Civic Intelligence

Yu Charitable & Educational Foundation

990PF • Fiscal year 2015 • EIN 94-3347895

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
4107 Oak Pointe CTHayward, CA 94542

(510) 582-0480

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

56th percentile

1.5%

Faster asset growth than 56% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,429,106

Up $20,436 (+1.5%) from 2014

Net Assets

Up

$1,429,106

Up $20,470 (+1.5%) from 2014

Liabilities

Down

$0

Down $34 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin83rd percentile

Revenue

Down

$66,678

Down $32,726 (-33%) from 2014

Expenses

Up

$46,208

Up $16,308 (+55%) from 2014

Net Income

Down

$20,470

Down $49,034 (-71%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,398,977Liabilities 2011: $0Net Assets 2011: $1,398,9772011Assets 2012: $1,305,480Liabilities 2012: $962012Assets 2013: $1,339,165Liabilities 2013: $33Net Assets 2013: $1,339,1322013Assets 2014: $1,408,670Liabilities 2014: $34Net Assets 2014: $1,408,6362014Assets 2015: $1,429,106Liabilities 2015: $0Net Assets 2015: $1,429,1062015Assets 2016: $1,462,866Liabilities 2016: $0Net Assets 2016: $1,462,8662016Assets 2017: $1,519,708Liabilities 2017: $0Net Assets 2017: $1,519,7082017Assets 2018: $1,553,991Liabilities 2018: $0Net Assets 2018: $1,553,9912018Assets 2019: $1,621,290Liabilities 2019: $0Net Assets 2019: $1,621,2902019Assets 2020: $1,621,556Liabilities 2020: $0Net Assets 2020: $1,621,5562020Assets 2021: $1,631,488Liabilities 2021: $0Net Assets 2021: $1,631,4882021Assets 2022: $1,575,248Liabilities 2022: $256Net Assets 2022: $1,574,9922022Assets 2023: $1,592,880Liabilities 2023: $522Net Assets 2023: $1,592,3582023Assets 2024: $1,577,897Liabilities 2024: $308Net Assets 2024: $1,577,5892024

Highlighted filing

2015

Assets$1,429,106
Liabilities$0
Net Assets$1,429,106
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$200K$100K$0-$100KExpenses 2011: $65,7612011Revenue 2012: $81,536Expenses 2012: $175,129Net Income 2012: -$93,5932012Revenue 2013: $78,947Expenses 2013: $45,199Net Income 2013: $33,7482013Revenue 2014: $99,404Expenses 2014: $29,900Net Income 2014: $69,5042014Revenue 2015: $66,678Expenses 2015: $46,208Net Income 2015: $20,4702015Revenue 2016: $66,596Expenses 2016: $32,836Net Income 2016: $33,7602016Revenue 2017: $78,308Expenses 2017: $21,466Net Income 2017: $56,8422017Revenue 2018: $82,148Expenses 2018: $47,865Net Income 2018: $34,2832018Revenue 2019: $100,325Expenses 2019: $33,026Net Income 2019: $67,2992019Revenue 2020: $95,770Expenses 2020: $95,504Net Income 2020: $2662020Revenue 2021: $73,664Expenses 2021: $63,732Net Income 2021: $9,9322021Revenue 2022: $12,752Expenses 2022: $69,248Net Income 2022: -$56,4962022Revenue 2023: $76,303Expenses 2023: $58,937Net Income 2023: $17,3662023Revenue 2024: $61,214Expenses 2024: $75,983Net Income 2024: -$14,7692024

Highlighted filing

2015

Revenue$66,678
Expenses$46,208
Net Income$20,470
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY YUPresidentPT$0--
ROSALYN YUSecretaryPT$0--
BENNY YUCFO-$0--
Filing and Contact Details

Filer

Filer Name
Yu Charitable & Educational Foundation
EIN
94-3347895
Phone
5105820480
Address
4107 OAK POINTE CT, HAYWARD, CA 94542

Signing Officer

Name
Larry Yu
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Richard D Callister CPA
Address
1685 MAIN ST, OAKLEY, CA 94561-3321
Preparer
Richard D Callister
Phone
9256791111
Raw XML Appendix347 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/GrantOrContributionPurposeTxt0TO SUPPORT POVERTY RELIEF FOR ELDERLY CITIZENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT ENGLISH LANGUAGE INSTRUCTION IN CHINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT POVERTY RELIEF IN OAKLAND, CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT RESEARCH INTO HEART DISEASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROMOTE RESEARCH INTO THE CAUSES AND CURES OF DIABETES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO CONSTRUCT A PHYSICS INTERACTION ROOM IN THE PHYSICS CENTER OF THE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0ZHUANGSHI OVERSEAS CHINESE UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1SCHOOL STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0315201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd1324100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0ZUANGSHI ZHENHAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm1ZHEJIANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SHI CAI XIA SENIOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1XINTANGBIAN MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6UNIVERSITY OF CALIFORNIA BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 WEBSTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 MONTGOMERY ST STE 1650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21701 N BEAUREGARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3747 CAMDEN AVENUE SUITE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4366 LE CONTE HALL 7300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CAMPBELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494720
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032800
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt093019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0143669
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt093019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032800
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0110869
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt014783
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt13329
LandEtcSchedule2/LandEtcGrp/BookValueAmt056
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt014783
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt13385
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ATTORNEY GENERAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2619
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42721
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51869
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01476
TaxesSchedule/TaxesDetail/Amt153
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX-ADDITIONAL PAID
TaxesSchedule/TaxesDetail/CategoryTxt2STATE FRANCHISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01476
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt153
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YU CHARITABLE & EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YUCH
ReturnHeader/Filer/EIN0943347895
ReturnHeader/Filer/PhoneNum05105820480
ReturnHeader/Filer/USAddress/AddressLine1Txt04107 OAK POINTE CT
ReturnHeader/Filer/USAddress/CityNm0HAYWARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD D CALLISTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01685 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945613321
ReturnHeader/PreparerPersonGrp/PhoneNum09256791111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CALLISTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T11:17:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,429,106
Liabilities
$0
Net assets
$1,429,106
Revenue
$66,678
Expenses
$46,208
Net income
$20,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.57$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.03$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.03$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.08$0.18$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07