Civic Intelligence

Bernard Chiu Charitable Foundation C/O Bernard K Chiu & Joy T Chiu Trustees

990PF • Fiscal year 2017 • EIN 04-3399535

Jan 01, 2017 to Dec 31, 2017 • Filed on May 31, 2018

Organization Profile
745 Boylston Street No 601Boston, MA 02116-2666

(617) 226-8200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-8.9%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $28,422 (-100%) from 2016

Net Assets

Down

$0

Down $26,216 (-100%) from 2016

Liabilities

Down

$0

Down $2,206 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Down

$297

Down $29 (-8.9%) from 2016

Expenses

Down

$63

Down $2,189 (-97%) from 2016

Net Income

Up

$234

Up $2,160 (+112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$80K$60K$40K$20K$0Assets 2010: $79,154Liabilities 2010: $4,415Net Assets 2010: $74,7392010Assets 2011: $39,470Liabilities 2011: $4,001Net Assets 2011: $35,4692011Assets 2012: $34,980Liabilities 2012: $4,002Net Assets 2012: $30,9782012Assets 2013: $35,026Liabilities 2013: $6,005Net Assets 2013: $29,0212013Assets 2014: $31,229Liabilities 2014: $4,014Net Assets 2014: $27,2152014Assets 2015: $30,463Liabilities 2015: $2,028Net Assets 2015: $28,4352015Assets 2016: $28,422Liabilities 2016: $2,206Net Assets 2016: $26,2162016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$30K$20K$10K$0-$10KExpenses 2010: $4,6252010Expenses 2011: $28,5502011Expenses 2012: $2,5872012Revenue 2013: $157Expenses 2013: $2,114Net Income 2013: -$1,9572013Revenue 2014: $617Expenses 2014: $2,423Net Income 2014: -$1,8062014Revenue 2015: $1,300Expenses 2015: $2,080Net Income 2015: -$7802015Revenue 2016: $326Expenses 2016: $2,252Net Income 2016: -$1,9262016Revenue 2017: $297Expenses 2017: $63Net Income 2017: $2342017

Highlighted filing

2017

Revenue$297
Expenses$63
Net Income$234
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD K CHIUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bernard Chiu Charitable Foundation
EIN
04-3399535
Phone
6172268200
Address
745 BOYLSTON STREET NO 601, BOSTON, MA 02116-2666

Signing Officer

Name
Bernard K Chiu
Title
Trustee
Phone
6172268224
Signed
2018-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110
Preparer
Mark Ravera CPA
Phone
6174472700
Raw XML Appendix297 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
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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt031113
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ALL ASSETS WITHIN THE FOUNDATION WERE TRANSFERRED TO A CHARITABLE GIFT FUND WITH CHARLES SCHWAB AS OF 12/21/2017.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt031118
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04668
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031118
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01387
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01387
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01392
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02206
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012622
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0424
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01392
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027842
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LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WITHIN THE FOUNDATION WERE TRANSFERRED TO A CHARITABLE GIFT FUND WITH CHARLES SCHWAB AS OF 12/21/2017.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031118
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt12200
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ACCRUED EXPENSE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt10
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/Amt122
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX - 2017
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt122
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD K CHIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172268224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD CHIU CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BERNARD K CHIU TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0043399535
ReturnHeader/Filer/PhoneNum06172268200
ReturnHeader/Filer/USAddress/AddressLine1Txt0745 BOYLSTON STREET NO 601
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021162666
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DFD47D5938E4F0EB6558E32278CFF63090FCAA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D286C15069C100443CD179F627BF294EDE0E652C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.147.160.242
ReturnHeader/FilingSecurityInformation/IPDt02018-05-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:41:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK RAVERA CPA
ReturnHeader/ReturnTs02018-06-01T08:16:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$297
Expenses
$63
Net income
$234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.30$0.06$0.23
2016Detailed filing. Detailed filing data is available for this year.$28.4$2.21$26.2$0.33$2.25$1.93
2015Detailed filing. Detailed filing data is available for this year.$30.5$2.03$28.4$1.30$2.08$0.78
2014Detailed filing. Detailed filing data is available for this year.$31.2$4.01$27.2$0.62$2.42$1.81
2013Detailed filing. Detailed filing data is available for this year.$35.0$6.01$29.0$0.16$2.11$1.96
2012Detailed filing. Detailed filing data is available for this year.$35.0$4.00$31.0$2.59
2011Detailed filing. Detailed filing data is available for this year.$39.5$4.00$35.5$28.6
2010Detailed filing. Detailed filing data is available for this year.$79.2$4.42$74.7$4.63