CM Chen Foundation Inc.

990PF • Fiscal year 2019 • EIN 01-0675481

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization Profile

600 S Lake Ave Ste 301Pasadena, CA 91106

(626) 229-9922

Siviq Scores

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

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.7%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

11%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$4,037,477

Up $27,875 (+0.7%) from 2018

Net Assets

$4,037,477

Up $27,875 (+0.7%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin72nd percentile

Revenue

$179,950

Up $17,730 (+11%) from 2018

Expenses

Down

$148,976

Down $29,716 (-17%) from 2018

Net Income

$30,974

Up $47,446 (+288%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2019

Assets$4,037,477

Liabilities$0

Net Assets$4,037,477

Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

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

Highlighted filing

2019

Revenue$179,950

Expenses$148,976

Net Income$30,974

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 5, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHIH-MING CHEN	President	-	$0	-	-
CHONG DING	Vice President	-	$0	-	-
ARIEL CHEN	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Cm Chen Foundation Inc
EIN: 01-0675481
Phone: 6262299922
Address: 600 S LAKE AVE STE 301, PASADENA, CA 91106

Signing Officer

Name: Chih-ming Chen
Title: President
Signed: 2020-11-05
Discuss with paid preparer: Yes

Preparer

Firm: Philip L Chan Accountancy Corporation
Address: 600 S Lake Ave Ste 301, Pasadena, CA 91106
Preparer: Philip L Chan
Phone: 6262299922

Raw XML Appendix326 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	125000 DOW CHEM CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	206000 JPMORGAN CHASE & CO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt	0	STE 3 6F NO 780 BEIAN RD
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	600 S LAKE AVE STE 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	91106
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	PHILIP L CHAN CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6262299922
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	14913
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SUPPORT 2019 PERU SACRED VALLEY EDUCATION PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	GIVE2ASIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	GIVE2ASIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	RUSTIC PATHWAYS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2201 BROADWAY 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2201 BROADWAY 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	34900 CHARDON RD BLDG 1 SUITE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WILLOUGHBY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	44094
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	145913
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	145913
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	193226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	47313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	253285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1793234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	47313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1745921
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	253285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	253285
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	145913
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1999206
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2046519
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	588
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	588
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	588
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	6377
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	6576
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	6576
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3099
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	INCOME TAX - 2019
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHIH-MING CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CM CHEN FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CO PHILIP L CHAN CPA
ReturnHeader/Filer/BusinessNameControlTxt	0	CMCH
ReturnHeader/Filer/EIN	0	010675481
ReturnHeader/Filer/PhoneNum	0	6262299922
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	600 S LAKE AVE STE 301
ReturnHeader/Filer/USAddress/CityNm	0	PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	822843013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PHILIP L CHAN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	600 S Lake Ave Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91106
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6262299922
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Philip L Chan
ReturnHeader/ReturnTs	0	2020-11-05T15:22:39-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $4,037,477
Liabilities: $0
Net assets: $4,037,477
Revenue: $179,950
Expenses: $148,976
Net income: $30,974

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.65	$0.00	$3.65	$0.19	$0.08	$0.11
2023Detailed filing. Detailed filing data is available for this year.	$3.54	$0.00	$3.54	$0.18	$0.11	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$3.47	$0.00	$3.47	$0.50	$0.21	$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.19	$0.00	$4.19	$0.20	$0.11	$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.11	$0.00	$4.11	$0.25	$0.17	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$4.04	$0.00	$4.04	$0.18	$0.15	$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.01	$0.00	$4.01	$0.16	$0.18	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.03	$0.00	$4.03	$0.18	$0.16	$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.02	$0.00	$4.02	$0.21	$0.44	$0.23
2015Summary only. Only limited summary data is available for this year.	$4.25	$0.00		$0.07	$0.07	$0.00
2014Summary only. Only limited summary data is available for this year.	$4.25	$0.00		$0.40	$2.21	$1.81
2013Summary only. Only limited summary data is available for this year.	$6.03	$0.00		$0.37	$0.66	$0.29
2012Summary only. Only limited summary data is available for this year.	$6.33	$0.00		$0.88	$0.51	$1.39
2011Summary only. Only limited summary data is available for this year.	$9.45	$1.72		$0.00	$0.38	$0.37