenses 2017: $2,063,115Net Income 2017: $7,901,6012017Revenue 2018: $41,896,606Expenses 2018: $6,303,459Net Income 2018: $35,593,1472018Revenue 2019: $18,981,367Expenses 2019: $2,625,669Net Income 2019: $16,355,6982019Revenue 2020: $9,684,115Expenses 2020: $7,930,087Net Income 2020: $1,754,0282020Revenue 2021: $11,690,196Expenses 2021: $9,976,732Net Income 2021: $1,713,4642021Revenue 2022: $6,301,645Expenses 2022: $6,589,621Net Income 2022: -$287,9762022Revenue 2023: $5,567,034Expenses 2023: $6,437,435Net Income 2023: -$870,4012023Revenue 2024: $8,280,346Expenses 2024: $5,004,205Net Income 2024: $3,276,1412024

Highlighted filing

2019

Revenue$18,981,367
Expenses$2,625,669
Net Income$16,355,698
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$18,981,367
Mission and Program Overview

Mission

To coordinate and organize fundraising and related activities for the educational exchange and development between peking university, china and american institutions of higher education.

To support peking university's long-term development and to promote exchanges between the united states and china.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$29,135,555$32,303,081▲ $3,167,526
Investments in Publicly Traded Securities$7,826$29,568,627▲ $29,560,801
Savings and Temporary Cash Investments$17,590,992$351,456▼ $17,239,536
Cash and Non-Interest-Bearing Accounts$63,950$25,439▼ $38,511
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$46,798,323$62,252,681▲ $15,454,358
Other Assets Total$0$4,078▲ $4,078
Liabilities
Grants Payable$815,000$0▼ $815,000
Accounts Payable and Accrued Expenses$13,299$14,950▲ $1,651
Total Liabilities$828,299$14,950▼ $813,349
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,762,202$61,379,926▲ $21,617,724
Net Assets Without Donor Restrictions$6,207,822$857,805▼ $5,350,017
Total Net Assets Fund Balance$45,970,024$62,237,731▲ $16,267,707
Total Liabilities and Net Assets / Fund Balance$46,798,323$62,252,681▲ $15,454,358

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$12,652$12,652
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Zhihong XuChairman of the Board
Lin ZhaoPresident and Director
Weifang MinVice Chairman
Betty Xudong ShiDirector
Choong HsiaDirector
David S LeeDirector
Florence FangDirector
Kun DengDirector
Pengfei XieDirector
Wen HaiDirector
Yuning LiDirector
Meng LaiSecretary
Liangyu TangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,928,946
Program Service Revenue
$0
Investment Income
$136,895
Other Revenue
$-84,474
All Other Contributions
$18,928,946
Change in Net Assets
$16,355,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,981,367
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$21,954
Total Revenue per Audited Statements
$19,003,321
Total Revenue per Form 990
$18,981,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,417,844
Other Expenses$190,310
Salaries, Compensation, and Employee Benefits$17,515
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$2,357,244--$2,357,244
Fees for Services Legal-$106,948-$106,948
Grants to Domestic Individuals$50,000--$50,000
Occupancy-$34,380-$34,380
Fees for Services Accounting-$20,049-$20,049
Other Salaries and Wages-$15,151-$15,151
Conferences and Meetings-$10,900-$10,900
Grants to Domestic Orgs$10,600--$10,600
Office Expenses-$8,023-$8,023
Travel-$5,630-$5,630
Insurance-$3,649-$3,649
Payroll Taxes-$2,364-$2,364
Other Expenses-$731-$731
Total Functional Expenses$2,417,844$207,825$0$2,625,669

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,625,669
Total Expenses per Audited Statements$2,625,669
Total Expenses per Form 990$2,625,669
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California Irvine FoundationIrvine, CA501c3INT'L HIGHER EDUCATION EXCHANGE AND RESEARCH$6,600

International Summary

Offices
0
Employees
0
Spending
$2,357,244

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificGrants to Recipients Located in RegionGrantmaking--$2,357,244
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Bylaw were amended to further enhance the governance of the foundation in compliance with the applicable law.”

Form 990, Part VI, Section B, Line 11B

“Copy of form 990 is emailed to the president for review prior to the filing of the tax returns. Members of the board review and appprove after tax return is filed.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and committee member shall annually sign a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“All documents are maintained in the office for public upon request.”

Filing and Contact Details

Filer

Filer Name
Peking University Education Foundation
EIN
94-3278466
Phone
6503152880
Address
1650 S AMPHLETT BOULEVARD NO 118, SAN MATEO, CA 94402

Signing Officer

Name
Lin Zhao
Title
President
Phone
6502599883
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lin Zhao
Formed
1997
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
2

Preparer

Firm
Baker Tilly US Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Joua Lo
Phone
4157812500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap provide disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and does not believe that the foundation has any uncertain tax positions that require adjustment or disclosure in the financial statements. The foundation's returns are subject to examination by federal and state taxing authorities, generally for three to four years, respectively, after they are filed.”

Raw XML AppendixShowing 400 of 481 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013299
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014950
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT PEKING UNIVERSITY'S LONG-TERM DEVELOPMENT AND TO PROMOTE EXCHANGES BETWEEN THE UNITED STATES AND CHINA.
IRS990/AllOtherContributionsAmt018928946
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JESSICA TANG
IRS990/BooksInCareOfDetail/PhoneNum06503152880
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01650 SOUTH AMPHLETT BOULEVARD SUITE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN MATEO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094402
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt063950
IRS990/CashNonInterestBearingGrp/EOYAmt025439
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010900
IRS990/ConferencesMeetingsGrp/TotalAmt010900
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt018928946
IRS990/CYGrantsAndSimilarPaidAmt02417844
IRS990/CYInvestmentIncomeAmt0136895
IRS990/CYOtherExpensesAmt0190310
IRS990/CYOtherRevenueAmt0-84474
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016355698
IRS990/CYSalariesCompEmpBnftPaidAmt017515
IRS990/CYTotalExpensesAmt02625669
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018981367
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE GRANTS WERE USED FOR BRAIN RESEARCH PROJECT AND FOR INTERNATIONAL HIGHER EDUCATION EXCHANGE AND RESEARCH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt039762202
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt061379926
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02417844
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020049
IRS990/FeesForServicesAccountingGrp/TotalAmt020049
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0106948
IRS990/FeesForServicesLegalGrp/TotalAmt0106948
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt02357244
IRS990/ForeignGrantsGrp/TotalAmt02357244
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0WEIFANG MIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ZHIHONG XU
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID S LEE
IRS990/Form990PartVIISectionAGrp/PersonNm3WEN HAI
IRS990/Form990PartVIISectionAGrp/PersonNm4FLORENCE FANG
IRS990/Form990PartVIISectionAGrp/PersonNm5BETTY XUDONG SHI
IRS990/Form990PartVIISectionAGrp/PersonNm6KUN DENG
IRS990/Form990PartVIISectionAGrp/PersonNm7YUNING LI
IRS990/Form990PartVIISectionAGrp/PersonNm8LIN ZHAO
IRS990/Form990PartVIISectionAGrp/PersonNm9PENGFEI XIE
IRS990/Form990PartVIISectionAGrp/PersonNm10CHOONG HSIA
IRS990/Form990PartVIISectionAGrp/PersonNm11LIANGYU TANG
IRS990/Form990PartVIISectionAGrp/PersonNm12MENG LAI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt02417844
IRS990/GrantsPayableGrp/BOYAmt0815000
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010600
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018981367
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03649
IRS990/InsuranceGrp/TotalAmt03649
IRS990/InvestmentIncomeGrp/ExclusionAmt0136895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0136895
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07826
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029568627
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012652
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt012652
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT PEKING UNIVERSITY'S LONG-TERM DEVELOPMENT AND TO PROMOTE EXCHANGES BETWEEN THE UNITED STATES AND CHINA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt045970024
IRS990/NetAssetsOrFundBalancesEOYAmt062237731
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021954
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06207822
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0857805
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034380
IRS990/OccupancyGrp/TotalAmt034380
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08023
IRS990/OfficeExpensesGrp/TotalAmt08023
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt04078
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0731
IRS990/OtherExpensesGrp/TotalAmt0731
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FOREIGN EXCHANGE LOSS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-84474
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-84474
IRS990/OtherRevenueTotalAmt0-84474
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015151
IRS990/OtherSalariesAndWagesGrp/TotalAmt015151
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02364
IRS990/PayrollTaxesGrp/TotalAmt02364
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt029135555
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt032303081
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LIN ZHAO
IRS990/PriorPeriodAdjustmentsAmt0-109945
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041794807
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06091256
IRS990/PYInvestmentIncomeAmt06399
IRS990/PYOtherExpensesAmt0212203
IRS990/PYOtherRevenueAmt095400
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt035593147
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06303459
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt041896606
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016355698
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017590992
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018928946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041794807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09960804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01949444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04440275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077074276
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0136895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03912
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-151
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0148685
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53270
IRS990ScheduleA/PublicSupportPY170Pct00.57690
IRS990ScheduleA/PublicSupportTotal170Amt041136676
IRS990ScheduleA/SubstantialContributorsTotAmt035937600
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018928946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041794807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09960804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01949444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04440275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077074276
IRS990ScheduleA/TotalSupportAmt077222961
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02625669
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021954
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012652
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012652
IRS990ScheduleD/RevenueNotReportedAmt021954
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt018981367
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP PROVIDE DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE TO FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02625669
IRS990ScheduleD/TotalRevenuePerForm990Amt018981367
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019003321
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02625669
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt02357244
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTMAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt02357244
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER AND CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0EDUCATION, SCHOLARSHIPS, RESEARCH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt02357244
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REVIEWS EACH PROGRAM FROM TIME TO TIME TO MAKE SURE GRANTS ARE USED FOR THE PURPOSES SPECIFIED BY THE FOUNDATION. THE OFFICERS, BOARD MEMBERS, AND VOLUNTEERS WERE ACTIVELY INVOLVED IN SELECTION OF GRANT RECIPIENTS AND DISTRIBUTION OF SCHOLARSHIPS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt02357244
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt050000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PKU BERGGRUEN RESEARCH CENTER GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt06600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0INT'L HIGHER EDUCATION EXCHANGE AND RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0952540117
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 THEORY SUITE 250
IRS990ScheduleI/RecipientTable/USAddress/CityNm0IRVINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092617
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REVIEWS EACH PROGRAM FROM TIME TO TIME TO MAKE SURE GRANTS ARE USED FOR THE PURPOSES SPECIFIED BY THE FOUNDATION. THE OFFICERS, BOARD MEMBERS, AND VOLUNTEERS WERE ACTIVELY INVOLVED IN SELECTION OF GRANT RECIPIENTS AND DISTRIBUTION OF SCHOLARSHIPS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BYLAW WERE AMENDED TO FURTHER ENHANCE THE GOVERNANCE OF THE FOUNDATION IN COMPLIANCE WITH THE APPLICABLE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 IS EMAILED TO THE PRESIDENT FOR REVIEW PRIOR TO THE FILING OF THE TAX RETURNS. MEMBERS OF THE BOARD REVIEW AND APPPROVE AFTER TAX RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND COMMITTEE MEMBER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE MAINTAINED IN THE OFFICE FOR PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$62,252,681
Liabilities
$14,950
Net assets
$62,237,731
Revenue
$18,981,367
Expenses
$2,625,669
Net income
$16,355,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.6$0.13$72.4$8.28$5.00$3.28
2023Detailed filing. Detailed filing data is available for this year.$68.6$1.80$66.8$5.57$6.44$0.87
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.12$64.8$6.30$6.59$0.29
2021Detailed filing. Detailed filing data is available for this year.$72.9$2.81$70.1$11.7$9.98$1.71
2020Detailed filing. Detailed filing data is available for this year.$66.7$0.02$66.7$9.68$7.93$1.75
2019Detailed filing. Detailed filing data is available for this year.$62.3$0.01$62.2$19.0$2.63$16.4
2018Detailed filing. Detailed filing data is available for this year.$46.8$0.83$46.0$41.9$6.30$35.6
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$9.96$2.06$7.90
2016Summary only. Only limited summary data is available for this year.$2.48$0.02$2.46$1.95$1.59$0.36
2015Summary only. Only limited summary data is available for this year.$2.11$0.02$2.09$4.44$4.77$0.33
2014Summary only. Only limited summary data is available for this year.$2.45$0.02$2.43$4.32$4.78$0.46
2013Summary only. Only limited summary data is available for this year.$2.91$0.02$2.89$3.11$2.48$0.63
2012Summary only. Only limited summary data is available for this year.$2.28$0.02$2.26$4.12$2.60$1.52
2011Summary only. Only limited summary data is available for this year.$0.76$0.02$0.74$3.56$3.60$0.04
2010Summary only. Only limited summary data is available for this year.$0.80$0.02$0.78$2.55$2.85$0.30