Civic Intelligence

Wenstar Foundation

990PF • Fiscal year 2019 • EIN 20-4795866

May 01, 2018 to Apr 30, 2019 • Filed on Sep 03, 2019

Organization Profile
3104 Heitman CTSan Jose, CA 95132

(408) 258-8623

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

8.8%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$212,900

Down $400 (-0.2%) from 2018

Net Assets

Down

$212,346

Down $880 (-0.4%) from 2018

Liabilities

Up

$554

Up $480 (+649%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin26th percentile

Revenue

Up

$8,645

Up $697 (+8.8%) from 2018

Expenses

Down

$9,525

Down $47 (-0.5%) from 2018

Net Income

Up

-$880

Up $744 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$300K$200K$100K$0Assets 2012: $120,582Liabilities 2012: $19,2552012Assets 2013: $142,071Liabilities 2013: $16,2422013Assets 2014: $159,937Liabilities 2014: $11,934Net Assets 2014: $148,0032014Assets 2015: $189,533Liabilities 2015: $6,940Net Assets 2015: $182,5932015Assets 2016: $223,702Liabilities 2016: $2,823Net Assets 2016: $220,8792016Assets 2017: $216,480Liabilities 2017: $1,630Net Assets 2017: $214,8502017Assets 2018: $213,300Liabilities 2018: $74Net Assets 2018: $213,2262018Assets 2019: $212,900Liabilities 2019: $554Net Assets 2019: $212,3462019Assets 2020: $211,660Liabilities 2020: $82Net Assets 2020: $211,5782020Assets 2021: $209,336Liabilities 2021: $91Net Assets 2021: $209,2452021Assets 2022: $207,818Liabilities 2022: $48Net Assets 2022: $207,7702022Assets 2023: $209,078Liabilities 2023: $0Net Assets 2023: $209,0782023Assets 2024: $209,404Liabilities 2024: $60Net Assets 2024: $209,3442024Assets 2025: $207,674Liabilities 2025: $0Net Assets 2025: $207,6742025

Highlighted filing

2019

Assets$212,900
Liabilities$554
Net Assets$212,346
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $48,417Expenses 2012: $17,013Net Income 2012: $31,4042012Revenue 2013: $40,150Expenses 2013: $15,648Net Income 2013: $24,5022013Revenue 2014: $39,764Expenses 2014: $17,590Net Income 2014: $22,1742014Revenue 2015: $50,943Expenses 2015: $16,353Net Income 2015: $34,5902015Revenue 2016: $55,996Expenses 2016: $17,710Net Income 2016: $38,2862016Revenue 2017: $8,768Expenses 2017: $14,797Net Income 2017: -$6,0292017Revenue 2018: $7,948Expenses 2018: $9,572Net Income 2018: -$1,6242018Revenue 2019: $8,645Expenses 2019: $9,525Net Income 2019: -$8802019Revenue 2020: $9,164Expenses 2020: $9,932Net Income 2020: -$7682020Revenue 2021: $8,301Expenses 2021: $10,407Net Income 2021: -$2,1062021Revenue 2022: $10,034Expenses 2022: $11,509Net Income 2022: -$1,4752022Revenue 2023: $13,815Expenses 2023: $12,507Net Income 2023: $1,3082023Revenue 2024: $10,853Expenses 2024: $10,587Net Income 2024: $2662024Revenue 2025: $10,351Expenses 2025: $12,021Net Income 2025: -$1,6702025

Highlighted filing

2019

Revenue$8,645
Expenses$9,525
Net Income-$880
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YU SHUPresident-$0--
LINDA WUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wenstar Foundation
EIN
20-4795866
Phone
4082588623
Address
3104 HEITMAN CT, SAN JOSE, CA 95132

Signing Officer

Name
Yu Shu
Title
President
Phone
4082588623
Signed
2019-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
920 HILLVIEW CT 180, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
6265812266
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0554
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0350900
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0351000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016332
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08810
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08810
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0159686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0159686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0191970
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt022694
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt027272
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06217
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04578
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04578
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-137674
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-138654
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt039826
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt039826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0213300
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0212900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0245184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt074
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0213300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0212900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0213226
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0212346
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0234146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048320
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0185826
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03512
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011532
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0230634
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0234146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0YU SHU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA WU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03104 HEITMAN CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13104 HEITMAN CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt014002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.065923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.029035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.032916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.094086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.118226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0230634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0234514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0236180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0201548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0148822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0134801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.329615
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07946
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt0480
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07466
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07946
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0YU SHU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03104 HEITMAN CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA

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Filings

Displayed year

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

Open filing
Assets
$212,900
Liabilities
$554
Net assets
$212,346
Revenue
$8,645
Expenses
$9,525
Net income
-$880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.10$0.12$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.10$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.08$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.12$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.02$2.15$0.09$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.03$2.21$0.56$0.18$0.38
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.07$1.83$0.51$0.16$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.12$1.48$0.40$0.18$0.22
2013Summary only. Only limited summary data is available for this year.$1.42$0.16$0.40$0.16$0.25
2012Summary only. Only limited summary data is available for this year.$1.21$0.19$0.48$0.17$0.31