Civic Intelligence

The Five Plus Two Foundation

990PF • Fiscal year 2023 • EIN 95-4774464

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 28, 2024

Organization Profile
17128 Colima Rd Apt 608Hacienda Heights, CA 91745

(626) 961-8188

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-0.6%

Faster asset growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$150,065

Down $965 (-0.6%) from 2022

Net Assets

Down

$150,065

Down $965 (-0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Up

$965

Up $965 from 2022

Net Income

Down

-$965

Down $965 from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$200K$150K$100K$50K$0Assets 2011: $160,701Liabilities 2011: $02011Assets 2012: $160,220Liabilities 2012: $02012Assets 2013: $159,689Liabilities 2013: $02013Assets 2014: $159,147Liabilities 2014: $02014Assets 2015: $158,579Liabilities 2015: $02015Assets 2019: $151,900Liabilities 2019: $02019Assets 2021: $151,030Liabilities 2021: $0Net Assets 2021: $151,0302021Assets 2022: $151,030Liabilities 2022: $0Net Assets 2022: $151,0302022Assets 2023: $150,065Liabilities 2023: $0Net Assets 2023: $150,0652023Assets 2024: $149,540Liabilities 2024: $0Net Assets 2024: $149,5402024

Highlighted filing

2023

Assets$150,065
Liabilities$0
Net Assets$150,065
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $76Expenses 2011: $5,375Net Income 2011: -$5,2992011Revenue 2012: $79Expenses 2012: $560Net Income 2012: -$4812012Revenue 2013: $29Expenses 2013: $560Net Income 2013: -$5312013Revenue 2014: $28Expenses 2014: $570Net Income 2014: -$5422014Revenue 2015: $42Expenses 2015: $610Net Income 2015: -$5682015Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2021: $0Expenses 2021: $410Net Income 2021: -$4102021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $965Net Income 2023: -$9652023Revenue 2024: $0Expenses 2024: $525Net Income 2024: -$5252024

Highlighted filing

2023

Revenue$0
Expenses$965
Net Income-$965
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK W LIUPresident-$0--
WENDY YC LIUSecretary-$0--
HERBERT HB LIUTreasury-$0--
Filing and Contact Details

Filer

Filer Name
The Five Plus Two Foundation
EIN
95-4774464
Phone
6269618188
Address
17128 COLIMA RD APT 608, HACIENDA HEIGHTS, CA 91745

Signing Officer

Name
Wendy Liu
Title
Secretary
Phone
6269618188
Signed
2024-02-28
Discuss with paid preparer
No

Preparer

Firm
Orca Associates Inc
Address
821 S GARFIELD AVE STE 201, ALHAMBRA, CA 91801
Preparer
Hung Chin Tsai
Phone
6262822623
Raw XML Appendix165 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020539 BIND COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt120539 BIND COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220539 BIND COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WALNUT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291789
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017128 COLIMA RD STE 608
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HACIENDA HEIGHTS
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06269618188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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
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OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt049800
OtherReceivablesOfficersSch/OfficerTravelAdvanceAmt049800
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/CategoryTxt0FTB TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06269618188
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FIVE PLUS TWO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0954774464
ReturnHeader/Filer/PhoneNum06269618188
ReturnHeader/Filer/USAddress/AddressLine1Txt017128 COLIMA RD APT 608
ReturnHeader/Filer/USAddress/CityNm0HACIENDA HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010606517
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0821 S GARFIELD AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALHAMBRA
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ReturnHeader/PreparerPersonGrp/PhoneNum06262822623
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HUNG CHIN TSAI
ReturnHeader/ReturnTs02024-02-28T01:32:29-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIU
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,065
Liabilities
$0
Net assets
$150,065
Revenue
$0
Expenses
$965
Net income
-$965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.00$0.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$1.52$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$1.59$0.00$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.00$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.00$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.00$0.05$0.05