Civic Intelligence

Chu and Chan Foundation

EIN 11-3440906 • Pennington, NJ

Pub. 78 EligibleNTEE T20
PO Box 1532 AftPennington, NJ 08534
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Net Margin

34th percentile

-7.1%

Higher net margin than 34% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

85%

Faster revenue growth than 68% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$1,163,802

Down $14,443 (-1.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,163,802

Down $14,443 (-1.2%) from 2024

Operations
Liabilities / Revenue83rd percentileNet Margin34th percentile

Revenue

Up

$201,566

Up $92,453 (+85%) from 2024

Expenses

Up

$215,831

Up $119,303 (+124%) from 2024

Net Income

Down

-$14,265

Down $26,850 (-213%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,353,539Liabilities 2012: $02012Assets 2013: $1,266,225Liabilities 2013: $02013Assets 2014: $1,213,872Liabilities 2014: $02014Assets 2015: $1,187,140Liabilities 2015: $02015Assets 2016: $1,093,797Liabilities 2016: $02016Assets 2019: $1,106,245Liabilities 2019: $0Net Assets 2019: $1,106,2452019Assets 2020: $1,140,118Liabilities 2020: $0Net Assets 2020: $1,140,1182020Assets 2021: $1,157,965Liabilities 2021: $0Net Assets 2021: $1,157,9652021Assets 2022: $1,178,428Liabilities 2022: $0Net Assets 2022: $1,178,4282022Assets 2023: $1,165,769Liabilities 2023: $0Net Assets 2023: $1,165,7692023Assets 2024: $1,178,245Liabilities 2024: $0Net Assets 2024: $1,178,2452024Assets 2025: $1,163,802Liabilities 2025: $0Net Assets 2025: $1,163,8022025

Highlighted filing

2025

Assets$1,163,802
Liabilities$0
Net Assets$1,163,802
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $113,813Expenses 2012: $116,943Net Income 2012: -$3,1302012Revenue 2013: $110,064Expenses 2013: $191,438Net Income 2013: -$81,3742013Revenue 2014: $143,707Expenses 2014: $199,720Net Income 2014: -$56,0132014Revenue 2015: $126,467Expenses 2015: $152,920Net Income 2015: -$26,4532015Revenue 2016: $81,906Expenses 2016: $174,185Net Income 2016: -$92,2792016Revenue 2019: $101,841Expenses 2019: $97,230Net Income 2019: $4,6112019Revenue 2020: $125,789Expenses 2020: $91,944Net Income 2020: $33,8452020Revenue 2021: $149,483Expenses 2021: $130,108Net Income 2021: $19,3752021Revenue 2022: $138,370Expenses 2022: $119,470Net Income 2022: $18,9002022Revenue 2023: $99,634Expenses 2023: $112,362Net Income 2023: -$12,7282023Revenue 2024: $109,113Expenses 2024: $96,528Net Income 2024: $12,5852024Revenue 2025: $201,566Expenses 2025: $215,831Net Income 2025: -$14,2652025

Highlighted filing

2025

Revenue$201,566
Expenses$215,831
Net Income-$14,265
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,163,802
Liabilities
$0
Net assets
$1,163,802
Revenue
$201,566
Expenses
$215,831
Net income
-$14,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.20$0.22$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.10$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.14$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.13$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.10$0.10$0.00
2016Summary only. Only limited summary data is available for this year.$1.09$0.00$0.08$0.17$0.09
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$0.13$0.15$0.03
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$0.14$0.20$0.06
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$0.11$0.19$0.08
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.11$0.12$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Aug 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY CHUPresidentPT$0--
EMILY CHUDirectorPT$0--
THOMAS SOBELSecretary-$0--
JEFF SOBELPresident-$0--
Filing and Contact Details

Filer

Filer Name
Chu and Chan Foundation
EIN
11-3440906
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Tony Chu
Title
Trustee
Phone
8888663275
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6012504L109 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6192857W308 VODAFONE GROUP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71171779309 CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73880770102 TERADYNE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8926484T106 DUN AND BRADSTREET H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90007903107 ADVNCD MICRO D INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9225243Q205 DIAGEO PLC SPON ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9867066G104 NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99780259305 SHELL PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102929740108 WABTEC CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10662482R107 MR COOPER GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10778409V104 S&P GLOBAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117L8681T102 SPOTIFY TECH S.A. RE
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0155215
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037049
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0187788
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021562
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0215831
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024831
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382025-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402025-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442025-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452021-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-09-17

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